{"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 high net worth 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 high net worth clients, with 828.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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":38,"rows":[{"rank":1,"crd":331709,"firm":"Diversified, LLC","city":"Wilmington","state":"DE","value":828,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331709/"},{"rank":2,"crd":146041,"firm":"Investment Management & Planning LLC","city":"Greenville","state":"DE","value":314,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146041/"},{"rank":3,"crd":290735,"firm":"Affinity Wealth Management LLC","city":"Wilmington","state":"DE","value":224,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290735/"},{"rank":4,"crd":104804,"firm":"Clariti Wealth Advisors","city":"Wilmington","state":"DE","value":195,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104804/"},{"rank":5,"crd":298390,"firm":"Riversedge Advisors","city":"Wilmington","state":"DE","value":167,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298390/"},{"rank":6,"crd":115799,"firm":"HFM Investment Advisors, Inc.","city":"Newark","state":"DE","value":127,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115799/"},{"rank":7,"crd":126520,"firm":"Westover Capital Advisors, LLC","city":"Wilmington","state":"DE","value":125,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126520/"},{"rank":7,"crd":298558,"firm":"Blue Rock Financial Group","city":"Rehoboth Beach","state":"DE","value":125,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298558/"},{"rank":9,"crd":307172,"firm":"Grey Fox Wealth Advisors, LLC","city":"Rockland","state":"DE","value":118,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307172/"},{"rank":10,"crd":291437,"firm":"Big Investment Services","city":"Dover","state":"DE","value":110,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291437/"},{"rank":11,"crd":147048,"firm":"N1 Advisors","city":"Newark","state":"DE","value":104,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147048/"},{"rank":12,"crd":287680,"firm":"BDFS Capital LLC","city":"Rehoboth Beach","state":"DE","value":75,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287680/"},{"rank":13,"crd":297443,"firm":"Benchmark Financial, LLC","city":"Wilmington","state":"DE","value":65,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297443/"},{"rank":14,"crd":324394,"firm":"Delaware Financial Planning, LLC","city":"Newark","state":"DE","value":54,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324394/"},{"rank":15,"crd":107054,"firm":"Donald W. Nicholson & Associates Ltd","city":"Wilmington","state":"DE","value":50,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107054/"},{"rank":16,"crd":164744,"firm":"Stratfi","city":"Wilmington","state":"DE","value":46,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164744/"},{"rank":17,"crd":108382,"firm":"Metz Capital Management LLC","city":"Lewes","state":"DE","value":42,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108382/"},{"rank":17,"crd":148331,"firm":"Artais Capital Management, LLC","city":"Lewes","state":"DE","value":42,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148331/"},{"rank":17,"crd":288624,"firm":"Aetolia Capital LLC","city":"Hockessin","state":"DE","value":42,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288624/"},{"rank":20,"crd":335236,"firm":"Back Bay Financial Planning & Investments","city":"Bethany Beach","state":"DE","value":41,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335236/"},{"rank":21,"crd":304367,"firm":"Montchanin Asset Management, LLC","city":"Montchanin","state":"DE","value":32,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304367/"},{"rank":22,"crd":154991,"firm":"Axion Financial Group LLC","city":"Bethany Beach","state":"DE","value":30,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154991/"},{"rank":23,"crd":312048,"firm":"Rockford Financial 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LLC","city":null,"state":"DE","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289398/"},{"rank":27,"crd":298902,"firm":"Q(x) Branch Reserve Investments LLC","city":"Wilmington","state":"DE","value":18,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298902/"},{"rank":29,"crd":290623,"firm":"Ajp Financial Services, LLC","city":"Wilmington","state":"DE","value":14,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290623/"},{"rank":30,"crd":322057,"firm":"Breakwater Wealth Management","city":"Millville","state":"DE","value":13,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322057/"},{"rank":31,"crd":309737,"firm":"Annova LLC","city":"Wilmington","state":"DE","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309737/"},{"rank":31,"crd":329582,"firm":"Black Arrow Capital LLC","city":"Newark","state":"DE","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329582/"},{"rank":33,"crd":331644,"firm":"Age Wisely Financial","city":"Wilmington","state":"DE","value":8,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331644/"},{"rank":34,"crd":166894,"firm":"Walnut Green Asset Management, LLC","city":"Wilmington","state":"DE","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166894/"},{"rank":34,"crd":283460,"firm":"Kendall James Advisors","city":"Hockessin","state":"DE","value":7,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283460/"},{"rank":36,"crd":169117,"firm":"Ect Advisory, LLC","city":"Lewes","state":"DE","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169117/"},{"rank":37,"crd":330894,"firm":"CSG Financial","city":"Dover","state":"DE","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330894/"},{"rank":38,"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/"}]},"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 high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-clients/"},{"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-hnw-clients/delaware/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/delaware/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}