{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most advisory staff in Delaware","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most advisory staff","how_it_is_computed":"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.","unit":"count","scope":"Delaware","firms_listed":57,"rows":[{"rank":1,"crd":331709,"firm":"Diversified, LLC","city":"Wilmington","state":"DE","value":34,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331709/"},{"rank":2,"crd":290735,"firm":"Affinity Wealth Management LLC","city":"Wilmington","state":"DE","value":11,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290735/"},{"rank":3,"crd":298390,"firm":"Riversedge Advisors","city":"Wilmington","state":"DE","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298390/"},{"rank":4,"crd":307172,"firm":"Grey Fox Wealth Advisors, LLC","city":"Rockland","state":"DE","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307172/"},{"rank":5,"crd":287680,"firm":"BDFS Capital LLC","city":"Rehoboth Beach","state":"DE","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287680/"},{"rank":6,"crd":104804,"firm":"Clariti Wealth Advisors","city":"Wilmington","state":"DE","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104804/"},{"rank":6,"crd":126520,"firm":"Westover Capital Advisors, LLC","city":"Wilmington","state":"DE","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126520/"},{"rank":8,"crd":298558,"firm":"Blue Rock Financial Group","city":"Rehoboth Beach","state":"DE","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298558/"},{"rank":9,"crd":107054,"firm":"Donald W. Nicholson & Associates Ltd","city":"Wilmington","state":"DE","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107054/"},{"rank":9,"crd":291437,"firm":"Big Investment Services","city":"Dover","state":"DE","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291437/"},{"rank":11,"crd":145213,"firm":"JPL Asset Management and Planning, LLC","city":"Newark","state":"DE","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145213/"},{"rank":11,"crd":146041,"firm":"Investment Management & Planning LLC","city":"Greenville","state":"DE","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146041/"},{"rank":11,"crd":147048,"firm":"N1 Advisors","city":"Newark","state":"DE","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147048/"},{"rank":11,"crd":297443,"firm":"Benchmark Financial, LLC","city":"Wilmington","state":"DE","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297443/"},{"rank":11,"crd":306818,"firm":"Delaware Wealth Planners","city":"Wilmington","state":"DE","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306818/"},{"rank":11,"crd":330894,"firm":"CSG Financial","city":"Dover","state":"DE","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330894/"},{"rank":17,"crd":115799,"firm":"HFM Investment Advisors, Inc.","city":"Newark","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115799/"},{"rank":17,"crd":154991,"firm":"Axion Financial Group LLC","city":"Bethany Beach","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154991/"},{"rank":17,"crd":164744,"firm":"Stratfi","city":"Wilmington","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164744/"},{"rank":17,"crd":166894,"firm":"Walnut Green Asset Management, LLC","city":"Wilmington","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166894/"},{"rank":17,"crd":174969,"firm":"Convoy Investments, LLC","city":null,"state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174969/"},{"rank":17,"crd":304367,"firm":"Montchanin Asset Management, LLC","city":"Montchanin","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304367/"},{"rank":17,"crd":312048,"firm":"Rockford Financial Planning","city":"Wilmington","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312048/"},{"rank":17,"crd":329582,"firm":"Black Arrow Capital LLC","city":"Newark","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329582/"},{"rank":17,"crd":335236,"firm":"Back Bay Financial Planning & Investments","city":"Bethany Beach","state":"DE","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335236/"},{"rank":26,"crd":108382,"firm":"Metz Capital Management LLC","city":"Lewes","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108382/"},{"rank":26,"crd":115485,"firm":"Atlantic Advisors, Inc.","city":"Milford","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115485/"},{"rank":26,"crd":123361,"firm":"Highlands Capital Corporation","city":null,"state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123361/"},{"rank":26,"crd":131720,"firm":"Gunn Wealth Management LLC","city":null,"state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131720/"},{"rank":26,"crd":136042,"firm":"Mai Capital Advisor","city":"Rehoboth Beach","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/136042/"},{"rank":26,"crd":139542,"firm":"Harding's Wealth Managers, Inc.","city":"Millsboro","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139542/"},{"rank":26,"crd":141130,"firm":"Ellen Powers Consulting Inc.","city":"Rockland","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141130/"},{"rank":26,"crd":144618,"firm":"Creative Financial Concepts, Inc.","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144618/"},{"rank":26,"crd":148331,"firm":"Artais Capital Management, LLC","city":"Lewes","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148331/"},{"rank":26,"crd":149395,"firm":"D/W Financial Consultants LLC","city":"Ocean View","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149395/"},{"rank":26,"crd":155618,"firm":"Greenwich Financial Advisors, LLC","city":"Millsboro","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155618/"},{"rank":26,"crd":169117,"firm":"Ect Advisory, LLC","city":"Lewes","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169117/"},{"rank":26,"crd":283460,"firm":"Kendall James Advisors","city":"Hockessin","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283460/"},{"rank":26,"crd":286682,"firm":"Four Seasons Investment Management LLC","city":"Rehoboth Beach","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286682/"},{"rank":26,"crd":288624,"firm":"Aetolia Capital LLC","city":"Hockessin","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288624/"},{"rank":26,"crd":289398,"firm":"Palm Springs Advisory LLC","city":null,"state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289398/"},{"rank":26,"crd":290623,"firm":"Ajp Financial Services, LLC","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290623/"},{"rank":26,"crd":298902,"firm":"Q(x) Branch Reserve Investments LLC","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298902/"},{"rank":26,"crd":300908,"firm":"Wall St LLC","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300908/"},{"rank":26,"crd":309737,"firm":"Annova LLC","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309737/"},{"rank":26,"crd":315477,"firm":"SJL Financial LLC","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315477/"},{"rank":26,"crd":316582,"firm":"Loftus Wealth Strategies","city":"Bethany Beach","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316582/"},{"rank":26,"crd":322057,"firm":"Breakwater Wealth Management","city":"Millville","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322057/"},{"rank":26,"crd":324394,"firm":"Delaware Financial Planning, LLC","city":"Newark","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324394/"},{"rank":26,"crd":326933,"firm":"Delaware Advisory Group, Inc.","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326933/"},{"rank":26,"crd":331567,"firm":"Great Ocean Road Financial","city":"Lewes","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331567/"},{"rank":26,"crd":331644,"firm":"Age Wisely Financial","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331644/"},{"rank":26,"crd":334735,"firm":"Wealth Wise Planning","city":"Wilmington","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334735/"},{"rank":26,"crd":337809,"firm":"Cagr Finance LLC","city":"Lewes","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337809/"},{"rank":26,"crd":338093,"firm":"Exds Capital","city":null,"state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338093/"},{"rank":26,"crd":342965,"firm":"Ownit Technologies LLC","city":null,"state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342965/"},{"rank":26,"crd":343023,"firm":"Coinedly LLC","city":"Dover","state":"DE","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343023/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most advisory staff, nationally","url":"https://advisoriq.com/ria/rankings/most-advisory-staff/"},{"title":"RIA market data for Delaware","url":"https://advisoriq.com/ria/states/delaware/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-advisory-staff/delaware/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-advisory-staff/delaware/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}