{
  "path": "/advisors/pa/philadelphia/wilmington",
  "url": "https://advisorcensus.com/advisors/pa/philadelphia/wilmington",
  "page_type": "metro_city",
  "title": "Financial advisors in Wilmington, DE",
  "filters": {},
  "scope_total": 61,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Wilmington, DE?",
      "a": "AdvisorCensus lists 61 investment advisory firms with a principal office in Wilmington, Delaware (part of the Philadelphia metro area), from Form ADV filings as of October 2026: 29 SEC-registered, 8 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Wilmington, DE?",
      "a": "8 of the 61 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Wilmington, DE offer financial planning?",
      "a": "18 of the 37 firms in Wilmington, DE that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Wilmington, DE fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 8 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 61 investment advisory firms with a principal office in Wilmington, Delaware (part of the Philadelphia metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Philadelphia metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Wilmington, DE: 61 firms from Form ADV filings as of October 2026.",
  "total_firms": 61,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 29,
    "state": 8,
    "exempt": 24
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 8
    },
    {
      "code": "percentage_of_aum",
      "count": 31
    },
    {
      "code": "hourly",
      "count": 15
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 19
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 7
    },
    {
      "code": "other",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 24
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 30
    },
    {
      "code": "5_to_9",
      "count": 13
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 4
    },
    {
      "code": "25m_100m",
      "count": 4
    },
    {
      "code": "100m_500m",
      "count": 13
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 28
    }
  ],
  "firms": [
    {
      "crd_number": 321928,
      "name": "6529 Capital LLC",
      "name_as_filed": "6529 CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/6529-capital-llc-wilmington-de-321928",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 290735,
      "name": "Affinity Wealth Management LLC",
      "name_as_filed": "AFFINITY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290623,
      "name": "AJP Financial Services, LLC",
      "name_as_filed": "AJP FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309737,
      "name": "Annova LLC",
      "name_as_filed": "ANNOVA LLC",
      "url": "https://advisorcensus.com/firm/annova-llc-wilmington-de-309737",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344151,
      "name": "Arctic Capital, LLC",
      "name_as_filed": "ARCTIC CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/arctic-capital-llc-wilmington-de-344151",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 110696,
      "name": "Ashford Capital Management Inc",
      "name_as_filed": "ASHFORD CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/ashford-capital-management-inc-wilmington-de-110696",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 46,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343010,
      "name": "BB Wealth Group",
      "name_as_filed": "BB WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/bb-wealth-group-wilmington-de-343010",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297443,
      "name": "Benchmark Financial, LLC",
      "name_as_filed": "BENCHMARK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336465,
      "name": "Beyond Earth LLC",
      "name_as_filed": "BEYOND EARTH LLC",
      "url": "https://advisorcensus.com/firm/beyond-earth-llc-wilmington-de-336465",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 290336,
      "name": "Blackrock Capital Investment Advisors, LLC",
      "name_as_filed": "BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108069,
      "name": "Blackrock Capital Management, Inc.",
      "name_as_filed": "BLACKROCK CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134921,
      "name": "Capital Markets IQ, LLC",
      "name_as_filed": "CAPITAL MARKETS IQ, LLC",
      "url": "https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 344562,
      "name": "Cavendish Capital Partners LLC",
      "name_as_filed": "CAVENDISH CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/cavendish-capital-partners-llc-wilmington-de-344562",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 286520,
      "name": "Chartline Capital Partners",
      "name_as_filed": "CHARTLINE CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/chartline-capital-partners-wilmington-de-286520",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 104804,
      "name": "Clariti Wealth Advisors",
      "name_as_filed": "CLARITI WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 43,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306077,
      "name": "Climate Finance Partners LLC",
      "name_as_filed": "CLIMATE FINANCE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/climate-finance-partners-llc-wilmington-de-306077",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144618,
      "name": "Creative Financial Concepts, Inc.",
      "name_as_filed": "CREATIVE FINANCIAL CONCEPTS, INC.",
      "url": "https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 39,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333178,
      "name": "Crucible Capital Management, LLC",
      "name_as_filed": "CRUCIBLE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/crucible-capital-management-llc-wilmington-de-333178",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 298508,
      "name": "CS Investment Management LLC",
      "name_as_filed": "CS INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cs-investment-management-llc-wilmington-de-298508",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 321729,
      "name": "CSP Advisor LP",
      "name_as_filed": "CSP ADVISOR LP",
      "url": "https://advisorcensus.com/firm/csp-advisor-lp-wilmington-de-321729",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 326933,
      "name": "Delaware Advisory Group, Inc.",
      "name_as_filed": "DELAWARE ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306818,
      "name": "Delaware Wealth Planners",
      "name_as_filed": "DELAWARE WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316891,
      "name": "DIF US",
      "name_as_filed": "DIF US",
      "url": "https://advisorcensus.com/firm/dif-us-wilmington-de-316891",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331709,
      "name": "Diversified, LLC",
      "name_as_filed": "DIVERSIFIED, LLC",
      "url": "https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107054,
      "name": "Donald W. Nicholson & Associates Ltd",
      "name_as_filed": "DONALD W. NICHOLSON & ASSOCIATES LTD",
      "url": "https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107145,
      "name": "Dupont Capital Management",
      "name_as_filed": "DUPONT CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342843,
      "name": "Econalpha Advisors",
      "name_as_filed": "ECONALPHA ADVISORS",
      "url": "https://advisorcensus.com/firm/econalpha-advisors-wilmington-de-342843",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311940,
      "name": "Equilibrium Wealth LLC",
      "name_as_filed": "EQUILIBRIUM WEALTH LLC",
      "url": "https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330137,
      "name": "Funding Impact",
      "name_as_filed": "FUNDING IMPACT",
      "url": "https://advisorcensus.com/firm/funding-impact-wilmington-de-330137",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318454,
      "name": "General Global Capital LLC",
      "name_as_filed": "GENERAL GLOBAL CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/general-global-capital-llc-wilmington-de-318454",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333255,
      "name": "Goingvc Partners LLC",
      "name_as_filed": "GOINGVC PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/goingvc-partners-llc-wilmington-de-333255",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281357,
      "name": "Heirloom Investment Management LLC",
      "name_as_filed": "HEIRLOOM INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/heirloom-investment-management-llc-wilmington-de-281357",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325788,
      "name": "IH2 Advisors & Company",
      "name_as_filed": "IH2 ADVISORS & COMPANY",
      "url": "https://advisorcensus.com/firm/ih2-advisors-and-company-wilmington-de-325788",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342271,
      "name": "Inusa Capital LLC",
      "name_as_filed": "INUSA CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/inusa-capital-llc-wilmington-de-342271",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328953,
      "name": "Iposharks Venture Master Fund, LLC",
      "name_as_filed": "IPOSHARKS VENTURE MASTER FUND, LLC",
      "url": "https://advisorcensus.com/firm/iposharks-venture-master-fund-llc-wilmington-de-328953",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 339485,
      "name": "Liberty Asset Partners",
      "name_as_filed": "LIBERTY ASSET PARTNERS",
      "url": "https://advisorcensus.com/firm/liberty-asset-partners-wilmington-de-339485",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332885,
      "name": "Limitless Asset Management Inc.",
      "name_as_filed": "LIMITLESS ASSET MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/limitless-asset-management-inc-wilmington-de-332885",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 105399,
      "name": "Marvin & Palmer Associates",
      "name_as_filed": "MARVIN & PALMER ASSOCIATES",
      "url": "https://advisorcensus.com/firm/marvin-and-palmer-associates-wilmington-de-105399",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 40,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}