# Independent RIAs with the most CFP professionals in Delaware

As of October 2, 2026, Diversified, LLC ranked #1 in Delaware in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 16.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 27
- rows: rank: 1, crd: 331709, firm: Diversified, LLC, city: Wilmington, state: DE, value: 16, 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: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290735/; rank: 3, crd: 287680, firm: BDFS Capital LLC, city: Rehoboth Beach, state: DE, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287680/; rank: 3, crd: 298390, firm: Riversedge Advisors, city: Wilmington, state: DE, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298390/; rank: 5, crd: 104804, firm: Clariti Wealth Advisors, city: Wilmington, state: DE, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104804/; rank: 5, 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: 7, crd: 126520, firm: Westover Capital Advisors, LLC, city: Wilmington, state: DE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126520/; rank: 7, crd: 145213, firm: JPL Asset Management and Planning, LLC, city: Newark, state: DE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145213/; rank: 7, 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: 7, 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: 7, crd: 330894, firm: CSG Financial, city: Dover, state: DE, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330894/; rank: 7, 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: 13, crd: 107054, firm: Donald W. Nicholson & Associates Ltd, city: Wilmington, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107054/; rank: 13, 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: 13, crd: 115799, firm: HFM Investment Advisors, Inc., city: Newark, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115799/; rank: 13, crd: 147048, firm: N1 Advisors, city: Newark, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147048/; rank: 13, crd: 164744, firm: Stratfi, city: Wilmington, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164744/; rank: 13, 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: 13, crd: 297443, firm: Benchmark Financial, LLC, city: Wilmington, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297443/; rank: 13, crd: 298558, firm: Blue Rock Financial Group, city: Rehoboth Beach, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298558/; rank: 13, 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: 13, crd: 306818, firm: Delaware Wealth Planners, city: Wilmington, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306818/; rank: 13, 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: 13, 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: 13, crd: 324638, firm: O'H Capital LLC, city: Rehoboth Beach, state: DE, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324638/; rank: 13, 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: 13, 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/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/delaware/

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