Top Financial Advisors in Malvern, Pennsylvania
Finding the right financial advisor in Malvern is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Malvern, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Malvern, PA.
Find the Best Financial Advisor Firms in Malvern:
WHARTON BUSINESS GROUP, LLC
CRD#: 133722
Address: 110 N. Phoenixville Pike Suite 300, Malvern, PA 19355
Clients: 26
Average Clients per Advisor: 8
AUM: $ 4.0B
TRAYNOR CAPITAL MANAGEMENT
CRD#: 138881
Address: 418 E King St, Malvern, PA 19355
Clients: 825
Average Clients per Advisor: 137
AUM: $ 1.8B
CMG CAPITAL MANAGEMENT GROUP, INC.
CRD#: 110750
Address: 75 Valley Stream Parkway Suite 201, Malvern, PA 19355
Clients: 479
Average Clients per Advisor: 95
AUM: $ 251M
FOREFRONT WEALTH MANAGEMENT
CRD#: 299003
Address: 18 Church Road, Malvern, PA 19355
Clients: 73
Average Clients per Advisor: 24
AUM: $ 246M
MALVERN CAPITAL MANAGEMENT
CRD#: 292396
Address: 5 Great Valley Parkway Suite 226, Malvern, PA 19355
Clients: 63
Average Clients per Advisor: 15
AUM: $ 225M
WHARTON WEALTH MANAGEMENT, LLC
CRD#: 281348
Address: 110 Phoenixville Pike Suite 300, Malvern, PA 19355
Clients: 243
Average Clients per Advisor: 121
AUM: $ 170M
How We Chose the Top Financial Advisors in Malvern, Pennsylvania
To create this list of top financial advisor firms in Malvern, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Malvern has to offer.
Search Financial Advisors in Malvern, Pennsylvania
Patricia Clark Brennan
Registered Affiliation(s):KEY FINANCIAL, INC.
Philip E Zimmerman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Elizabeth Jane Miller
Registered Affiliation(s):OSAIC WEALTH, INC.
Margaret Ellen Emerson
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Linda Kent
Registered Affiliation(s):FSC SECURITIES CORPORATION
Danielle R. Page
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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