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Best financial advisors in Wilmington, DE

Registered advisers within 25 miles of Wilmington, DE.

Offices
1,037
Firms
479
Combined AUM
$43.0T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,120,107 clients when Item 5C has a number
Avg / client
$13.8M
Combined AUM ÷ clients

Nearby offices

Firms

IH2 ADVISORS & COMPANY
BLUE ROCK FINANCIAL GROUP
J.P. MORGAN SECURITIES LLC
PLATFORM ADVISOR, LLC
RIVERSEDGE ADVISORS
FUNDING IMPACT
KEYSTATE ADVISORY, LLC
PRESIDIO PARTNERS MANAGEMENT, LLC
WILMINGTON FUNDS MANAGEMENT CORPORATION
WILMINGTON TRUST INVESTMENT MANAGEMENT
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
WILMINGTON TRUST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
CHARTLINE CAPITAL PARTNERS
ALLIANCEBERNSTEIN L.P.
PARK AVENUE SECURITIES LLC
BEYOND EARTH LLC
MARVIN & PALMER ASSOCIATES
JACOBI CAPITAL MANAGEMENT, LLC

Investors

DAVID MICHAEL FRASCELLA
STEPHEN M HAGAN
ABIODUN OSANYINJOBI
KELLY NICOLE WILSON
Kevin Krieger
BRYAN DANIEL DALESANDRO
JARRETT FRANKLIN MORRIS
Jaime Suzanne Cutter
BRIAN JASON CARNEY
Lauren Anne Mance
KAY ELLEN KIDWELL
MARISA ANN FACCIOLO
ERIN PERIALAS ELIASON
KATHERINE ELIZABETH F DAVIS
Mark Henry Eggleston
Steven Hutchison
Brian James Amend
RONALD VINCENT SAMUELS
SARAH M MCLAUGHLIN
CHARLES EDWARD BARANICH
GREGORY SCOTT WOODARD
BREANN LISA ROOT
Louis PORTA
ERIC I SMOOKLER
CHRISTOPHER A SPORCIC
Michelle Lee Sears
CAMILLA B MERRICK
Nicolas Stefano
ANTHONY MICHAEL ROTH
ANTHONY JOSEPH ROSSINI
WILLIAM CAMPBELL DUGDALE
AMBROSE A CARR
TODD DAVID MARVIN
BRANDAN MICHAEL BREE

Within 25 miles of Wilmington, DE, Best Investors lists 479 registered investment advisory firms with 1,037 offices nearby, managing about $43.0T in combined regulatory AUM across 3,120,107 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 Wilmington

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