City
Wealth management firms in Wilmington, Delaware
As of October 2, 2026, 23 wealth management firms, including broker-dealer firms, with their main office in Wilmington, Delaware reported $7.5 billion in regulatory assets under management; the largest by assets was Diversified, LLC, with $2.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 23
- Regulatory assets under management
- $7.5 billion
- Average per firm
- $325.5 million
- SEC-registered, of those listed
- 12 of 23 (52.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Diversified, LLC | SEC | $2.8 billion | 6,570 |
| 2 | Riversedge Advisors | SEC | $928.4 million | 1,515 |
| 3 | Affinity Wealth Management LLC | SEC | $872.5 million | 2,004 |
| 4 | Clariti Wealth Advisors | SEC | $797.6 million | 1,330 |
| 5 | Westover Capital Advisors, LLC | SEC | $652.9 million | 794 |
| 6 | Realta Investment Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $385.4 million | 1,231 |
| 7 | Delaware Wealth Planners | SEC | $255.6 million | 277 |
| 8 | Donald W. Nicholson & Associates Ltd | SEC | $171.2 million | 354 |
| 9 | Wilmington Trust Investment Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $140.8 million | 74 |
| 10 | Benchmark Financial, LLC | SEC | $131.6 million | 348 |
| 11 | Stratfi | SEC | $115.0 million | 286 |
| 12 | Walnut Green Asset Management, LLC | State | $92.0 million | 17 |
| 13 | Rockford Financial Planning | State | $79.7 million | 445 |
| 14 | Ajp Financial Services, LLC | State | $25.9 million | 71 |
| 15 | Q(x) Branch Reserve Investments LLC | State | $21.9 million | 20 |
| 16 | Annova LLC | State | $19.7 million | 61 |
| 17 | Streetbeat LLC | SEC | $4.9 million | 853 |
| 18 | Age Wisely Financial | State | $0 | 0 |
| 19 | Creative Financial Concepts, Inc. | State | $0 | 0 |
| 20 | Delaware Advisory Group, Inc. | State | $0 | 0 |
| 21 | SJL Financial LLC | State | $0 | 0 |
| 22 | Wall St LLC | State | $0 | 0 |
| 23 | Wealth Wise Planning | 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.