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Best financial advisors in Georgetown, DE

Registered advisers within 25 miles of Georgetown, DE.

Offices
107
Firms
48
Combined AUM
$9.14T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,485,520 clients when Item 5C has a number
Avg / client
$3.68M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BALLAST FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
GREENWICH FINANCIAL ADVISORS, LLC
MISES CAPITAL PARTNERS

Investors

FRANKLIN LEONARD RAYNE
Robin Nicole Scarborough
GERALD THOMAS PEDEN
Conor Michael Williams
Bonnie Marie Sweeten
Erin A Winner
Glenn Roger Sweeten
JOSEPH DAVID BAKER
Lance Douglas Rogers
Kevin Thompson
Jonathan D Hodges
ANDREW RAY SAMMONS
CHRISTOPHER CHARLES THEIS
Charmaine Nytasha Linnea Davis
KIMBERLY Jones Benton
CHARLES IRWIN HALL
JOSEPH DAVID SCHROEN
Regina Esposito Chavez
ELIOT SNOW HOWELL
FREDERICK NEIL CLINE
Roger Jesus Caceres
Alexander Curtis Matthews
John Francis Rittenhouse
Justin E Weible
Christopher Perrin
MATTHEW PHILIP UNGER
ANTHONY WADE MILAM
Melinda Rogers Tingle
Amanda M Lee
ALISON LYNN TINGLE
BRUCE WILLIAM KRAMER

Within 25 miles of Georgetown, DE, Best Investors lists 48 registered investment advisory firms with 107 offices nearby, managing about $9.14T in combined regulatory AUM across 2,485,520 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 Georgetown

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