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
James Joseph Dotzman
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
William Henry Kantner
Registered Affiliation(s):CHARTERED ADVISORY GROUP
Charles Philip Hess
Registered Affiliation(s):LINCOLN INVESTMENT
Eric Neil Hershman
Registered Affiliation(s):LINCOLN INVESTMENT
Duane Dominic Cabrera
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Jon M Goldenberg
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Marybeth Henry
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Charles Vincent Creighton
Registered Affiliation(s):EQUITY SERVICES, INC.
Helen O'hara
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Pamela Jane Laudadio
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Patricia Grace Davis
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Richard Sheridan Jaffe
Registered Affiliation(s):SVB WEALTH
Carl William Landis
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Frederick John Dunbar
Registered Affiliation(s):PLANNING DIRECTIONS, INC.
Joseph P Brooks
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Clay Vanderwaal
Registered Affiliation(s):KOVACK ADVISORS, INC.
John Joseph Morgenthaler
Registered Affiliation(s):FSC SECURITIES CORPORATION
Barbara L Borzillo
Registered Affiliation(s):VANGUARD ADVISERS, INC.
William G Stanley
Registered Affiliation(s):STANLEY-LAMAN GROUP LTD.
Robert Christian Mcclure
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Robert Alan Miller
Registered Affiliation(s):LINCOLN INVESTMENT
Thomas Francis Helmig
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Stanley Bodalski
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Patrick Heenan
Registered Affiliation(s):RBC CAPITAL MARKETS, 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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