SEC-registered financial advisors in Delaware
This page lists 26 advisory firms with a main office in Delaware that are registered with the SEC and report individual clients. It is not every advisor in Delaware. Firms registered with Delaware's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Delaware
Showing 24 of 26
- Affinity Wealth Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Ashford Capital Management Inc$500M to $1BSEC recordPercentage of assetsPerformance-based
- Back Bay Financial Planning & Investments$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- BDFS Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Benchmark Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Big Investment Services$100M to $500MSEC recordPercentage of assets
- BlackRock Capital Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Blue Rock Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cagr Finance LLCUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Clariti Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Delaware Wealth Planners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Diversified, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Donald W. Nicholson & Associates Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Grey Fox Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Investment Management & Planning LLC$100M to $500MSEC recordPercentage of assetsHourly
- Marvin & Palmer Associates$100M to $500MSEC recordPercentage of assetsPerformance-based
- Montchanin Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- N1 Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Realta Investment Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Riversedge Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Stratfi$100M to $500MSEC recordPercentage of assetsHourly
- Streetbeat LLCUnder $25MSEC recordOther
- Third Sigma Investment Advisors LLC$25M to $100MSEC recordPercentage of assets
- Westover Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wilmington Trust Investment Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wilmington Trust Investment Management$100M to $500MSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.