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
Nicholas Peter Porretta
Registered Affiliation(s):LPL FINANCIAL LLC
Marc Nathan Balcer
Registered Affiliation(s):GIRARD PARTNERS LTD.
James Edward Fisher
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
John Francis Mulqueen JR
Registered Affiliation(s):ALDEN CAPITAL
John Joseph Owsiak
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Patricia Markell Mchugh
Registered Affiliation(s):BARNSTONE ADVISORS LLC
Roseann Concetta D'angelo
Registered Affiliation(s):DELAWARE DISTRIBUTORS, L.P.
Robert Anthony Vogel
Registered Affiliation(s):DELAWARE DISTRIBUTORS, L.P.
Stephen Robert Shamet
Registered Affiliation(s):DELAWARE DISTRIBUTORS, L.P.
Shane Michael Coley
Registered Affiliation(s):FORESIDE FINANCIAL SERVICES, LLC
Christopher Garvin
Registered Affiliation(s):NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
James Francis Martin
Registered Affiliation(s):MORGAN STANLEY
Robert Francis Angeline
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Richard Byrnes
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Pierre Alexandre Kuang Hon Chao
Registered Affiliation(s):BA SECURITIES, LLC
Robert Scott Ashcom
Registered Affiliation(s):BA SECURITIES, LLC
Scott Dennis Jacobson
Registered Affiliation(s):HIRTLE, CALLAGHAN & CO., LLC
Timothy James Powers
Registered Affiliation(s):POWERS CAPITAL MANAGEMENT
Jared Van Dyke Quereau
Registered Affiliation(s):BALDWIN INVESTMENT MANAGEMENT, LLC
Sylvia Cerese Smith
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jeffrey P King
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Edward Joseph Nescio
Registered Affiliation(s):HARRISDIRECT LLC
Hal Alan Weinberg
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael Timothy Cocozza
Registered Affiliation(s):KAGAN COCOZZA ASSET MANAGEMENT
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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