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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lewes, DE

Every SEC-registered investment adviser representative at a firm office in Lewes, with the firms that employ the most of them.

52 registered advisors work in Lewes; the most are at Janney Montgomery Scott LLC (13). 12 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Lewes

FirmAdvisors in Lewes
Janney Montgomery Scott LLC news13
LPL Financial LLC news7
Osaic Wealth, Inc. news5
Dakota Wealth, LLC3
Diversify Wealth Management, LLC3
Edward Jones news3
Wells Fargo Advisors Financial Network, LLC news3
Savant Wealth Management news2
Artais Capital Management, LLC1
Cagr Finance LLC1
Corecap Advisors1
Diversify Advisory Services, LLC1
Ect Advisory, LLC1
Equitable Advisors, LLC news1
Great Ocean Road Financial1
Metz Capital Management LLC1
Morgan Stanley news1
Onedigital1
PNC Wealth Management LLC1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Tiaa-Cref Individual & Institutional Services, LLC1

Advisors in Lewes, A to Z

CFP advisors in Lewes →

Other cities in Delaware

All of Delaware →

Wilmington 415Newark 162Greenville 111Rehoboth Beach 59Dover 44Hockessin 26Millsboro 19New Castle 18Middletown 17Rockland 9Bethany Beach 8Georgetown 8Seaford 8Selbyville 8Bear 7Milford 6Ocean View 6Millville 5

Questions

How many financial advisors are in Lewes, DE?

52 investment adviser representatives are registered at firm offices in Lewes, Delaware, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Lewes?

Janney Montgomery Scott LLC, with 13 registered advisors in Lewes, followed by LPL Financial LLC with 7.

How do I check a financial advisor in Lewes?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.