AdvisorRanked

Best Financial Advisors in WILMINGTON, Delaware

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

26
Registered Firms
0.95%
Median Fee
of assets/year
$653M
Median AUM
26
Firms Listed
in our database

Top-Ranked Advisors in WILMINGTON

#1
100

WILMINGTON TRUST INVESTMENT MANAGEMENT

WILMINGTON, DE · Since 1992

$141M AUM30 clientsFee: 0%
FiduciaryFee-Only
#2
100

MARVIN & PALMER ASSOCIATES

WILMINGTON, DE · Since 1986

$196M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

WILMINGTON, DE · Since 1995

$17.8B AUM74 clientsFee: 0%
FiduciaryFee-Only
#4
100

DONALD W. NICHOLSON & ASSOCIATES LTD

WILMINGTON, DE · Since 1999

$171M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

ASHFORD CAPITAL MANAGEMENT INC

WILMINGTON, DE · Since 1980

$966M AUM8 clientsFee: 0%
FiduciaryFee-Only
#6
100

GREAT VALLEY ADVISOR GROUP, LLC

WILMINGTON, DE · Since 2011

$10.6B AUM192 clientsFee: 0%
FiduciaryFee-Only
#7
100

WINDMARK INVESTMENT PARTNERS, INC.

WILMINGTON, DE · Since 2004

$233M AUM12 clientsFee: 0%
FiduciaryFee-Only
#8
100

THIRD SIGMA INVESTMENT ADVISORS LLC

WILMINGTON, DE · Since 2022

$99M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
100

CLIMATE FINANCE PARTNERS LLC

WILMINGTON, DE · Since 2020

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
100

STREETBEAT LLC

WILMINGTON, DE · Since 2021

$5M AUM0 clientsFee: 0%
FiduciaryFee-Only
#11
100

IH2 ADVISORS & COMPANY

WILMINGTON, DE · Since 2025

$265M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
100

GRACE ADVISORS LLC

WILMINGTON, DE · Since 2026

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#13
100

WILMINGTON FUNDS MANAGEMENT CORPORATION

WILMINGTON, DE · Since 1984

$16.1B AUM34 clientsFee: 0%
FiduciaryFee-Only
#14
95

CLARITI WEALTH ADVISORS

WILMINGTON, DE · Since 1983

$798M AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
95

DUPONT CAPITAL MANAGEMENT

WILMINGTON, DE · Since 1993

$10.1B AUM16 clientsFee: 0%
FiduciaryFee-Only
#16
95

WESTOVER CAPITAL ADVISORS, LLC

WILMINGTON, DE · Since 2005

$653M AUM6 clientsFee: 0%
FiduciaryFee-Only
#17
95

STRATFI

WILMINGTON, DE · Since 2025

$115M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
95

AFFINITY WEALTH MANAGEMENT LLC

WILMINGTON, DE · Since 2018

$873M AUM11 clientsFee: 0%
FiduciaryFee-Only
#19
95

BENCHMARK FINANCIAL, LLC

WILMINGTON, DE · Since 2025

$132M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
95

RIVERSEDGE ADVISORS

WILMINGTON, DE · Since 2018

$928M AUM9 clientsFee: 0%
FiduciaryFee-Only
#21
95

DELAWARE WEALTH PLANNERS

WILMINGTON, DE · Since 2024

$256M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
95

WILMINGTON TRUST ASSET MANAGEMENT, LLC

WILMINGTON, DE · Since 2023

$271M AUM31 clientsFee: 0%
FiduciaryFee-Only
#23
95

DIVERSIFIED, LLC

WILMINGTON, DE · Since 2024

$2.8B AUM34 clientsFee: 0%
FiduciaryFee-Only
#24
87

REALTA INVESTMENT ADVISORS, INC

WILMINGTON, DE · Since 2007

$385M AUM54 clientsFee: 0%
FiduciaryFee-Only1 complaint
#25
82

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC

WILMINGTON, DE · Since 2017

$66.9B AUM35 clientsFee: 0%
FiduciaryFee-Only1 complaint
#26
77

BLACKROCK CAPITAL MANAGEMENT, INC.

WILMINGTON, DE · Since 1999

$172.6B AUM75 clientsFee: 0%
FiduciaryFee-Only1 complaint

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in WILMINGTON?

The median advisory fee in WILMINGTON, DE is 0.95% of assets under management per year, based on Form ADV filings from 26 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.