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AdvisorIQ

Ranking, Delaware

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Delaware

As of October 2, 2026, Investment Management & Planning LLC ranked #1 in Delaware in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 54.8%, from a base of 330.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Investment Management & Planning LLC Greenville 54.8% 330
2 Delaware Wealth Planners Wilmington 23.5% 102
3 Grey Fox Wealth Advisors, LLC Rockland 21.4% 276
4 Diversified, LLC Wilmington 16.2% 1,723
5 Westover Capital Advisors, LLC Wilmington 9.4% 244
6 BDFS Capital LLC Rehoboth Beach 9.0% 699
7 Clariti Wealth Advisors Wilmington 7.5% 254
8 N1 Advisors Newark 5.6% 233
9 Riversedge Advisors Wilmington 5.5% 440
10 HFM Investment Advisors, Inc. Newark 3.3% 213
11 Gunn Wealth Management LLC Not reported 0.0% 200
12 Blue Rock Financial Group Rehoboth Beach -0.9% 317
13 Affinity Wealth Management LLC Wilmington -1.5% 674
14 Big Investment Services Dover -7.3% 671
15 Streetbeat LLC Wilmington -8.8% 935
16 Donald W. Nicholson & Associates Ltd Wilmington -9.3% 172
17 Realta Investment Advisors, Inc Broker-dealer affiliated Wilmington -37.1% 1,958

17 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Client growth by state

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.