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Best financial advisors in Odessa, DE

Registered advisers within 25 miles of Odessa, DE.

Offices
295
Firms
152
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,317,086 clients when Item 5C has a number
Avg / client
$5.40M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
GREAT VALLEY ADVISOR GROUP, LLC
TRUFFLE VENTURES ADVISORS
EDWARD JONES
GMK CAPITAL LLC
CENTAURUS FINANCIAL, INC.
JANNEY MONTGOMERY SCOTT LLC
GOOD LIFE ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NXY CAPITAL, LLC
LPL ENTERPRISE, LLC

Investors

MATTHEW D SIMPSON
FROILAN ANTHONY BRITTINGHAM
KEITH STEVEN GARLAND
JOSEPHINA REYES
Philip J D'Elia
O EMMANUEL ADEPOJU GRACE
JOHN HILMER
H PAUL FRIEDMAN
Remo Anthony Orsini
MATTHEW JOHN RILEY
Denise Lynne Devine
Christopher Steven Fantano
VINCENT CARMEN CROGNALE
Anthony B Johnson
RYAN JONATHAN DAVIS
ERIC DANIEL JANVIER
CARLOS EVERARDO WARD
KALYAN GEORGE RAMAN
EDWARD ARTHUR CHAPMAN
DAVID VINCENT VARI
Leron Julius Kosh
VAJOAN MARTE
JOSEPH ROBERT GARRITY
Lee Crantz Moran
MARCO ANTONIO NAVA
SHARMILA LUXSHMI PADMALINGAM
Stephen B Houston

Within 25 miles of Odessa, DE, Best Investors lists 152 registered investment advisory firms with 295 offices nearby, managing about $12.5T in combined regulatory AUM across 2,317,086 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 Odessa

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