Rialytix insights
Top RIA Firms in Malvern, Pennsylvania
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Malvern, Pennsylvania. This hub covers 14 matching firms with $22.8T in total reported AUM and median AUM of $3.5B.
Firms
14
Matching current profiles
Total AUM
$22.8T
Reported regulatory AUM
Median AUM
$3.5B
Across firms with AUM
Largest firm
$11.1T
Vanguard Group INC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Vanguard Group INC CRD 105958 · Corporation | MALVERN, PA | $11.1T Jul 2026 | +$846.1B+8.3% | +$4.4T+66.8% | +$4.4T+66.3% | +$9.5T+614.0% | +1,027 employees+152.1% over 3Y | +20 accounts+9.6% over 3Y |
| 2. Vanguard Capital Management, LLC CRD 338002 · Limited Liability Company | MALVERN, PA | $8.4T Jul 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 3. Vanguard Portfolio Management, LLC CRD 338003 · Limited Liability Company | MALVERN, PA | $2.7T Jul 2026 | — | — | — | $0+0.0% | — | 0 accounts+0.0% over Total |
| 4. Vanguard Advisers, INC. CRD 106715 · Corporation | MALVERN, PA | $344.6B Jul 2026 | +$44.2B+14.7% | +$45.4B+15.2% | +$68.1B+24.6% | +$322.6B+1463.1% | +84 employees+4.0% over 3Y | +157,058 accounts+24.8% over 3Y |
| 5. Vanguard Global Advisers, LLC CRD 164593 · Limited Liability Company | MALVERN, PA | $249.7B Jul 2026 | -$241.8B-49.2% | -$87.9B-26.0% | -$4.3B-1.7% | +$249.5B+128833.2% | +114 employees+56.7% over 3Y | -73 accounts-48.3% over 3Y |
| 6. Pacer Advisors, INC. CRD 137381 · Corporation | MALVERN, PA | $38.6B Mar 2026 | -$7.4B-16.1% | +$15.7B+68.7% | +$32.5B+528.4% | +$38.2B+9099.1% | +2 employees+9.1% over 3Y | +11 accounts+23.9% over 3Y |
| 7. Wharton Business Group, LLC CRD 133722 · Limited Liability Company | MALVERN, PA | $4.6B Mar 2026 | +$552.8M+13.8% | +$1.1B+33.5% | +$1.5B+48.7% | +$3.1B+203.4% | 0 employees+0.0% over 3Y | -18 accounts-5.1% over 3Y |
| 8. Traynor Capital Management CRD 138881 · Corporation | MALVERN, PA | $2.4B Jul 2026 | +$574.9M+31.1% | +$1.6B+194.1% | +$1.7B+233.4% | +$2.4B+5951.5% | +3 employees+33.3% over 3Y | +376 accounts+29.3% over 3Y |
| 9. Old Glory Asset Management LLC CRD 126013 · Limited Liability Company | MALVERN, PA | $655.9M Mar 2026 | +$196.0M+42.6% | +$37.9M+6.1% | +$91.4M+16.2% | +$462.0M+238.2% | 0 employees+0.0% over 3Y | +2 accounts+10.5% over 3Y |
| 10. Taurus Private Markets, LLC CRD 300786 · Limited Liability Company | MALVERN, PA | $508.7M Mar 2026 | +$185.0M+57.1% | +$311.4M+157.9% | — | +$311.4M+157.9% | +3 employees+50.0% over 3Y | +1 accounts+50.0% over 3Y |
| 11. Malvern Capital Management CRD 292396 · Limited Liability Company | MALVERN, PA | $258.1M Feb 2026 | +$32.7M+14.5% | — | — | +$34.7M+15.5% | 0 employees+0.0% over 1Y | +6 accounts+1.7% over 1Y |
| 12. Cmg Capital Management Group, INC. CRD 110750 · Corporation | MALVERN, PA | $256.5M Apr 2026 | +$5.4M+2.2% | -$6.6M-2.5% | +$24.4M+10.5% | -$182.4M-41.6% | -1 employees-9.1% over 3Y | -862 accounts-47.5% over 3Y |
| 13. Wharton Wealth Management, LLC CRD 281348 · Limited Liability Company | MALVERN, PA | $209.2M Apr 2026 | +$38.8M+22.8% | +$83.0M+65.8% | +$107.7M+106.1% | +$107.7M+106.1% | -1 employees-33.3% over 3Y | +52 accounts+5.8% over 3Y |
| 14. Troutman Wealth Management CRD 301107 · Limited Liability Company | MALVERN, PA | $152.5M Mar 2026 | +$33.5M+28.1% | +$50.1M+48.9% | — | +$50.2M+49.0% | 0 employees+0.0% over 3Y | +73 accounts+22.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.