{"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 clients in Delaware","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"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.","unit":"count","scope":"Delaware","firms_listed":53,"rows":[{"rank":1,"crd":331709,"firm":"Diversified, LLC","city":"Wilmington","state":"DE","value":2002,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331709/"},{"rank":2,"crd":315893,"firm":"Streetbeat LLC","city":"Wilmington","state":"DE","value":853,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315893/"},{"rank":3,"crd":287680,"firm":"BDFS Capital LLC","city":"Rehoboth Beach","state":"DE","value":762,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287680/"},{"rank":4,"crd":145213,"firm":"JPL Asset Management and Planning, LLC","city":"Newark","state":"DE","value":740,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145213/"},{"rank":5,"crd":290735,"firm":"Affinity Wealth Management LLC","city":"Wilmington","state":"DE","value":664,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290735/"},{"rank":6,"crd":291437,"firm":"Big Investment Services","city":"Dover","state":"DE","value":622,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291437/"},{"rank":7,"crd":146041,"firm":"Investment Management & Planning LLC","city":"Greenville","state":"DE","value":511,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146041/"},{"rank":8,"crd":298390,"firm":"Riversedge Advisors","city":"Wilmington","state":"DE","value":464,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298390/"},{"rank":9,"crd":307172,"firm":"Grey Fox Wealth Advisors, LLC","city":"Rockland","state":"DE","value":335,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307172/"},{"rank":10,"crd":298558,"firm":"Blue Rock Financial Group","city":"Rehoboth Beach","state":"DE","value":314,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298558/"},{"rank":11,"crd":104804,"firm":"Clariti Wealth Advisors","city":"Wilmington","state":"DE","value":273,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104804/"},{"rank":12,"crd":126520,"firm":"Westover Capital Advisors, LLC","city":"Wilmington","state":"DE","value":267,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126520/"},{"rank":13,"crd":147048,"firm":"N1 Advisors","city":"Newark","state":"DE","value":246,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147048/"},{"rank":14,"crd":115799,"firm":"HFM Investment Advisors, Inc.","city":"Newark","state":"DE","value":220,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115799/"},{"rank":15,"crd":108382,"firm":"Metz Capital Management LLC","city":"Lewes","state":"DE","value":203,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108382/"},{"rank":16,"crd":131720,"firm":"Gunn Wealth Management LLC","city":null,"state":"DE","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131720/"},{"rank":17,"crd":107054,"firm":"Donald W. Nicholson & Associates Ltd","city":"Wilmington","state":"DE","value":156,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107054/"},{"rank":18,"crd":324394,"firm":"Delaware Financial Planning, LLC","city":"Newark","state":"DE","value":132,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324394/"},{"rank":19,"crd":312048,"firm":"Rockford Financial Planning","city":"Wilmington","state":"DE","value":128,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312048/"},{"rank":20,"crd":139542,"firm":"Harding's Wealth Managers, Inc.","city":"Millsboro","state":"DE","value":126,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139542/"},{"rank":20,"crd":306818,"firm":"Delaware Wealth 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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-clients/delaware/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/delaware/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}