CRD: 108380
Miller Investment Management, LP
$7.1B Total AUM
$1.8B Disc. AUM
12.5% 3Y CAGR
18 Employees
188 ADV. Clients
27 yrs Firm Age
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- Custodian
- Bank OF America · JP Morgan · Pershing · Prudential · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-1998
- Office Locations
- 3
Office Locations
717 Fifth Avenue 19th Floor NEW York NY
ONE Tower Bridge, STE 1400 West Conshohocken PA
-- Houston TX
About Miller Investment Management, LP
Miller Investment Management, LP is a West Conshohocken-based RIA with 3 offices. The firm has been operating for 27 years. Managing $7.1B in total assets under management, with 7 advisory representatives. They custody assets with Bank OF America and JP Morgan.
Team overview
46 AVG AGE
$1.0B AVG AUM / ADVISOR
$37.8M AVG AUM / CLIENT
11.8 yrs AVG TENURE
18 Employees
7 Advisory Reps
6 RIA Reps
27yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
P
PAUL JEROME ISAAC
Limited Partner, Managing Member, President
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
C
Christine M dostillio
Chief Compliance Officer, Chief Financial Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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E
ELWYN EVANS III
Senior Advisor
- CRD
- #5113001
Available
Available
Available
D
Daniel Joseph Harnish
Director
- CRD
- #7200494
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,775,592,906 | $8,182,456 |
| Non-Discretionary | $5,329,276,900 | $58,563,482 |
| Total | $7,104,869,806 | $23,067,759 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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