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Best financial advisors in Newport, DE

Registered advisers within 25 miles of Newport, DE.

Offices
637
Firms
288
Combined AUM
$38.3T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,926,328 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
ASHFORD CAPITAL MANAGEMENT INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLUE DIAMOND FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VOYA FINANCIAL ADVISORS, INC.
LIMITLESS ASSET MANAGEMENT INC.
CITIGROUP GLOBAL MARKETS INC.
NEARINGPOINT VENTURE PARTNERS INC.
J.P. MORGAN SECURITIES LLC
CS INVESTMENT MANAGEMENT LLC

Investors

EDUARDO TIONGKO DEGUZMAN
BRIDGET ANN ERHARD
THOMAS JOHN SHOPA
PAUL LAURENCE MILLER
THEODORE H., III ASHFORD
JOSEPH FRANCIS PETKO
CLIFFORD JOHN SHORT
THEODORE H ASHFORD
SHARON LYNN HOBAUGH
DAWN ALICIA MOORE JONES
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
HESHAM Z ELSHAHED
FRANK JOSEPH DOWLING
SHIRLEY YVONNE MYERS DODSON
THERESA MARIE HEITTER
Matthew George Muench
DONALD STEWART RATLEDGE
Brooke Marie LeBrun
MICHAEL LESLIE
Joshua B Misso
Elvis Julian Phillips
William Thomas Williamson
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 Newport, DE, Best Investors lists 288 registered investment advisory firms with 637 offices nearby, managing about $38.3T in combined regulatory AUM across 2,926,328 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 Newport

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM