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For asset managers

City

Wealth management firms in Newark, Delaware

As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Newark, Delaware reported $1.1 billion in regulatory assets under management; the largest by assets was HFM Investment Advisors, Inc., with $493.1 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
5
Regulatory assets under management
$1.1 billion
Average per firm
$214.8 million
SEC-registered, of those listed
2 of 5 (40.0%)

Firms by assets

Wealth management firms in Newark, Delaware, largest first
#FirmRegistrationRAUMAccounts
1 HFM Investment Advisors, Inc. SEC $493.1 million 589
2 N1 Advisors SEC $445.5 million 474
3 JPL Asset Management and Planning, LLC State $97.0 million 360
4 Black Arrow Capital LLC State $38.3 million 82
5 Delaware Financial Planning, LLC State $0 0

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.