IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Delaware

Independent RIAs with the most accounts in Delaware

As of October 2, 2026, Diversified, LLC ranked #1 in Delaware in AdvisorIQ's ranking of independent RIAs with the most accounts, with 6,570.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Delaware
Rank Firm City Most accounts
1 Diversified, LLC Wilmington 6,570
2 Affinity Wealth Management LLC Wilmington 2,004
3 BDFS Capital LLC Rehoboth Beach 1,743
4 Big Investment Services Dover 1,612
5 Riversedge Advisors Wilmington 1,515
6 Clariti Wealth Advisors Wilmington 1,330
7 Grey Fox Wealth Advisors, LLC Rockland 1,309
8 Streetbeat LLC Wilmington 853
9 Blue Rock Financial Group Rehoboth Beach 795
10 Westover Capital Advisors, LLC Wilmington 794
11 Investment Management & Planning LLC Greenville 731
12 HFM Investment Advisors, Inc. Newark 589
13 N1 Advisors Newark 474
14 Metz Capital Management LLC Lewes 462
15 Rockford Financial Planning Wilmington 445
16 JPL Asset Management and Planning, LLC Newark 360
17 Donald W. Nicholson & Associates Ltd Wilmington 354
18 Benchmark Financial, LLC Wilmington 348
19 Stratfi Wilmington 286
19 Back Bay Financial Planning & Investments Bethany Beach 286
21 Delaware Wealth Planners Wilmington 277
22 Axion Financial Group LLC Bethany Beach 253
23 Loftus Wealth Strategies Bethany Beach 179
24 CSG Financial Dover 136
25 Harding's Wealth Managers, Inc. Millsboro 126
26 Greenwich Financial Advisors, LLC Millsboro 104
27 Gunn Wealth Management LLC Not reported 100
27 Montchanin Asset Management, LLC Montchanin 100
29 Breakwater Wealth Management Millville 94
30 Aetolia Capital LLC Hockessin 89
31 Black Arrow Capital LLC Newark 82
32 Ajp Financial Services, LLC Wilmington 71
33 Annova LLC Wilmington 61
34 Artais Capital Management, LLC Lewes 47
35 Great Ocean Road Financial Lewes 36
36 Atlantic Advisors, Inc. Milford 35
37 Convoy Investments, LLC Not reported 32
38 Ect Advisory, LLC Lewes 27
39 Palm Springs Advisory LLC Not reported 25
40 Q(x) Branch Reserve Investments LLC Wilmington 20
41 Walnut Green Asset Management, LLC Wilmington 17
42 Kendall James Advisors Hockessin 15
43 Four Seasons Investment Management LLC Rehoboth Beach 11
44 Mai Capital Advisor Rehoboth Beach 5
45 Highlands Capital Corporation Not reported 3
45 Cagr Finance LLC Lewes 3
45 Exds Capital Not reported 3

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

More rankings

Most accounts 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.