Best Financial Advisor Firms Delaware 2024

Written by investor.com

March 31, 2023

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Delaware in 2024.

Best Firms in Delaware

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Absolute Capital Management		$351.5 million	1,414	3	$248,567
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Assembly Wealth		$369.0 million	255	6	$1.4 million
Astor Investment Management		$261.4 million	519	5	$503,753
Baltimore-washington Financial Advisors		$1.9 billion	3,822	11	$508,019
Blbb Advisors		$2.3 billion	1,337	13	$1.7 million
Blue Bell Private Wealth Management		$670.7 million	739	9	$907,575
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Chatham Wealth Management		$506.3 million	351	3	$1.4 million
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
CJM Wealth Advisers		$1.1 billion	854	10	$1.3 million
Clariti Wealth Advisors		$565.8 million	225	6	$2.5 million
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$15.3 billion	1,493	28	$10.3 million
Coho Partners		$4.6 billion	1,190	3	$3.8 million
Conservest Capital Advisors		$1.7 billion	289	6	$5.9 million
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
CRA Financial Services		$1.2 billion	1,272	11	$943,938
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Donald W. Nicholson & Associates		$178.3 million	143	2	$1.2 million
DT Investment Partners		$1.5 billion	1,304	5	$1.2 million
Ellis Investment Partners		$800.8 million	802	18	$998,485
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evermay Wealth Management		$1.1 billion	512	15	$2.1 million
FBB Capital Partners		$1.9 billion	1,063	12	$1.8 million
Financial Consulate		$782.3 million	911	12	$858,693
Financial Council		$959.4 million	1,456	6	$658,940
Financial Services Advisory		$693.7 million	719	9	$964,816
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.7 billion	3,671	14	$1.6 million
Future Capital		$962.5 million	12,768	2	$75,386
Garcia Hamilton & Associates		$20.2 billion	449	3	$45.1 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
Godsey & Gibb Wealth Management		$1.3 billion	799	9	$1.6 million
Godshalk Welsh Capital Management		$255.3 million	108	1	$2.4 million
Greenspring Advisors		$6.9 billion	1,201	27	$5.7 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
HSC Wealth Advisors		$358.1 million	418	8	$856,745
Hudock Capital Group		$747.2 million	855	9	$873,953
Jacobi Capital Management		$1.7 billion	2,492	23	$679,151
JAG Capital Management		$1.6 billion	895	13	$1.7 million
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Mainstay Capital Management		$3.9 billion	3,557	14	$1.1 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcgowan Group Asset Management		$837.5 million	718	8	$1.2 million
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.3 billion	1,110	1	$1.2 million
Mitchell Sinkler & Starr		$1.6 billion	244	7	$6.5 million
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
N1 Advisors		$346.3 million	198	3	$1.7 million
Nepc		$95.4 billion	434	1	$219.8 million
Palisade Asset Management		$1.2 billion	103	5	$11.7 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Patten and Patten		$1.9 billion	709	4	$2.7 million
Paul Comstock Partners		$2.0 billion	114	8	$17.8 million
Payne Capital Management		$1.1 billion	1,025	7	$1.0 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Planning Directions		$422.8 million	412	4	$1.0 million
Riggs Asset Management CO		$448.8 million	396	6	$1.1 million
RKL Private Wealth		$1.8 billion	1,093	25	$1.6 million
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
SBK Financial		$1.1 billion	262	9	$4.3 million
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Smithbridge Asset Management		$613.0 million	476	5	$1.3 million
SOL Capital Management CO		$2.7 billion	417	11	$6.4 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Sterling Investment Advisors		$745.8 million	394	7	$1.9 million
Stillwater Capital Advisors		$980.8 million	523	4	$1.9 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
The Marshall Financial Group		$779.2 million	489	11	$1.6 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Torray Investment Partners		$657.3 million	426	6	$1.5 million
Traynor Capital Management		$1.2 billion	1,003	4	$1.2 million
West Financial Services		$2.2 billion	890	22	$2.4 million
Westover Capital Advisors		$401.2 million	229	5	$1.8 million

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Find a financial advisor in Delaware

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Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Delaware 2024.

Firm has:

• Jurisdiction in Delaware
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

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.