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RIA comparison · SEC Form ADV

Vanguard Advisers, Inc. vs Mycio Wealth Partners, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Vanguard Advisers, Inc. is the larger of the two, with $345B in regulatory assets to $16B at Mycio Wealth Partners, LLC, 21.8 times the size of its rival, by their latest Form ADV filings. Vanguard Advisers, Inc. reports more individual clients (791,495 vs 923), while Mycio Wealth Partners, LLC’s clients hold more on average (about $17 million each against $420,000). Both are based in Pennsylvania: Vanguard Advisers, Inc. in Malvern and Mycio Wealth Partners, LLC in Philadelphia.

FigureVanguard Advisers, Inc.Mycio Wealth Partners, LLC
Regulatory AUM$345B$16B
National rank#2#59
HeadquartersMalvern, PennsylvaniaPhiladelphia, Pennsylvania
Individual clients791,495923
High-net-worth clients80,159923
Average client assets$420,000$17 million
Accounts791,5288,391
Discretionary35% of AUM4% of AUM
Employees2,20867
Advisory staff1,90346
Clients per advisory employee41620
Offices2,2261
Form ADV filed2026-09-242026-07-31

Vanguard Advisers, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Mycio Wealth Partners, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Vanguard Advisers, Inc. or Mycio Wealth Partners, LLC?

Vanguard Advisers, Inc., with $345B in regulatory assets under management against $16B at Mycio Wealth Partners, LLC. Nationally they rank #2 and #59 among 5,657 independent wealth management RIAs.

How many clients do Vanguard Advisers, Inc. and Mycio Wealth Partners, LLC have?

Vanguard Advisers, Inc. reports 791,495 individual clients (80,159 high-net-worth) with 1,903 advisory employees; Mycio Wealth Partners, LLC reports 923 (923 high-net-worth) with 46 advisory employees.

How do Vanguard Advisers, Inc. and Mycio Wealth Partners, LLC charge clients?

Only Mycio Wealth Partners, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Vanguard Advisers, Inc. and Mycio Wealth Partners, LLC offer?

Mycio Wealth Partners, LLC lists pension consulting, which Vanguard Advisers, Inc. does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Vanguard Advisers, Inc. ↗, Mycio Wealth Partners, LLC ↗. How to check a financial advisor →