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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

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
VAUGHAN INVESTMENT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRICORD WEALTH ADVISORS
PHYSICIANS WEALTH SOLUTIONS, LLC
COMMON WEALTH MANAGEMENT LLC
WORTHINGTON WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MATTHEW T. GOEDDE
Abigail Katharyn Starrett
BRANDON DENNIS STRONG
JEREMY HOEPF
RYAN SWEENEY
GARNET LYNDON WAHLUND
VINCENT GERARD ECKEL
JONATHAN L GERSCHMAN
JOSHUA GREGORY SCHENKER
MICHAEL ALLEN DERFLINGER
STEPHEN MICHAEL BERARDI
JASON MICHAEL HELTERBRIDLE
KEVIN ROBERT CLARK
BENJAMIN EARL OSBORNE
TIMOTHY TILTON
KAREN SUE COOKSTON
LYNN ANNE ZAG
JAIME LEE GOUBEAUX
JAMES BARNHART JOHNSON
THAIS DRUMMOND PIOTROWSKI
GREGORY RUSSELL SMITH
Brandt Cookston
Claire Marie Cookston
JOSHUA CHRISTIAN NALLI
STEPHEN GEORGE DALEY
Douglas Earl Booth
Jessica Gray
JONATHAN PETER AARON GROLEAU
James Douglas Souslin
Andrew Scott Beck
JOHN HARLEY CROW
CLARK A MAY
CARL EDWARD SWANSON
EDWARD ARON SOMMER
Andrew Simms
GERMAN A CABRERA
THOMAS FRANCIS VORISEK
PHILLIP CLARK LOVEGROVE
ERIC CHARLES SHEARER
PHILLIP M GAREY
CHRISTOPHER S WILKIN
JACOB PLAHOVINSAK
CHRISTOPHER SHEA MARMION
John Malachy Marmion
ADAM MICHAEL FERNE
TAYLOR SCOTT VORIS
LINDA LOUISE MACKOV
JAMES MARTIN VAUGHAN
JOHN WEBSTER BITEMAN
CLIFFORD RAYMOND RAYBURN
CHERYL ANN BROWN
STEVEN CURTIS OXLEY
HERSHEL COLEMAN PROFFITT
DAVID CHARLES CLAIBOURNE
RODNEY DALE CARPENTER
JOSEPH DANIEL FINNERAN
JOHN QUIMJIAN
JOHN ROBERT STEWART
MARK WILLIAM KAMANN
VERNA LEE RUBY
Anthony Raymond LaMacchia
HENRY LAMB RICHTER
DANIEL RICHARD LAMACCHIA
Carson L Holley
Neal D Patel
Shane M Eversole
AARON DANIEL FUERST
Tanya Michelle Cole
ALEKSANDAR KOCEVSKI
Destiny Manns
DEBORAH LYNN MONTGOMERY

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