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
Branden Russell Sacks
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brandon C May
Registered Affiliation(s):CITIZENS SECURITIES, INC.
Steven John Woodruff
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jessica Lynn Ortega
Gregory P Manley
Registered Affiliation(s):BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Nicholas Spencer Herbert
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Matthew Borden
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Joshua A Spitzer
Registered Affiliation(s):MORGAN STANLEY
Eric Michael Mattei
Registered Affiliation(s):MCADAM LLC
Todd Marshall Roth
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Redpath Tremblay
Registered Affiliation(s):PNC INVESTMENTS
Andrew James Cardile
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Aimee Hayden Baehr
Registered Affiliation(s):TA CAPITAL MANAGEMENT, LLC
Gregory John Young
Registered Affiliation(s):RTD FINANCIAL ADVISORS INC
Brian Timothy Kohute
Registered Affiliation(s):MERIDIAN WEALTH PARTNERS, LLC
Robert Edward Campbell
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES, INC.
Kathryn Leigh Siple Danielov
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kevin B Harris
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Seth Jordan Yablonovitz
Registered Affiliation(s):WINDMARK INVESTMENT PARTNERS, INC.
Charles Alden Gilbert
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Rose Marie Hill
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin R Walls
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Shurdonna S Joseph
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Vernon Camp Cuthrell
Registered Affiliation(s):COASTAL EQUITIES, INC.
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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