Financial advisers in Malvern, PA
15 registered investment adviser firms in Malvern managing $22.8T in assets, based on public SEC Form ADV filings.
Vanguard Group INC
Malvern, PA · Est. 1976
- AUM
- $11.1T
- Per adviser
- $583.8B
- Advisers
- 19
Vanguard Capital Management, LLC
Malvern, PA · Est. 2025
- AUM
- $8.4T
- Per adviser
- $35.9B
- Advisers
- 235
No reported disclosures
Vanguard Portfolio Management, LLC
Malvern, PA · Est. 2025
- AUM
- $2.7T
- Per adviser
- $25.3B
- Advisers
- 105
No reported disclosures
Vanguard Advisers, INC.
Malvern, PA · Est. 1995
- AUM
- $344.6B
- Per adviser
- $181M
- Advisers
- 1,903
Vanguard Global Advisers, LLC
Malvern, PA · Est. 2012
- AUM
- $249.7B
- Per adviser
- $795M
- Advisers
- 314
No reported disclosures
Pacer Advisors, INC.
Malvern, PA · Est. 2014
- AUM
- $38.6B
- Per adviser
- $7.7B
- Advisers
- 5
No reported disclosures
Wharton Business Group, LLC
Malvern, PA · Est. 2009
- AUM
- $4.6B
- Per adviser
- $1.5B
- Advisers
- 3
No reported disclosures
Traynor Capital Management
Malvern, PA · Est. 2013
- AUM
- $2.4B
- Per adviser
- $403M
- Advisers
- 6
No reported disclosures
Old Glory Asset Management LLC
Malvern, PA · Est. 2003
- AUM
- $656M
- Per adviser
- $328M
- Advisers
- 2
No reported disclosures
Taurus Private Markets, LLC
Malvern, PA · Est. 2022
- AUM
- $509M
- Per adviser
- $102M
- Advisers
- 5
No reported disclosures
Malvern Capital Management
Malvern, PA · Est. 2024
- AUM
- $258M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Cmg Capital Management Group, INC.
Malvern, PA · Est. 1993
- AUM
- $257M
- Per adviser
- $32M
- Advisers
- 8
No reported disclosures
Wharton Wealth Management, LLC
Malvern, PA · Est. 2021
- AUM
- $209M
- Per adviser
- $105M
- Advisers
- 2
No reported disclosures
Troutman Wealth
Malvern, PA · Est. 2021
- AUM
- $153M
- Per adviser
- $153M
- Advisers
- 1
No reported disclosures
Vanguard Alternative Assets Adviser, LLC
Malvern, PA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 25
No reported disclosures