Delaware · 5 advisers
Financial Advisors in Newark, Delaware
Looking for a financial advisor in Newark, Delaware? Falists indexes 5 SEC-registered and state-registered investment advisers in Newark — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $445.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
2
Largest AUM
$445.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Newark
Ranked by AUM · Fees, team & specialties at a glance
N1 ADVISORS
Newark, DE
AUM
$445.5M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
302-731-1326
TRISTATE WEALTH ADVISORS
Newark, DE
AUM
$27.0M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(302) 556-6556
JPL ASSET MANAGEMENT AND PLANNING, LLC
Newark, DE
AUM
$97.0M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
302-594-0881
CHRISTIANA ASSET MANAGEMENT LLC
Newark, DE
AUM
—
Team
1 advisors
Clients
—
Fees
A % OF RAUM MANAGED BY OTHER INVESTMENT ADVISERS (REFERRAL FEES)
302-737-6200
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Common questions
- How many financial advisors are in Newark, Delaware?
- 5 registered investment advisers are listed in our Newark directory, sourced from public SEC filings.
- What types of advisors are in Newark?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Newark?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.