Fiduciary advisors in Wilmington, DE

27 registered advisers

Wilmington is the legal domicile of most U.S. corporations, where trust law and the state's favorable estate tax treatment attract advisory specialization. 27 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.

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

BENCHMARK FINANCIAL, LLC

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

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

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

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--

MARVIN & PALMER ASSOCIATES

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

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

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 Advisors in Wilmington, Delaware | FiduciaryListings