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