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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

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UP FINTECH ASSET MANAGEMENT
NEWSQUARE CAPITAL, LLC
LYNCH INVESTMENT PLANNING, LLC
MML INVESTORS SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
GWN SECURITIES INC.
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC

Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom
CRISTINA L CARUSO
JOSHUA LEVI STYRCULA
SUSAN GRINNELL MIDDLETON
TRAVIS KARABIN BOYER
James Marshall DuBrueler
Blaine William Butcher
Tucker J Davis
Mason Baucum
Hugh Titus Singletary
JAMES WILLIAM GRAVES
ROBERT JAMES BURDUMY
JAMES PATRICK KNIFFEN
JAMES FRANCIS MADDEN
SYMOUR JACOBS
Kevin Joseph Brey
DAVID WILLINGHAM LENTZ
THOMAS STEPHEN RICHARDS
BLAKE EDWARD FELLOWS
CHRISTOPHER THOMAS URNESS
JOHN J FIORITO
PAUL K DOAK
AYAD AMARY
ADAM MCCORD SOMMERS
CINDY KAY DAY
RICHARD LEE BARTHOLOMEW
BRANDON WESLEY GULLEY
WILLIAM JOEL THORNTON
MARK ANDREW FULTON
MOHAMMED A SIDDIQUI
JASON WAYNE FORSYTHE
JANA LEA LOCKHART
JEFFREY PEIRCE GARINGER
Hongwei Liu
Mitchell Sehi
Nathan Tyler Borrmann
Sean Michael Wilson
CRISTINA M BENNETT
Matthew Robert Coburn
Brett Henry Feldman
ANDREW EMERSON SHUFORD
Paul Pittman
Tori Beth Coy
Lauren Bowers
DANIEL MARTIN SHEVLIN
VINCENT JUDE LAPIETRA
MICHAEL JEFFREY FREEDMAN
THOMAS ERIC STINE
ANTHONY ALLEN TOMASH
STEPHEN LESLIE COFFMAN
BRENT EDWIN SHEPHERD
STEVEN JAY PERLMAN
RICHARD TODD DAVIS
BRIAN JAMES WARD
ANTHONY MICHAEL AULFFO
KRISTEN DEANNE SHEPHERD
Christopher Von Holland
MARK DOUGHERTY
JOYCE LYNN PEREIRA
LAWRENCE ROBERT FISHER
Luke W Shevlin
CHARLES KEITH GUNN
JOHN FRANCIS NORTON
MARK BREDIN
MARK CHRISTOPHER MILLER
FREDERICK JOHN CROWLEY
DANIEL LEONARD ASCANI
LAWRENCE JOHN FISHER
TIMOTHY JAMES MCGUIRE
SCOTT EDWARD MONTGOMERY
WESLEY LOWELL HAZELRIGG
MARC A WILBORN
Andrew D Gauldin
Colby Lauten Davis
GARY DALE HAAPALA
TAMERON LYNN KEYES
Matthew Philip Paschang
PHILIP JAMES PASCHANG
TIMOTHY PAUL HAMMOND
MICHAEL ANTHONY SCHIMMEL
JAMES DAVID FAIR
TARA L SHANNON
Andrew Murphy Windham
Stephen Michael Burns
PEGGY L BRUCE
Alexander Martens Molinaro
Emily Susan Wilborn
TIMMY LEE BAKER
RYAN JOSEPH CONLIN
Kathryn Rochelle Lopez
MATTHEW N WALLEN
JASON PLAWNER
ANDREW MARTIN MEEHAN
Cynthia Denise Salzman
Justin Ryan Vestri
KATRINA BOWERS FALKE
Craig Fishel
CAROL M ASHMEN
CRAIG GUY FISCHER
Keri Elizabeth Blake
Chase Geiger
DANIEL CHARLES MCCARTHY
Joseph Anthony Gairo
HENRY BENJAMIN SUPINSKI
JOHN DERMOT DEMPSEY
DAVID SCOTT WEISS
RYAN PATRICK GRAY
MICHAEL P CERNEK
Devin Michael Voorhees
Yang Xu
MIGUEL L BIAMON
Tyler Andrew Pugliese
TIMOTHY ANDREW CHISHOLM
LEE SCOTT GROUT
RYAN L KIRK
Robert Kenneth Kuberski
David Francis Lynch
Michael Joseph Lynch
JAMES LYNCH
DAVID SCOTT CARR
MICHAEL L MILEY
WALTER J TIMBY
WILLIAM RAYMOND STINGER
DANIEL TODD FIRST
ROBERT JOSEPH MULLIN
BRIAN CHARLES MCGEEHAN
PAUL GREGORY EVANS
MARK ANDREW KIRSCH
ROBERT M MARASHESKI
ALBERT M CORRATO
CHRISTOPHER BRETT MONTICH
SCOTT IRA LISSANSKY
WILLIAM DONALDSON ROOT
JAMES S TROTTER
MATTHEW SHANE GRECO
CHRISTOPHER MICHAEL FALLON
KYLE JAMES CLEARY
STEVEN MATTHEW KAPLAN
MARC P VIRGA
Steven Tanner Broll
William Wayne Gruehn
Connor Thomas Davis
James Laurence Unger
Trevor Ryan McNulty
Patrick Michael McCann
Jack Walker
Nicholas Sigismondi
Victor Manuel Marcelo
DARREN Michael DIRENZO
Julia Yvonne Tremblay
Joseph Montooth
Avery Law
Jacob Ellison Baumann
DANIEL RALPH JOIE
H. WARREN INGERSOLL
JUDITH ANNE CASSIDY
JEFFREY LAURENCE GRUEHN
ROBERT ARTHUR NEWMAN
JAMES HAROLD UNGER
JEFFRY COOLIDGE CAMPBELL
MATTHEW ERIC PRATZNER
RAYMOND E MOORE
DAVID A. BROLL
STEPHEN J DEMCHYK
DONNA GERACE
GREGORY MICHAEL SMALL
PATRICK MICHAEL MCCANN
ROBERT JOSEPH HAGENBERG
JOSEPH CHARLES CARR
ANDREW ANTHONY DEL BEATO
JAMES ROBERT VEIT
BENJAMIN IAN SKUPP
PETER NICHOLAS LUZAK
JONATHAN JAMSHEED JARAIEDI
Ryan Michael Maloney
MICHAEL RAYMOND TAYLOR
STEPHEN FRANCIS IZZI
DANIEL JOSEPH FORDICE
Edward Bonnefond Kerschner
Brenan Sanders McAllister
Nicholas John Fowler
Cole R Vanderwerf
William Walker Heath
Mason Benjamin Abate
Stephen Weigner
Benjamin David Bauer
Peter Klein
Christopher Joseph Scoffone
Kearen Quinn Miller
Matthew Delphais
KEVIN BARRY ONEILL
Joseph Robert Hamilton
Richard A Sterling
Jacklyn Naselli
Connor Jacob Fernholz
Jacob Parker Myers
Michael Andrew Crowley
Alexander Stewart
John M Doyle
Michael Vincent McKnight
Brynne Lee Kuberski-Garris
Eric Donohue
Stephen John Kostyk
Nicholas Familetti
Samuel Stuart Gruehn
Shawn Bradley
Kyle William Mittelstadt
Anthony Richard Scarpino
William Milligan
Brad Thomas Corsi
David Anthony Grabowski
Salvatore Rendin Kaufman
Keith Anthony Lecky
Victor Paul Valeski
THOMAS JOHN TREA
CHARLES JOSEPH DOWDS
MELANIE KOPKA DAHL
JOHN MICHAEL KLUSARITS
DANIEL PATRICK MAGUIRE
MARK BERNARD FUESSINGER
FRANCIS ANTHONY NASELLI
JAMES FRANCIS BURNS
COLIN BAXTER LAW
KEITH VINCENT LECKY
KEVIN BARRY ONEILL
JOSEPH EDWARD SYERNICK
TIMOTHY THOMAS IRVINE
JAMES JOSEPH RANIERI
JOHN J PRESTA
JOHN SMITH SWARTS
ANTHONY JOHN SANTISI
JOHN DAVID MCCULLOUGH
MICHAEL PATRICK ROOT
TRENT MICHAEL LEUPOLD
PAUL JOHN MONTEFIORE
Joseph John O'Shea
PAUL N VENTO
ANTHONY MARK LUCIDONIO
MICHAEL ROBERT DAYTON
GERARD BENEDICT
RYAN SCOTT GALLOWAY
ADAM C. DOUGLAS
MARTIN ANDREW SCHWEITER
PHILIP STOLTZFUS
BENJAMIN YEAGER
ERIC WELLS SHARPE
PAUL GAGLIARDI
Robert Sean McKernan
Nicholas Chad Pisorchik
Nicholas Martino
HUNTER HERSCHELL
Gerald Michael Gray
Thomas Anthony Powers
Ryan Michael Maguire
Anthony Paul Basciano
NICHOLAS SCOTT FOREMAN
JOSEPH VINCENT NASELLI
GARY EARL DANIELS
HUNTER SCOTT TROTTER
JOHN FRANK MAZZOLA
EDWARD GEORGE KERSCHNER
PETER JOSEPH BLAUERT
JAMES WILLIAM CLEARY
OSCAR LUIS MESTRE
PETER SMITH ZONINO
WAYNE MARK BARTOLACCI
John McElwee
ROBERT C MCMASTER
MICHAEL SAMUEL MONASTRA JR.
Anthony Stephen Degli Obizzi
CHARLOTTE ROSE RICE
MICHAEL SAMUEL MONASTRA
DAVID JOSEPH MONASTRA
VINCENT PAUL DURSO
Vincent A Durso
LOUIS JOSEPH BUTERA
CHRISTOPHER MCPHERSON JACKSON
BERNARD JOSEPH AUDET
REBECCA LORRAINE MCGEHEAN
Josie xiao jing Chen
Luke Stauffer
KEVIN LOGAN
SUSAN MERYL POLLER-NEWMAN
Tim Barbacane

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