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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

LUMINOVA GROUP LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PLATFORM ADVISOR, LLC
LIMITLESS ASSET MANAGEMENT INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
IH2 ADVISORS & COMPANY
BLUE ROCK FINANCIAL GROUP
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHADDS FORD WEALTH PARTNERS, LLC
DARK HORSE CAPITAL MANAGEMENT LLC
PF ADVISORS
R. F. LAFFERTY & CO., INC.
OWLS NEST PARTNERS

Investors

Chase Michael Stackhouse
Erin M Lacey
John Joseph Wilcox
RICHARD MATTHEW COSTELLO
Nicholas Dalia
AIDAN Francis KEAVENEY
Kevin Krieger
LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
DAVID MICHAEL FRASCELLA
STEPHEN M HAGAN
ABIODUN OSANYINJOBI
KELLY NICOLE WILSON
Kieran Hickey
DYLAN TYLER AMOROSO
Joshua Hunter Coupe
JEFFREY LYNN ZUSPANN
ELIZABETH KWOKA
RALEIGH LINNO COLLINS
WILLIAM CHRISTOPHER KREICKER
LOUIS JOSEPH CIAVARELLA
VAN DREGGE OLMSTEAD
JANICE ARROTT GINSBURG
PHILIP GEORGE FRALEY
SAMUEL IZZY GUDEON

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