AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-828-1155
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in DE
49 advisers found
BENCHMARK FINANCIAL, LLC
Wilmington, DE
AUM
$131.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
302-635-9760
MONTCHANIN ASSET MANAGEMENT, LLC
Montchanin, DE
AUM
$120.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
302-652-3101
STRATFI
Wilmington, DE
AUM
$115.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
302-884-6742
METZ CAPITAL MANAGEMENT LLC
Lewes, DE
AUM
$107.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
302-644-1193
BACK BAY FINANCIAL PLANNING & INVESTMENTS
Bethany Beach, DE
AUM
$106.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
3023161820
AUM
$104.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-489-3018
THIRD SIGMA INVESTMENT ADVISORS LLC
Wilmington, DE
AUM
$98.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
302-656-1111
WALNUT GREEN ASSET MANAGEMENT, LLC
Wilmington, DE
AUM
$92.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-689-3798
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
607-930-4338
AUM
$65.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 202-3296
BECK ASSET MANAGEMENT SA
Zurich, DE
AUM
$48.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
+41 44 462 40 40
AXION FINANCIAL GROUP LLC
Bethany Beach, DE
AUM
$47.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
267-261-4177
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2563677834
TRISTATE WEALTH ADVISORS
Newark, DE
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(302) 556-6556
AUM
$24.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-812-4099
ANNOVA LLC
Wilmington, DE
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
302-668-5300
CSG FINANCIAL
Dover, DE
AUM
$15.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(302) 678-8701
MAI CAPITAL ADVISOR
Rehoboth Beach, DE
AUM
$2.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Commissions
(302) 212-5221
DELAWARE ADVISORY GROUP, INC.
Wilmington, DE
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
302-651-9191
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
410-592-8936
Full profileNo website
AUM
$155.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(908) 273-2454
Full profileNo website
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
302-235-1284
Full profileNo website
JPL ASSET MANAGEMENT AND PLANNING, LLC
Newark, DE
AUM
$97.0M
Financial PlanningWealth MgmtRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
302-594-0881
Full profileNo website