Delaware · 4 advisers
Financial Advisors in Lewes, Delaware
Looking for a financial advisor in Lewes, Delaware? Falists indexes 4 SEC-registered and state-registered investment advisers in Lewes — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $107.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$107.9M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lewes
Ranked by AUM · Fees, team & specialties at a glance
METZ CAPITAL MANAGEMENT LLC
Lewes, DE
AUM
$107.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
302-644-1193
CAGR FINANCE LLC
Lewes, DE
AUM
$32K
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
202-455-6725
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Common questions
- How many financial advisors are in Lewes, Delaware?
- 4 registered investment advisers are listed in our Lewes directory, sourced from public SEC filings.
- What types of advisors are in Lewes?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lewes?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.