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