City
Wealth management firms in Lewes, Delaware
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Lewes, Delaware reported $145.3 million in regulatory assets under management; the largest by assets was Metz Capital Management LLC, with $107.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $145.3 million
- Average per firm
- $29.1 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Metz Capital Management LLC | State | $107.9 million | 462 |
| 2 | Artais Capital Management, LLC | State | $14.8 million | 47 |
| 3 | Ect Advisory, LLC | State | $14.7 million | 27 |
| 4 | Great Ocean Road Financial | State | $7.8 million | 36 |
| 5 | Cagr Finance LLC | SEC | $31,840 | 3 |
Wealth management firms in Delaware, including every city.
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.