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Best financial advisors in Delaware, OH

Registered advisers within 25 miles of Delaware, OH.

Offices
766
Firms
297
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,244 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

EMERSON EQUITY LLC
PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
MWA FINANCIAL SERVICES INC.
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
SILVER OAK SECURITIES, INCORPORATED
CONCORDIA WEALTH PLANNING, LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Investors

Nathaniel Joseph Russell
RANDY S HYLIARD
Sarah Catherine Kahaian
Jack Kahaian
Nathaniel James Lehman
David Bookheimer
JAMES BRIAN THOMAS
AMANDA SUZANNE DENNEY
JASON TODD RIZZO
JESSICA IRENE FORMAN
Thomas Roberts
Dustin Tyler Hostutler
John Thomas Giberson
ADAM CLAY BIBB
JOHN FELIX ALTIERI
TODD N TARNEY
MICHAEL JUDE SULLIVAN
ANDREW JONATHAN SILVER
Nathan D K Cooper
Kevin E. Smith
Johnathan S Frankel
JASON SCOTT FLISCHEL
JEFFREY DAVID SCHREPFERMAN
ROBERT JOSEPH MORANVILLE
Nicholas Henry Lanctot
ANTHONY RAYMOND PRZECHERA

Within 25 miles of Delaware, OH, Best Investors lists 297 registered investment advisory firms with 766 offices nearby, managing about $20.5T in combined regulatory AUM across 3,187,244 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 Delaware

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM