City
Wealth management firms in Malvern, Pennsylvania
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Malvern, Pennsylvania reported $352.9 billion in regulatory assets under management; the largest by assets was Vanguard Advisers, Inc., with $344.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $352.9 billion
- Average per firm
- $16.0 billion
- SEC-registered, of those listed
- 8 of 22 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Vanguard Advisers, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $344.6 billion | 791,528 |
| 2 | Wharton Business Group, LLC | SEC | $4.6 billion | 337 |
| 3 | Traynor Capital Management | SEC | $2.4 billion | 1,660 |
| 4 | Malvern Capital Management | SEC | $258.1 million | 356 |
| 5 | CMG Capital Management Group, Inc. | SEC | $256.5 million | 951 |
| 6 | Viable | SEC | $214.2 million | 645 |
| 7 | Wharton Wealth Management, LLC | SEC | $209.2 million | 951 |
| 8 | Troutman Wealth | SEC | $152.5 million | 393 |
| 9 | Copper Beech Advisors, LLC | State | $77.9 million | 128 |
| 10 | True Horizon Wealth Advisors, LLC | State | $52.2 million | 91 |
| 11 | Ketwich Capital LLC | State | $28.4 million | 53 |
| 12 | Alpha Rock Investments, LLC | State | $22.6 million | 85 |
| 13 | Lasure Capital Management | State | $8.0 million | 20 |
| 14 | Heritage Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $6.5 million | 15 |
| 15 | H.H. Investment Counsel, Inc. | State | $5.4 million | 8 |
| 16 | Dynamic Investment Strategies, Inc. | State | $1.1 million | 18 |
| 17 | Row Your Own Boat | State | $544,414 | 5 |
| 18 | Limeral Research | State | $0 | 0 |
| 19 | Mvo Private Wealth, LLC | State | $0 | 0 |
| 20 | Plumtree Financial Planning | State | $0 | 0 |
| 21 | Stonefield Capital Ltd. | State | $0 | 0 |
| 22 | Woolstone Wealth Management | State | $0 | 0 |
Wealth management firms 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.