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Best financial advisors in Bear, DE

Registered advisers within 25 miles of Bear, DE.

Offices
323
Firms
149
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,319,195 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NXY CAPITAL, LLC
CENTAURUS FINANCIAL, INC.
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
GREAT VALLEY ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
JPL ASSET MANAGEMENT AND PLANNING, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

DAVID VINCENT VARI
Leron Julius Kosh
KALYAN GEORGE RAMAN
VAJOAN MARTE
JOSEPH ROBERT GARRITY
MARCO ANTONIO NAVA
SHARMILA LUXSHMI PADMALINGAM
EDWARD ARTHUR CHAPMAN
CARLOS EVERARDO WARD
JOHN HILMER
H PAUL FRIEDMAN
DOUGLAS CHARLES LOEW
RYAN CASTLE
GEORGE THOMAS CASTLE
CHRISTOPHER LEE BOVE
THOMAS MARTIN LAROCCA
MARC ALAN HANSEN
SEQUOIA AMANAH EDWARDS
BRIAN DAVID HARTLE
Giorgio A Athans
WILLIAM JASON HAGERMAN
CHRISTOPHER M BURGOS
Deborah A Sniadowski-Lindeke
SCOTT BECKER
Andrew Rosenbaum
CHARLES CARPENTER WHITE
Zachary Thomas Simendinger
Preston James Knotts
HARDIK B SHAH
CHARLES NEIL STALTER
JOSHUA MICHAEL SHAVER
KETUL MODY
ANDREW MICHAEL BAKER
BRYAN CHARLES RADCLIFF
NICHOLAS VALI
TYLER PHILLIP MALEK
JOSEPH R IUDICA
MICHAEL CHARLES DURSTEIN
James William Baker
Gregory Michael Cella
Paul Francis Morrison
Eric Joseph O'Neill
Allison Marie Oberembt
Matthew George Evans
Stephen Christopher Devlin
Bryan Radacosky-Pentoney
Brayden Paul Patterson
Thomas McGrail
Brody Scott
Seth Wohner
Jacob Halem
Timothy Christopher Fox
Ravi R Polu
PETER MARTIN BRADSHAW
JACOB KEVEN YATES
Nicole Peluso
Julian Heenan
Alexandra M DelCollo
Kevin Russo
Brandon James Miller
Max William Coughenour
Tyler James Simonds
Jason Young Lim
CHRISTOPHER R HEWLETT
JAMES MAGUIRE
JOSHUA CLINE
COLLEEN LEITHREN
ROBERT BURRELL STEPHENS
RILEY SUZANNE PEFFLEY
MICHAEL RAYMOND SCHOENLEBER
CHRISTOPHER WILLIAM VONLINDENBERG
JENNIFER VALENTINE
JAYME ERIN HURN
JASON SALINSKI

Within 25 miles of Bear, DE, Best Investors lists 149 registered investment advisory firms with 323 offices nearby, managing about $12.5T in combined regulatory AUM across 2,319,195 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 Bear

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM