Delaware · 49 firms
Trust & Estate Advisors in Delaware
Advisers working with trusts, estates, and charitable organizations. Browse 49 advisers in Delaware matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Delaware
BLACKROCK CAPITAL MANAGEMENT, INC.
Wilmington, DE
AUM
$172.62B
Team
75 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
302 797 2000
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington, DE
AUM
$17.83B
Team
74 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-531-7248
GREAT VALLEY ADVISOR GROUP, LLC
Wilmington, DE
AUM
$10.60B
Team
192 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
302-483-7200
DIVERSIFIED, LLC
Wilmington, DE
AUM
$2.79B
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
302-765-3500
ASHFORD CAPITAL MANAGEMENT INC
Wilmington, DE
AUM
$965.8M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-655-1750
RIVERSEDGE ADVISORS
Wilmington, DE
AUM
$928.4M
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
302-573-6864
AFFINITY WEALTH MANAGEMENT LLC
Wilmington, DE
AUM
$872.5M
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(302) 652-6767
CLARITI WEALTH ADVISORS
Wilmington, DE
AUM
$797.6M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
302-994-4444
GREY FOX WEALTH ADVISORS, LLC
Rockland, DE
AUM
$698.8M
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
302-482-3211
WESTOVER CAPITAL ADVISORS, LLC
Wilmington, DE
AUM
$652.9M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-427-9600
AUM
$618.1M
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-876-8422
AUM
$493.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
302-234-9777
N1 ADVISORS
Newark, DE
AUM
$445.5M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
302-731-1326
BDFS CAPITAL LLC
Rehoboth Beach, DE
AUM
$411.3M
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
302-265-2236
REALTA INVESTMENT ADVISORS, INC
Wilmington, DE
AUM
$385.4M
Team
54 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-657-5200
BLUE ROCK FINANCIAL GROUP
Rehoboth Beach, DE
AUM
$381.8M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(302) 752-6637
BIG INVESTMENT SERVICES
Dover, DE
AUM
$369.3M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
302-734-7526
AUM
$261.6M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
302-319-3659
DELAWARE WEALTH PLANNERS
Wilmington, DE
AUM
$255.6M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
302-254-2400
INVESTMENT MANAGEMENT & PLANNING LLC
Greenville, DE
AUM
$238.8M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
302-654-5449
AUM
$217.8M
Team
1 advisors
Clients
—
Fees
Fixed fees
212-997-9697
MARVIN & PALMER ASSOCIATES
Wilmington, DE
AUM
$195.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-573-3570
DONALD W. NICHOLSON & ASSOCIATES LTD
Wilmington, DE
AUM
$171.2M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
302-529-1500
MORNINGSIDE ASSET MANAGEMENT
Wilmington, DE
AUM
$135.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
302-207-5292
118 total advisers in Delaware. Browse all Delaware advisors