A complete list of active advisors currently associated with Miller Investment Management, LP

Warmer can help you find a great advisor at Miller Investment Management, LP or one who fits your needs even better.

Miller Investment Management provides investment advisory and supervisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, foundations, endowments, trusts, business entities and private pooled vehicles. The firm also offers retirement plan consulting and sponsors pooled Private Funds available to qualified investors, in addition to managing separately managed accounts. Miller’s investment process combines input from an internal Investment Strategy Committee and a Portfolio Management Committee and uses both fundamental and technical analysis to set client allocations, generally with a long-term focus while permitting shorter-term trades and specialized strategies where agreements allow. The firm’s reported assets show a notably large non-discretionary footprint — roughly $1.78 billion managed on a discretionary basis versus about $5.33 billion advised on a non-discretionary basis as of 12/31/2025 — reflecting a mix of advice-centric relationships and delegated pooled-vehicle management. What is distinctive about Miller is its role as general partner, manager and sponsor of multiple Private Funds that invest in public securities, private equity and real estate and that may charge management and performance-based (carried interest) fees; the brochure discloses that most of these funds are not currently accepting new investors and that the firm will not use discretionary authority to place client accounts into its own funds without written consent. The firm also discloses other potential conflicts — including an employee who is a licensed insurance broker and commissions related to insurance sales (and that the firm’s insurance agency license expired in December 2025) — and describes policies intended to mitigate those conflicts and to govern pooled-vehicle proxy voting.

To learn more about the advisors currently working at Miller Investment Management, LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.