Fiduciary advisors in Delaware

38registered advisers
38fee-only verified

Delaware punches above its weight in financial services, despite having just 38 SEC-registered fiduciary advisors. All 38 operate fee-only. The state's trust-friendly laws -- including dynasty trusts with no rule against perpetuities -- attract wealth planning work from across the country.

Cities

Dover2Greenville2Hockessin1Lewes1Montchanin1Newark1Rehoboth Beach2Rockland1Wilmington27

Top advisors

8FIGURES

Fee-Only, No ConflictsClean Record
Dover, DelawareCRD #337941
Typical Fee--
AUM--
Minimum--
Clients--

AFFINITY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #290735
Typical Fee--
AUM$760M
Minimum--
Clients1,895

ASHFORD CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #110696
Typical Fee1.00%
AUM$966M
Minimum--
Clients95

BDFS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rehoboth Beach, DelawareCRD #287680
Typical Fee--
AUM$411M
Minimum--
Clients1,743

BENCHMARK FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #297443
Typical Fee--
AUM$132M
Minimum--
Clients348

BIG INVESTMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dover, DelawareCRD #291437
Typical Fee--
AUM$369M
Minimum--
Clients1,466

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC

Fee-Only, No Conflicts
Wilmington, DelawareCRD #290336
Typical Fee--
AUM$39.2B
Minimum--
Clients155

BLACKROCK CAPITAL MANAGEMENT, INC.

Fee-Only, No Conflicts
Wilmington, DelawareCRD #108069
Typical Fee--
AUM$134.7B
Minimum--
Clients36

BLUE ROCK FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rehoboth Beach, DelawareCRD #298558
Typical Fee--
AUM$335M
Minimum--
Clients838

BRANDYWINE MANAGERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hockessin, DelawareCRD #137388
Typical Fee--
AUM$12.9B
Minimum--
Clients42

CAGR FINANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lewes, DelawareCRD #337809
Typical Fee--
AUM$32K
Minimum--
Clients3

CLARITI WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #104804
Typical Fee0.45%
AUM$622M
Minimum--
Clients1,265

CLIMATE FINANCE PARTNERS LLC

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #306077
Typical Fee--
AUM--
Minimum--
Clients--

CORTEN REAL ESTATE MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #321897
Typical Fee--
AUM$442M
Minimum--
Clients9

DELAWARE WEALTH PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #306818
Typical Fee--
AUM$155M
Minimum--
Clients246

DIVERSIFIED, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #331709
Typical Fee--
AUM$2.1B
Minimum--
Clients5,494

DONALD W. NICHOLSON & ASSOCIATES LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #107054
Typical Fee--
AUM$171M
Minimum--
Clients501

DUPONT CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #107145
Typical Fee--
AUM$10.1B
Minimum--
Clients3

GREAT VALLEY ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #123913
Typical Fee--
AUM$9.7B
Minimum--
Clients33,099

GREY FOX WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockland, DelawareCRD #307172
Typical Fee--
AUM$544M
Minimum--
Clients1,199

IH2 ADVISORS & COMPANY

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #325788
Typical Fee--
AUM$105M
Minimum--
Clients1

INVESTMENT CARDS RIA L.L.C.

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #289308
Typical Fee--
AUM--
Minimum--
Clients--

INVESTMENT MANAGEMENT & PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenville, DelawareCRD #146041
Typical Fee--
AUM$205M
Minimum--
Clients492

MARVIN & PALMER ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #105399
Typical Fee0.75%
AUM$169M
Minimum--
Clients8

MONTCHANIN ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Montchanin, DelawareCRD #304367
Typical Fee--
AUM$113M
Minimum--
Clients98

N1 ADVISORS

Fee-Only, No ConflictsClean Record
Newark, DelawareCRD #147048
Typical Fee--
AUM$393M
Minimum--
Clients468

REALTA INVESTMENT ADVISORS, INC

Fee-OnlyAlso Compensated via Product Sales
Wilmington, DelawareCRD #134952
Typical Fee2.00%
AUM$343M
Minimum--
Clients1,958

RIVERSEDGE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #298390
Typical Fee--
AUM$928M
Minimum--
Clients1,515

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Fee-Only, No ConflictsClean Record
Greenville, DelawareCRD #319289
Typical Fee--
AUM$2.2B
Minimum--
Clients507

STRATFI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #164744
Typical Fee--
AUM$115M
Minimum--
Clients286

THIRD SIGMA INVESTMENT ADVISORS LLC

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #151188
Typical Fee--
AUM$99M
Minimum--
Clients130

U.S. FINANCIAL ADVISORS

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #108763
Typical Fee--
AUM--
Minimum--
Clients--

WESTOVER CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wilmington, DelawareCRD #126520
Typical Fee--
AUM$569M
Minimum--
Clients671

WILMINGTON FUNDS MANAGEMENT CORPORATION

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #105163
Typical Fee--
AUM$14.5B
Minimum--
Clients10

WILMINGTON TRUST ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #325489
Typical Fee--
AUM$276M
Minimum--
Clients5

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Wilmington, DelawareCRD #106909
Typical Fee0.40%
AUM$17.4B
Minimum$10000000M
Clients3,540

WILMINGTON TRUST INVESTMENT MANAGEMENT

Fee-Only, No Conflicts
Wilmington, DelawareCRD #19396
Typical Fee--
AUM$130M
Minimum--
Clients86

WINDMARK INVESTMENT PARTNERS, INC.

Fee-Only, No ConflictsClean Record
Wilmington, DelawareCRD #131880
Typical Fee--
AUM$225M
Minimum--
Clients2
Fiduciary Financial Advisors in Delaware | FiduciaryListings