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Top Financial Advisor Firms in Delaware




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 25 Financial Advisor Firms in Delaware.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 25 best firms, with at least one office in Delaware, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Delaware are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Delaware.

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



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Are you a top firm in Delaware? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Artisan Partners Limited Partnership 2009 View Locations
Ashford Capital Management 1980 View Locations
Bell Rock Capital 2006 View Locations
Brown Advisory 1991 View Locations
Chilton Investment Services 2011 View Locations
Crowley Wealth Management 1987 View Locations
Cypress Capital Management 2001 View Locations
Daniels + Tansey 2004 View Locations
Donald W. Nicholson & Associates 1999 View Locations
Great Valley Advisor Group 2011 View Locations
Mallard Financial Partners 2013 View Locations
Marvin & Palmer Associates 1986 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
N1 Advisors 2008 View Locations
PKS Investment Advisors 2015 View Locations
Penn Investment Advisors 2009 View Locations
SGL Financial 2015 View Locations
Schiavi + Dattani 1983 View Locations
The Mather Group 2011 View Locations
Tiedemann Advisors 2009 View Locations
Vicus Capital 2001 View Locations
Virtue Capital Management 2014 View Locations
Wealth Management Group 2005 View Locations
WealthPLAN Partners 2020 View Locations
Westover Capital Advisors 2005 View Locations


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