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Best financial advisors in Cheswold, DE

Registered advisers within 25 miles of Cheswold, DE.

Offices
61
Firms
45
Combined AUM
$6.22T
Firm-wide filings, not assets booked only here
Clients
940K
940,449 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

CSG FINANCIAL
J.P. MORGAN SECURITIES LLC
LATTICE CAPITAL MANAGEMENT, LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
ONYX BRIDGE WEALTH GROUP LLC
SAVANT WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
BIG INVESTMENT SERVICES
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VICUS CAPITAL, INC.
PNC WEALTH MANAGEMENT LLC
MADERA TECHNOLOGY ADVISORS, LLC

Investors

Shane Arthur Galante
Steven Patrick Calio
Zachary Joseph Stone
Philip J D'Elia
HINESH R MODI
Michael David Sandy
JEFFREY CLIFTON DRURY
Alexandra Vazquez
Mary Kaltreider
WILLIAM JOSEPH REESE
Stephen B Houston
Lindsay Kathryn Dougherty
Charles Wyatt Thurman
PAUL RANDALL MAYNOR
Nataliya V Zook
RAYMOND FRANK BOOK
SCOTT RICHARD BROWN
RONALD PAUL VASCIK
CHRISTINE LAWRENCE
JUDITH ANNE PFLAUMER
SCOTT CLAYTON CRAWFORD
DAVID FRANKLIN BOOTHE
Daniel Henry Paul Venable
ANNA CHRISTINA HIBBITT
RACHEL ELIZABETH BENTON
WILLIAM CHARLES PARADEE
Christopher Shawn Smith
NICHOLAS GEORGE ALEXANDER
Stephen Aaron Giannangeli
WENDY KAYE WEBB RUST
Kathleen V Hawkins
Alicia P Baione
Courtney A Duncan
ANNA MARIE TOUCHARD
LYNN ANN REDDING
H SCOTT CONNELL
Nancy R Herlihy
Adam Duane Insley
JULIE A GRASSO
PETER ADAM OLDZIEY
BRETT TOMAS EMMONS
SCOTT L MELNICK
CHRISTOPHER RANDALL CLIFFORD

Within 25 miles of Cheswold, DE, Best Investors lists 45 registered investment advisory firms with 61 offices nearby, managing about $6.22T in combined regulatory AUM across 940,449 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 Cheswold

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM