Best Financial Advisor Firms Delaware 2023

investor.com

Written by investor.com

December 14, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Delaware.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Delaware, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 13, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Delaware are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
20/20 Capital Management 4.5/5 Stars $676.6 million 1,417 16 $477,519
Aetolia Capital 4.5/5 Stars $37.5 million 55 1 $681,818
Affinity Wealth Management 4.5/5 Stars $656.9 million 672 10 $977,580
Artisan Partners Limited Partnership 4.5/5 Stars $175.8 billion 270 108 $651.0 million
Ascend Investment Management 4.5/5 Stars $89.3 million 72 1 $1.2 million
Ashford Capital Management 4.5/5 Stars $1.2 billion 107 5 $11.5 million
Axion Financial Group 5/5 Stars $49.2 million 33 2 $1.5 million
BCM Wealth Management 4.5/5 Stars $327.7 million 192 4 $1.7 million
Bell Rock Capital 5/5 Stars $237.6 million 383 3 $620,326
BIG Investment Services 4.5/5 Stars $227.0 million 616 2 $368,467
BlackDiamond Wealth Management 4.5/5 Stars $176.2 million 243 6 $724,913
Blue Rock Avenue ONE 4.5/5 Stars $729.4 million 276 2 $2.6 million
Blue Rock Dravo Bay 4.5/5 Stars $196.9 million 282 6 $698,156
Bluesphere Advisors 4.5/5 Stars $350.9 million 585 5 $599,885
Brown Advisory 4.5/5 Stars $120.6 billion 4,073 47 $29.6 million
Chilton Investment Services 5/5 Stars $5.8 billion 1,015 2 $5.7 million
CL Wealth Management 4.5/5 Stars $416.7 million 1,612 49 $258,522
Clariti Wealth Advisors 5/5 Stars $491.0 million 195 8 $2.5 million
Crowley Wealth Management 4.5/5 Stars $339.4 million 300 2 $1.1 million
Cypress Capital Management 5/5 Stars $1.3 billion 235 5 $5.4 million
Daniels + Tansey 4.5/5 Stars $608.1 million 339 6 $1.8 million
Diversified 4.5/5 Stars $1.2 billion 1,008 10 $1.2 million
Donald W. Nicholson & Associates 5/5 Stars $209.0 million 258 2 $810,111
Friess Associates 5/5 Stars $181.9 million 11 7 $16.5 million
Good Life Advisors 4.5/5 Stars $2.7 billion 10,685 85 $255,606
Great Valley Advisor Group 4.5/5 Stars $4.5 billion 11,141 105 $402,996
Grey Fox Wealth Advisors 4.5/5 Stars $150.7 million 113 5 $1.3 million
Heirloom Investment Management 4.5/5 Stars $122.3 million 6 2 $20.4 million
Integrated Wealth Advisors 4.5/5 Stars $124.9 million 77 2 $1.6 million
Investment Management & Planning 4.5/5 Stars $229.1 million 315 3 $727,416
Kingsview Wealth Management 4.5/5 Stars $3.5 billion 4,761 60 $730,859
Lighthouse Financial 4.5/5 Stars $100.6 million 147 3 $684,173
Lion Street Advisors 4.5/5 Stars $1.4 billion 3,096 115 $451,993
Lokken Investment Group 4.5/5 Stars $254.3 million 404 6 $629,529
Mallard Advisors 4.5/5 Stars $172.2 million 114 1 $1.5 million
Mallard Financial Partners 5/5 Stars $233.2 million 229 9 $1.0 million
Mariner Wealth Advisors 4.5/5 Stars $55.4 billion 30,099 494 $1.8 million
Marvin & Palmer Associates 4.5/5 Stars $329.5 million 16 1 $20.6 million
Mccann Wealth Strategies 4.5/5 Stars $21.5 million 112 1 $191,750
Metz Capital Management 5/5 Stars $93.4 million 195 1 $479,112
MFG Investments 4.5/5 Stars $75.0 million 247 5 $303,643
Montchanin Asset Management 4.5/5 Stars $111.0 million 70 2 $1.6 million
Montgomery Financial Services 5/5 Stars $75.3 million 361 4 $208,699
N1 Advisors 5/5 Stars $342.8 million 177 5 $1.9 million
Northwest Asset Management 4.5/5 Stars $3.2 billion 2,949 53 $1.1 million
Omicron Advisors 4.5/5 Stars $111.2 million 77 2 $1.4 million
Penn Investment Advisors 4.5/5 Stars $718.9 million 1,333 8 $539,341
Perigon Wealth Management 5/5 Stars $3.3 billion 1,490 47 $2.2 million
Pillar Wealth Advisors 4.5/5 Stars $280.5 million 266 6 $1.1 million
PKS Investment Advisors 4.5/5 Stars $207.1 million 448 5 $462,359
Riversedge Advisors 4.5/5 Stars $424.0 million 329 8 $1.3 million
Securian Financial Services 4.5/5 Stars $22.2 billion 70,288 1,111 $316,000
SGL Financial 4.5/5 Stars $163.6 million 679 12 $240,978
Stratfi 5/5 Stars $82.9 million 71 1 $1.2 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
Third Sigma Investment Advisors 4.5/5 Stars $117.5 million 79 2 $1.5 million
Tiedemann Advisors 4.5/5 Stars $26.6 billion 460 67 $57.8 million
Vicus Capital 4.5/5 Stars $2.3 billion 5,142 87 $451,222
Virtue Capital Management 4.5/5 Stars $1.1 billion 5,419 111 $197,733
Walnut Green Asset Management 5/5 Stars $46.1 million 12 2 $3.8 million
Wealth Management Group 4.5/5 Stars $320.6 million 327 6 $980,491
Wealthplan Partners 4.5/5 Stars $1.8 billion 3,442 35 $521,256
Wells Capital Management 4.5/5 Stars $473.1 billion 3,341 376 $141.6 million
Westover Capital Advisors 5/5 Stars $411.1 million 211 3 $1.9 million

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About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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