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Best financial advisors in Bethany Beach, DE

Registered advisers within 25 miles of Bethany Beach, DE.

Offices
91
Firms
48
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,370,216 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BACK BAY FINANCIAL PLANNING & INVESTMENTS
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
GREENWICH FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
TLG ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDATION WEALTH MANAGEMENT, LLC
BLUE ROCK FINANCIAL GROUP

Investors

RICHARD NELSON SOLLOWAY
ROBERT S JETER
STEPHEN EARL HILL
Michael Franchino
SUSAN ELIZABETH BAROCH
MARINA TOWNSEND
Gia Sylvia Raines
BRUCE WILLIAM KRAMER
Justin E Weible
Christopher Perrin
MATTHEW PHILIP UNGER
Thomas Alan Zirbes
Scott Sherman Smith
Jennifer Scott
Jeffrey Dean Carr
ANTHONY WADE MILAM
Kelly Sloan Brion
BURWELL LORAN HUTCHINSON
TODD ASHLEY ROSELLE
Carter Alan McClung
JUSTIN CLARKE BENNITT
Christopher Allan Owens
Christopher Wade Thompson
Cody N Smith
Karen Michelle Wearden
CHRISTOPHER ARTHUR WHITE
KATY E CLEARY

Within 25 miles of Bethany Beach, DE, Best Investors lists 48 registered investment advisory firms with 91 offices nearby, managing about $10.5T in combined regulatory AUM across 2,370,216 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 Bethany Beach

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM