Investment advisers in DE

38 SEC-registered firms · $313.62 billion in regulatory assets · 5 reporting a disciplinary disclosure.

Form ADV data as of 2026-11-01

Cities

All firms

Firm	City	Assets	Disclosures
8figures	Dover	$0	0
Affinity Wealth Management LLC	Wilmington	$872.5 million	0
Ashford Capital Management Inc	Wilmington	$965.8 million	0
Back Bay Financial Planning & Investments	Bethany Beach	$120.5 million	0
Bdfs Capital LLC	Rehoboth Beach	$411.3 million	0
Benchmark Financial, LLC	Wilmington	$131.6 million	0
Big Investment Services	Dover	$425.4 million	0
Blackrock Capital Investment Advisors, LLC	Wilmington	$66.93 billion	10
Blackrock Capital Management, Inc.	Wilmington	$172.62 billion	10
Brandywine Managers, LLC	Hockessin	$13.97 billion	0
Cagr Finance LLC	Lewes	$31,840	0
Clariti Wealth Advisors	Wilmington	$797.6 million	0
Climate Finance Partners LLC	Wilmington	$0	0
Coinedly LLC	Dover	$0	0
Delaware Wealth Planners	Wilmington	$255.6 million	0
Diversified, LLC	Wilmington	$2.79 billion	0
Donald W. Nicholson & Associates Ltd	Wilmington	$171.2 million	0
Dupont Capital Management	Wilmington	$10.09 billion	0
Grey Fox Wealth Advisors, LLC	Rockland	$698.8 million	0
Ih2 Advisors & Company	Wilmington	$265.3 million	0
Investment Management & Planning LLC	Greenville	$238.8 million	0
Long Angle Management, LLC	Dover	$404.7 million	0
Marvin & Palmer Associates	Wilmington	$195.7 million	0
Montchanin Asset Management, LLC	Montchanin	$120.8 million	0
Morningside Asset Management	Wilmington	$135.6 million	0
N1 Advisors	Newark	$445.5 million	0
Realta Investment Advisors, Inc	Wilmington	$385.4 million	5
Riversedge Advisors	Wilmington	$928.4 million	0
Spearhead Administrative Services, LLC	Greenville	$3.83 billion	0
Stratfi	Wilmington	$115.0 million	0
Streetbeat LLC	Wilmington	$4.9 million	0
Third Sigma Investment Advisors LLC	Wilmington	$98.8 million	0
Westover Capital Advisors, LLC	Wilmington	$652.9 million	0
Wilmington Funds Management Corporation	Wilmington	$16.08 billion	0
Wilmington Trust Asset Management, LLC	Wilmington	$271.4 million	0
Wilmington Trust Investment Advisors, Inc.	Wilmington	$17.83 billion	2
Wilmington Trust Investment Management	Wilmington	$140.8 million	3
Windmark Investment Partners, Inc.	Wilmington	$233.3 million	0