Adviser Record

Investment advisers in DE

38 SEC-registered firms · $314.00 billion in regulatory assets · 5 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
8figuresDover$00
Affinity Wealth Management LLCWilmington$872.5 million0
Ashford Capital Management IncWilmington$965.8 million0
Back Bay Financial Planning & InvestmentsBethany Beach$120.5 million0
Bdfs Capital LLCRehoboth Beach$411.3 million0
Benchmark Financial, LLCWilmington$131.6 million0
Big Investment ServicesDover$425.4 million0
Blackrock Capital Investment Advisors, LLCWilmington$66.93 billion10
Blackrock Capital Management, Inc.Wilmington$172.62 billion10
Blue Rock Financial GroupRehoboth Beach$381.8 million0
Brandywine Managers, LLCHockessin$13.97 billion0
Cagr Finance LLCLewes$31,8400
Clariti Wealth AdvisorsWilmington$797.6 million0
Climate Finance Partners LLCWilmington$00
Delaware Wealth PlannersWilmington$255.6 million0
Diversified, LLCWilmington$2.79 billion0
Donald W. Nicholson & Associates LtdWilmington$171.2 million0
Dupont Capital ManagementWilmington$10.09 billion0
Grey Fox Wealth Advisors, LLCRockland$698.8 million0
Ih2 Advisors & CompanyWilmington$265.3 million0
Investment Management & Planning LLCGreenville$238.8 million0
Long Angle Management, LLCDover$404.7 million0
Marvin & Palmer AssociatesWilmington$195.7 million0
Montchanin Asset Management, LLCMontchanin$120.8 million0
Morningside Asset ManagementWilmington$135.6 million0
N1 AdvisorsNewark$445.5 million0
Realta Investment Advisors, IncWilmington$385.4 million5
Riversedge AdvisorsWilmington$928.4 million0
Spearhead Administrative Services, LLCGreenville$3.83 billion0
StratfiWilmington$115.0 million0
Streetbeat LLCWilmington$4.9 million0
Third Sigma Investment Advisors LLCWilmington$98.8 million0
Westover Capital Advisors, LLCWilmington$652.9 million0
Wilmington Funds Management CorporationWilmington$16.08 billion0
Wilmington Trust Asset Management, LLCWilmington$271.4 million0
Wilmington Trust Investment Advisors, Inc.Wilmington$17.83 billion2
Wilmington Trust Investment ManagementWilmington$140.8 million3
Windmark Investment Partners, Inc.Wilmington$233.3 million0