# 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.

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

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166894/; rank: 17, crd: 174969, firm: Convoy Investments, LLC, city: not stated, state: DE, value: 2, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115485/; rank: 26, crd: 123361, firm: Highlands Capital Corporation, city: not stated, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123361/; rank: 26, crd: 131720, firm: Gunn Wealth Management LLC, city: not stated, state: DE, value: 1, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288624/; rank: 26, crd: 289398, firm: Palm Springs Advisory LLC, city: not stated, state: DE, value: 1, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337809/; rank: 26, crd: 338093, firm: Exds Capital, city: not stated, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338093/; rank: 26, crd: 342965, firm: Ownit Technologies LLC, city: not stated, state: DE, value: 1, base_value: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343023/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/delaware/

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