GREAT VALLEY ADVISOR GROUP, LLC
Wilmington, DE
AUM
$10.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
192 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
302-483-7200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in DE
38 advisers found
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
RIVERSEDGE ADVISORS
Wilmington, DE
AUM
$928.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
302-482-3211
WESTOVER CAPITAL ADVISORS, LLC
Wilmington, DE
AUM
$652.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-427-9600
AUM
$618.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
972-876-8422
AUM
$493.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
302-234-9777
N1 ADVISORS
Newark, DE
AUM
$445.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
302-731-1326
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
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
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
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
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
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
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
AUM
$81.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
607-930-4338
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