Best Financial Advisors in Delaware
38 SEC-registered advisory firms across 9 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Delaware
Top-Ranked Firms in Delaware
WILMINGTON TRUST INVESTMENT MANAGEMENT
WILMINGTON, DE · Since 1992
MARVIN & PALMER ASSOCIATES
WILMINGTON, DE · Since 1986
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
WILMINGTON, DE · Since 1995
DONALD W. NICHOLSON & ASSOCIATES LTD
WILMINGTON, DE · Since 1999
ASHFORD CAPITAL MANAGEMENT INC
WILMINGTON, DE · Since 1980
GREAT VALLEY ADVISOR GROUP, LLC
WILMINGTON, DE · Since 2011
WINDMARK INVESTMENT PARTNERS, INC.
WILMINGTON, DE · Since 2004
INVESTMENT MANAGEMENT & PLANNING LLC
GREENVILLE, DE · Since 2016
THIRD SIGMA INVESTMENT ADVISORS LLC
WILMINGTON, DE · Since 2022
BDFS CAPITAL LLC
REHOBOTH BEACH, DE · Since 2021
BIG INVESTMENT SERVICES
DOVER, DE · Since 2018
BLUE ROCK FINANCIAL GROUP
REHOBOTH BEACH, DE · Since 2020
MONTCHANIN ASSET MANAGEMENT, LLC
MONTCHANIN, DE · Since 2022
CLIMATE FINANCE PARTNERS LLC
WILMINGTON, DE · Since 2020
GREY FOX WEALTH ADVISORS, LLC
ROCKLAND, DE · Since 2021
STREETBEAT LLC
WILMINGTON, DE · Since 2021
IH2 ADVISORS & COMPANY
WILMINGTON, DE · Since 2025
LONG ANGLE MANAGEMENT, LLC
DOVER, DE · Since 2024
GRACE ADVISORS LLC
WILMINGTON, DE · Since 2026
CAGR FINANCE LLC
LEWES, DE · Since 2025
8FIGURES
DOVER, DE · Since 2025
WILMINGTON FUNDS MANAGEMENT CORPORATION
WILMINGTON, DE · Since 1984
CLARITI WEALTH ADVISORS
WILMINGTON, DE · Since 1983
DUPONT CAPITAL MANAGEMENT
WILMINGTON, DE · Since 1993
WESTOVER CAPITAL ADVISORS, LLC
WILMINGTON, DE · Since 2005
BRANDYWINE MANAGERS, LLC
HOCKESSIN, DE · Since 2006
N1 ADVISORS
NEWARK, DE · Since 2008
STRATFI
WILMINGTON, DE · Since 2025
AFFINITY WEALTH MANAGEMENT LLC
WILMINGTON, DE · Since 2018
BENCHMARK FINANCIAL, LLC
WILMINGTON, DE · Since 2025
RIVERSEDGE ADVISORS
WILMINGTON, DE · Since 2018
DELAWARE WEALTH PLANNERS
WILMINGTON, DE · Since 2024
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
GREENVILLE, DE · Since 2022
WILMINGTON TRUST ASSET MANAGEMENT, LLC
WILMINGTON, DE · Since 2023
DIVERSIFIED, LLC
WILMINGTON, DE · Since 2024
REALTA INVESTMENT ADVISORS, INC
WILMINGTON, DE · Since 2007
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
WILMINGTON, DE · Since 2017
BLACKROCK CAPITAL MANAGEMENT, INC.
WILMINGTON, DE · Since 1999
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 Red Flag 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.