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Find The Best Financial Advisors in Delaware

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Delaware involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Delaware

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Delaware that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Delaware. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Delaware

advisor-photo

David Levy

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

advisor-photo

Nicholas Vali

Diamond State Financial Group

121 Continental Drive, Suite 110

Newark, DE 19713

302-366-0366

advisor-photo

Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

Top Financial Advisor Firms in Delaware (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington Trust Center, 1100 North Market Street Wilmington, DE 19890-0001
106909 $15,381,440,168 3353 A percentage of AUM
Fixed fees
BRANDYWINE MANAGERS, LLC
7234 Lancaster Pike, Suite 300a Hockessin, DE 19707
137388 $13,642,541,000 52 A percentage of AUM
Fixed fees
Performance Based
WILMINGTON FUNDS MANAGEMENT CORPORATION
1100 North Market Street, Wilmington, DE 19890-0001
105163 $13,182,573,758 10 A percentage of AUM
CYPRESS CAPITAL MANAGEMENT, LLC
3801 Kennett Pike, Suite C 200-A Greenville, DE 19807
109955 $1,278,110,950 642 A percentage of AUM
Fixed fees
COASTAL INVESTMENT ADVISORS
1201 N. Orange Street, Suite 729 Wilmington, DE 19801
134952 $843,629,358 3414 A percentage of AUM
Hourly charges
Fixed fees
WILMINGTON TRUST INVESTMENT MANAGEMENT
Wilmington Trust Center, 1100 North Market Street Wilmington, DE 19890-0001
19396 $598,977,020 90 A percentage of AUM
Performance Based
WESTOVER CAPITAL ADVISORS, LLC
1013 Centre Rd,, Suite 405 Wilmington, DE 19805
126520 $411,144,992 561 A percentage of AUM
Hourly charges
Fixed fees
WEALTH MANAGEMENT GROUP
220 Beiser Blvd, Dover, DE 19904
113051 $320,620,868 797 A percentage of AUM
Hourly charges
BELL ROCK CAPITAL, LLC
35568 Airport Road, Rehoboth Beach, DE 19971
139163 $237,585,120 735 A percentage of AUM
Fixed fees
INVESTMENT MANAGEMENT & PLANNING LLC
20 Montchanin Road, Suite 270 Greenville, DE 19807
146041 $229,136,112 529 A percentage of AUM
Hourly charges
BASSETT HARGROVE INVESTMENT COUNSEL, LLC
4001 Kennett Pike, Suite 242 Greenville, DE 19807
133580 $112,230,482 51 A percentage of AUM
Fixed fees
OMICRON ADVISORS, LLC
625 Barksdale Road, Suite 107 Newark, DE 19711
165250 $111,231,558 149 A percentage of AUM
Hourly charges
Fixed fees
MONTCHANIN ASSET MANAGEMENT, LLC
10 West Rockland Road, Montchanin, DE 19710
304367 $111,040,676 98 A percentage of AUM
LIGHTHOUSE FINANCIAL
501 Silverside Road, Ste 117, Wilmington, DE 19809
142481 $107,051,023 427 A percentage of AUM
WALKER
1151 Walker Rd, #212 Dover, DE 19904
317387 $0 0 A percentage of AUM

Additional Financial Advisors in Delaware

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bridget A Erhard
Inquire with Bridget
6 Larch Ave, Ste 399 Wilmington, DE 19804 302-225-2866
Alex Stiner
Inquire with Alex
5195 W Woodmill Dr, Ste 27 Wilmington, DE 19808 302-995-7526
Booth Investment Group
Inquire with Booth
37941 Coppice Way, Dagsboro, DE 19939 302-927-0078
Al Fierro
Inquire with Al
4001 Kennett Pike, Suite 216 Greenville, DE 19807 302-573-4008
Betz & Associates
Inquire with Betz
1 Righter Pkwy, Ste 250 Wilmington, DE 19803 302-656-7773
Brian S. Davis
Inquire with Brian
2751 Centerville Rd, Suite 104 Wilmington, DE 19808 302-636-5509
Aspire Wealth Planners
Inquire with Aspire
131 Continental Drive, Suite 109 Newark, DE 19713 302-831-5077
Arlene Wilson
Inquire with Arlene
1011 Centre Rd, Ste 100 Wilmington, DE 19805 302-468-8211
Morgan Stanley Financial Advisors
Inquire with Morgan
55 Cascade Lane, Rehoboth Beach, DE 19971 302-644-6600
Harry Orth
Inquire with Harry
3513 Concord Pike, Ste 1000 Wilmington, DE 19803 302-475-5105

Select other cities around Delaware to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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