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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!

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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 7 vetted financial advisors and 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

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David Levy

Diversified, LLC

302-765-3500

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Andrew Rosen

Diversified, LLC

302-765-3500

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Ketul Mody

Diamond State Financial Group

302-438-0409

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Nicholas Vali

Diamond State Financial Group

302-366-0366

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Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BLACKROCK CAPITAL MANAGEMENT, INC.
100 Bellevue Parkway,
Wilmington, DE, 19809
108069 $88,770,382,053 41 A Percentage of AUM, Fixed Fees, Performance Based
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
100 Bellevue Parkway,
Wilmington, DE, 19809
290336 $38,994,513,543 119 A Percentage of AUM, Fixed Fees
DUPONT CAPITAL MANAGEMENT
Chestnut Run Plaza, Building C735-1, 974 Centre Road
Wilmington, DE, 19805
107145 $19,948,123,000 13 A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA)
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington Trust Center, 1100 North Market Street
Wilmington, DE, 19890-0001
106909 $16,488,434,237 3376 A Percentage of AUM, Fixed Fees
WILMINGTON FUNDS MANAGEMENT CORPORATION
1100 North Market Street,
Wilmington, DE, 19890-0001
105163 $12,992,062,132 10 A Percentage of AUM
GREAT VALLEY ADVISOR GROUP, INC.
1200 Pennsylvania Ave, Suite 202
Wilmington, DE, 19806
123913 $5,084,083,044 21345 A Percentage of AUM, Hourly charges, Fixed Fees
DIVERSIFIED, LLC
3705 Concord Pike,
Wilmington, DE, 19803
123859 $1,289,651,590 4044 A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES)
ASHFORD CAPITAL MANAGEMENT INC
One Walkers Mill Road,
Wilmington, DE, 19807-2317
110696 $809,136,983 107 A Percentage of AUM, Performance Based
COASTAL INVESTMENT ADVISORS
1201 N. Orange Street, Suite 729
Wilmington, DE, 19801
134952 $780,734,272 3760 A Percentage of AUM, Hourly charges, Fixed Fees
VEERY CAPITAL, LLC
112 S French St,
Wilmington, DE, 19801
298465 $628,139,399 763 A Percentage of AUM, Hourly charges, Fixed Fees
AFFINITY WEALTH MANAGEMENT LLC
2961 Centerville Road, Suite 310
Wilmington, DE, 19808
290735 $604,578,398 1946 A Percentage of AUM, Hourly charges, Fixed Fees
CLARITI WEALTH ADVISORS
2710 Centerville Road, Suite 201
Wilmington, DE, 19808-1644
104804 $506,749,502 1224 A Percentage of AUM, Hourly charges, Fixed Fees
RIVERSEDGE ADVISORS
600 N King St, Suite 200
Wilmington, DE, 19801
298390 $452,704,111 1075 A Percentage of AUM, Hourly charges, Fixed Fees
BENCH WALK ADVISORS LLC
123 Justison St, 7th Floor
Wilmington, DE, 19801
313945 $422,263,484 39 A Percentage of AUM, Performance Based
CORTEN REAL ESTATE MANAGEMENT LLC
1000 N. West Street, Suite 913
Wilmington, DE, 19801
321897 $363,361,504 8 A Percentage of AUM, Performance Based

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