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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

OSAIC WEALTH, INC.
BARGELD FINANCIAL
LPL FINANCIAL LLC
ROSE VALLEY ASSET MANAGEMENT LLC
FOUNDATION WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
MARKET STREET WEALTH MANAGEMENT
MARINER INDEPENDENT
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
GLOBAL BETA ADVISORS
REGAL INVESTMENT ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

JAMES J MAMMARELLA
BENJAMIN CONTEH
WILLIAM PATRICK TOUEY
BRUCE EVERETT HUNT
STEPHEN MARK MCDADE
PAUL ANDREW LAVIOLA
OWEN MICHAEL BROWN
MICHAEL JAMES BERTOTTI
David Paul Dively
BRENT ALLEN MELRATH
MARK MELORO
KEVIN ANDREW HOLT
KELLY LIVESEY DOHERTY
ANDREW CHRISTOPHER THRIFT
JEFFREY WILLIAM LEPPERT
MATTHEW GARRETT EICHERT
TROY BATES VOGT
SARAH LOUISE CLAYTON
Nathan Ives Daniel
Richard George Elias
Maxwell Joseph Meloro
ARSHAN ABID
JOHN WILLIAM SHULTZ
Christopher Anthony Sciarrino
JAMES WILLIAM OCONNOR
Kelly Erin McCarthy
GENNARO VUONO
MICHAEL WILLIAM CIRARD
WILLIAM GRESHAM COONEY
SUSAN T GILLESPIE
MATTHEW D. BIFFEN
DANIEL ANDREW DELIA
Justin Vincent Lowry
CHRISTOPHER JOSEPH MULLIGAN
TAMARA LEAH HIGGINS
Grant William Gaugler
TODD A. MAROTTA
DEAN ADAM MIOLI
ETHAN TREVOR HARRIS
Darian Kishaun Daniel David
SHAWN ANDREW WAGNER
NEHANDA TREVA-MARIE SPENCER

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