Best financial advisors in Oceanview, DE

Registered advisers within 25 miles of Oceanview, DE.

Offices

83

Firms

42

Combined AUM

$8.92T

Firm-wide filings, not assets booked only here

Clients

2.33M

2,332,248 clients when Item 5C has a number

Avg / client

$3.82M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

111 ATLANTIC AVE SUITE 3
OCEAN VIEW, DE 19970

WELLS FARGO CLEARING SERVICES, LLC

38011 TOWN CENTER DR
MILLVILLE, DE 19967

LPL FINANCIAL LLC

38015 TOWN CENTER DRIVE
MILLVILLE, DE 19967

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

701 BETHANY LOOP SUITE 1
BETHANY BEACH, DE 19930

LPL FINANCIAL LLC

61 WEST AVE
OCEANVIEW, DE 19970

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

LPL FINANCIAL LLC

31860 LONG NECK ROAD
LONG NECK, DE 19966

STATE FARM INVESTMENT MANAGEMENT CORP.

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

TLG ADVISORS, INC.

13 Collins Street
Dewey Beach, DE 19971

EDWARD JONES

4 N MAIN ST SUITE 2
SELBYVILLE, DE 19975

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

10.5 miles away

FOUNDATION WEALTH MANAGEMENT, LLC

20245 BAY VISTA ROAD UNIT 202
REHOBOTH BEACH, DE 19971

10.6 miles away

BLUE ROCK FINANCIAL GROUP

37458 OYSTER HOUSE ROAD
REHOBOTH BEACH, DE 19971

10.6 miles away

EDWARD JONES

37395 Oyster House Rd
REHOBOTH BEACH, DE 19971

10.7 miles away

LPL FINANCIAL LLC

37169 REHOBOTH AVENUE EXT #3
REHOBOTH BEACH, DE 19971

10.8 miles away

CETERA INVESTMENT ADVISERS LLC

28485 DUPONT BLVD BLDG 2
MILLSBORO, DE 19966

10.8 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL 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.

TLG ADVISORS, INC.

FOUNDATION WEALTH MANAGEMENT, LLC

BLUE ROCK FINANCIAL GROUP

CETERA INVESTMENT ADVISERS LLC

Investors

Michael Franchino

SUSAN ELIZABETH BAROCH

MARINA TOWNSEND

RICHARD NELSON SOLLOWAY

STEPHEN EARL HILL

Gia Sylvia Raines

BRUCE WILLIAM KRAMER

Justin E Weible

Christopher Perrin

MATTHEW PHILIP UNGER

ANTHONY WADE MILAM

Thomas Alan Zirbes

Scott Sherman Smith

Jeffrey Dean Carr

Kelly Sloan Brion

CHARLES IRWIN HALL

BURWELL LORAN HUTCHINSON

TODD ASHLEY ROSELLE

Carter Alan McClung

JUSTIN CLARKE BENNITT

Christopher Allan Owens

Christopher Wade Thompson

Karen Michelle Wearden

JOSEPH DAVID SCHROEN

Regina Esposito Chavez

Within 25 miles of Oceanview, DE, Best Investors lists 42 registered investment advisory firms with 83 offices nearby, managing about $8.92T in combined regulatory AUM across 2,332,248 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 Oceanview

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