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Best financial advisors in Malvern, PA

Registered advisers within 25 miles of Malvern, PA.

Offices
1,636
Firms
708
Combined AUM
$45.5T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,580,918 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

LIMERAL RESEARCH
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
TROUTMAN WEALTH
PLUMTREE FINANCIAL PLANNING
TRANSAMERICA FINANCIAL ADVISORS, LLC
STONERIDGE WEALTH ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ALPHA ROCK INVESTMENTS, LLC
CMG CAPITAL MANAGEMENT GROUP, INC.
MALVERN CAPITAL MANAGEMENT
OLD GLORY ASSET MANAGEMENT LLC
SCP VITALIFE MANAGEMENT COMPANY, LLC
COPPER BEECH ADVISORS, LLC
HERITAGE ADVISORY SERVICES, INC.
FINANCIAL FREEDOM
PACER ADVISORS, INC.
VANGUARD ALTERNATIVE ASSETS ADVISER, LLC

Investors

Grant Wei
STEPHEN R DIORIO
CHRISTOPHER REED
STEPHEN MICHAEL TROUTMAN
BETH HOPE DANDREA
XUPING FAN
Yu Tao
JEFFREY ALAN THOMPSON
ROY MICHAEL BLUMBERG
GERALD DENNIS FAHEY
PETER ANTHONY SCILOVATI
BRIAN JOSEPH FISHER
Edward Braun
Amy Keller
WILLIAM BARRETT MULLIN
Connor Louis Smith
KEVIN SMITH
Katherine B Mullin
Peter Kent Hoover
THOMAS FLYNN
BRIAN ANDREW SCHREINER
AVI JONATHAN RUTSTEIN
STEPHEN BRUCE BLUMENTHAL
Collin Michael Hess
MICHAEL PAUL CZAJKA
JAMES LAWRENCE OLSEN
LOUIS JOSEPH IOVANNONE
JOHN WILLIAM EISELE
TIMOTHY LEOPOLD CABAN
BRIAN KEITH LUREEN
ALLEN AGLE OSGOOD
Garrett S Tingle
Marc Westburg
BRAD SCHAFENACKER GERY
DANIEL MARK ALIVERNINI
PATRICK RYAN HULL
DEREK RADCLIFF
John Abbott
Nathan Grant Baker
MICHAEL Patrick GILLESPIE
Joseph Albert Werner
BRUCE ALAN KAVANAUGH
ASHLEE ANN THOMSON BRADBARD
MARK CHARLES KETTENHOFEN
DONALD C KORNSE
JOE MCKEE THOMSON
SEAN EDWARD OHARA
MARK AUSTIN DONOVAN
Jeffrey Shawn Johnson
ERIN MARIE JAGUSAK

Within 25 miles of Malvern, PA, Best Investors lists 708 registered investment advisory firms with 1,636 offices nearby, managing about $45.5T in combined regulatory AUM across 3,580,918 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Malvern

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM