Best financial advisors in Ocean View, DE

Registered advisers within 25 miles of Ocean View, DE.

Offices

94

Firms

45

Combined AUM

$9.25T

Firm-wide filings, not assets booked only here

Clients

2.65M

2,654,419 clients when Item 5C has a number

Avg / client

$3.48M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

38015 TOWN CENTER DRIVE
MILLVILLE, DE 19967

WELLS FARGO CLEARING SERVICES, LLC

38011 TOWN CENTER DR
MILLVILLE, DE 19967

EDWARD JONES

111 ATLANTIC AVE SUITE 3
OCEAN VIEW, DE 19970

LPL FINANCIAL LLC

61 WEST AVE
OCEANVIEW, DE 19970

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

701 BETHANY LOOP SUITE 1
BETHANY BEACH, DE 19930

BACK BAY FINANCIAL PLANNING & INVESTMENTS

39682 SUNRISE COURT #303
BETHANY BEACH, DE 19930

PNC WEALTH MANAGEMENT LLC

31231 AMERICANA PARKWAY
SELBYVILLE, DE 19975

GREENWICH FINANCIAL ADVISORS, LLC

32157 IVORY GULL
MILLSBORO, DE 19966

J.P. MORGAN SECURITIES LLC

26500 Victorias Landing Rd
Millsboro, DE 19966

STATE FARM INVESTMENT MANAGEMENT CORP.

32442 Royal Blvd Dagsboro, DE, USA, 19939
Dagsboro, DE 19939

EDWARD JONES

4 N MAIN ST SUITE 2
SELBYVILLE, DE 19975

LPL FINANCIAL LLC

31860 LONG NECK ROAD
LONG NECK, DE 19966

STATE FARM INVESTMENT MANAGEMENT CORP.

16 W Church Street
Selbyville, DE 19975

STATE FARM INVESTMENT MANAGEMENT CORP.

29787 John J Williams Hwy
Millsboro, DE 19966-4097

CETERA INVESTMENT ADVISERS LLC

28485 DUPONT BLVD BLDG 2
MILLSBORO, DE 19966

AMERIPRISE FINANCIAL SERVICES, LLC

28371 Dupont Blvd Ste 3 PO Box 1257
Millsboro, DE 19966-1224

10.4 miles away

TLG ADVISORS, INC.

13 Collins Street
Dewey Beach, DE 19971

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

29848 Millsboro Hwy
Millsboro, DE 19966

10.9 miles away

CWM ADVISORY, LLC

11202 RACETRACK ROAD, STE 102
OCEAN PINES, MD 21811

EDWARD JONES

11200 RACETRACK ROAD SUITE A102 THE PAVILIONS
OCEAN PINES, MD 21811

Firms

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

BACK BAY FINANCIAL PLANNING & INVESTMENTS

PNC WEALTH MANAGEMENT LLC

GREENWICH FINANCIAL ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TLG ADVISORS, INC.

CWM ADVISORY, LLC

Investors

MARINA TOWNSEND

SUSAN ELIZABETH BAROCH

Michael Franchino

STEPHEN EARL HILL

RICHARD NELSON SOLLOWAY

Gia Sylvia Raines

BRUCE WILLIAM KRAMER

Justin E Weible

Christopher Perrin

ANTHONY WADE MILAM

Scott Sherman Smith

Jeffrey Dean Carr

MATTHEW PHILIP UNGER

Kelly Sloan Brion

CHARLES IRWIN HALL

JOSEPH DAVID SCHROEN

Regina Esposito Chavez

ANDREW RAY SAMMONS

CHRISTOPHER CHARLES THEIS

Charmaine Nytasha Linnea Davis

Thomas Alan Zirbes

KIMBERLY Jones Benton

HAROLD LYNN CARMEAN

Tristan L Jacobi

Jordan Rae Talbert

Within 25 miles of Ocean View, DE, Best Investors lists 45 registered investment advisory firms with 94 offices nearby, managing about $9.25T in combined regulatory AUM across 2,654,419 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 Ocean View

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM