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
Binh Nguyen
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kathleen Camisa
Registered Affiliation(s):SWORD SECURITIES LLC
Patricia Marie Hartnett
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Francis Madden
Registered Affiliation(s):REGENTATLANTIC
Bradford Patterson Billings
Registered Affiliation(s):CRESAP, INC.
Eileen Chambers
Registered Affiliation(s):HAVERFORD TRUST SECURITIES, INC.
Lucinda Hottenstein
Registered Affiliation(s):HARTFORD FUNDS DISTRIBUTORS, LLC
Cynthia Annette Zickel
Registered Affiliation(s):HAVERFORD TRUST SECURITIES, INC.
Zane Piston
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Matthew Roy Huber
Registered Affiliation(s):HARTFORD FUNDS DISTRIBUTORS, LLC
Jamie Michelle Stapf
Summer A Blanchard
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Christopher Peppard
Registered Affiliation(s):HAVERFORD FINANCIAL SERVICES, INC.
Ming Cheung
Registered Affiliation(s):SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Beth A Reinking
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brett Rosenthal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jonathan William Diamond
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Lydia Christine Holiat
Registered Affiliation(s):HAVERFORD FINANCIAL SERVICES, INC.
Derek Scot Davidson
Registered Affiliation(s):EAGLE STRATEGIES LLC
Brian Matthew Fox
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Edward Duckworth
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Bryan Adamson
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Jon Lorine
Registered Affiliation(s):CONSERVEST CAPITAL ADVISORS INC
Ron Carl Steffey
Registered Affiliation(s):FS INVESTMENT SOLUTIONS, 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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