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Best financial advisors in Marshallton, DE

Registered advisers within 25 miles of Marshallton, DE.

Offices
668
Firms
299
Combined AUM
$38.6T
Firm-wide filings, not assets booked only here
Clients
2.84M
2,842,990 clients when Item 5C has a number
Avg / client
$13.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
GREAT VALLEY ADVISOR GROUP, LLC
PNC WEALTH MANAGEMENT LLC
ASHFORD CAPITAL MANAGEMENT INC
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CS INVESTMENT MANAGEMENT LLC

Investors

Steven Thomas Lucas
MATTHEW PAUL DIDOMENICO
Brooke Marie LeBrun
FRANK JOSEPH DOWLING
SHIRLEY YVONNE MYERS DODSON
THERESA MARIE HEITTER
HESHAM Z ELSHAHED
FRANCESCO GENOVESE
LEANDRO GENOESE
Matthew R Brown
Paul C Giannoukos
Vito Conigliaro
RAZAN NASIF
Michael Timothy Welsh
Miles Christian Nissly
Kyle Banal
G WARD KEEVER
WILLIAM ELSBERRY LLOYD
Kyle Smith
CHRISTOPHER DEEGAN VINCENT
RANDAL THOMAS EVELAND
David S Walker
Patrick Farr Morocco
Ella Jane Drazek
Paul Robert Jervey
DANIEL LINDSAY DOUGHERTY
CHRISTY MARIE RIVERA
DANIEL TIMOTHY KEARNS
ADAM RUBIN
THEODORE H., III ASHFORD
JOSEPH FRANCIS PETKO
CLIFFORD JOHN SHORT
THEODORE H ASHFORD
THOMAS JOHN SHOPA
PAUL LAURENCE MILLER
ARASH AHMADPOUR

Within 25 miles of Marshallton, DE, Best Investors lists 299 registered investment advisory firms with 668 offices nearby, managing about $38.6T in combined regulatory AUM across 2,842,990 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 Marshallton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM