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 you 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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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 Alabama 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 in Delaware
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Delaware, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 43 non-vetted financial advisors in Delaware, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Delaware have an average of 25 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Delaware

Michael Loftus

Loftus Wealth Strategies

302-251-8901

Address

32895 Coastal Highway,
Bethany Beach, DE 19930 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Top Financial Advisor Firms in Delaware (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway, Wilmington, DE, 19809	108069	$110,923,554,810	39	A percentage of AUM, Fixed fees, Performance Based
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway, Wilmington, DE, 19809	290336	$50,708,850,726	129	A percentage of AUM, Fixed fees
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	106909	$16,496,928,966	3487	A percentage of AUM, Fixed fees
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street, Wilmington, DE, 19890-0001	105163	$14,772,401,948	10	A percentage of AUM
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza, Building C735-1, 974 Centre Road Wilmington, DE, 19805	107145	$12,393,033,000	6	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA)
BRANDYWINE MANAGERS, LLC 7234 Lancaster Pike, Suite 300 Hockessin, DE, 19707	137388	$12,304,072,000	53	A percentage of AUM, Fixed fees, Performance Based
GREAT VALLEY ADVISOR GROUP, INC. 1200 Pennsylvania Ave, Suite 202 Wilmington, DE, 19806	123913	$7,343,187,109	24276	A percentage of AUM, Hourly charges, Fixed fees
DIVERSIFIED, LLC 3705 Concord Pike, Wilmington, DE, 19803	331709	$1,553,774,222	4562	A percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
SPEARHEAD ADMINISTRATIVE SERVICES, LLC 3828 Kennett Pike, Suite 202 Greenville, DE, 19807	319289	$1,215,303,747	293	A percentage of AUM, Fixed fees, Performance Based
ASHFORD CAPITAL MANAGEMENT INC One Walkers Mill Road, Wilmington, DE, 19807-2317	110696	$894,756,552	99	A percentage of AUM, Performance Based
REALTA INVESTMENT ADVISORS, INC 1201 N. Orange Street, Suite 729 Wilmington, DE, 19801	134952	$799,701,457	3529	A percentage of AUM, Hourly charges, Fixed fees
VEERY CAPITAL, LLC 112 S French St, Wilmington, DE, 19801	298465	$739,064,765	789	A percentage of AUM, Hourly charges, Fixed fees
RIVERSEDGE ADVISORS 600 N King St, Suite 200 Wilmington, DE, 19801	298390	$708,414,018	1415	A percentage of AUM, Hourly charges, Fixed fees
AFFINITY WEALTH MANAGEMENT LLC 2751 Centerville Road, Suite 110 Wilmington, DE, 19808	290735	$699,596,531	2072	A percentage of AUM, Hourly charges, Fixed fees
CLARITI WEALTH ADVISORS 2710 Centerville Road, Suite 201 Wilmington, DE, 19808-1644	104804	$565,760,922	1243	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Delaware

How To Find The Best Financial Advisors in DelawareLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Delaware

Michael Loftus

Loftus Wealth Strategies

Address

Diversified, LLC

Address

Top Financial Advisor Firms in Delaware (Ranked by AUM)

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Delaware
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy