Top Financial Advisors in Wilmington, Delaware
Finding the right financial advisor in Wilmington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Wilmington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Wilmington, DE.
Find the Best Financial Advisor Firms in Wilmington:
GREAT VALLEY ADVISOR GROUP, INC.
CRD#: 123913
Address: 1200 Pennsylvania Ave Suite 202, Wilmington, DE 19806
Clients: 11,117
Average Clients per Advisor: 76
AUM: $ 5.1B
DIVERSIFIED, LLC
CRD#: 123859
Address: 2200 Concord Pike Suite 104, Wilmington, DE 19803
Clients: 967
Average Clients per Advisor: 43
AUM: $ 1.3B
COASTAL INVESTMENT ADVISORS
CRD#: 134952
Address: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
Clients: 3,553
Average Clients per Advisor: 52
AUM: $ 781M
VEERY CAPITAL, LLC
CRD#: 298465
Address: 1 Avenue Of The Arts Suite 1, Wilmington, DE 19801
Clients: 151
Average Clients per Advisor: 18
AUM: $ 628M
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735
Address: 2961 Centerville Road Suite 310, Wilmington, DE 19808
Clients: 464
Average Clients per Advisor: 46
AUM: $ 605M
DANIELS + TANSEY, L.L.P.
CRD#: 127816
Address: 1013 Centre Road Suite 220, Wilmington, DE 19805
Clients: 162
Average Clients per Advisor: 27
AUM: $ 535M
How We Chose the Top Financial Advisors in Wilmington, Delaware
To create this list of top financial advisor firms in Wilmington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Wilmington has to offer.
Search Financial Advisors in Wilmington, Delaware
Eric J Lauterbach
Registered Affiliation(s):VANGUARD ADVISERS, INC.
Richard Anthony Genoni
Registered Affiliation(s):FRANKLIN DISTRIBUTORS, LLC
Jacqueline Marie Swinehart
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Christopher Scott Caton
Registered Affiliation(s):AZARIAS CAPITAL MANAGEMENT, L.P.
Ronald Irvin Stiles III
Registered Affiliation(s):RKL WEALTH MANAGEMENT LLC
Martha Alice Temple-cass
Registered Affiliation(s):MORGAN STANLEY
Nicholas Charles Boylan
Registered Affiliation(s):BRINKER CAPITAL INVESTMENTS, LLC.
Jon Peter Walheim
Registered Affiliation(s):WEALTHCARE ADVISORY PARTNERS LLC
Mark John Mcgaurn
Registered Affiliation(s):CREATIVEONE SECURITIES, LLC
Andrew James Hiller
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
William Patrick Roche
Registered Affiliation(s):HARTFORD FUNDS DISTRIBUTORS, LLC
Dean Andrew Martin
Registered Affiliation(s):W&S BROKERAGE SERVICES, INC.
John Christopher Kennedy
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Richard Charles Fuerman
Registered Affiliation(s):HARTFORD FUNDS DISTRIBUTORS, LLC
Robert Jay Zion
Registered Affiliation(s):FORESIDE FUND SERVICES, LLC
Joseph Lawrence Ricciardi
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Curtis Dene Viggers
Registered Affiliation(s):J. ALDEN ASSOCIATES, INC.
James Bayard Forsyth
Registered Affiliation(s):HARTFORD FUNDS DISTRIBUTORS, LLC
Joseph Patrick Smith
Registered Affiliation(s):CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Craig Alan Rose
Registered Affiliation(s):AXIOM ASSET MANAGEMENT
Melissa Lee Tomasic
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Bruce Alan Spartz
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mary Saidis Thompson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bradley Steven Williams
Registered Affiliation(s):BC ADVISORS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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