City
Wealth management firms in Rehoboth Beach, Delaware
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Rehoboth Beach, Delaware reported $809.9 million in regulatory assets under management; the largest by assets was BDFS Capital LLC, with $411.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $809.9 million
- Average per firm
- $162.0 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | BDFS Capital LLC | SEC | $411.3 million | 1,743 |
| 2 | Blue Rock Financial Group | SEC | $381.8 million | 795 |
| 3 | Four Seasons Investment Management LLC | State | $14.7 million | 11 |
| 4 | Mai Capital Advisor | State | $2.0 million | 5 |
| 5 | O'H Capital 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.