Insights

Strategic merger Recent merger with Crestone Capital LLC, expanding AUM reach and client base; target potential cross-sell of wealth and investment solutions to newly onboarded clients from Pathstone.

AUM growth Assets under advisement reported near $12 billion post-merger, presenting opportunity to expand product suites, including alternative investments, estate planning, and fiduciary services to larger mandates.

Organic growth No acquisitions in growth trajectory prior to merger highlights a client-first, relationship-driven sales approach; leverage reference-able client experiences to accelerate new client acquisition among high-net-worth families and institutions.

Mid-market focus Size indicators (employees and revenue in the mid-market range) align with tailored, scalable advisory solutions; potential upsell of strategic planning, tax-aware investing, and family office services.

Investment activity Active investment activity including stake in Adagene signals capability in private market and specialty assets; cross-sell to institutional and family office clients seeking diversified alternative exposures.

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Mill Creek Capital Advisors Tech Stack

Mill Creek Capital Advisors uses 8 technology products and services including RSS, WordPress, Mailgun, and more. Explore Mill Creek Capital Advisors's tech stack below.

RSS
Content Management System
WordPress
Content Management System
Mailgun
Email
Microsoft 365
Email
Google Fonts API
Font Scripts
AOS
Javascript Libraries
Pantheon
Platform As A Service
Yoast SEO
Search Engines

Media & News

Mill Creek Capital Advisors's Email Address Formats

Mill Creek Capital Advisors uses at least 4 email formats:

Mill Creek Capital Advisors Email Formats	Example	Percentage
FLast@millcreekcap.com	JDoe@millcreekcap.com	89%
First.Last@millcreekcap.com	John.Doe@millcreekcap.com	8%
Last@millcreekcap.com	Doe@millcreekcap.com	3%
FLast@millcreek.com	JDoe@millcreek.com	100%

Frequently Asked Questions

What is Mill Creek Capital Advisors's phone number?

You can contact Mill Creek Capital Advisors's main corporate office by phone at

+1-610-941-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mill Creek Capital Advisors's official website and social media links?

Mill Creek Capital Advisors's official website is millcreek.com and has social profiles on LinkedIn.

How much revenue does Mill Creek Capital Advisors generate?

As of August 2026, Mill Creek Capital Advisors's annual revenue is estimated to be $25M - $50M.

What is Mill Creek Capital Advisors's NAICS code?

Mill Creek Capital Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Mill Creek Capital Advisors have currently?

As of August 2026, Mill Creek Capital Advisors has approximately 17 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: J. C., Owner: E. S. and Vice-President: V. R. Explore Mill Creek Capital Advisors's employee directory with LeadIQ.

What industry does Mill Creek Capital Advisors belong to?

Mill Creek Capital Advisors operates in the Investment Management industry.

What technology does Mill Creek Capital Advisors use?

Mill Creek Capital Advisors's tech stack includes RSS, WordPress, Mailgun, Microsoft 365, Google Fonts API, AOS, Pantheon and Yoast SEO.

What is Mill Creek Capital Advisors's email format?

Mill Creek Capital Advisors's email format typically follows the pattern of FLast@millcreekcap.com. Find more Mill Creek Capital Advisors email formats with LeadIQ.

When was Mill Creek Capital Advisors founded?

Mill Creek Capital Advisors was founded in 2006.

Mill Creek Capital Advisors

Q: How many employees does Mill Creek Capital Advisors have currently?

Mill Creek Capital Advisors has approximately 17 employees.

Q: What technology does Mill Creek Capital Advisors use?

Mill Creek Capital Advisors's tech stack includes HSTS, AOS, Site Kit, Sitelinks Search Box, oEmbed.

Q: What is Mill Creek Capital Advisors's NAICS code?

Mill Creek Capital Advisors's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementPennsylvania, United States11-50 Employees

Mill Creek Capital Advisors is a mid-sized investment management firm that works with high-net-worth individuals, families, and institutions to manage wealth and investments. Headquartered in Conshohocken, Pennsylvania, the firm has operated since 2006 and has grown primarily by earning the confidence of clients rather than pursuing acquisitions. Within the investment management sector, it emphasizes private-client focus and long-term stewardship to differentiate itself. In June 2026, Mill Creek Capital Advisors merged with Crestone Capital LLC, a development noted in industry coverage. The firm operates as a Philadelphia-area registered investment adviser and continues to align its services with each client’s wealth objectives and legacy goals.