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
Nancy Pauline Schultz
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Traci Lee Hoelzel
Registered Affiliation(s):MORGAN STANLEY
Christine L Diemidio
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Ali Smith-capparelli
Registered Affiliation(s):MORGAN STANLEY
Gerrit Andrew Fedele
Registered Affiliation(s):EFFICIENT ADVISORS
Robert Anthony Catelli
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Craig Stephen Dowalo
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Maureen Agnes Cunningham
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Aida Corinne Gonzalez
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Martin Jeffrey Moyers
Registered Affiliation(s):ROFFMAN MILLER ASSOCIATES INC
Randall Charles Cohen
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
David Randolph Freiman
Registered Affiliation(s):VANGUARD ADVISERS, INC.
Theodore Edwin Mack
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Richard Eskin
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Michael J Kulinski
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Kimberly Wheeler Goodman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael A. Castillo
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Mark Edward White
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Marion Stark Halliday
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Bradford Winton
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Thomas Frederick Schubert
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Sally Hoffman
Registered Affiliation(s):BANKERS LIFE ADVISORY SERVICES, INC.
Shanley Rassler Campbell
Registered Affiliation(s):CONTINUUM ADVISORY, LLC
Nicole Morganheira
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
