Delaware · 51 advisers
Financial Advisors in Wilmington, Delaware
Looking for a financial advisor in Wilmington, Delaware? Falists indexes 51 SEC-registered and state-registered investment advisers in Wilmington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 39 firms list a website you can visit directly. Firms in this directory manage up to $172.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
51
With website
39
Largest AUM
$172.62B
Financial planning
14
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wilmington
Ranked by AUM · Fees, team & specialties at a glance
BLACKROCK CAPITAL MANAGEMENT, INC.
Wilmington, DE
AUM
$172.62B
Team
75 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
302 797 2000
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
Wilmington, DE
AUM
$66.93B
Team
35 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
302 797 2000
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington, DE
AUM
$17.83B
Team
74 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-531-7248
WILMINGTON FUNDS MANAGEMENT CORPORATION
Wilmington, DE
AUM
$16.08B
Team
34 advisors
Clients
0
Fees
Percentage of AUM
(302) 651-8118
GREAT VALLEY ADVISOR GROUP, LLC
Wilmington, DE
AUM
$10.60B
Team
192 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
302-483-7200
DUPONT CAPITAL MANAGEMENT
Wilmington, DE
AUM
$10.09B
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
302-477-6099
DIVERSIFIED, LLC
Wilmington, DE
AUM
$2.79B
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
302-765-3500
ASHFORD CAPITAL MANAGEMENT INC
Wilmington, DE
AUM
$965.8M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-655-1750
RIVERSEDGE ADVISORS
Wilmington, DE
AUM
$928.4M
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
302-573-6864
AFFINITY WEALTH MANAGEMENT LLC
Wilmington, DE
AUM
$872.5M
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(302) 652-6767
CLARITI WEALTH ADVISORS
Wilmington, DE
AUM
$797.6M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
302-994-4444
WESTOVER CAPITAL ADVISORS, LLC
Wilmington, DE
AUM
$652.9M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-427-9600
REALTA INVESTMENT ADVISORS, INC
Wilmington, DE
AUM
$385.4M
Team
54 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-657-5200
IH2 ADVISORS & COMPANY
Wilmington, DE
AUM
$265.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; ADVISORY PLATFORM FEES
302-345-6404
DELAWARE WEALTH PLANNERS
Wilmington, DE
AUM
$255.6M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
302-254-2400
WINDMARK INVESTMENT PARTNERS, INC.
Wilmington, DE
AUM
$233.3M
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
302-691-0228
MARVIN & PALMER ASSOCIATES
Wilmington, DE
AUM
$195.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-573-3570
DONALD W. NICHOLSON & ASSOCIATES LTD
Wilmington, DE
AUM
$171.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
302-529-1500
MORNINGSIDE ASSET MANAGEMENT
Wilmington, DE
AUM
$135.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
302-207-5292
BENCHMARK FINANCIAL, LLC
Wilmington, DE
AUM
$131.6M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
302-635-9760
STRATFI
Wilmington, DE
AUM
$115.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
302-884-6742
THIRD SIGMA INVESTMENT ADVISORS LLC
Wilmington, DE
AUM
$98.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
302-656-1111
WALNUT GREEN ASSET MANAGEMENT, LLC
Wilmington, DE
AUM
$92.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-689-3798
ANNOVA LLC
Wilmington, DE
AUM
$19.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
302-668-5300
More cities in Delaware
Common questions
- How many financial advisors are in Wilmington, Delaware?
- 51 registered investment advisers are listed in our Wilmington directory, sourced from public SEC filings.
- What types of advisors are in Wilmington?
- 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 Wilmington?
- 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.