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Best financial advisors in Middletown, DE

Registered advisers within 25 miles of Middletown, DE.

Offices
316
Firms
157
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,318,319 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
GMK CAPITAL LLC
CENTAURUS FINANCIAL, INC.
JANNEY MONTGOMERY SCOTT LLC
TRUFFLE VENTURES ADVISORS
GOOD LIFE ADVISORS, LLC
LPL FINANCIAL LLC
NXY CAPITAL, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOHN HILMER
H PAUL FRIEDMAN
CARLOS EVERARDO WARD
Anthony B Johnson
MATTHEW D SIMPSON
FROILAN ANTHONY BRITTINGHAM
KEITH STEVEN GARLAND
JOSEPHINA REYES
Philip J D'Elia
O EMMANUEL ADEPOJU GRACE
MATTHEW JOHN RILEY
Denise Lynne Devine
Christopher Steven Fantano
VINCENT CARMEN CROGNALE
Remo Anthony Orsini
RYAN JONATHAN DAVIS
ERIC DANIEL JANVIER
KALYAN GEORGE RAMAN
EDWARD ARTHUR CHAPMAN
DAVID VINCENT VARI
Leron Julius Kosh
VAJOAN MARTE
JOSEPH ROBERT GARRITY
MARCO ANTONIO NAVA
SHARMILA LUXSHMI PADMALINGAM
Tyler James Simonds
Jason Young Lim
MICHAEL RAYMOND SCHOENLEBER

Within 25 miles of Middletown, DE, Best Investors lists 157 registered investment advisory firms with 316 offices nearby, managing about $12.5T in combined regulatory AUM across 2,318,319 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 Middletown

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM