REALTA INVESTMENT ADVISORS, INC
Wilmington, DE
AUM
$385.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-657-5200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
118 advisers found
BLUE ROCK FINANCIAL GROUP
Rehoboth Beach, DE
AUM
$381.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
302-734-7526
IH2 ADVISORS & COMPANY
Wilmington, DE
AUM
$265.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; ADVISORY PLATFORM FEES
302-345-6404
AUM
$261.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
302-319-3659
DELAWARE WEALTH PLANNERS
Wilmington, DE
AUM
$255.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
302-654-5449
WINDMARK INVESTMENT PARTNERS, INC.
Wilmington, DE
AUM
$233.3M
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
302-691-0228
AUM
$217.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Fixed fees
212-997-9697
MARVIN & PALMER ASSOCIATES
Wilmington, DE
AUM
$195.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-573-3570
DONALD W. NICHOLSON & ASSOCIATES LTD
Wilmington, DE
AUM
$171.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
302-207-5292
AUM
$135.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-828-1155
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