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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

CLARITI WEALTH ADVISORS
CS INVESTMENT MANAGEMENT LLC
OSAIC WEALTH, INC.
LIMITLESS ASSET MANAGEMENT INC.
PNC WEALTH MANAGEMENT LLC
PERIGON WEALTH MANAGEMENT, LLC
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WISE FINANCIAL SERVICES LLC
DONALD W. NICHOLSON & ASSOCIATES LTD
CETERA INVESTMENT ADVISERS LLC
ASSUREDPARTNERS INVESTMENT ADVISORS

Investors

RAVI PRAVIN DATTANI
JOHN CARMEN MELASECCA
RYAN GREGORY CROSS
Karen R. Malchione
GERALD RAUL SNYDER
LOUIS DANTE MEMMOLO
Nicholas Dalia
AIDAN Francis KEAVENEY
JOHN EDWARD TOWNES TAYLOR
Matthew David Tendler
Tyler Joseph Gilden
George David Biddle
Michaela Kowatch
GARY LEE ULRICH
EMILY R WOODSON
JOSEPH E. BILOON
DANILO ERCOLE
Connor Michael Hollick
ROBERT DAVID GRIESEMER
Kieran Hickey
DYLAN TYLER AMOROSO
Joshua Hunter Coupe
JEFFREY LYNN ZUSPANN
LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
Robert W Wise
DONALD WILLIAM NICHOLSON
THOMAS PATRICK CAFFREY
DONALD WILLIAM NICHOLSON
ALBERT JAMES MINUTOLA
MILAN PATRICK WINTERS
ROBERT RALPH REIDINGER
MATTHEW CLAY BOATMON
ANATOL TONY MAXWELL
Ryan Christopher Baumbach

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