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Ranking, Delaware

Fastest-growing independent RIAs over one year in Delaware

As of October 2, 2026, Delaware Wealth Planners ranked #1 in Delaware in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 64.7%, from a base of $155.2 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over one year in Delaware
Rank Firm City Growth Starting value
1 Delaware Wealth Planners Wilmington 64.7% $155.2 million
2 Big Investment Services Dover 50.3% $283.0 million
3 Diversified, LLC Wilmington 34.2% $2.1 billion
4 Benchmark Financial, LLC Wilmington 31.2% $100.3 million
5 Riversedge Advisors Wilmington 31.0% $708.4 million
6 Grey Fox Wealth Advisors, LLC Rockland 28.4% $544.1 million
7 Clariti Wealth Advisors Wilmington 28.2% $622.2 million
8 BDFS Capital LLC Rehoboth Beach 26.5% $325.2 million
9 Convoy Investments, LLC Not reported 19.7% $218.6 million
10 Investment Management & Planning LLC Greenville 16.4% $205.2 million
11 Westover Capital Advisors, LLC Wilmington 14.8% $568.6 million
12 Affinity Wealth Management LLC Wilmington 14.8% $760.1 million
13 Blue Rock Financial Group Rehoboth Beach 14.0% $335.0 million
14 N1 Advisors Newark 13.3% $393.0 million
15 Stratfi Wilmington 10.0% $104.5 million
16 Montchanin Asset Management, LLC Montchanin 7.3% $112.5 million
17 HFM Investment Advisors, Inc. Newark 2.0% $483.6 million
18 Donald W. Nicholson & Associates Ltd Wilmington -0.1% $171.3 million

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

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Fastest growing 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.