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Ranking, Delaware

Independent RIAs with the most advisory staff in Delaware

As of October 2, 2026, Diversified, LLC ranked #1 in Delaware in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 34.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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 advisory staff in Delaware
Rank Firm City Most advisory staff
1 Diversified, LLC Wilmington 34
2 Affinity Wealth Management LLC Wilmington 11
3 Riversedge Advisors Wilmington 9
4 Grey Fox Wealth Advisors, LLC Rockland 8
5 BDFS Capital LLC Rehoboth Beach 7
6 Clariti Wealth Advisors Wilmington 6
6 Westover Capital Advisors, LLC Wilmington 6
8 Blue Rock Financial Group Rehoboth Beach 5
9 Donald W. Nicholson & Associates Ltd Wilmington 4
9 Big Investment Services Dover 4
11 JPL Asset Management and Planning, LLC Newark 3
11 Investment Management & Planning LLC Greenville 3
11 N1 Advisors Newark 3
11 Benchmark Financial, LLC Wilmington 3
11 Delaware Wealth Planners Wilmington 3
11 CSG Financial Dover 3
17 HFM Investment Advisors, Inc. Newark 2
17 Axion Financial Group LLC Bethany Beach 2
17 Stratfi Wilmington 2
17 Walnut Green Asset Management, LLC Wilmington 2
17 Convoy Investments, LLC Not reported 2
17 Montchanin Asset Management, LLC Montchanin 2
17 Rockford Financial Planning Wilmington 2
17 Black Arrow Capital LLC Newark 2
17 Back Bay Financial Planning & Investments Bethany Beach 2
26 Metz Capital Management LLC Lewes 1
26 Atlantic Advisors, Inc. Milford 1
26 Highlands Capital Corporation Not reported 1
26 Gunn Wealth Management LLC Not reported 1
26 Mai Capital Advisor Rehoboth Beach 1
26 Harding's Wealth Managers, Inc. Millsboro 1
26 Ellen Powers Consulting Inc. Rockland 1
26 Creative Financial Concepts, Inc. Wilmington 1
26 Artais Capital Management, LLC Lewes 1
26 D/W Financial Consultants LLC Ocean View 1
26 Greenwich Financial Advisors, LLC Millsboro 1
26 Ect Advisory, LLC Lewes 1
26 Kendall James Advisors Hockessin 1
26 Four Seasons Investment Management LLC Rehoboth Beach 1
26 Aetolia Capital LLC Hockessin 1
26 Palm Springs Advisory LLC Not reported 1
26 Ajp Financial Services, LLC Wilmington 1
26 Q(x) Branch Reserve Investments LLC Wilmington 1
26 Wall St LLC Wilmington 1
26 Annova LLC Wilmington 1
26 SJL Financial LLC Wilmington 1
26 Loftus Wealth Strategies Bethany Beach 1
26 Breakwater Wealth Management Millville 1
26 Delaware Financial Planning, LLC Newark 1
26 Delaware Advisory Group, Inc. Wilmington 1
26 Great Ocean Road Financial Lewes 1
26 Age Wisely Financial Wilmington 1
26 Wealth Wise Planning Wilmington 1
26 Cagr Finance LLC Lewes 1
26 Exds Capital Not reported 1
26 Ownit Technologies LLC Not reported 1
26 Coinedly LLC Dover 1

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

More rankings

Most advisory staff 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.