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 SalesTypical Fee--
AUM$760M
Minimum--
Clients1,895
ASHFORD CAPITAL MANAGEMENT INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$966M
Minimum--
Clients95
BENCHMARK FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$132M
Minimum--
Clients348
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$39.2B
Minimum--
Clients155
BLACKROCK CAPITAL MANAGEMENT, INC.
Fee-Only, No ConflictsTypical Fee--
AUM$134.7B
Minimum--
Clients36
CLARITI WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.45%
AUM$622M
Minimum--
Clients1,265
CLIMATE FINANCE PARTNERS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
CORTEN REAL ESTATE MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$442M
Minimum--
Clients9
DELAWARE WEALTH PLANNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$155M
Minimum--
Clients246
DIVERSIFIED, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients5,494
DONALD W. NICHOLSON & ASSOCIATES LTD
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$171M
Minimum--
Clients501
DUPONT CAPITAL MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$10.1B
Minimum--
Clients3
GREAT VALLEY ADVISOR GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$9.7B
Minimum--
Clients33,099
IH2 ADVISORS & COMPANY
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$105M
Minimum--
Clients1
INVESTMENT CARDS RIA L.L.C.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
MARVIN & PALMER ASSOCIATES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee0.75%
AUM$169M
Minimum--
Clients8
REALTA INVESTMENT ADVISORS, INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee2.00%
AUM$343M
Minimum--
Clients1,958
RIVERSEDGE ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$928M
Minimum--
Clients1,515
STRATFI
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$115M
Minimum--
Clients286
THIRD SIGMA INVESTMENT ADVISORS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$99M
Minimum--
Clients130
U.S. FINANCIAL ADVISORS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM--
Minimum--
Clients--
WESTOVER CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$569M
Minimum--
Clients671
WILMINGTON FUNDS MANAGEMENT CORPORATION
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$14.5B
Minimum--
Clients10
WILMINGTON TRUST ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$276M
Minimum--
Clients5
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee0.40%
AUM$17.4B
Minimum$10000000M
Clients3,540
WILMINGTON TRUST INVESTMENT MANAGEMENT
Fee-Only, No ConflictsTypical Fee--
AUM$130M
Minimum--
Clients86
WINDMARK INVESTMENT PARTNERS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$225M
Minimum--
Clients2