ADVERTISEMENT
Press release content from Business Wire. The AP news staff was not involved in its creation.
Related topics
PRESS RELEASE: Paid content from Business Wire
Press release content from Business Wire. The AP news staff was not involved in its creation.

Mill Creek Capital Advisors Moves Up in Rank Among Barron’s Top 100 RIA Firms in the Nation

October 1, 2021 GMT

CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Oct 1, 2021--

Mill Creek Capital Advisors, LLC, an outsourced Chief Investment Officer managing $9 billion in assets under management, today announced it has been recognized as a top registered financial advisor in Barron’s 2021 Top 100 RIA Firms. Mill Creek was named #3 in the state of Pennsylvania and #71 in the overall ranking, moving up from #78 in 2020.

Barron’s ranking methodology for RIAs considers several metrics, including assets, revenue, succession planning, and diversity. The rankings aim to showcase the nation’s best RIAs and capture the evolution of the industry. Barron’s has ranked Mill Creek among the top 100 RIA firms for the past two consecutive years.

ADVERTISEMENT

“We are honored to be recognized for this national achievement and grateful for the ongoing support from our clients and staff in our success,” said Richard Lunsford, President and Chief Financial Officer at Mill Creek Capital Advisors. “This year marks a period of several significant milestones for Mill Creek, including our firm’s fifteenth anniversary and adding several key people to our team. We are proud to be included on this list for the second consecutive year as we believe it is a testament of the hard work and dedication put forth by our team.”

To learn more about Mill Creek Capital Advisors, visit millcreekcap.com.

About Mill Creek Capital Advisors, LLC and Important Disclosures

Mill Creek Capital Advisors, LLC (“MCCA”) is an independent SEC Registered Investment Advisory firm providing wealth management solutions to its clients. More information is available at https://www.millcreekcap.com/. This publication has been prepared by MCCA and is provided for information purposes only. It is not an offer to sell nor a solicitation of an offer to purchase any securities. Assets under management total is approximate and as of June 30, 2021.

ADVERTISEMENT

Awards listings, rankings and/or other recognition (collectively, “Awards”) by unaffiliated rating services and/or publications should not be construed by a client or prospective client as an assurance or guarantee that he/she will experience a certain level of investment performance or other results if Mill Creek Capital Advisors, LLC and/or its advisory personnel (collectively, “Mill Creek”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mill Creek by any of its clients. Awards published by magazines, and others, are independently granted, and may be based in part on information prepared and/or submitted by the recognized advisor. Neither Mill Creek nor any of its advisory personnel provide payments or other benefits to the ratings services and/or publication. The trademarks “Mill Creek,” “Mill Creek Capital,” and “Mill Creek Capital Advisors” are the exclusive property of Mill Creek Capital Advisors, LLC, are registered with the U.S. Patent and Trademark Office, and may not be used without permission.

© 2021 Mill Creek Capital Advisors, LLC. All Rights Reserved.

View source version on businesswire.com:https://www.businesswire.com/news/home/20211001005088/en/

CONTACT: Rachel Hassett

Corporate Communications

610-941-1365

rhassett@millcreekcap.com

KEYWORD: UNITED STATES NORTH AMERICA PENNSYLVANIA

INDUSTRY KEYWORD: CONSULTING OTHER PROFESSIONAL SERVICES PROFESSIONAL SERVICES FINANCE

SOURCE: Mill Creek Capital Advisors, LLC

Copyright Business Wire 2021.

PUB: 10/01/2021 09:07 AM/DISC: 10/01/2021 09:07 AM

http://www.businesswire.com/news/home/20211001005088/en