Falists

Delaware · 118 advisers

Financial Advisors in Delaware

Falists is the most comprehensive public directory of financial advisors in Delaware — 118 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.

Total advisers

118

With website

87

Largest AUM

$172.62B

Financial planning

38

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

Top advisors in Delaware

Ranked by AUM and profile completeness · Data from SEC IAPD

Search all 118

DIVERSIFIED, LLC

Wilmington, DE

AUM

$2.79B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

34 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

302-765-3500

AUM

$618.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

972-876-8422

BDFS CAPITAL LLC

Rehoboth Beach, DE

AUM

$411.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

9 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

302-265-2236

Cities in Delaware

Browse financial advisors by city across Delaware

The Delaware advisor database on Falists

Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.