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Best financial advisors in Yorklyn, DE

Registered advisers within 25 miles of Yorklyn, DE.

Offices
951
Firms
438
Combined AUM
$41.8T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,107,330 clients when Item 5C has a number
Avg / client
$13.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
BRANDYWINE MANAGERS, LLC
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WALNUT GREEN ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UNION SQUARE CAPITAL PARTNERS, LLC
MML INVESTORS SERVICES, LLC

Investors

Maureen Dunning
Joseph P Quig
Erik Somerville
GREGG MICHAEL SOMERVILLE
Andrew Jonathan Douglas
RICHARD KEVIN MCLAUGHLIN
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER
Sean Thomas Heidig
SUSAN ELIZABETH LEHNERD
PAUL S. BAUMBACH
WILLIAM D. STARNES
FRANK ANDREAS HOESCHEL
NICHOLAS JAMES HOESCHEL
MATTHEW THOMAS HENAGHAN
Michael Morgan Tolliver
WILLIAM MATTHEW BURRIS
ALBERT JAMES MINUTOLA
KWUN (KEVIN) YUE WONG
SAMUEL IRENEE HYLAND
SAMUEL CARPENTER FIECHTER
LEIGH STEVENSON JOSEPH
WILLIAM GEORGE BRENNAN
Christian Edwin Flory
RONALD FRANCIS SCHEFF
PATRICK ARTHUR SULLIVAN
ELLEN MARGARET DONAHUE
KAREN DALE POORE

Within 25 miles of Yorklyn, DE, Best Investors lists 438 registered investment advisory firms with 951 offices nearby, managing about $41.8T in combined regulatory AUM across 3,107,330 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 Yorklyn

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