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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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Peter F. Gaertner, CFP, CDFA, MBA

Affinity Wealth Management, LLC

2961 Centerville Rd
Suite 310

Wilmington, DE 19808
(302) 2546121

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803
(302) 7653500

List of Additional Financial Advisors in Delaware*

* Additional advisor listing is provided in partnership with Yext

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Al Fierro - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734008

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Kimberlee Orth - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Brian Davis - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365509

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Aspire Wealth Planners

131 Continental Drive
Suite 109

Newark, DE 19713
3028315077

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James W Hayes - Ameriprise Financial Services, LLC

2 Righter Pkwy
Ste 201

Wilmington, DE 19803
3024768000

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Michelle Hand - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688219

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Darren DeMars - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
3029957526

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Robert Damron - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Matthew Boatmon - Ameriprise Financial Services, LLC

2106 Silverside Rd
Ste 201

Wilmington, DE 19810
3024752357

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Stephen Rifici - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688206

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De Forest Johnson - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688200

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Joseph Amodei - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
3026567773

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William Barney Carter - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Lauren Cooper - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
3029957526

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Kevin O'Hanlon - Ameriprise Financial Services, LLC

1309 Veale Rd
Ste 10

Wilmington, DE 19810
3024782801

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Laura Fontana - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688216

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Mark Verbanas - Ameriprise Financial Services, LLC

625 Barksdale Rd
Ste 105

Newark, DE 19711
3023661308

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Jason Salinski - Ameriprise Financial Services, LLC

224 E Delaware Ave
Ste 104

Newark, DE 19711
3024448474

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Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734000

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Duncan, Rifici & Associates - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688200

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Betz & Associates - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
3026567773

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The Gandolfo/Lindia Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365542

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Jim Smith - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026572070

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Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446600

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VILLA

3234A Kirkwood Highway

Wilmington, DE 19808
3026332904

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DTLR

605 N Market St

Wilmington, DE 19801
3026528835

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VILLA

435 Christiana Mall

Newark, DE 19702
3027377215

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The Vane Keck Team - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446600

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Alex Stiner - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
3029957526

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Robert Allen - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
3029957526

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Patrick A Sullivan - Ameriprise Financial Services, LLC

6300 Limestone Rd
Ste C

Hockessin, DE 19707
3026350063

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Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3029946300

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Michael A Gioia - Ameriprise Financial Services, LLC

3520 Silverside Rd
Ste 27

Wilmington, DE 19810
3024797780

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Bryan Cheeseman - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688200

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William Smith - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688218

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Steven Kranzley - Ameriprise Financial Services, LLC

625 Barksdale Rd
Ste 105

Newark, DE 19711
3023661308

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Steven Shimp - Ameriprise Financial Services, LLC

3520 Silverside Rd
Ste 27

Wilmington, DE 19810
3024797780

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Harry Orth - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Jeffery M Lewis - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734009

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Ostapow Financial Services

24014 Benjamin Harrison Circle

Millsboro, DE 19966
6317511777

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Select Financial Group

556 S. DuPont Hwy
Ste G

Milford, DE 19963
3024247777

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David A. Iobst

3026686820

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Thomas Grenda - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734003

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The Gehrt/Yaakovian Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3029946300

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Richard L. Laird, Jr. - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734002

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Hunter Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446635

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Daniel Krausz - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446604

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Terry Alden Smith - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446610

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Harvey Maclary - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365550

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David Humes - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446617

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Cassandra Rhodes - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365521

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Compass Investment Advisors

46 South State Street

Dover, DE 19901
3025262565

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Allstate Personal Financial Representative: William Facciolo

113 Kirkwood Square

Wilmington, DE 19808
3029956936

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Maureen Fisher, CFP® - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026572060

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Matthew Yaakovian - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365537

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Key Advisors Group, LLC

33718 Wescoats Road
Suite C

Lewes, DE 19958
3026454530

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Matthew Gehrt - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365541

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Robert A Stofa - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365531

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Marc G Driggs - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734024

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Jason Betz - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
3024823049

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Sherpa Financial

722 Yorklyn Road
Suite 300

Hockessin, DE 19707
3022351284

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Donnell Scott - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446616

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The Brandywine Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365527

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Mark Fitzpatrick - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026572075

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Jenn Harpel - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446620

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Kenneth Jones - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026572020

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David Foote and David Lunger - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734043

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Sean P. Connolly - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734026

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Steven Brettler - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734027

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Garrett Hadley - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734013

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Martin J Coyne - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
2158546008

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Douglas Barr Jr. - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026367972

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Cathy Davies-Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446606

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Darren Cardosa Harmon - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446631

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Thomas Joseph Lindia - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365544

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Todd P Anderson - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734060

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Paul Bechly - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734001

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Fletcher King - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026572012

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The Randolph, Brandt Group - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3027788494

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Charles Allen - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734034

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David Christopher Keck - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446625

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Gary Cecchett - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446626

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Kevin Brandt - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3027788496

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Elise M. Laskas - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734019

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Cw Mitchell - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446601

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Kent C Guernsey - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446618

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Michael Odorisio - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365527

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Joseph D Gandolfo - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365542

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David Foote - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734043

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Christopher M Vane - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446634

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Eric D Gustafson - Morgan Stanley

2751 Centerville Rd
Suite 104

Wilmington, DE 19808
3026365513

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Carl J Meister III - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688213

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Dylan Amoroso - Ameriprise Financial Services, LLC

1309 Veale Rd
Ste 10

Wilmington, DE 19810
3024782801

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The Hadley Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734000

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Allstate Personal Financial Representative: James Richard Munsey II

6 Polly Drummond Hill Rd

Newark, DE 19711
3022928420

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Kathy J Bauers - Ameriprise Financial Services, LLC

5195 W Woodmill Dr
Ste 27

Wilmington, DE 19808
3029957526

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Orth Financial Group - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Steven Duncan - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688200

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Financial House

5818 Kennett Pike

Wilmington, DE 19807
3026545451

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VILLA

3 Penn Mart Shopping Center

New Castle, DE 19720
3023229250

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DTLR

611 Governors Place

Bear, DE 19701
3028320569

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The Laird & Connolly Group - Morgan Stanley

4001 Kennett Pike
Suite 216

Greenville, DE 19807
3025734000

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Thomas H Fairchild - Ameriprise Financial Services, LLC

131 Continental Dr
Ste 307

Newark, DE 19713
3023661125

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Bridget A Erhard - Ameriprise Financial Services, LLC

6 Larch Ave
Ste 399

Wilmington, DE 19804
3022252866

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John Stella - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688217

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Mary Reopell - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Scott Judge - Ameriprise Financial Services, LLC

3513 Concord Pike
Ste 1000

Wilmington, DE 19803
3024755105

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Arlene Wilson - Ameriprise Financial Services, LLC

1011 Centre Rd
Ste 100

Wilmington, DE 19805
3024688211

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Garrett L Grier - Morgan Stanley

55 Cascade Lane

Rehoboth Beach, DE 19971
3026446600

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VILLA

1365 North Dupont Hwy
Space #5062

Dover, DE 19901
3027412414

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Matthew Mc Menamy - Ameriprise Financial Services, LLC

1 Righter Pkwy
Ste 250

Wilmington, DE 19803
3026567773

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Scherer Financial Advisors

37550 Bella Via Way

Ocean View, DE 19970
3016815641

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Jeffrey Deprisco - Ameriprise Financial Services, LLC

224 E Delaware Ave
Ste 104

Newark, DE 19711
3024448362

* 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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