AdvisorGrade

Registered investment advisers in Delaware

38 firms in Delaware representing $324.4B in assets under management, sourced from public SEC Form ADV filings.

Cities

Blackrock Capital Management, INC.

Wilmington, DE · Est. 1999

NationalInternational
Fee-based
AUM
$172.6B
Per adviser
$2.3B
Advisers
75

No reported disclosures

Blackrock Capital Investment Advisors, LLC

Wilmington, DE · Est. 2017

NationalInternational
Fee-based
AUM
$66.9B
Per adviser
$1.9B
Advisers
35

No reported disclosures

Wilmington Trust Investment Advisors, INC.

Wilmington, DE · Est. 1995

Regional
Fee-based
AUM
$17.8B
Per adviser
$241M
Advisers
74

No reported disclosures

Wilmington Funds Management Corporation

Wilmington, DE · Est. 1984

Regional
Fee-only
AUM
$16.1B
Per adviser
$473M
Advisers
34

No reported disclosures

Brandywine Managers, LLC

Hockessin, DE · Est. 2006

Regional
Fee-based
AUM
$14.0B
Per adviser
$4.7B
Advisers
3

No reported disclosures

Great Valley Advisor Group, LLC

Wilmington, DE · Est. 2011

National
Fee-based
AUM
$10.6B
Per adviser
$55M
Advisers
192

No reported disclosures

Dupont Capital Management

Wilmington, DE · Est. 1993

Regional
Fee-only
AUM
$10.1B
Per adviser
$631M
Advisers
16

No reported disclosures

Spearhead Administrative Services, LLC

Greenville, DE · Est. 2022

RegionalInternational
Fee-based
AUM
$3.8B
Per adviser
$1.3B
Advisers
3

No reported disclosures

Diversified, LLC

Wilmington, DE · Est. 2024

Regional
Fee-based
AUM
$2.8B
Per adviser
$82M
Advisers
34

No reported disclosures

Ashford Capital Management INC

Wilmington, DE · Est. 1980

LocalInternational
Fee-only
AUM
$966M
Per adviser
$121M
Advisers
8

No reported disclosures

Riversedge Advisors

Wilmington, DE · Est. 2018

LocalInternational
Fee-based
AUM
$928M
Per adviser
$93M
Advisers
10

No reported disclosures

Affinity Wealth Management LLC

Wilmington, DE · Est. 2018

LocalInternational
Fee-based
AUM
$873M
Per adviser
$79M
Advisers
11

No reported disclosures

Clariti Wealth Advisors

Wilmington, DE · Est. 1983

Local
Fee-based
AUM
$798M
Per adviser
$133M
Advisers
6

No reported disclosures

Grey Fox Wealth Advisors, LLC

Rockland, DE · Est. 2021

Local
Fee-based
AUM
$699M
Per adviser
$87M
Advisers
8

No reported disclosures

Westover Capital Advisors, LLC

Wilmington, DE · Est. 2005

Local
Fee-based
AUM
$653M
Per adviser
$109M
Advisers
6

No reported disclosures

N1 Advisors

Newark, DE · Est. 2008

Regional
Fee-based
AUM
$445M
Per adviser
$148M
Advisers
3

No reported disclosures

Bdfs Capital LLC

Rehoboth Beach, DE · Est. 2021

Local
Fee-based
AUM
$411M
Per adviser
$46M
Advisers
9

No reported disclosures

Long Angle Management, LLC

Dover, DE · Est. 2024

Local
Fee-only
AUM
$405M
Per adviser
$101M
Advisers
4

No reported disclosures

Realta Investment Advisors, INC

Wilmington, DE · Est. 2007

NationalInternational
Fee-based
AUM
$385M
Per adviser
$7M
Advisers
54

No reported disclosures

Blue Rock Financial Group

Rehoboth Beach, DE · Est. 2020

Local
Fee-based
AUM
$382M
Per adviser
$76M
Advisers
5

No reported disclosures

Big Investment Services

Dover, DE · Est. 2018

Local
Fee-only
AUM
$369M
Per adviser
$92M
Advisers
4

No reported disclosures

Wilmington Trust Asset Management, LLC

Wilmington, DE · Est. 2023

Local
Fee-only
AUM
$271M
Per adviser
$9M
Advisers
31

No reported disclosures

Ih2 Advisors & Company

Wilmington, DE · Est. 2025

LocalInternational
Fee-only
AUM
$265M
Per adviser
$88M
Advisers
3

No reported disclosures

Delaware Wealth Planners

Wilmington, DE · Est. 2024

Local
Fee-based
AUM
$256M
Per adviser
$85M
Advisers
3

No reported disclosures

Investment Management & Planning LLC

Greenville, DE · Est. 2016

Local
Fee-only
AUM
$239M
Per adviser
$80M
Advisers
3

No reported disclosures

Windmark Investment Partners, INC.

Wilmington, DE · Est. 2004

Local
Fee-based
AUM
$233M
Per adviser
$19M
Advisers
12

No reported disclosures

Marvin & Palmer Associates

Wilmington, DE · Est. 1986

LocalInternational
Fee-only
AUM
$196M
Per adviser
$49M
Advisers
4

No reported disclosures

Donald W. Nicholson & Associates Ltd

Wilmington, DE · Est. 1999

Local
Fee-based
AUM
$171M
Per adviser
$43M
Advisers
4

No reported disclosures

Wilmington Trust Investment Management

Wilmington, DE · Est. 1992

Regional
Fee-only
AUM
$141M
Per adviser
$5M
Advisers
30

No reported disclosures

Morningside Asset Management

Wilmington, DE · Est. 2026

Local
Fee-only
AUM
$136M
Per adviser
$34M
Advisers
4

No reported disclosures

Benchmark Financial, LLC

Wilmington, DE · Est. 2025

Local
Fee-based
AUM
$132M
Per adviser
$44M
Advisers
3

No reported disclosures

Montchanin Asset Management, LLC

Montchanin, DE · Est. 2022

Local
Fee-only
AUM
$121M
Per adviser
$60M
Advisers
2

No reported disclosures

Stratfi

Wilmington, DE · Est. 2025

Local
Fee-only
AUM
$115M
Per adviser
$58M
Advisers
2

No reported disclosures

Third Sigma Investment Advisors LLC

Wilmington, DE · Est. 2022

Local
Fee-only
AUM
$99M
Per adviser
$25M
Advisers
4

No reported disclosures

Streetbeat LLC

Wilmington, DE · Est. 2021

LocalInternational
Fee-based
AUM
$5M
Per adviser
Advisers

No reported disclosures

Cagr Finance LLC

Lewes, DE · Est. 2025

Local
Fee-based
AUM
$31,840
Per adviser
$31,840
Advisers
1

No reported disclosures

8figures

Dover, DE · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Climate Finance Partners LLC

Wilmington, DE · Est. 2020

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures