Best Financial Advisor Firms Delaware 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Delaware in 2024.

Best Firms in Delaware

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Abner Herrman & Brock		$2.7 billion	2,403	6	$1.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Baltimore-washington Financial Advisors		$3.0 billion	5,301	13	$563,210
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
Blue Bell Private Wealth Management		$1.1 billion	811	10	$1.4 million
Chatham Wealth Management		$642.9 million	424	4	$1.5 million
Cidel Asset Management		$4.8 billion	1,547	32	$3.1 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clariti Wealth Advisors		$797.6 million	263	6	$3.0 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clinton Investment Management		$3.9 billion	2,146	12	$1.8 million
Common Cents Planning		$542.4 million	463	4	$1.2 million
Conservest Capital Advisors		$1.9 billion	303	7	$6.4 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
CRA Financial Services		$1.7 billion	1,433	11	$1.2 million
Crossgate Wealth Advisors		$271.9 million	183	3	$1.5 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Dale K. Ehrhart		$648.8 million	139	4	$4.7 million
Donald W. Nicholson & Associates		$171.2 million	156	3	$1.1 million
DT Investment Partners		$1.9 billion	1,316	5	$1.5 million
Dumont & Blake Investment Advisors		$540.8 million	450	3	$1.2 million
Ellis Investment Partners		$986.8 million	820	18	$1.2 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evermay Wealth Management		$1.3 billion	567	19	$2.3 million
FBB Capital Partners		$2.4 billion	1,012	11	$2.4 million
Financial Consulate		$1.1 billion	849	13	$1.3 million
Financial Council		$1.3 billion	649	7	$2.0 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Fragasso Financial Advisors		$2.8 billion	2,205	18	$1.3 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
FSA Wealth Partners		$819.7 million	698	9	$1.2 million
Future Capital		$2.0 billion	15,521	2	$129,876
Garcia Hamilton & Associates		$24.9 billion	312	3	$79.7 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Godshalk Welsh Capital Management		$290.5 million	110	1	$2.6 million
Greenspring Advisors		$6.5 billion	1,837	39	$3.5 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Hergenroeder Financial Advisors		$304.5 million	421	3	$723,291
Heritage Investors Management Corp		$4.6 billion	762	8	$6.1 million
Hoey Investments		$788.3 million	589	1	$1.3 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Jacobi Capital Management		$2.6 billion	3,024	30	$873,856
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mcgowan Group Asset Management		$1.1 billion	4,773	7	$226,917
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Mitchell Sinkler & Starr		$1.8 billion	247	5	$7.2 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
MV Capital Management		$1.4 billion	516	8	$2.8 million
N1 Advisors		$445.5 million	214	3	$2.1 million
Next Capital Management		$2.1 billion	320	9	$6.7 million
Palisade Asset Management		$1.3 billion	118	5	$10.8 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Paul Comstock Partners		$2.8 billion	120	10	$23.3 million
Pennsylvania Capital Management		$848.6 million	200	5	$4.2 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Praetorian Guard, A Division of Praetorian Wealth Management		$598.7 million	470	8	$1.3 million
RED Oak Financial Group		$1.0 billion	1,202	6	$865,432
Riggs Asset Management CO		$640.0 million	430	8	$1.5 million
RKL Private Wealth		$2.5 billion	1,050	23	$2.4 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
SAX Wealth Advisors		$3.6 billion	1,655	37	$2.2 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Siharum Advisors		$687.5 million	101	2	$6.8 million
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Smithbridge Asset Management		$830.7 million	513	4	$1.6 million
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Sterling Investment Advisors		$1.1 billion	442	6	$2.4 million
Stillwater Capital Advisors		$1.3 billion	589	4	$2.3 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TGS Financial Advisors		$426.0 million	259	7	$1.6 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
Thomas J. Herzfeld Advisors		$890.4 million	300	3	$3.0 million
Tiller Private Wealth		$730.3 million	348	5	$2.1 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Torray Investment Partners		$750.1 million	549	6	$1.4 million
Towneley Capital Management		$1.1 billion	240	8	$4.6 million
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
VCM Wealth		$104.8 million	297	2	$352,761
Verity Investment Partners		$1.4 billion	472	13	$3.0 million
West Financial Services		$2.8 billion	964	22	$2.9 million
Westover Capital Advisors		$652.9 million	267	6	$2.4 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Delaware 2024.

Firm has:

• Jurisdiction in Delaware
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.