Best Financial Advisor Firms Delaware 2024

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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 5/5 Stars $351.5 million 1,414 3 $248,567
Assembly Wealth 5/5 Stars $369.0 million 255 6 $1.4 million
Baltimore-washington Financial Advisors 5/5 Stars $1.9 billion 3,822 11 $508,019
Blbb Advisors 5/5 Stars $2.3 billion 1,337 13 $1.7 million
Blue Bell Private Wealth Management 5/5 Stars $670.7 million 739 9 $907,575
Chandler Asset Management 5/5 Stars $35.8 billion 818 16 $43.8 million
Chatham Wealth Management 5/5 Stars $506.3 million 351 3 $1.4 million
Cincinnati Asset Management 5/5 Stars $2.4 billion 6,312 8 $378,975
Clariti Wealth Advisors 5/5 Stars $565.8 million 225 6 $2.5 million
Clark Capital Management Group 5/5 Stars $25.9 billion 30,934 24 $838,262
Coho Partners 5/5 Stars $4.6 billion 1,190 3 $3.8 million
Colony Family Offices 5/5 Stars $2.6 billion 481 5 $5.4 million
Conservest Capital Advisors 5/5 Stars $1.7 billion 289 6 $5.9 million
Cookson Peirce Wealth Management 5/5 Stars $1.9 billion 920 17 $2.1 million
CRA Financial Services 5/5 Stars $1.2 billion 1,272 11 $943,938
Csenge Advisory Group 5/5 Stars $2.8 billion 5,630 76 $488,978
Donald W. Nicholson & Associates 5/5 Stars $178.3 million 143 2 $1.2 million
DT Investment Partners 5/5 Stars $1.5 billion 1,304 5 $1.2 million
Ellis Investment Partners 5/5 Stars $800.8 million 802 18 $998,485
EP Wealth Advisors 5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management 5/5 Stars $863.7 million 794 5 $1.1 million
FBB Capital Partners 5/5 Stars $1.9 billion 1,063 12 $1.8 million
Financial Consulate 5/5 Stars $782.3 million 911 12 $858,693
Financial Council 5/5 Stars $959.4 million 1,456 6 $658,940
Financial Services Advisory 5/5 Stars $693.7 million 719 9 $964,816
Flexible Plan Investments 5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management 5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management 5/5 Stars $5.7 billion 3,671 14 $1.6 million
Future Capital 5/5 Stars $962.5 million 12,768 2 $75,386
Garcia Hamilton & Associates 5/5 Stars $20.2 billion 449 3 $45.1 million
Geowealth Management 5/5 Stars $12.3 billion 49,816 20 $247,576
Godsey & Gibb Wealth Management 5/5 Stars $1.3 billion 799 9 $1.6 million
Greenspring Advisors 5/5 Stars $6.9 billion 1,201 27 $5.7 million
Grimes & Company 5/5 Stars $4.9 billion 3,599 30 $1.3 million
HMS Investment Advisors 5/5 Stars $230.2 million 155 6 $1.5 million
HSC Wealth Advisors 5/5 Stars $358.1 million 418 8 $856,745
Hudock Capital Group 5/5 Stars $747.2 million 855 9 $873,953
Jacobi Capital Management 5/5 Stars $1.7 billion 2,492 23 $679,151
JAG Capital Management 5/5 Stars $1.6 billion 895 13 $1.7 million
Lighthouse Financial Services 5/5 Stars $387.3 million 455 5 $851,158
Mainstay Capital Management 5/5 Stars $3.9 billion 3,557 14 $1.1 million
Matson Money 5/5 Stars $19.6 billion 30,605 9 $641,967
Mcgowan Group Asset Management 5/5 Stars $837.5 million 718 8 $1.2 million
Miller Tabak Asset Management 5/5 Stars $1.3 billion 1,110 1 $1.2 million
Mitchell Sinkler & Starr 5/5 Stars $1.6 billion 244 7 $6.5 million
Modera Wealth Management 5/5 Stars $12.5 billion 5,684 106 $2.2 million
N1 Advisors 5/5 Stars $346.3 million 198 3 $1.7 million
Palisade Asset Management 5/5 Stars $1.2 billion 103 5 $11.7 million
Parallel Advisors 5/5 Stars $7.1 billion 3,658 63 $1.9 million
Planning Directions 5/5 Stars $422.8 million 412 4 $1.0 million
Polaris Greystone Financial Group 5/5 Stars $2.0 billion 1,689 29 $1.2 million
RegentAtlantic 5/5 Stars $4.9 billion 1,851 34 $2.6 million
Riggs Asset Management CO 5/5 Stars $448.8 million 396 6 $1.1 million
RKL Private Wealth 5/5 Stars $1.8 billion 1,093 25 $1.6 million
Sage Advisory Services CO 5/5 Stars $22.7 billion 8,128 38 $2.8 million
SBK Financial 5/5 Stars $1.1 billion 262 9 $4.3 million
Shufro, Rose & Co 5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management 5/5 Stars $2.8 billion 79,642 4 $35,120
Slavic Mutual Funds Management Corp 5/5 Stars $5.6 billion 1,098 13 $5.1 million
Smithbridge Asset Management 5/5 Stars $613.0 million 476 5 $1.3 million
SOL Capital Management CO 5/5 Stars $2.7 billion 417 11 $6.4 million
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Sterling Investment Advisors 5/5 Stars $745.8 million 394 7 $1.9 million
Stillwater Capital Advisors 5/5 Stars $980.8 million 523 4 $1.9 million
Strategic Family Wealth Counselors 5/5 Stars $1.2 billion 315 3 $3.7 million
Symmetry Partners 5/5 Stars $5.9 billion 11,453 15 $513,352
Tandemgrowth Financial Advisors 5/5 Stars $235.1 million 194 3 $1.2 million
The Marshall Financial Group 5/5 Stars $779.2 million 489 11 $1.6 million
TOM Johnson Investment Management 5/5 Stars $1.5 billion 5,627 6 $267,561
Traynor Capital Management 5/5 Stars $1.2 billion 1,003 4 $1.2 million
Wedgewood Partners 5/5 Stars $464.6 million 387 4 $1.2 million
West Financial Services 5/5 Stars $2.2 billion 890 22 $2.4 million
Westover Capital Advisors 5/5 Stars $401.2 million 229 5 $1.8 million
Worthpointe 5/5 Stars $757.7 million 507 10 $1.5 million
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Find a financial advisor in Delaware

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More Top Firms by State

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.

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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