# Largest independent RIAs by assets under management in Delaware

As of October 2, 2026, Diversified, LLC ranked #1 in Delaware in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $2.8 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/delaware/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.
- unit: usd
- scope: Delaware
- firms_listed: 47
- rows: rank: 1, crd: 331709, firm: Diversified, LLC, city: Wilmington, state: DE, value: 2791127378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331709/; rank: 2, crd: 298390, firm: Riversedge Advisors, city: Wilmington, state: DE, value: 928361820, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298390/; rank: 3, crd: 290735, firm: Affinity Wealth Management LLC, city: Wilmington, state: DE, value: 872523855, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290735/; rank: 4, crd: 104804, firm: Clariti Wealth Advisors, city: Wilmington, state: DE, value: 797577542, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104804/; rank: 5, crd: 307172, firm: Grey Fox Wealth Advisors, LLC, city: Rockland, state: DE, value: 698757861, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307172/; rank: 6, crd: 126520, firm: Westover Capital Advisors, LLC, city: Wilmington, state: DE, value: 652907439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126520/; rank: 7, crd: 115799, firm: HFM Investment Advisors, Inc., city: Newark, state: DE, value: 493085991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115799/; rank: 8, crd: 147048, firm: N1 Advisors, city: Newark, state: DE, value: 445459889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147048/; rank: 9, crd: 291437, firm: Big Investment Services, city: Dover, state: DE, value: 425429054, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291437/; rank: 10, crd: 287680, firm: BDFS Capital LLC, city: Rehoboth Beach, state: DE, value: 411329570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287680/; rank: 11, crd: 298558, firm: Blue Rock Financial Group, city: Rehoboth Beach, state: DE, value: 381821487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298558/; rank: 12, crd: 174969, firm: Convoy Investments, LLC, city: not stated, state: DE, value: 261622231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174969/; rank: 13, crd: 306818, firm: Delaware Wealth Planners, city: Wilmington, state: DE, value: 255567984, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306818/; rank: 14, crd: 146041, firm: Investment Management & Planning LLC, city: Greenville, state: DE, value: 238848448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146041/; rank: 15, crd: 107054, firm: Donald W. Nicholson & Associates Ltd, city: Wilmington, state: DE, value: 171236167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107054/; rank: 16, crd: 297443, firm: Benchmark Financial, LLC, city: Wilmington, state: DE, value: 131579095, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297443/; rank: 17, crd: 304367, firm: Montchanin Asset Management, LLC, city: Montchanin, state: DE, value: 120762028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304367/; rank: 18, crd: 335236, firm: Back Bay Financial Planning & Investments, city: Bethany Beach, state: DE, value: 120474144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335236/; rank: 19, crd: 164744, firm: Stratfi, city: Wilmington, state: DE, value: 115020000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164744/; rank: 20, crd: 108382, firm: Metz Capital Management LLC, city: Lewes, state: DE, value: 107940245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108382/; rank: 21, crd: 145213, firm: JPL Asset Management and Planning, LLC, city: Newark, state: DE, value: 96951822, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145213/; rank: 22, crd: 166894, firm: Walnut Green Asset Management, LLC, city: Wilmington, state: DE, value: 91960418, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166894/; rank: 23, crd: 312048, firm: Rockford Financial Planning, city: Wilmington, state: DE, value: 79693226, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312048/; rank: 24, crd: 316582, firm: Loftus Wealth Strategies, city: Bethany Beach, state: DE, value: 57100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316582/; rank: 25, crd: 154991, firm: Axion Financial Group LLC, city: Bethany Beach, state: DE, value: 47281677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154991/; rank: 26, crd: 288624, firm: Aetolia Capital LLC, city: Hockessin, state: DE, value: 44533674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288624/; rank: 27, crd: 322057, firm: Breakwater Wealth Management, city: Millville, state: DE, value: 39933882, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322057/; rank: 28, crd: 329582, firm: Black Arrow Capital LLC, city: Newark, state: DE, value: 38320642, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329582/; rank: 29, crd: 289398, firm: Palm Springs Advisory LLC, city: not stated, state: DE, value: 35506240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289398/; rank: 30, crd: 155618, firm: Greenwich Financial Advisors, LLC, city: Millsboro, state: DE, value: 34485422, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155618/; rank: 31, crd: 290623, firm: Ajp Financial Services, LLC, city: Wilmington, state: DE, value: 25856541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290623/; rank: 32, crd: 131720, firm: Gunn Wealth Management LLC, city: not stated, state: DE, value: 24000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131720/; rank: 33, crd: 283460, firm: Kendall James Advisors, city: Hockessin, state: DE, value: 23900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283460/; rank: 34, crd: 298902, firm: Q(x) Branch Reserve Investments LLC, city: Wilmington, state: DE, value: 21935000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298902/; rank: 35, crd: 309737, firm: Annova LLC, city: Wilmington, state: DE, value: 19729421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309737/; rank: 36, crd: 330894, firm: CSG Financial, city: Dover, state: DE, value: 15751469, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330894/; rank: 37, crd: 148331, firm: Artais Capital Management, LLC, city: Lewes, state: DE, value: 14783000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148331/; rank: 38, crd: 169117, firm: Ect Advisory, LLC, city: Lewes, state: DE, value: 14700870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169117/; rank: 39, crd: 286682, firm: Four Seasons Investment Management LLC, city: Rehoboth Beach, state: DE, value: 14700000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286682/; rank: 40, crd: 331567, firm: Great Ocean Road Financial, city: Lewes, state: DE, value: 7800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331567/; rank: 41, crd: 115485, firm: Atlantic Advisors, Inc., city: Milford, state: DE, value: 6000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115485/; rank: 42, crd: 139542, firm: Harding's Wealth Managers, Inc., city: Millsboro, state: DE, value: 5887911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139542/; rank: 43, crd: 315893, firm: Streetbeat LLC, city: Wilmington, state: DE, value: 4866565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315893/; rank: 44, crd: 123361, firm: Highlands Capital Corporation, city: not stated, state: DE, value: 4300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123361/; rank: 45, crd: 136042, firm: Mai Capital Advisor, city: Rehoboth Beach, state: DE, value: 2000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136042/; rank: 46, crd: 338093, firm: Exds Capital, city: not stated, state: DE, value: 171559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338093/; rank: 47, crd: 337809, firm: Cagr Finance LLC, city: Lewes, state: DE, value: 31840, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337809/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Delaware](https://advisoriq.com/ria/states/delaware/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/delaware/

License: https://advisoriq.com/license/