RIAs in Delaware
52 RIAs headquartered in Delaware managing a combined $314B.
By city
WilmingtonDelaware31 FIRMS · $293BDoverDelaware4 FIRMS · $790MNewarkDelaware4 FIRMS · $569MRehoboth BeachDelaware3 FIRMS · $795MBethany BeachDelaware2 FIRMS · $168MGreenvilleDelaware2 FIRMS · $4.1BLewesDelaware2 FIRMS · $108MNew CastleDelaware1 FIRMMontchaninDelaware1 FIRM · $121MRocklandDelaware1 FIRM · $699MHockessinDelaware1 FIRM · $14B
All RIAs in Delaware
Windmark Investment Partners, Inc.
RIAWilmington, DE
AUM $233MTEAM 14REPS 7
Marvin & Palmer Associates
RIAWilmington, DE
AUM $196MTEAM 7REPS 7
Donald W. Nicholson & Associates Ltd
RIAWilmington, DE
AUM $171MTEAM 5REPS 4
Wilmington Trust Investment Management
RIAWilmington, DE
AUM $141MTEAM 36REPS 11
Morningside Asset Management
RIAWilmington, DE
AUM $136MTEAM 4REPS 4
Benchmark Financial, LLC
RIAWilmington, DE
AUM $132MTEAM 3REPS 4
Montchanin Asset Management, LLC
RIAMontchanin, DE
AUM $121MTEAM 2REPS 2
Back Bay Financial Planning & Investments
RIABethany Beach, DE
AUM $120MTEAM 3REPS 1
Stratfi
RIAWilmington, DE
AUM $115MTEAM 2REPS 2
Metz Capital Management LLC
RIALewes, DE
AUM $108MTEAM 3REPS 2
Third Sigma Investment Advisors LLC
RIAWilmington, DE
AUM $98.8MTEAM 4REPS 4
JPL Asset Management And Planning, LLC
RIANewark, DE
AUM $97MTEAM 3REPS 3
Walnut Green Asset Management, LLC
RIAWilmington, DE
AUM $92MTEAM 2REPS 2
Axion Financial Group LLC
RIABethany Beach, DE
AUM $47.3MTEAM 2REPS 2
Tristate Wealth Advisors
RIANewark, DE
AUM $27MTEAM 1REPS 1
Annova LLC
RIAWilmington, DE
AUM $19.7MTEAM 1REPS 1
CSG Financial
RIADover, DE
AUM $15.8MTEAM 3REPS 3
Streetbeat LLC
RIAWilmington, DE
AUM $4.9MTEAM 2REPS 2
MAI Capital Advisor
RIARehoboth Beach, DE
AUM $2MTEAM 1REPS 1
Cagr Finance LLC
RIALewes, DE
AUM $31.8KTEAM 5REPS 1
Christiana Asset Management LLC
RIANewark, DE
AUM —TEAM 1REPS 1
Climate Finance Partners LLC
RIAWilmington, DE
AUM —TEAM 3REPS 4
Creative Financial Concepts, Inc.
RIAWilmington, DE
AUM —TEAM 1REPS 1
8figures
RIADover, DE
AUM —TEAM 6REPS 3
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