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Best financial advisors in Smyrna, DE

Registered advisers within 25 miles of Smyrna, DE.

Offices
65
Firms
46
Combined AUM
$5.57T
Firm-wide filings, not assets booked only here
Clients
833K
832,585 clients when Item 5C has a number
Avg / client
$6.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CSG FINANCIAL
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LATTICE CAPITAL MANAGEMENT, LLC
BIG INVESTMENT SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VICUS CAPITAL, INC.
COMMONWEALTH FINANCIAL NETWORK
ONYX BRIDGE WEALTH GROUP LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
SAVANT WEALTH MANAGEMENT

Investors

Stephen B Houston
Lee Crantz Moran
Shane Arthur Galante
Steven Patrick Calio
Zachary Joseph Stone
Philip J D'Elia
HINESH R MODI
Michael David Sandy
Alexandra Vazquez
Mary Kaltreider
WILLIAM JOSEPH REESE
JEFFREY CLIFTON DRURY
DAVID FRANKLIN BOOTHE
Daniel Henry Paul Venable
ANNA CHRISTINA HIBBITT
RACHEL ELIZABETH BENTON
NICHOLAS GEORGE ALEXANDER
Stephen Aaron Giannangeli
WENDY KAYE WEBB RUST
Kathleen V Hawkins
Alicia P Baione
Courtney A Duncan
ANNA MARIE TOUCHARD
LYNN ANN REDDING
H SCOTT CONNELL
Nancy R Herlihy
Adam Duane Insley
JULIE A GRASSO
PETER ADAM OLDZIEY
BRETT TOMAS EMMONS
WILLIAM CHARLES PARADEE
PAUL RANDALL MAYNOR
Christopher Shawn Smith
RICHARD AUGUSTUS SAMAROO
Lindsay Kathryn Dougherty
Charles Wyatt Thurman
SCOTT L MELNICK
CHRISTOPHER RANDALL CLIFFORD
Nataliya V Zook
RAYMOND FRANK BOOK
SCOTT RICHARD BROWN
RONALD PAUL VASCIK
CHRISTINE LAWRENCE
JUDITH ANNE PFLAUMER

Within 25 miles of Smyrna, DE, Best Investors lists 46 registered investment advisory firms with 65 offices nearby, managing about $5.57T in combined regulatory AUM across 832,585 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 Smyrna

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM