Ranking, Delaware
Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Delaware
As of October 2, 2026, Diversified, LLC ranked #1 in Delaware in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $710.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
| Rank | Firm | City | Increase |
|---|---|---|---|
| 1 | Diversified, LLC | Wilmington | $710.6 million |
| 2 | Riversedge Advisors | Wilmington | $219.9 million |
| 3 | Clariti Wealth Advisors | Wilmington | $175.4 million |
| 4 | Grey Fox Wealth Advisors, LLC | Rockland | $154.6 million |
| 5 | Big Investment Services | Dover | $142.5 million |
| 6 | Affinity Wealth Management LLC | Wilmington | $112.4 million |
| 7 | Delaware Wealth Planners | Wilmington | $100.4 million |
| 8 | BDFS Capital LLC | Rehoboth Beach | $86.2 million |
| 9 | Westover Capital Advisors, LLC | Wilmington | $84.3 million |
| 10 | N1 Advisors | Newark | $52.4 million |
| 11 | Blue Rock Financial Group | Rehoboth Beach | $46.8 million |
| 12 | Convoy Investments, LLC | Not reported | $43.0 million |
| 13 | Realta Investment Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Wilmington | $41.9 million |
| 14 | Investment Management & Planning LLC | Greenville | $33.7 million |
| 15 | Palm Springs Advisory LLC | Not reported | $33.5 million |
| 16 | Benchmark Financial, LLC | Wilmington | $31.3 million |
| 17 | Wilmington Trust Investment Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | Wilmington | $10.8 million |
| 18 | Stratfi | Wilmington | $10.5 million |
| 19 | HFM Investment Advisors, Inc. | Newark | $9.5 million |
| 20 | Montchanin Asset Management, LLC | Montchanin | $8.2 million |
| 21 | Gunn Wealth Management LLC | Not reported | $1.0 million |
| 22 | Streetbeat LLC | Wilmington | $934,430 |
22 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Wealth firms with the biggest asset gains over one year, including broker-dealer firms, nationally
- RIA market data for Delaware
- Largest wealth firms by assets under management, including broker-dealer firms in Delaware
- Fastest-growing wealth firms over one year, including broker-dealer firms in Delaware
- Fastest-growing wealth firms over three years, including broker-dealer firms in Delaware
- Fastest-growing wealth firms over five years, including broker-dealer firms in Delaware
- Wealth firms with the most clients, including broker-dealer firms in Delaware
- Wealth firms with the fastest client growth over one year, including broker-dealer firms in Delaware
- Wealth firms with the most accounts, including broker-dealer firms in Delaware
- Wealth firms with the most advisory staff, including broker-dealer firms in Delaware
- Wealth firms with the most high net worth clients, including broker-dealer firms in Delaware
- Wealth firms with the most CFP professionals, including broker-dealer firms in Delaware
- Newest wealth firms, including broker-dealer firms in Delaware
Biggest asset gains by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.