CRD: 108380
Miller Investment Management, LP
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- Custodian
- Bank OF America · JP Morgan · Pershing · Prudential · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-19-1998
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 24.8%, from $5.7B to $7.1B.
Across 5 reported observations, AUM increased 29.2% between May 4, 2022 and March 31, 2026, from $5.5B to $7.1B.
Of the latest reported AUM, 25.0% is discretionary and 75.0% is non-discretionary.
The firm reports 7 advisory representatives and 188 clients, or 26.9 clients per representative. That equates to $37.8M in reported AUM per client.
The profile lists 3 reported office locations and 27 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Miller Investment Management, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL JEROME ISAAC
Limited Partner, Managing Member, President
- CRD
- --
- Ownership
- 5% but less than 10%
Christine M dostillio
Chief Compliance Officer, Chief Financial Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ELWYN EVANS III
Senior Advisor
- CRD
- #5113001
Daniel Joseph Harnish
Director
- CRD
- #7200494
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Miller Investment Management, LP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Miller Investment Management, LP's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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