# Independent RIAs with the most high net worth clients in Delaware

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
Address: https://advisoriq.com/ria/rankings/most-hnw-clients/delaware/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154991/; rank: 23, crd: 312048, firm: Rockford Financial Planning, city: Wilmington, state: DE, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312048/; rank: 24, crd: 155618, firm: Greenwich Financial Advisors, LLC, city: Millsboro, state: DE, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155618/; rank: 24, crd: 174969, firm: Convoy Investments, LLC, city: not stated, state: DE, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174969/; rank: 26, crd: 306818, firm: Delaware Wealth Planners, city: Wilmington, state: DE, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306818/; rank: 27, crd: 289398, firm: Palm Springs Advisory LLC, city: not stated, state: DE, value: 18, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330894/; rank: 38, 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/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/delaware/

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