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Best financial advisors in Port Penn, DE

Registered advisers within 25 miles of Port Penn, DE.

Offices
316
Firms
151
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,318,756 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

JOHN HILMER
H PAUL FRIEDMAN
KALYAN GEORGE RAMAN
CARLOS EVERARDO WARD
MATTHEW D SIMPSON
FROILAN ANTHONY BRITTINGHAM
KEITH STEVEN GARLAND
JOSEPHINA REYES
Philip J D'Elia
O EMMANUEL ADEPOJU GRACE
Anthony B Johnson
MATTHEW JOHN RILEY
Denise Lynne Devine
Christopher Steven Fantano
VINCENT CARMEN CROGNALE
MARCO ANTONIO NAVA
SHARMILA LUXSHMI PADMALINGAM
Remo Anthony Orsini
DAVID VINCENT VARI
Leron Julius Kosh
RYAN JONATHAN DAVIS
ERIC DANIEL JANVIER
Holly Vassaras
WILLIAM LISTER MASTEN
RUSSELL ANTHONY KUCHERA
EDWARD ARTHUR CHAPMAN
RONALD L WOODS

Within 25 miles of Port Penn, DE, Best Investors lists 151 registered investment advisory firms with 316 offices nearby, managing about $12.4T in combined regulatory AUM across 2,318,756 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 Port Penn

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