Best financial advisors in Felton, DE

Registered advisers within 25 miles of Felton, DE.

Offices

57

Firms

40

Combined AUM

$6.28T

Firm-wide filings, not assets booked only here

Clients

889K

889,280 clients when Item 5C has a number

Avg / client

$7.06M

Combined AUM ÷ clients

Nearby offices

FIRST COMMAND ADVISORY SERVICES

4608 S Dupont Hwy Unit 1
Dover, DE 19901

STATE FARM INVESTMENT MANAGEMENT CORP.

1991 S State St
Dover, DE 19901

PRINCIPAL SECURITIES, INC.

1305 S GOVERNORS AVE
DOVER, DE 19904

EDWARD JONES

250 GATEWAY SOUTH BLVD STE 300
DOVER, DE 19901

BANKERS LIFE ADVISORY SERVICES, INC.

99 Wolf Creek Blvd Ste 1-B
Dover, DE 19901

10.2 miles away

ORBIT

1111B S GOVERNORS AVE STE 7344
DOVER, DE 19904

10.3 miles away

LONG ANGLE MANAGEMENT, LLC

1111B S GOVERNORS AVE STE 25981
DOVER, DE 19904

10.3 miles away

BFO INVESTMENTS LLC

1111B SOUTH GOVERNORS AVE
DOVER, DE 19904

10.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

282 Milford Harrington Hwy
Milford, DE 19963

10.3 miles away

KESTRA ADVISORY SERVICES, LLC

230 Beiser Boulevard Suite 201
Dover, DE 19904

10.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1 S Independence Blvd
Dover, DE 19904

SAVANT WEALTH MANAGEMENT

220 Beiser Boulevard
Dover, DE 19904

AMERIPRISE FINANCIAL SERVICES, LLC

556 South Dupont Blvd Suite G
Milford, DE 19963-1706

11.3 miles away

ONYX BRIDGE WEALTH GROUP LLC

57 Saulsbury Road
Dover, DE 19901

11.3 miles away

MADERA TECHNOLOGY ADVISORS, LLC

8 THE GREEN SUITE A
DOVER, DE 19901

11.4 miles away

VITALIZEVC MANAGEMENT, LLC

8 THE GREEN #16477
DOVER, DE 19901

11.4 miles away

8FIGURES

8 THE GREEN STE 14408
DOVER, DE 19901

11.4 miles away

TS ASSET MANAGEMENT LLC

8 THE GREEN , SUITE B
DOVER, DE 19901

11.4 miles away

CROSS CONSULTING LLC

8 THE GREEN, SUITE B
DOVER, DE 19901

11.4 miles away

MCOSENTINO CAPITAL INVESTMENT LLC

8 THE GREEN SUITE A
DOVER, DE 19901

11.4 miles away

Firms

FIRST COMMAND ADVISORY SERVICES

STATE FARM INVESTMENT MANAGEMENT CORP.

PRINCIPAL SECURITIES, INC.

BANKERS LIFE ADVISORY SERVICES, INC.

LONG ANGLE MANAGEMENT, LLC

BFO INVESTMENTS LLC

KESTRA ADVISORY SERVICES, LLC

SAVANT WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

ONYX BRIDGE WEALTH GROUP LLC

MADERA TECHNOLOGY ADVISORS, LLC

VITALIZEVC MANAGEMENT, LLC

TS ASSET MANAGEMENT LLC

CROSS CONSULTING LLC

MCOSENTINO CAPITAL INVESTMENT LLC

Investors

Perry David Price

MATTHEW JASON BASILE

SANDRA LAWTER-OTOOLE

Joanna Lee Daneman

ROBERTS E. MCKELDIN

PATRICK THOMAS NOLAN

HUNTER JACOB EMORY

SCOTT CLAYTON CRAWFORD

Lindsay Kathryn Dougherty

Charles Wyatt Thurman

Nataliya V Zook

RAYMOND FRANK BOOK

SCOTT RICHARD BROWN

RONALD PAUL VASCIK

CHRISTINE LAWRENCE

JUDITH ANNE PFLAUMER

CHRISTOPHER CHARLES THEIS

PAUL RANDALL MAYNOR

Within 25 miles of Felton, DE, Best Investors lists 40 registered investment advisory firms with 57 offices nearby, managing about $6.28T in combined regulatory AUM across 889,280 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 Felton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM