Best financial advisors in Lincoln, DE

Registered advisers within 25 miles of Lincoln, DE.

Offices

103

Firms

62

Combined AUM

$9.14T

Firm-wide filings, not assets booked only here

Clients

2.44M

2,438,200 clients when Item 5C has a number

Avg / client

$3.75M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

915 S Dupont Blvd
Milford, DE 19963

AMERIPRISE FINANCIAL SERVICES, LLC

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

OSAIC ADVISORY SERVICES, LLC

505 Lakeview Avenue
Milford, DE 19963

STATE FARM INVESTMENT MANAGEMENT CORP.

282 Milford Harrington Hwy
Milford, DE 19963

PRIVATE ADVISOR GROUP, LLC

113 Union Street
Milton, DE 19968

BALLAST FINANCIAL ADVISORS, LLC

33 THE CIR.
GEORGETOWN, DE 19947

11.2 miles away

EDWARD JONES

10 W PINE STREET SUITE 102
GEORGETOWN, DE 19947

11.3 miles away

LPL FINANCIAL LLC

120 SOUTH BEDFORD ST.
GEORGETOWN, DE 19947

11.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

21035 DUPONT BLVD
GEORGETOWN, DE 19947

11.3 miles away

LPL FINANCIAL LLC

22205 DUPONT BLVD
GEORGETOWN, DE 19947

11.7 miles away

MISES CAPITAL PARTNERS

16192 COASTAL HIGHWAY
LEWES, DE 19958

CAGR FINANCE LLC

16192 COASTAL HIGHWAY
LEWES, DE 19958

APEX HARBOUR PARTNERS, LLC

16192 COASTAL HIGHWAY
LEWES, DE 19958

JANNEY MONTGOMERY SCOTT LLC

12001 Old Vine Blvd. Unit #106
Lewes, DE 19958

13.9 miles away

TURNER FINANCIAL GROUP, INC.

17527 Nassau Commons Blvd. Suite 111
Lewes, DE 19958

TURNER FINANCIAL GROUP, INC.

17527 Nassau Commons Blvd. Suite 111
Lewes, DE 19958

EDWARD JONES

17577 NASSAU COMMONS BLVD SUITE 101
LEWES, DE 19958

LPL FINANCIAL LLC

33322 E CHESAPEAKE ST UNIT 47
LEWES, DE 19958

14.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

17644 Coastal Hwy Suite 3
Lewes, DE 19958

14.7 miles away

EDWARD JONES

17723 COASTAL HWY UNIT 4
LEWES, DE 19958-6215

14.9 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC ADVISORY SERVICES, LLC

PRIVATE ADVISOR GROUP, LLC

BALLAST FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MISES CAPITAL PARTNERS

CAGR FINANCE LLC

APEX HARBOUR PARTNERS, LLC

JANNEY MONTGOMERY SCOTT LLC

TURNER FINANCIAL GROUP, INC.

Investors

Shawn Kenneth Collins

CHRISTOPHER CHARLES THEIS

BRUCE DAVID HERMANN

HUNTER JACOB EMORY

ELIOT SNOW HOWELL

JOSEPH DAVID BAKER

Conor Michael Williams

Bonnie Marie Sweeten

Glenn Roger Sweeten

GERALD THOMAS PEDEN

FRANKLIN LEONARD RAYNE

Robin Nicole Scarborough

GRANVILLE TREY E HASTINGS

Stephen MARK Gansler

Jeremy Adam Lambert

MEGAN ELIZABETH DUPRE-KEATING

Michael Dwight Porter

Nancy Jane Carmean

RONALD S MILLER

Crystal W Van Lenten

Melanie F Kelsall

Jason Scott Bentley

MICHAEL J JOHNSON

SARAH LINDSAY STEVENS SMITH

Lauren Nicole Coalson

Peni Sue Warren

DAWN AUTIN DUPRE

Christopher Steven Fantano

Ryan Michael Filiaggi

SHANE MARK SCOTT

Derek Ray Clifton

BRADLEY L TRAVIS

DAVID EDWARD CROUSE

LORRAINE FRANCES HARROD

WILLIAM HOMARD KEETLEY

JOHN DAVID SIMEONE

Travis J Olszewski

Daniel Aubrey Klemkowski

Within 25 miles of Lincoln, DE, Best Investors lists 62 registered investment advisory firms with 103 offices nearby, managing about $9.14T in combined regulatory AUM across 2,438,200 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 Lincoln

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