Rialytix insights

Largest RIA Firms in Malvern, Pennsylvania by AUM

Explore registered investment advisers headquartered in Malvern, Pennsylvania, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 13 firms with $22.8T in total reported AUM and median AUM of $4.6B.

Firms

Matching current profiles

Total AUM

$22.8T

Reported regulatory AUM

Median AUM

$4.6B

Across firms with AUM

Largest firm

$11.1T

Vanguard Group INC

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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 Oct 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 Sep 2026	—	—	—	$0+0.0%	—	0 accounts+0.0% over Total
3. Vanguard Portfolio Management, LLC CRD 338003 · Limited Liability Company	MALVERN, PA	$2.7T Sep 2026	—	—	—	$0+0.0%	—	0 accounts+0.0% over Total
4. Vanguard Advisers, INC. CRD 106715 · Corporation	MALVERN, PA	$344.6B Oct 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 Sep 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	$41.8B Aug 2026	-$4.2B-9.2%	+$17.5B+72.0%	+$35.7B+580.5%	+$41.4B+9862.8%	+2 employees+9.1% over 3Y	+25 accounts+54.3% over 3Y
7. Wharton Business Group, LLC CRD 133722 · Limited Liability Company	MALVERN, PA	$4.6B Aug 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 Sep 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. 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
11. 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
12. 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
13. 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.