Best financial advisors in Hartly, DE

Registered advisers within 25 miles of Hartly, DE.

Offices

64

Firms

48

Combined AUM

$6.64T

Firm-wide filings, not assets booked only here

Clients

914K

913,540 clients when Item 5C has a number

Avg / client

$7.27M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

1 S Independence Blvd
Dover, DE 19904

LATTICE CAPITAL MANAGEMENT, LLC

1151 WALKER RD. #454
DOVER, DE 19904

CSG FINANCIAL

3980 NORTH DUPONT HIGHWAY
DOVER, DE 19901

SAVANT WEALTH MANAGEMENT

220 Beiser Boulevard
Dover, DE 19904

KESTRA ADVISORY SERVICES, LLC

230 Beiser Boulevard Suite 201
Dover, DE 19904

ONYX BRIDGE WEALTH GROUP LLC

57 Saulsbury Road
Dover, DE 19901

LPL FINANCIAL LLC

838 WALKER ROAD, SUITE 22-1
DOVER, DE 19904

FIRST COMMAND ADVISORY SERVICES

4608 S Dupont Hwy Unit 1
Dover, DE 19901

PRINCIPAL SECURITIES, INC.

1305 S GOVERNORS AVE
DOVER, DE 19904

J.P. MORGAN SECURITIES LLC

837 N Dupont Hwy
Dover, DE 19901

COMMONWEALTH FINANCIAL NETWORK

2 NORTH STATE STREET
DOVER, DE 19901

ORBIT

1111B S GOVERNORS AVE STE 7344
DOVER, DE 19904

LONG ANGLE MANAGEMENT, LLC

1111B S GOVERNORS AVE STE 25981
DOVER, DE 19904

BFO INVESTMENTS LLC

1111B SOUTH GOVERNORS AVE
DOVER, DE 19904

CITIZENS SECURITIES, INC.

779 NORTH DUPONT HIGHWAY MAILSTOP: 01B-0026
DOVER, DE 19901

MADERA TECHNOLOGY ADVISORS, LLC

8 THE GREEN SUITE A
DOVER, DE 19901

VITALIZEVC MANAGEMENT, LLC

8 THE GREEN #16477
DOVER, DE 19901

8FIGURES

8 THE GREEN STE 14408
DOVER, DE 19901

TS ASSET MANAGEMENT LLC

8 THE GREEN , SUITE B
DOVER, DE 19901

CROSS CONSULTING LLC

8 THE GREEN, SUITE B
DOVER, DE 19901

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LATTICE CAPITAL MANAGEMENT, LLC

SAVANT WEALTH MANAGEMENT

KESTRA ADVISORY SERVICES, LLC

ONYX BRIDGE WEALTH GROUP LLC

LPL FINANCIAL LLC

FIRST COMMAND ADVISORY SERVICES

PRINCIPAL SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

COMMONWEALTH FINANCIAL NETWORK

LONG ANGLE MANAGEMENT, LLC

BFO INVESTMENTS LLC

CITIZENS SECURITIES, INC.

MADERA TECHNOLOGY ADVISORS, LLC

VITALIZEVC MANAGEMENT, LLC

TS ASSET MANAGEMENT LLC

CROSS CONSULTING LLC

Investors

Lindsay Kathryn Dougherty

Charles Wyatt Thurman

Shane Arthur Galante

Steven Patrick Calio

Zachary Joseph Stone

Nataliya V Zook

RAYMOND FRANK BOOK

SCOTT RICHARD BROWN

RONALD PAUL VASCIK

CHRISTINE LAWRENCE

JUDITH ANNE PFLAUMER

SCOTT CLAYTON CRAWFORD

PAUL RANDALL MAYNOR

JEFFREY CLIFTON DRURY

Perry David Price

SANDRA LAWTER-OTOOLE

Philip J D'Elia

WILLIAM CHARLES PARADEE

PATRICK THOMAS NOLAN

Michael David Sandy

Within 25 miles of Hartly, DE, Best Investors lists 48 registered investment advisory firms with 64 offices nearby, managing about $6.64T in combined regulatory AUM across 913,540 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 Hartly

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM