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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

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
CITIZENS SECURITIES, INC.
DIMATTEO FINANCIAL GROUP
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
PNC WEALTH MANAGEMENT LLC

Investors

Matthew R Brown
Paul C Giannoukos
FRANCESCO GENOVESE
LEANDRO GENOESE
Vito Conigliaro
RAZAN NASIF
Maureen Dunning
Joseph P Quig
Erik Somerville
GREGG MICHAEL SOMERVILLE
Andrew Jonathan Douglas
RICHARD KEVIN MCLAUGHLIN
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER
Michael Timothy Welsh
William Holt McAllister
Benjamin Bryan Diaz
Sandra Lyn Strudwick
JOHN N DIMATTEO
BRYSON RYAN BOWERS
LOUIS ALDO INGLESE
Sabrina Satveer Narula
GREGORY SCOTT KUPIEC
TINA MARIE SEASOCK
COLIN DAVIS CISSNE
CHRISTY MARIE RIVERA
DANIEL TIMOTHY KEARNS
ADAM RUBIN

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