Best Financial Advisors in Delaware
38 SEC-registered advisory firms across 9 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Delaware
Top-Ranked Advisors in Delaware
Page 1 of 2 · 38 firms
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
WILMINGTON, DE · Since 1995
GREAT VALLEY ADVISOR GROUP, LLC
WILMINGTON, DE · Since 2011
WILMINGTON FUNDS MANAGEMENT CORPORATION
WILMINGTON, DE · Since 1984
ASHFORD CAPITAL MANAGEMENT INC
WILMINGTON, DE · Since 1980
WILMINGTON TRUST INVESTMENT MANAGEMENT
WILMINGTON, DE · Since 1992
WINDMARK INVESTMENT PARTNERS, INC.
WILMINGTON, DE · Since 2004
MARVIN & PALMER ASSOCIATES
WILMINGTON, DE · Since 1986
DONALD W. NICHOLSON & ASSOCIATES LTD
WILMINGTON, DE · Since 1999
INVESTMENT MANAGEMENT & PLANNING LLC
GREENVILLE, DE · Since 2016
BDFS CAPITAL LLC
REHOBOTH BEACH, DE · Since 2021
BIG INVESTMENT SERVICES
DOVER, DE · Since 2018
BLUE ROCK FINANCIAL GROUP
REHOBOTH BEACH, DE · Since 2020
GREY FOX WEALTH ADVISORS, LLC
ROCKLAND, DE · Since 2021
THIRD SIGMA INVESTMENT ADVISORS LLC
WILMINGTON, DE · Since 2022
MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN, DE · Since 2022
CLIMATE FINANCE PARTNERS LLC
WILMINGTON, DE · Since 2020
BRANDYWINE MANAGERS, LLC
HOCKESSIN, DE · Since 2006
STREETBEAT LLC
WILMINGTON, DE · Since 2021
LONG ANGLE MANAGEMENT, LLC
DOVER, DE · Since 2024
GRACE ADVISORS LLC
WILMINGTON, DE · Since 2026
IH2 ADVISORS & COMPANY
WILMINGTON, DE · Since 2025
CAGR FINANCE LLC
LEWES, DE · Since 2025
8FIGURES
DOVER, DE · Since 2025
DUPONT CAPITAL MANAGEMENT
WILMINGTON, DE · Since 1993
WESTOVER CAPITAL ADVISORS, LLC
WILMINGTON, DE · Since 2005
About Financial Advisors in Delaware
How many financial advisors are registered in Delaware?
There are 38 SEC-registered investment advisory firms in Delaware, spread across 9 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Delaware?
The median advisory fee in Delaware is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.