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
Scott Patrick Belveal
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Claudel Demosthene
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Jason Bernstein
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Michael Ryan Blahusch
Registered Affiliation(s):MCADAM LLC
Kiran Mirza-beg Sweigart
Registered Affiliation(s):MCADAM LLC
Sean Patrick Morrissey
Registered Affiliation(s):MCADAM LLC
David Michael Frascella
Jason W Lewis
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Richard D Owsik
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Patrick Kristofor Hansen
Registered Affiliation(s):CERTIOR FINANCIAL GROUP, LLC
Lauren Rainey Doolan
Registered Affiliation(s):MCADAM LLC
Kurtis Jay Stroemel
Registered Affiliation(s):COASTAL INVESTMENT ADVISORS
Mark A Nottingham
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jason David Roney
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Charles Gregory Crothers
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Jonathan Alexander
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Louis Patrick Carberry
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Christian Polin
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Lori Renae Bogatz
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, LLC
Christopher Murray Crooks
Registered Affiliation(s):TOWER BRIDGE ADVISORS
Clayton Jeffrey Saltijeral
Registered Affiliation(s):COPELAND CAPITAL MANAGEMENT, LLC
Susannah Marie Madden
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Steven Dennis Werner
Registered Affiliation(s):HARRISDIRECT LLC
Kristopher Olsen
Registered Affiliation(s):HORNOR, TOWNSEND & KENT, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
