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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

CAGR FINANCE LLC
APEX HARBOUR PARTNERS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
JANNEY MONTGOMERY SCOTT LLC
OSAIC WEALTH, INC.
EDWARD JONES
TURNER FINANCIAL GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
DIVERSIFY ADVISORY SERVICES, LLC
BDFS CAPITAL LLC
MAI CAPITAL ADVISOR
DAKOTA WEALTH, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BRYN MAWR TRUST ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ARJUN NMN GOEL
Herley Nibrinskie Gaston
GRANVILLE TREY E HASTINGS
Stephen MARK Gansler
Jeremy Adam Lambert
MEGAN ELIZABETH DUPRE-KEATING
Michael Dwight Porter
Nancy Jane Carmean
SUSAN R DAMASK
RONALD S MILLER
Colin P Burke
Crystal W Van Lenten
OLIVER D BECK
Melanie F Kelsall
Jason Scott Bentley
AMY L GIBSON
MICHAEL J JOHNSON
SARAH LINDSAY STEVENS SMITH
Lauren Nicole Coalson
Peni Sue Warren
DAWN AUTIN DUPRE
Christopher Steven Fantano
MATTHEW THOMAS PARKER
Derek Ray Clifton
Ryan Michael Filiaggi
SHANE MARK SCOTT
WILLIAM HOMARD KEETLEY
JOHN DAVID SIMEONE
BRADLEY L TRAVIS
DAVID EDWARD CROUSE
LORRAINE FRANCES HARROD
Travis J Olszewski
Daniel Aubrey Klemkowski
MICHAEL THOMAS REDMOND
LAURA ELIZABETH BALBACK
David J Ali
Charles Chadwick Campbell
Cameron Gallo Fitzgerald
Joseph Francis McGloin
Derrick Joseph Diksa
JEFFREY THOMAS PUGLIA
MARK ANTHONY NEHRA
Kenneth Lance Reese
Austin Riley Carter
Wesley Raymond Humes
Nathan Henry Kibler
Janet Rae Maher
Ryan P Tezak
SEAN DAVID MERLONGHI
Jessica Renee Bimonte
CARRIE MAE RUARK
GABRIELA ARIAS ESQUIU
WILLIAM ELLSWORTH JENNE
ERIC MICHAEL BLONDIN
SARA L LAWSON
QUIAUNNA ELIZABETH POWELL
JACQUELYN KERRY BLUE
STEVEN ZACHARY DUNN
JESSICA D COX
CHRISTOPHER S JOHNSTONE
Lauren L Fritz Mariner
James W Gamuciello
KYLE R RICKER
JEFFREY DAVID TIDWELL
BRADFORD DONOVAN
Gregory Slonaker
Kellianne Helen Papciak

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