Top financial advisors in Hockessin, DE
We've curated a list of the best financial advisors in Hockessin, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $172,214,651 Number of advisors 5 advisors | |||
| 2 | Assets under management $12,133,022,000 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Hockessin, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Mallard Advisors
Mallard Advisors, LLC is a registered investment advisor specializing in financial planning and investment management for individuals and families on a fee-only basis. Established in Hockessin, DE, Mallard offers services such as cash flow management, tax planning, retirement planning, and estate planning. The firm does not sell financial products or accept commissions, and clients maintain asset control through an independent custodian. Mallard acts as a fiduciary under ERISA of 1974. Clients can choose between a Financial Plan, Investment Management Program, or Wealth Management services. The Investment Management Program provides ongoing, discretionary investment oversight primarily using no-load mutual funds and ETFs. Fees are based on a percentage of assets under management, with a minimum quarterly fee. Mallard does not receive compensation from fund companies and does not offer IPOs. The firm discloses potential conflicts of interest and provides a free initial meeting to assess client needs. Mallard also discloses its disciplinary history, fee structure, investment strategies, and risk factors to clients. Clients receive regular reports and have the option for discretionary trading authority. Mallard does not vote proxies on client securities and maintains a strong financial condition.
$172,214,651 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax Preparation
Brandywine Managers, LLC
Brandywine Managers, LLC is an investment adviser established on April 28, 1998, with its principal place of business in Hockessin, Delaware. The firm primarily operates a fund-of-funds business, providing investment supervisory services to privately offered pooled investment vehicles. As of December 31, 2024, the firm had approximately $12.9 billion in client assets under management, with most assets managed on a discretionary basis. Fees are based on asset values and are charged quarterly. Performance-based compensation may be received, subject to specific terms outlined in the limited partnership agreements. The firm's investment strategies include Global, Multi-Strategy, and Special Assets, with a focus on private investment companies. Clients should be aware of significant risks, such as illiquidity and strategy risks, associated with these investments. Brandywine Managers, LLC acts as a fiduciary, providing investment advisory services on a discretionary basis to its clients. The firm's Chief Compliance Officer oversees compliance with ethical standards and trading practices. Clients receive regular account reports and have access to information on proxy voting and financial conditions of the firm. For more details, clients can contact Kristina D. Sherman, the Chief Compliance Officer.
$12,133,022,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Hockessin, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.