Top 10 financial advisors in Wilmington, DE
We've curated a list of the best financial advisors in Wilmington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $16,429,172,028 Number of advisors 127 advisors | |||
| 2 | Assets under management $4,232,604,679 Number of advisors 146 advisors | |||
| 3 | Assets under management $670,588,411 Number of advisors 77 advisors | |||
| 4 | Assets under management $587,202,229 Number of advisors 16 advisors | |||
| 5 | Assets under management $515,301,771 Number of advisors 9 advisors | |||
| 6 | Assets under management $452,684,095 Number of advisors 19 advisors | |||
| 7 | Assets under management $412,124,353 Number of advisors 12 advisors | |||
| 8 | Assets under management $355,720,669 Number of advisors 8 advisors | |||
| 9 | Assets under management $237,690,463 Number of advisors 8 advisors | |||
| 10 | Assets under management $185,978,906 Number of advisors 65 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 Wilmington, 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.
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. is a financial advisory firm based in Wilmington, Delaware. It currently has approximately $16,429,172,028 of assets under management and employs about 127 people. Wilmington Trust Investment Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$16,429,172,028 under management
127 advisors
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
Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. is a financial advisory firm based in Wilmington, Delaware. It currently has approximately $4,232,604,679 of assets under management and employs about 146 people. Great Valley Advisor Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$4,232,604,679 under management
146 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
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
Realta Investment Advisors, Inc
Realta Investment Advisors, Inc is a financial advisory firm based in Wilmington, Delaware. It currently has approximately $670,588,411 of assets under management and employs about 77 people. Realta Investment Advisors, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$670,588,411 under management
77 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
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
Affinity Wealth Management LLC
Affinity Wealth Management LLC is a registered investment advisor established in October 2017, operating under The Wealth Design Group, Inc. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. Affinity Wealth Management LLC acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers wealth management services, including investment management services and financial planning services. Investment management services involve creating customized investment strategies, constructing portfolios, and monitoring investments to meet clients' goals. Financial planning services cover various areas such as investment planning, retirement planning, estate planning, and insurance needs. The firm charges annual investment advisory fees ranging from 0.50% to 1.50% based on factors like service complexity and asset levels. AWM does not charge performance-based fees and does not manage proprietary investment funds. The firm primarily employs fundamental, technical, cyclical, and charting analysis methods in developing investment strategies. Clients are encouraged to review brokerage statements and may receive periodic reports on holdings, allocations, and performance. AWM does not accept proxy-voting responsibility for clients. The firm does not have custody of client accounts except for fee deduction purposes. AWM maintains a Privacy Policy to protect clients' personal information and shares information with third parties only for servicing accounts, not marketing purposes. Clients can limit the sharing of their information.
$587,202,229 under management
16 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
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Daniels + Tansey, L.l.p.
**Background and Expertise:** Daniels + Tansey, LLP is a registered investment advisor established in Delaware. The firm specializes in providing investment advisory services, wealth management services, multi-family office services, financial planning, and matrimonial financial planning and litigation support. The firm was formed as a limited liability partnership and is subject to a fiduciary standard of care, ensuring that client interests are prioritized. The firm's partners include DeVon Daniels, Christopher F. Daniels, Susan Benson, Adele McIntosh, Christopher W. Daniels, T. Jordan Daniels, and Tim DeAngelo. **Consumer-Facing Terms:** - Minimum Investment Size: $500,000 for new accounts, but may be waived under certain circumstances. - Fee Structure: Fees are tiered based on assets under management, ranging from 0.15% to 1.25% for different account types. - Fiduciary Status: Daniels + Tansey acts as a fiduciary, obligated to act in the best interest of clients. - Investment Discretion: The firm primarily manages accounts on a discretionary basis, with full authority to make investment decisions. Non-discretionary services are available upon client request. - Custody: Client funds and securities are held with a qualified custodian, and clients receive quarterly statements directly from the custodian. - Investment Philosophy: The firm employs an active management style, focusing on risk-adjusted returns, diversification, and asset allocation tailored to client risk profiles and objectives. **Advisory Business Description:** Daniels + Tansey offers a range of services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm's investment strategies include Ultra Conservative, Conservative, Moderate, Growth, Aggressive Growth, and Fixed Income portfolios, each designed to meet different risk profiles and investment objectives. The firm emphasizes continuous monitoring, rebalancing, and customization based on client needs. This summary is based on the information provided in the brochure of Daniels + Tansey, LLP as of March 2023. For further details or inquiries, clients are encouraged to contact the Chief Compliance Officer at the firm.
$515,301,771 under management
9 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
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
Riversedge Advisors
RiversEdge Advisors, LLC, also known as RiversEdge Advisors, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm was established in August 2018 and is owned and operated by Brian J. Carney, Jarrett F. Morris, and Timothy J. Mihok. RiversEdge Advisors offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, retirement plans, and insurance companies. The firm provides customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning services, and retirement plan advisory services. The investment philosophy is based primarily on modern portfolio theory, with a focus on exchange-traded funds (ETFs), mutual funds, individual equity securities, and fixed income securities. RiversEdge Advisors encourages long-term investment approaches tailored to each client's unique situation. The firm charges fees for advisory services based on a percentage of assets under management, with additional fees for financial planning and consulting services. RiversEdge Advisors does not compensate solicitors for client referrals. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over the selection and amount of securities bought
$452,684,095 under management
19 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
Pension Consulting Services
Business Advisory Services
Clariti Wealth Advisors
Clariti Wealth Advisors is a registered investment adviser established in January 1983 and based in Wilmington, DE. The firm offers financial planning and investment management services, tailored to support clients' specific financial goals and objectives. Services include financial planning, investment management, tax planning reviews, and assistance with trust distributions. Hourly consultations are available for clients with specific needs. Investment advisory services are offered to individuals, trusts, retirement plans, and non-profit organizations. The firm does not serve as an attorney and does not provide legal services. Clients have discretion over their investments, with the firm typically receiving discretionary authority to select securities based on agreed-upon guidelines. Clariti Wealth Advisors charges fees ranging from 0.45% to 0.95% annually, based on the client's investable assets. The firm primarily uses mutual funds and ETFs for investment exposure and employs a combination of active and passive strategies. Clients are periodically updated on their investment accounts and receive consolidated reports. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clariti Wealth Advisors does not have any disciplinary events and has no financial conditions that would impair its ability to meet client commitments. The firm emphasizes a Code of Ethics focused on objectivity, fairness, and regulatory compliance. Clients are urged to review custodian statements and reports provided by the firm.
$412,124,353 under management
12 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
Westover Capital Advisors, LLC
Westover Capital Advisors, LLC is an SEC-registered investment advisory firm that began conducting business in 1999. The firm specializes in providing investment management, wealth advisory, consulting, and other wealth management services. They offer comprehensive financial oversight to foundations and charitable organizations, assisting with investment management, spending planning, and compliance with fiduciary responsibilities. Westover Capital Advisors charges fees based on assets under management, typically ranging from 0.75% to 1.5%. The firm does not charge performance-based fees or manage private funds side-by-side with client accounts. Clients have the option to direct brokerage services, and the firm recommends utilizing the services of Charles Schwab & Co., Inc. for custody and brokerage services. Westover Capital Advisors does not vote proxies on behalf of clients and does not require payment of fees in advance exceeding $1,200. The firm has a sound financial condition and has not been subject to a bankruptcy petition in the past ten years. Clients are encouraged to review their custodial statements and contact the firm with any concerns.
$355,720,669 under management
8 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
Consulting And Assets Under Advisement
Pillar Wealth Advisors, LLC
Pillar Wealth Advisors, LLC is an independent registered investment adviser specializing in wealth management services. Established in December 2011, the firm offers the Pillar Wealth Management Program, a wrap fee program providing investment advisory services without separate brokerage commissions. Clients receive financial planning, consulting, and investment management services tailored to their individual needs. The firm charges an annual fee based on assets under management, ranging from 0.25% to 2.00%. Clients' portfolios are managed on a discretionary or non-discretionary basis by the firm's representatives or independent investment managers. Pillar Wealth Advisors may recommend private placement funds, hedge funds, and other investment vehicles. Clients have access to an online platform for financial planning concepts. The firm emphasizes fundamental analysis and offers services to individuals, trusts, and estates without imposing a minimum fee or portfolio value requirement. Clients are encouraged to review the firm's brochure for detailed information on services, fees, and investment strategies. Pillar Wealth Advisors acts as a fiduciary, prioritizing clients' best interests in all recommendations and services provided.
$237,690,463 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
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
Wilmington Trust Investment Management
Wilmington Trust Investment Management, LLC (WTIM) is a registered investment adviser established in 2005 and is a wholly-owned subsidiary of M&T Bank Corporation. WTIM specializes in offering investment advisory services through its Separately Managed Account Program, providing discretionary investment services to clients. Clients appoint WTIM to manage their assets on a discretionary basis, investing in various securities such as exchange-traded products, mutual funds, individual securities, and model portfolios. WTIM exercises full investment discretion over the selection of securities in each account. Clients can impose reasonable restrictions on their accounts, but WTIM reserves the right to decline unreasonable restrictions. WTIM charges an asset-based fee, with the standard fee schedule ranging from 1.10% for the first $3,000,000 of principal value to 0.45% for amounts over $20,000,000. Clients may also bear additional expenses related to mutual funds or ETFs held in their accounts. WTIM does not currently charge performance-based fees and does not engage in side-by-side management involving such fees. The firm's investment strategies involve asset allocation across various asset classes, utilizing fundamental, technical, and quantitative analysis methods. WTIM has recently settled an administrative proceeding with the Securities and Exchange Commission related to share class selection in its former Portfolio Architect Wrap Fee Program. The firm has agreed to cease and desist from committing violations, pay disgorgement, prejudgment interest, and a civil penalty, and comply with undertakings to notify affected investors. WTIM also discloses its affiliations with other financial entities within the M&T Bank Corporation structure, potential conflicts of interest, and its policies regarding client referrals, custody, investment discretion, and proxy voting.
$185,978,906 under management
65 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Wilmington, 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.
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