Best Financial Advisor Firms Delaware 2024

Written by investor.com

February 08, 2024

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		$333.9 million	1,401	3	$238,313
Astor Investment Management		$324.8 million	706	5	$460,026
Baltimore-washington Financial Advisors		$1.6 billion	3,458	11	$468,286
BLB & B Advisors		$1.9 billion	1,284	11	$1.5 million
Blue Bell Private Wealth Management		$534.9 million	682	8	$784,238
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Chatham Wealth Management		$411.4 million	315	3	$1.3 million
Cincinnati Asset Management		$2.3 billion	6,437	8	$361,202
CJM Wealth Advisers		$1.1 billion	854	10	$1.3 million
Clariti Wealth Advisors		$506.7 million	215	8	$2.4 million
Clark Capital Management Group		$21.9 billion	27,604	24	$794,629
Coho Partners		$6.2 billion	1,323	2	$4.7 million
Conservest Capital Advisors		$1.5 billion	268	6	$5.7 million
Cookson Peirce Wealth Management		$1.8 billion	2,207	16	$821,873
CRA Financial Services		$966.1 million	1,128	11	$856,464
Csenge Advisory Group		$2.3 billion	6,161	69	$367,643
Dash Investments		$341.6 million	335	4	$1.0 million
Donald W. Nicholson & Associates		$164.9 million	165	2	$999,681
DT Investment Partners		$1.3 billion	1,194	5	$1.1 million
Ellis Investment Partners		$694.1 million	761	18	$912,112
EP Wealth Advisors		$17.1 billion	11,485	176	$1.5 million
Estabrook Capital Management		$761.4 million	828	6	$919,525
Evergreen Capital Management		$3.9 billion	992	19	$3.9 million
Evermay Wealth Management		$799.5 million	385	11	$2.1 million
FBB Capital Partners		$1.9 billion	1,063	12	$1.8 million
Financial Consulate		$590.0 million	995	10	$592,946
Financial Services Advisory		$707.8 million	774	9	$914,460
Flexible Plan Investments		$1.6 billion	14,395	6	$108,661
Freedom Investment Management		$1.4 billion	12,756	13	$112,275
Frontier Asset Management		$5.9 billion	4,289	11	$1.4 million
Garcia Hamilton & Associates		$16.8 billion	441	3	$38.0 million
Geowealth Management		$7.5 billion	43,987	14	$171,555
Godsey & Gibb Wealth Management		$1.2 billion	764	8	$1.5 million
Godshalk Welsh Capital Management		$253.6 million	109	1	$2.3 million
Greenspring Advisors		$6.0 billion	1,137	24	$5.3 million
Grimes & Company		$4.2 billion	3,530	28	$1.2 million
HSC Wealth Advisors		$358.1 million	418	8	$856,745
Hudock Capital Group		$633.4 million	867	10	$730,613
Jacobi Capital Management		$1.4 billion	2,336	23	$611,197
JAG Capital Management		$1.7 billion	970	14	$1.7 million
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Mainstay Capital Management		$3.7 billion	3,557	14	$1.0 million
Matson Money		$17.7 billion	30,322	10	$583,191
Mcgowan Group Asset Management		$776.6 million	721	9	$1.1 million
Merit Financial Advisors		$5.5 billion	9,154	119	$603,295
Miller Tabak Asset Management		$1.3 billion	1,070	2	$1.2 million
Mitchell Sinkler & Starr		$1.5 billion	229	7	$6.4 million
Modera Wealth Management		$6.8 billion	2,691	70	$2.5 million
Palisade Asset Management		$1.1 billion	100	5	$10.6 million
Parallel Advisors		$5.7 billion	3,525	43	$1.6 million
Patten and Patten		$1.7 billion	699	4	$2.5 million
Payne Capital Management		$895.0 million	1,023	9	$874,906
Perigon Wealth Management		$4.8 billion	3,498	64	$1.4 million
Planning Directions		$334.4 million	384	5	$870,771
Pronvest		$779.6 million	12,398	2	$62,883
Riggs Asset Management CO		$448.8 million	396	6	$1.1 million
RKL Private Wealth		$1.4 billion	1,072	21	$1.3 million
Sage Advisory Services CO		$15.3 billion	4,888	38	$3.1 million
SBK Financial		$994.4 million	267	8	$3.7 million
Shufro, Rose & Co		$1.8 billion	1,344	9	$1.3 million
Sigfig Wealth Management		$2.1 billion	60,484	5	$34,644
Siharum Advisors		$489.6 million	102	2	$4.8 million
Slavic Mutual Funds Management Corp		$4.1 billion	879	13	$4.7 million
Smithbridge Asset Management		$527.6 million	412	5	$1.3 million
SOL Capital Management CO		$2.4 billion	402	10	$5.9 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Sterling Investment Advisors		$618.7 million	436	7	$1.4 million
Stillwater Capital Advisors		$806.0 million	510	3	$1.6 million
Symmetry Partners		$6.5 billion	12,118	20	$537,290
Tandem Investment Advisors		$3.2 billion	9,844	8	$325,758
The Marshall Financial Group		$696.1 million	487	10	$1.4 million
TOM Johnson Investment Management		$1.5 billion	5,573	6	$272,640
Traynor Capital Management		$823.1 million	965	4	$852,953
West Financial Services		$1.9 billion	911	22	$2.1 million
Westover Capital Advisors		$355.7 million	217	5	$1.6 million
Wrapmanager		$340.1 million	268	6	$1.3 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.