Top 10 advisors in Wilmington
We’ve curated a list of the best financial advisors in Wilmington, take a look at it below
Find an advisor in Wilmington1. Dupont Capital Management
Assets under management
$19,915,877,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA
Services offered
Portfolio Management For Investment Companies
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
2. Wilmington Trust Investment Advisors, Inc.
Assets under management
$16,429,172,028
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Asset Allocation, Economic Analysis And Capital Markets Forecasting, Lease Advisory Staff To Affiliates
3. Great Valley Advisor Group, Inc.
Assets under management
$4,232,604,679
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
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
Educational Seminars/workshops
Consulting Services
4. Realta Investment Advisors, Inc
Assets under management
$670,588,411
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
5. Affinity Wealth Management LLC
Assets under management
$587,202,229
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
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
6. Daniels + Tansey, L.l.p.
Assets under management
$515,301,771
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Consultation, Expert Witness,litigation Support
- Not sure which one to choose?Use our smart matching tool
7. Riversedge Advisors
Assets under management
$452,684,095
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
Pension Consulting Services
Business Advisory Services
8. Clariti Wealth Advisors
Assets under management
$412,124,353
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
9. Westover Capital Advisors, LLC
Assets under management
$355,720,669
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
Consulting And Assets Under Advisement
- Not sure which one to choose?Use our smart matching tool
10. Bench Walk Advisors LLC
Assets under management
$281,782,131
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
How we came up with this list
To generate our top financial advisors list in Wilmington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wilmington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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