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Best financial advisors in Greenville, DE

Registered advisers within 25 miles of Greenville, DE.

Offices
1,095
Firms
513
Combined AUM
$42.9T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,443,586 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

WALNUT GREEN ASSET MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STRATEGIC ADVISERS LLC
CREATIVE PLANNING
MML INVESTORS SERVICES, LLC
PERIGON WEALTH MANAGEMENT, LLC
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
LPL FINANCIAL LLC
EDWARD JONES
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC

Investors

SAMUEL IRENEE HYLAND
SAMUEL CARPENTER FIECHTER
MARK THOMAS MCCAFFREY
MICHAEL J MARTIN
CHRISTOPHER VERNON BOWDEN
COREY STEPHEN WERTZ
Michael Steinrock
SUSAN MARIE HAGERTY
JAMES RICHARD WALLS
KEVIN R WALLS
ROBERT PETER BUDAKIAN
JOSEPH URBAN
BRIAN CARBAJAL
ANTHONY FRESE
CHARLES MITCHELL FRYLING
JEFFREY JAMES PAYTAS
TIMOTHY ADDISON LYNCH
LUISA M. RODRIGUEZ
ZACHARY ANDREW COSTAGLIOLA
TYLER HERRON
MELISSA RAY
KEVIN FLATLEY
ARISTOTLE TINIOS
ERIC PETER VAN HOUTEN
MARCIA GAYLE UPTON
IVAN WILLIAM MCGOVERN
JEFFREY MILLER
ANDREW J. BROWN
DANIEL A KOMDAT
DANIEL Liam DWYER
ANDREW NIMMO
PAUL J. DICOSTANZO
JOSEPH VARGIN
SUZANNE MARTHA HERON
JAMES R. LEITZ
SAMUEL SUMMER
Andrew Joseph Hess
Thomas Jordan Daniels
CHRISTOPHER WILLIAMS DANIELS
CHRISTOPHER FRANK DANIELS
DEVON WILLIAMS DANIELS
ELLEN MARGARET DONAHUE
KAREN DALE POORE
JOHN EDWARD TOWNES TAYLOR
Matthew David Tendler
Tyler Joseph Gilden
George David Biddle
Michaela Kowatch
GARY LEE ULRICH
EMILY R WOODSON
JOSEPH E. BILOON
DANILO ERCOLE
Connor Michael Hollick
ROBERT DAVID GRIESEMER
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH
STEVEN JOHN NULTY
MATTHEW D SIMPSON
David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
WILLIAM RICHARD GALLAGHER
JAMES GREGORY EVERLOF
NICHOLAS ROBERT FRAKE
THEODORE QUILLEN
KEVIN B HARRIS
Rose Marie Hill
THEODORE JAMES ZAK
LISA D LITTLES
ANTHONY MICHAEL COLATTA JULIANO
MICHAEL CRADLER
ARTA VITOLO
DON DEWEES
COLLEEN WEAVER
AMY MARIE ROTTURA
ROBERT DEWEES
CECELIA DUGAN
DANA EDWARDS
TAMARA MILAM
John Gabros

Within 25 miles of Greenville, DE, Best Investors lists 513 registered investment advisory firms with 1,095 offices nearby, managing about $42.9T in combined regulatory AUM across 3,443,586 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 Greenville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM