Best Financial Advisor Firms Delaware 2023

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Written by investor.com

November 08, 2023

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

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Delaware are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • 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!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Aetolia Capital 5/5 Stars $23.7 million 61 1 $388,524
Affinity Wealth Management 5/5 Stars $604.6 million 652 10 $927,267
Annova 4.5/5 Stars $7.0 million 19 1 $368,682
Artisan Partners Limited Partnership 5/5 Stars $128.7 billion 269 114 $478.3 million
Ashford Capital Management 5/5 Stars $809.1 million 105 5 $7.7 million
Axion Financial Group 5/5 Stars $40.0 million 34 2 $1.2 million
BCM Wealth Management 5/5 Stars $268.2 million 201 4 $1.3 million
Bdfs Capital 4.5/5 Stars $230.6 million 597 6 $386,338
BIG Investment Services 5/5 Stars $189.2 million 587 2 $322,339
BlackDiamond Wealth Management 4.5/5 Stars $187.0 million 268 6 $697,591
Blue Rock Financial Group 4.5/5 Stars $207.3 million 340 6 $609,706
Bluesphere Advisors 4.5/5 Stars $304.4 million 431 5 $706,163
Breakwater Wealth Management 4.5/5 Stars $17.4 million 44 1 $395,680
Brown Advisory 5/5 Stars $98.3 billion 4,937 29 $19.9 million
Bryn Mawr Capital Management 5/5 Stars $2.7 billion 934 25 $2.9 million
CL Wealth Management 4.5/5 Stars $474.9 million 1,999 46 $237,564
Clariti Wealth Advisors 5/5 Stars $506.7 million 215 8 $2.4 million
Crowley Wealth Management 5/5 Stars $319.9 million 339 2 $943,728
Diversified 4.5/5 Stars $1.3 billion 1,403 14 $919,209
Donald W. Nicholson & Associates 5/5 Stars $164.9 million 165 2 $999,681
Friess Associates 5/5 Stars $181.9 million 11 7 $16.5 million
Grey Fox Wealth Advisors 4.5/5 Stars $274.4 million 286 5 $959,289
Heirloom Investment Management 5/5 Stars $117.4 million 3 2 $39.1 million
Integrated Wealth Advisors 4.5/5 Stars $104.1 million 76 1 $1.4 million
Investment Management & Planning 5/5 Stars $185.7 million 518 3 $358,423
Lighthouse Financial 4.5/5 Stars $100.6 million 147 3 $684,173
Lokken Investment Group 4.5/5 Stars $235.8 million 439 5 $537,181
Mallard Financial Partners 5/5 Stars $187.5 million 241 9 $778,149
Marvin & Palmer Associates 5/5 Stars $281.6 million 14 1 $20.1 million
Mccann Wealth Strategies 5/5 Stars $19.6 million 118 1 $166,466
Mercer Global Advisors 5/5 Stars $35.1 billion 25,171 354 $1.4 million
Metz Capital Management 5/5 Stars $87.6 million 168 1 $521,696
MFG Investments 4.5/5 Stars $80.0 million 301 5 $265,780
Montchanin Asset Management 4.5/5 Stars $93.8 million 66 2 $1.4 million
N1 Advisors 5/5 Stars $289.3 million 178 5 $1.6 million
Northwest Asset Management 5/5 Stars $3.0 billion 2,739 55 $1.1 million
Omicron Advisors 4.5/5 Stars $96.1 million 60 2 $1.6 million
Pillar Wealth Advisors 5/5 Stars $249.1 million 278 6 $895,960
PKS Investment Advisors 5/5 Stars $149.2 million 380 5 $392,727
Riversedge Advisors 4.5/5 Stars $452.7 million 376 10 $1.2 million
Rockford Financial Planning 4.5/5 Stars $42.7 million 104 2 $410,932
SGL Financial 5/5 Stars $168.8 million 868 12 $194,452
Stratfi 5/5 Stars $72.3 million 84 1 $861,071
Third Sigma Investment Advisors 4.5/5 Stars $111.6 million 83 2 $1.3 million
Veery Capital 4.5/5 Stars $628.1 million 269 7 $2.3 million
Walnut Green Asset Management 5/5 Stars $37.8 million 9 2 $4.2 million
Wealthplan Investment Management 4.5/5 Stars $869.7 million 746 12 $1.2 million
Westover Capital Advisors 5/5 Stars $355.7 million 217 5 $1.6 million

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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, investing, retirement planning, and more.

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