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Find Top Financial Advisors in Delaware

Delaware is a captivating state with a population of 1 million residents and breathtaking natural landscapes. However, with a cost of living that is 4% higher than the national average, residents can benefit greatly from having an experienced financial advisor by their side who can provide assistance in their financial journey. Whether your financial goals involve retirement planning, investment strategies, wealth management, financial planning, estate planning, etc., a qualified and trustworthy financial advisor works to ensure you are making informed financial decisions. As there are 1,051 financial advisors located throughout Delaware, WiserAdvisor's directory of ranked and vetted financial advisors and financial advisory firms can serve as a helpful resource for you to begin your search. You may also use our free advisor match tool to compare up to 3 screened financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Delaware

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Delaware

VETTED
Financial Advisor
Diversified, LLCCFP®Diversified, LLC3705 Concord PikeTalleyville Postal Store, DE 19803
ExperienceNot Disclosed
AUM$1,900,000,000
Minimum Assets$250,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Delaware

Diversified, LLC
VETTED
Diversified, LLC,CFP®
Diversified, LLC
About Diversified, LLC
Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 331709Series 65
Compensation/Fee
Fee-Based, Based on Assets
Office Location
3705 Concord Pike,Talleyville Postal Store,DE 19803
Phone Number
302-765-3500

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FINRA/SEC Registered Advisors

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Firm Name
BLACKROCK CAPITAL MANAGEMENT, INC.Wilmington, DE
No. of Advisors208
AUM$110,923,554,810
No. of Clients39
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLCWilmington, DE
No. of Advisors26
AUM$50,708,850,726
No. of Clients129
Fee StructureA percentage of AUM, Fixed fees
Firm Name
WILMINGTON TRUST INVESTMENT ADVISORS, INC.Wilmington, DE
No. of Advisors137
AUM$16,496,928,966
No. of Clients3487
Fee StructureA percentage of AUM, Fixed fees
Firm Name
WILMINGTON FUNDS MANAGEMENT CORPORATIONWilmington, DE
No. of Advisors35
AUM$14,772,401,948
No. of Clients10
Fee StructureA percentage of AUM
Firm Name
DUPONT CAPITAL MANAGEMENTWilmington, DE
No. of Advisors36
AUM$12,393,033,000
No. of Clients6
Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA)
Firm Name
BRANDYWINE MANAGERS, LLCHockessin, DE
No. of Advisors5
AUM$12,304,072,000
No. of Clients53
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
GREAT VALLEY ADVISOR GROUP, INC.Wilmington, DE
No. of Advisors175
AUM$7,343,187,109
No. of Clients24276
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
DIVERSIFIED, LLCWilmington, DE
No. of Advisors41
AUM$1,553,774,222
No. of Clients4562
Fee StructureA percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
Firm Name
SPEARHEAD ADMINISTRATIVE SERVICES, LLCGreenville, DE
No. of Advisors9
AUM$1,215,303,747
No. of Clients293
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
ASHFORD CAPITAL MANAGEMENT INCWilmington, DE
No. of Advisors15
AUM$894,756,552
No. of Clients99
Fee StructureA percentage of AUM, Performance Based
Firm Name
REALTA INVESTMENT ADVISORS, INCWilmington, DE
No. of Advisors83
AUM$799,701,457
No. of Clients3529
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
VEERY CAPITAL, LLCWilmington, DE
No. of Advisors12
AUM$739,064,765
No. of Clients789
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
RIVERSEDGE ADVISORSWilmington, DE
No. of Advisors15
AUM$708,414,018
No. of Clients1415
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
AFFINITY WEALTH MANAGEMENT LLCWilmington, DE
No. of Advisors15
AUM$699,596,531
No. of Clients2072
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
CLARITI WEALTH ADVISORSWilmington, DE
No. of Advisors10
AUM$565,760,922
No. of Clients1243
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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