City
Independent RIAs in Malvern, Pennsylvania
As of October 2, 2026, 20 independent wealth management RIAs with their main office in Malvern, Pennsylvania reported $8.3 billion in regulatory assets under management; the largest by assets was Wharton Business Group, LLC, with $4.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 20
- Regulatory assets under management
- $8.3 billion
- Average per firm
- $413.7 million
- SEC-registered, of those listed
- 7 of 20 (35.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | SEC | $4.6 billion | 337 |
| 2 | Traynor Capital Management | SEC | $2.4 billion | 1,660 |
| 3 | Malvern Capital Management | SEC | $258.1 million | 356 |
| 4 | CMG Capital Management Group, Inc. | SEC | $256.5 million | 951 |
| 5 | Viable | SEC | $214.2 million | 645 |
| 6 | Wharton Wealth Management, LLC | SEC | $209.2 million | 951 |
| 7 | Troutman Wealth | SEC | $152.5 million | 393 |
| 8 | Copper Beech Advisors, LLC | State | $77.9 million | 128 |
| 9 | True Horizon Wealth Advisors, LLC | State | $52.2 million | 91 |
| 10 | Ketwich Capital LLC | State | $28.4 million | 53 |
| 11 | Alpha Rock Investments, LLC | State | $22.6 million | 85 |
| 12 | Lasure Capital Management | State | $8.0 million | 20 |
| 13 | H.H. Investment Counsel, Inc. | State | $5.4 million | 8 |
| 14 | Dynamic Investment Strategies, Inc. | State | $1.1 million | 18 |
| 15 | Row Your Own Boat | State | $544,414 | 5 |
| 16 | Limeral Research | State | $0 | 0 |
| 17 | Mvo Private Wealth, LLC | State | $0 | 0 |
| 18 | Plumtree Financial Planning | State | $0 | 0 |
| 19 | Stonefield Capital Ltd. | State | $0 | 0 |
| 20 | Woolstone Wealth Management | State | $0 | 0 |
Independent RIAs in Pennsylvania, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.