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:
DIVERSIFIED, LLC
CRD#: 331709
Address: 3705 Concord Pike, Wilmington, DE 19803
Clients: 1,058
Average Clients per Advisor: 37
AUM: $ 2.1B
AFFINITY WEALTH MANAGEMENT LLC
CRD#: 290735
Address: 2751 Centerville Road Suite 110, Wilmington, DE 19808
Clients: 386
Average Clients per Advisor: 42
AUM: $ 760M
RIVERSEDGE ADVISORS
CRD#: 298390
Address: 600 N King St Suite 200, Wilmington, DE 19801
Clients: 220
Average Clients per Advisor: 22
AUM: $ 708M
CLARITI WEALTH ADVISORS
CRD#: 104804
Address: 2710 Centerville Road Suite 201, Wilmington, DE 19808-1644
Clients: 44
Average Clients per Advisor: 7
AUM: $ 622M
WESTOVER CAPITAL ADVISORS, LLC
CRD#: 126520
Address: 1013 Centre Rd, Suite 405, Wilmington, DE 19805
Clients: 105
Average Clients per Advisor: 21
AUM: $ 569M
REALTA INVESTMENT ADVISORS, INC
CRD#: 134952
Address: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
Clients: 835
Average Clients per Advisor: 15
AUM: $ 385M
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
Patricia Clark Brennan
Registered Affiliation(s):KEY FINANCIAL, INC.
Philip E Zimmerman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Elizabeth Jane Miller
Registered Affiliation(s):OSAIC WEALTH, INC.
Danielle R. Page
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Richard William Schank
Registered Affiliation(s):PTS BROKERAGE, LLC
Brett Jordan Rhode
Registered Affiliation(s):MORGAN STANLEY
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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