WALTER SCOTT & PARTNERS LIMITED
Edinburgh, DE
AUM
$66.67B
Wealth MgmtRetirementInstitutional
Team
43 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44-131-225-1357
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in DE
28 advisers found
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington, DE
AUM
$17.83B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
74 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-531-7248
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
DUPONT CAPITAL MANAGEMENT
Wilmington, DE
AUM
$10.09B
Wealth MgmtRetirement
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
302-477-6099
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
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
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
WINDMARK INVESTMENT PARTNERS, INC.
Wilmington, DE
AUM
$233.3M
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
302-691-0228
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
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
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
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