Best financial advisors in Dagsboro, DE

Registered advisers within 25 miles of Dagsboro, DE.

Offices

103

Firms

46

Combined AUM

$8.96T

Firm-wide filings, not assets booked only here

Clients

2.48M

2,476,934 clients when Item 5C has a number

Avg / client

$3.62M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

32442 Royal Blvd Dagsboro, DE, USA, 19939
Dagsboro, DE 19939

GREENWICH FINANCIAL ADVISORS, LLC

32157 IVORY GULL
MILLSBORO, DE 19966

J.P. MORGAN SECURITIES LLC

26500 Victorias Landing Rd
Millsboro, DE 19966

STATE FARM INVESTMENT MANAGEMENT CORP.

29787 John J Williams Hwy
Millsboro, DE 19966-4097

LPL FINANCIAL LLC

31860 LONG NECK ROAD
LONG NECK, DE 19966

CETERA INVESTMENT ADVISERS LLC

28485 DUPONT BLVD BLDG 2
MILLSBORO, DE 19966

AMERIPRISE FINANCIAL SERVICES, LLC

28371 Dupont Blvd Ste 3 PO Box 1257
Millsboro, DE 19966-1224

LPL FINANCIAL LLC

38015 TOWN CENTER DRIVE
MILLVILLE, DE 19967

WELLS FARGO CLEARING SERVICES, LLC

38011 TOWN CENTER DR
MILLVILLE, DE 19967

STATE FARM INVESTMENT MANAGEMENT CORP.

29848 Millsboro Hwy
Millsboro, DE 19966

EDWARD JONES

111 ATLANTIC AVE SUITE 3
OCEAN VIEW, DE 19970

EDWARD JONES

24077 COUNTRY LIVING RD SUITE 5
MILLSBORO, DE 19966

LPL FINANCIAL LLC

61 WEST AVE
OCEANVIEW, DE 19970

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

701 BETHANY LOOP SUITE 1
BETHANY BEACH, DE 19930

EDWARD JONES

4 N MAIN ST SUITE 2
SELBYVILLE, DE 19975

STATE FARM INVESTMENT MANAGEMENT CORP.

16 W Church Street
Selbyville, DE 19975

PNC WEALTH MANAGEMENT LLC

31231 AMERICANA PARKWAY
SELBYVILLE, DE 19975

BACK BAY FINANCIAL PLANNING & INVESTMENTS

39682 SUNRISE COURT #303
BETHANY BEACH, DE 19930

MAI CAPITAL ADVISOR

13 ARNELL DRIVE
REHOBOTH BEACH, DE 19971

10.8 miles away

TLG ADVISORS, INC.

13 Collins Street
Dewey Beach, DE 19971

11.2 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

GREENWICH FINANCIAL ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

PNC WEALTH MANAGEMENT LLC

BACK BAY FINANCIAL PLANNING & INVESTMENTS

MAI CAPITAL ADVISOR

TLG ADVISORS, INC.

Investors

ANTHONY WADE MILAM

BRUCE WILLIAM KRAMER

Justin E Weible

Christopher Perrin

CHARLES IRWIN HALL

MATTHEW PHILIP UNGER

JOSEPH DAVID SCHROEN

Regina Esposito Chavez

ANDREW RAY SAMMONS

CHRISTOPHER CHARLES THEIS

Charmaine Nytasha Linnea Davis

MARINA TOWNSEND

SUSAN ELIZABETH BAROCH

KIMBERLY Jones Benton

Michael Franchino

Lance Douglas Rogers

Jonathan D Hodges

STEPHEN EARL HILL

RICHARD NELSON SOLLOWAY

Scott Sherman Smith

Jeffrey Dean Carr

Kelly Sloan Brion

Gia Sylvia Raines

Thomas Alan Zirbes

Within 25 miles of Dagsboro, DE, Best Investors lists 46 registered investment advisory firms with 103 offices nearby, managing about $8.96T in combined regulatory AUM across 2,476,934 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 Dagsboro

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM