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Best financial advisors in New Castle, DE

Registered advisers within 25 miles of New Castle, DE.

Offices
444
Firms
199
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,329,223 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
CITIGROUP GLOBAL MARKETS INC.
VOYA FINANCIAL ADVISORS, INC.
BLUE DIAMOND FINANCIAL GROUP, LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
JPL ASSET MANAGEMENT AND PLANNING, LLC
N1 ADVISORS
TACHYON ENTIER CAPITAL
M HOLDINGS SECURITIES, INC.
LPL ENTERPRISE, LLC
CHRISTIANA ASSET MANAGEMENT LLC

Investors

RONALD L WOODS
BRIAN DAVID HARTLE
RUSSELL ANTHONY KUCHERA
KYLE PATRICK HENNESSY
William Thomas Williamson
MICHAEL LESLIE
Joshua B Misso
Elvis Julian Phillips
DONALD STEWART RATLEDGE
Michael Profit
MATTHEW MICHAEL STRANIX
Paul MacDonald
Nikolas Alexander Mandalas
Jack Preston Snavely
TERESA M DEVRIES
MICHAEL T SAUNDERS
CHRISTOPHER JAMES METKIFF
LUKE RANDALL CHAPMAN
PAUL M MITCHELL
Eric Joseph Cella
Emmett DeRome
Samuel Teigland
Mark Joseph Mesco
CHARLES DAVID FAZIO
Les Eisel
Emma Margaret Lytle
Silk Hedges
Giorgio A Athans
MARCO ANTONIO NAVA
SHARMILA LUXSHMI PADMALINGAM
CHRISTOPHER R HEWLETT
JAMES MAGUIRE
JOSHUA CLINE
COLLEEN LEITHREN
ROBERT BURRELL STEPHENS
RILEY SUZANNE PEFFLEY
CHRISTOPHER LEE BOVE
THOMAS MARTIN LAROCCA
MARC ALAN HANSEN
SCOTT ROGER SNYDER
RYAN STANLEY GWINN
ERIC CHRISTOPHER PRESSLER
JOHN STERLING MARBLE
THOMAS ADAMSON WOOD
TREVOR DEAN JOHNSON
PAUL CHENG FA LU
JEAN-PIERRE SARANDREA
ROBERT T. WADLEIGH
RICHARD JOSEPH RANAUTO
KURT R MILLER
STEVEN JOHN NULTY
EILEEN PATRICIA STEWART
LYNNE MAUREEN ROWAN
ROBERT CHARLES YOUNG
MICHAEL ANTHONY MELE
FRANK ANTHONY ALTERI
CYNTHIA THEIS
GEORGE ANTHONY BELLOS
Mark Francis Singer
STEPHEN CHRISTOPHER TARGET
HAROLD THOMAS HOLLINGER
MARCUS KINDERVATER
Benjamin Michael Schoeffler
DAVID EWING SWANEY
NATHAN David LEO
CINDY GARRITY
Courtney Ann Brobst
Cameron Michalak
ALBERT JAMES MINUTOLA
Tamara L Whiteside
James V Conlan
MATTHEW GREGORY CLOUD
Kathleen A. Beck
Eric Donato
GINA COLARULO
Zachary Mooney
RAYMOND MACKENZIE BREE
Joseph M. Olive
ERIC DOW ETSHMAN
Jeffrey Good
Michelle M Czernik
Henry Edwards Tobey
THOMAS EDWARD MORGAN
Dylan L. Fonner
Juan C. Martinez
Juan Guadalupe Maldonado Moncada
Patrick Harrington
Michael Eugene Smith
Robert M. Billings

Within 25 miles of New Castle, DE, Best Investors lists 199 registered investment advisory firms with 444 offices nearby, managing about $13.2T in combined regulatory AUM across 2,329,223 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 New Castle

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