Top 10 advisors in Delaware

Top 10 advisors in Delaware

We’ve curated a list of the best financial advisors in Delaware, take a look at it below

Find an advisor in Delaware
# Financial advisor Assets under management Number of advisors
1 $19,915,877,000 73 advisors
2 $16,429,172,028 127 advisors
3 $12,133,022,000 5 advisors
4 $4,232,604,679 146 advisors
5 $670,588,411 77 advisors
6 $587,202,229 16 advisors
7 $515,301,771 9 advisors
8 $452,684,095 19 advisors
9 $412,124,353 12 advisors
10 $355,720,669 8 advisors

How we came up with this list

To generate our top financial advisors list in Delaware, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Delaware. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • 1. Dupont Capital Management

    Assets under management

    $19,915,877,000

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

  • 2. Wilmington Trust Investment Advisors, Inc.

    Assets under management

    $16,429,172,028

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Asset Allocation, Economic Analysis And Capital Markets Forecasting, Lease Advisory Staff To Affiliates

  • 3. Brandywine Managers, LLC

    Assets under management

    $12,133,022,000

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

  • 4. Great Valley Advisor Group, Inc.

    Assets under management

    $4,232,604,679

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Educational Seminars/workshops

    Consulting Services

  • 5. Realta Investment Advisors, Inc

    Assets under management

    $670,588,411

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

  • 6. Affinity Wealth Management LLC

    Assets under management

    $587,202,229

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Pension Consulting Services

  • Not sure which one to choose?
    Use our smart matching tool

    7. Daniels + Tansey, L.l.p.

    Assets under management

    $515,301,771

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Consultation, Expert Witness,litigation Support

  • 8. Riversedge Advisors

    Assets under management

    $452,684,095

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Business Advisory Services

  • 9. Clariti Wealth Advisors

    Assets under management

    $412,124,353

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • Not sure which one to choose?
    Use our smart matching tool

    10. Westover Capital Advisors, LLC

    Assets under management

    $355,720,669

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Consulting And Assets Under Advisement

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Top advisors in Delaware
Hockessin Newark Wilmington