Adviser Record

Investment advisers in Malvern, PA

15 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in PA

FirmAssetsEmployeesDisclosures
Vanguard Group Inc$11.09 trillion1,7028
Vanguard Capital Management, LLC$8.44 trillion2356
Vanguard Portfolio Management, LLC$2.66 trillion1056
Vanguard Advisers, Inc.$344.62 billion2,2089
Vanguard Global Advisers, LLC$249.66 billion3158
Pacer Advisors, Inc.$41.84 billion240
Wharton Business Group, LLC$4.57 billion51
Traynor Capital Management$2.42 billion120
Old Glory Asset Management LLC$655.9 million20
Taurus Private Markets, LLC$508.7 million90
Malvern Capital Management$258.1 million50
Cmg Capital Management Group, Inc.$256.5 million101
Wharton Wealth Management, LLC$209.2 million20
Troutman Wealth$152.5 million20
Vanguard Alternative Assets Adviser, LLC$0476