Best Financial Advisors in MALVERN, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in MALVERN
WHARTON BUSINESS GROUP, LLC
MALVERN, PA · Since 2009
VANGUARD CAPITAL MANAGEMENT, LLC
MALVERN, PA · Since 2025
OLD GLORY ASSET MANAGEMENT LLC
MALVERN, PA · Since 2003
VANGUARD PORTFOLIO MANAGEMENT, LLC
MALVERN, PA · Since 2025
CMG CAPITAL MANAGEMENT GROUP, INC.
MALVERN, PA · Since 1993
WHARTON WEALTH MANAGEMENT, LLC
MALVERN, PA · Since 2021
VANGUARD ALTERNATIVE ASSETS ADVISER, LLC
MALVERN, PA · Since 2026
TRAYNOR CAPITAL MANAGEMENT
MALVERN, PA · Since 2013
TAURUS PRIVATE MARKETS, LLC
MALVERN, PA · Since 2022
PACER ADVISORS, INC.
MALVERN, PA · Since 2014
MALVERN CAPITAL MANAGEMENT
MALVERN, PA · Since 2024
TROUTMAN WEALTH
MALVERN, PA · Since 2021
VANGUARD ADVISERS, INC.
MALVERN, PA · Since 1995
VANGUARD GROUP INC
MALVERN, PA · Since 1976
VANGUARD GLOBAL ADVISERS, LLC
MALVERN, PA · Since 2012
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MALVERN?
The median advisory fee in MALVERN, PA is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.