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Best financial advisors in Montchanin, DE

Registered advisers within 25 miles of Montchanin, DE.

Offices
1,303
Firms
612
Combined AUM
$44.3T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,539,226 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GREY FOX WEALTH ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STRATEGIC ADVISERS LLC
CREATIVE PLANNING
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
INVESTMENT MANAGEMENT & PLANNING LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

CHRISTOPHER S VAN PELT
THEODORE JAMES LAUZEN
KEVIN JAN DOMBROWSKI
Daniel Joseph McGlinn
Hans Michael Lauzen
THEODORE CHRISTIAN POPPE
Bryce Cleveland
RYAN PATRICK BONNER
Aidan Neuberger
HANNAH ELIZABETH MARIN
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
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
JEFFREY H. MACDONALD
HOWARD CALVERT RICHARDSON
JOHN MICHAEL ABOOD
Shelby Faye Tennant
GINGER LOUISE WARD
CHRISTOPHER MARK DIGIACOMO
KERRI LYNN MATTHEWS
Patrick Blake DiGiacomo
CAROLINE MARIE CHAHALIS
LYNDA A DURSO
ROBERT J DI GIACOMO
Brennan Charles Thompson
HARVEY M. STRAUSS
MATTHEW JAMES MCDERMOTT
KEVIN DICKSON RYAN

Within 25 miles of Montchanin, DE, Best Investors lists 612 registered investment advisory firms with 1,303 offices nearby, managing about $44.3T in combined regulatory AUM across 3,539,226 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 Montchanin

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