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 clients in Delaware

As of October 2, 2026, Diversified, LLC ranked #1 in Delaware in AdvisorIQ's ranking of independent RIAs with the most clients, with 2,002.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients in Delaware
Rank Firm City Most clients
1 Diversified, LLC Wilmington 2,002
2 Streetbeat LLC Wilmington 853
3 BDFS Capital LLC Rehoboth Beach 762
4 JPL Asset Management and Planning, LLC Newark 740
5 Affinity Wealth Management LLC Wilmington 664
6 Big Investment Services Dover 622
7 Investment Management & Planning LLC Greenville 511
8 Riversedge Advisors Wilmington 464
9 Grey Fox Wealth Advisors, LLC Rockland 335
10 Blue Rock Financial Group Rehoboth Beach 314
11 Clariti Wealth Advisors Wilmington 273
12 Westover Capital Advisors, LLC Wilmington 267
13 N1 Advisors Newark 246
14 HFM Investment Advisors, Inc. Newark 220
15 Metz Capital Management LLC Lewes 203
16 Gunn Wealth Management LLC Not reported 200
17 Donald W. Nicholson & Associates Ltd Wilmington 156
18 Delaware Financial Planning, LLC Newark 132
19 Rockford Financial Planning Wilmington 128
20 Harding's Wealth Managers, Inc. Millsboro 126
20 Delaware Wealth Planners Wilmington 126
22 Loftus Wealth Strategies Bethany Beach 124
23 Back Bay Financial Planning & Investments Bethany Beach 98
24 Benchmark Financial, LLC Wilmington 90
25 Stratfi Wilmington 87
26 CSG Financial Dover 78
27 Mai Capital Advisor Rehoboth Beach 64
28 Creative Financial Concepts, Inc. Wilmington 60
28 Montchanin Asset Management, LLC Montchanin 60
30 Aetolia Capital LLC Hockessin 55
31 Artais Capital Management, LLC Lewes 54
32 Greenwich Financial Advisors, LLC Millsboro 44
33 Breakwater Wealth Management Millville 39
34 Black Arrow Capital LLC Newark 38
35 Axion Financial Group LLC Bethany Beach 36
36 Atlantic Advisors, Inc. Milford 35
37 Convoy Investments, LLC Not reported 32
37 Age Wisely Financial Wilmington 32
39 Annova LLC Wilmington 30
40 Palm Springs Advisory LLC Not reported 25
41 Q(x) Branch Reserve Investments LLC Wilmington 21
42 Ajp Financial Services, LLC Wilmington 20
43 Great Ocean Road Financial Lewes 17
44 Delaware Advisory Group, Inc. Wilmington 12
45 Four Seasons Investment Management LLC Rehoboth Beach 11
46 Walnut Green Asset Management, LLC Wilmington 8
46 SJL Financial LLC Wilmington 8
48 Kendall James Advisors Hockessin 7
49 Ect Advisory, LLC Lewes 6
50 Wealth Wise Planning Wilmington 5
51 Ownit Technologies LLC Not reported 2
52 Highlands Capital Corporation Not reported 1
52 Coinedly LLC Dover 1

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

More rankings

Most clients 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.