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Best financial advisors in Rockland, DE

Registered advisers within 25 miles of Rockland, DE.

Offices
1,315
Firms
616
Combined AUM
$44.3T
Firm-wide filings, not assets booked only here
Clients
3.54M
3,539,253 clients when Item 5C has a number
Avg / client
$12.5M
Combined AUM ÷ clients

Nearby offices

Firms

GREY FOX WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
INVESTMENT MANAGEMENT & PLANNING LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC
SOUND INCOME STRATEGIES, LLC
GREAT VALLEY ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
EDWARD JONES

Investors

THEODORE JAMES LAUZEN
KEVIN JAN DOMBROWSKI
Daniel Joseph McGlinn
Hans Michael Lauzen
THEODORE CHRISTIAN POPPE
Bryce Cleveland
RYAN PATRICK BONNER
Aidan Neuberger
HANNAH ELIZABETH MARIN
CHRISTOPHER S VAN PELT
JEREMY MICHAEL BARON
JEFFREY H. MACDONALD
HOWARD CALVERT RICHARDSON
JOHN MICHAEL ABOOD
Shelby Faye Tennant
GINGER LOUISE WARD
CHRISTOPHER MARK DIGIACOMO
KERRI LYNN MATTHEWS
Patrick Blake DiGiacomo
CAROLINE MARIE CHAHALIS
LYNDA A DURSO
ROBERT J DI GIACOMO
Brennan Charles Thompson
HARVEY M. STRAUSS
MATTHEW JAMES MCDERMOTT
KEVIN DICKSON RYAN
Luke Hoffman
CHARLES JOHN BURNS
ROBERT BRAND FISCHER
STACEY KEA ALTEMUS
Andrew Richard Alcarese
DANA ELIZABETH WILKINS
MATTHEW E LAGOY
KATHERINE L BEAR
Mackenzie Patricia Johnson
MICHAEL EUGENE TONER
TODD BUONOCORE
VINCENT CARMEN CROGNALE
SHURDONNA S JOSEPH
RYAN PATRICK BURNS
Rachel Irene Montgomery
Connor A Alcarese
Brianna Norvell
Thomas James Leary
RANDALL LEE RENNEISEN
Michael S Koppenhaver
James Francis Locke
Erin E Yake
Keandre Dominic Alexander Buckham
JASON L DELCOLLO
MICHAEL JOSEPH ALVINI
MICHAEL CRADLER
ARTA VITOLO
DON DEWEES
COLLEEN WEAVER
AMY MARIE ROTTURA
ROBERT DEWEES
CECELIA DUGAN
DANA EDWARDS
TAMARA MILAM
WILLIAM RICHARD GALLAGHER
JAMES GREGORY EVERLOF
NICHOLAS ROBERT FRAKE
THEODORE QUILLEN
KEVIN B HARRIS
Rose Marie Hill
THEODORE JAMES ZAK
LISA D LITTLES
ANTHONY MICHAEL COLATTA JULIANO
John Gabros
Mark P Hamilton
Kevin Osmar Noguez Ochoa
David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH
STEVEN JOHN NULTY
MATTHEW D SIMPSON

Within 25 miles of Rockland, DE, Best Investors lists 616 registered investment advisory firms with 1,315 offices nearby, managing about $44.3T in combined regulatory AUM across 3,539,253 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 Rockland

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 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM