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Best financial advisors in Bellefonte, DE

Registered advisers within 25 miles of Bellefonte, DE.

Offices
1,340
Firms
627
Combined AUM
$44.4T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,539,350 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
6529 CAPITAL LLC
GENERAL GLOBAL CAPITAL LLC
NFDG
LUMINOVA GROUP LLC
ASSUREDPARTNERS INVESTMENT ADVISORS
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
DONALD W. NICHOLSON & ASSOCIATES LTD
WISE FINANCIAL SERVICES LLC
MARVIN & PALMER ASSOCIATES
JACOBI CAPITAL MANAGEMENT, LLC
BROWN ADVISORY
INUSA CAPITAL LLC

Investors

RALEIGH LINNO COLLINS
ELIZABETH KWOKA
MILAN PATRICK WINTERS
ROBERT RALPH REIDINGER
MATTHEW CLAY BOATMON
ANATOL TONY MAXWELL
Ryan Christopher Baumbach
Nicholas Hernjak
RICHARD T MILLER
Patrick Sean Ryan
James Kyle Boyd
Erik Ermentraut
Bradly Scott Schultz
BRANDON Joseph LEBOON
DONALD WILLIAM NICHOLSON
THOMAS PATRICK CAFFREY
DONALD WILLIAM NICHOLSON
Robert W Wise
TODD DAVID MARVIN
BRANDAN MICHAEL BREE
JEANNE ONEILL

Within 25 miles of Bellefonte, DE, Best Investors lists 627 registered investment advisory firms with 1,340 offices nearby, managing about $44.4T in combined regulatory AUM across 3,539,350 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 Bellefonte

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