Falists

Delaware · 34 firms

Institutional Advisors in Delaware

Advisers managing assets for institutions, endowments, and corporations. Browse 34 advisers in Delaware matching this specialty, with fees, team size, and AUM from public SEC filings.

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Wealth managers · Trusts & estates · Retirement · Institutional · Planning

Institutional firms in Delaware

DIVERSIFIED, LLC

Wilmington, DE

AUM

$2.79B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

34 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

302-765-3500

AUM

$618.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

972-876-8422

BDFS CAPITAL LLC

Rehoboth Beach, DE

AUM

$411.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

9 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

302-265-2236

STRATFI

Wilmington, DE

AUM

$115.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

302-884-6742

AUM

$104.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

610-489-3018

View all 34

118 total advisers in Delaware. Browse all Delaware advisors