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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 an audacious 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 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 to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Delaware financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Delaware

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David Levy

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Peter F. Gaertner

Affinity Wealth Management, LLC

2961 Centerville Rd
Suite 310

Wilmington, DE 19808

302-254-6121

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Thomas M. LaRocca CFP®, ChFC

JPL Asset Management and Planning, LLC

262 Chapman Road
Suite 201-A

Newark, DE 19702

302-594-0881

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

List of Additional Financial Advisors in Delaware*

* Additional advisor listing is provided in partnership with Yext

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Aspire Wealth Planners

131 Continental Drive
Suite 109

Newark, DE 19713
302-831-5077

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Delaware Avenue Wealth Partners

1831 Delaware Avenue

Wilmington, DE 19806
302-254-2400

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VILLA

3234A Kirkwood Highway

Wilmington, DE 19808
302-633-2904

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VILLA

435 Christiana Mall

Newark, DE 19702
302-737-7215

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DTLR

605 N Market St

Wilmington, DE 19801
302-652-8835

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VILLA

1365 North Dupont Hwy
Space #5062

Dover, DE 19901
302-741-2414

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Jim Smith - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2070

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Gary Cecchett - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6626

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Kenneth Jones - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2020

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Hinesh Modi

8 Loockerman St

Dover, DE 19904
302-734-0202

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Thomas Grenda - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4003

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Paul Bechly - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4001

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Morgan Stanley Financial Advisors

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-994-6300

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First Command Financial Advisor - Brianna Felts

4608 S. Dupont Hwy
Unit 1

Dover, DE 19901
302-736-0472

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David Humes - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6617

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Thomas Lindia - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4044

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Scherer Financial Advisors

37550 Bella Via Way

Ocean View, DE 19970
301-681-5641

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VILLA

3 Penn Mart Shopping Center

New Castle, DE 19720
302-322-9250

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DTLR

611 Governors Place

Bear, DE 19701
302-832-0569

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Martin J Coyne - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
215-854-6008

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Compass Investment Advisors

46 South State Street

Dover, DE 19901
302-526-2565

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Key Advisors Group, LLC

33718 Wescoats Road
Suite C

Lewes, DE 19958
302-645-4530

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Sherpa Financial

722 Yorklyn Road
Suite 300

Hockessin, DE 19707
302-235-1284

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Richard L. Laird, Jr. - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4002

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Financial House

5818 Kennett Pike

Wilmington, DE 19807
302-654-5451

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David A. Iobst

302-668-6820

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Eric D Gustafson - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5513

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Brian S. Davis - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5509

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The Greenville Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4043

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Emmanuel Adepoju-Grace

130 N Dupont Hwy

New Castle, DE 19720
302-322-0524

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Morgan Stanley Financial Advisors

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6600

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The Gehrt/Yaakovian Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-994-6300

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Thomas Sullivan - UBS Financial Services Inc.

20 Montchanin Road, Suite 170

Greenville, DE 19807
302-407-4715

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The Vane Keck Team - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6600

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Jenn Harpel - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6620

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Terry Alden Smith - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6610

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The Laird & Connolly Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4000

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Matthew Gehrt - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5541

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Joshua Coveleski - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6616

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Keith Tobin - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6638

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John Murray - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6633

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Russell Kuchera

40 Chestnut Hill Plaza

Newark, DE 19713
302-421-2246

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Montchanin Wealth Management - UBS Financial Services Inc.

20 Montchanin Road
Suite 170

Greenville, DE 19807
302-407-4721

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Morgan Stanley Financial Advisors

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4000

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Kent C Guernsey - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6618

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The Randolph, Brandt Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-778-8494

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Charles Allen - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4034

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The Brandywine Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5527

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Robert A Stofa - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5531

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Darren Cardosa Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6631

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First Command Financial Advisor - Kim Provo

4608 S. Dupont Hwy
Unit 1

Dover, DE 19901
302-736-0472

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Marc G Driggs - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4024

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Hunter Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6635

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Cw Mitchell - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6601

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Cathy Davies-Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6606

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Peter Ierardi - UBS Financial Services Inc.

20 Montchanin Road, Suite 170

Greenville, DE 19807
302-407-4710

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CW Wealth Management Group - UBS Financial Services Inc.

20 Montchanin Road, Suite 170

Greenville, DE 19807
302-407-4730

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Alvini & Associates, P.A.

29 Bancroft Mills Road
Suite 200

Wilmington, DE 19806
302-836-8490

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Maureen Fisher, CFP® - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2060

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Matthew Yaakovian - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5537

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The Hadley Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
866-352-4921

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Allstate Personal Financial Representative: James Richard Munsey II

6 Polly Drummond Hill Rd

Newark, DE 19711
302-292-8420

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Todd P Anderson - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4060

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Jeffery M Lewis - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4009

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Juan Martinez

1620 Marsh Road

Wilmington, DE 19803
302-477-2532

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Christopher M Vane - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6634

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Fletcher King - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2012

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David Foote - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4043

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Sean P. Connolly - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4026

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Kevin Brandt - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-778-8496

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Garrett T. Hadley - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4013

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Richard Schwamb - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6612

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Cassandra Dekis - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5521

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Mark Fitzpatrick - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-657-2075

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Elise M. Laskas - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
302-573-4019

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David Christopher Keck - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
302-644-6625

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Douglas Barr Jr. - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-7972

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Michael Odorisio - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
302-636-5527

* Additional advisor listing is provided in partnership with Yext

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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