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 Wilmington, Delaware

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Wilmington is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Wilmington & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Wilmington, Delaware, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 29 non-vetted financial advisors in Wilmington, Delaware, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wilmington, Delaware have an average of 21 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 Wilmington, Delaware

Diversified, LLC

302-765-3500

Address

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

Matthew Haraburda

Bernardo Wealth Planning

610-420-0224

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

1300 Route 73 Suite 314,
Mount Laurel, NJ 08054 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

900 Bestgate Road,
Suite 407,
Annapolis, MD 21401 See Details

Tom Hagigh

EPE Wealth Advisors

410-923-8686

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

Top Financial Advisor Firms in Wilmington, 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)
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)
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
CORTEN REAL ESTATE MANAGEMENT LLC 1000 N. West Street, Suite 913 Wilmington, DE, 19801	321897	$468,834,534	9	A percentage of AUM, Performance Based
WESTOVER CAPITAL ADVISORS, LLC 1013 Centre Rd,, Suite 405 Wilmington, DE, 19805	126520	$401,243,103	597	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Wilmington, Delaware

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

List of Qualified Financial Advisors in Wilmington, Delaware

Address

Bernardo Wealth Planning

Address

Address

Address

Address

Address

Integrated Financial Partners

Address

Address

Prudential

Address

Address

Princeton Global

Address

Address

EPE Wealth Advisors

Address

Address

Top Financial Advisor Firms in Wilmington, Delaware (Ranked by AUM)

Select other cities around Wilmington, 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 Wilmington, Delaware
Last Updated - 13-Jun-2023

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