# Financial advisors in Wilmington, DE > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/wilmington ## At a glance - Investment advisory firms: 61 - Registration: SEC-registered investment adviser: 29, State-registered investment adviser: 8, Exempt reporting adviser: 24 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 8 (22%); Percentage of assets 31 (84%); Hourly charges 15 (41%); Fixed fees 19 (51%); Performance-based fees 7 (19%); Other 9 (24%); No compensation arrangements reported 24 - Regulatory assets under management (Item 5.F): Under $25 million 4 (7%); $25 million to $100 million 4 (7%); $100 million to $500 million 13 (21%); $500 million to $1 billion 6 (10%); $1 billion to $5 billion 1 (2%); Over $5 billion 5 (8%); Not reported 28 (46%) - Years registered: Under 5 years 30 (49%); 5 to 9 years 13 (21%); 10 to 19 years 6 (10%); 20 years or more 12 (20%) ## Firms (page 1 of 2, 1 to 50 of 61, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [6529 Capital LLC](https://advisorcensus.com/firm/6529-capital-llc-wilmington-de-321928) ([md](https://advisorcensus.com/firm/6529-capital-llc-wilmington-de-321928.md)) | 321928 | Wilmington, DE | Exempt reporting adviser | Not reported | 4 | Not reported | | [Affinity Wealth Management LLC](https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735) ([md](https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735.md)) | 290735 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee | | [AJP Financial Services, LLC](https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623) ([md](https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623.md)) | 290623 | Wilmington, DE | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee | | [Annova LLC](https://advisorcensus.com/firm/annova-llc-wilmington-de-309737) ([md](https://advisorcensus.com/firm/annova-llc-wilmington-de-309737.md)) | 309737 | Wilmington, DE | State-registered investment adviser | Under $25 million | 5 | % of assets | | [Arctic Capital, LLC](https://advisorcensus.com/firm/arctic-capital-llc-wilmington-de-344151) ([md](https://advisorcensus.com/firm/arctic-capital-llc-wilmington-de-344151.md)) | 344151 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Ashford Capital Management Inc](https://advisorcensus.com/firm/ashford-capital-management-inc-wilmington-de-110696) ([md](https://advisorcensus.com/firm/ashford-capital-management-inc-wilmington-de-110696.md)) | 110696 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 46 | % of assets, Performance fee | | [BB Wealth Group](https://advisorcensus.com/firm/bb-wealth-group-wilmington-de-343010) ([md](https://advisorcensus.com/firm/bb-wealth-group-wilmington-de-343010.md)) | 343010 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Benchmark Financial, LLC](https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443) ([md](https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443.md)) | 297443 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee | | [Beyond Earth LLC](https://advisorcensus.com/firm/beyond-earth-llc-wilmington-de-336465) ([md](https://advisorcensus.com/firm/beyond-earth-llc-wilmington-de-336465.md)) | 336465 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Blackrock Capital Investment Advisors, LLC](https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336) ([md](https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336.md)) | 290336 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee | | [Blackrock Capital Management, Inc.](https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069) ([md](https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069.md)) | 108069 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee | | [Capital Markets IQ, LLC](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921) ([md](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921.md)) | 134921 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee | | [Cavendish Capital Partners LLC](https://advisorcensus.com/firm/cavendish-capital-partners-llc-wilmington-de-344562) ([md](https://advisorcensus.com/firm/cavendish-capital-partners-llc-wilmington-de-344562.md)) | 344562 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Chartline Capital Partners](https://advisorcensus.com/firm/chartline-capital-partners-wilmington-de-286520) ([md](https://advisorcensus.com/firm/chartline-capital-partners-wilmington-de-286520.md)) | 286520 | Wilmington, DE | Exempt reporting adviser | Not reported | 9 | Not reported | | [Clariti Wealth Advisors](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804) ([md](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804.md)) | 104804 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee | | [Climate Finance Partners LLC](https://advisorcensus.com/firm/climate-finance-partners-llc-wilmington-de-306077) ([md](https://advisorcensus.com/firm/climate-finance-partners-llc-wilmington-de-306077.md)) | 306077 | Wilmington, DE | SEC-registered investment adviser | Under $25 million | 6 | Other | | [Creative Financial Concepts, Inc.](https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618) ([md](https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618.md)) | 144618 | Wilmington, DE | State-registered investment adviser | Not reported | 39 | Hourly, Other | | [Crucible Capital Management, LLC](https://advisorcensus.com/firm/crucible-capital-management-llc-wilmington-de-333178) ([md](https://advisorcensus.com/firm/crucible-capital-management-llc-wilmington-de-333178.md)) | 333178 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [CS Investment Management LLC](https://advisorcensus.com/firm/cs-investment-management-llc-wilmington-de-298508) ([md](https://advisorcensus.com/firm/cs-investment-management-llc-wilmington-de-298508.md)) | 298508 | Wilmington, DE | Exempt reporting adviser | Not reported | 6 | Not reported | | [CSP Advisor LP](https://advisorcensus.com/firm/csp-advisor-lp-wilmington-de-321729) ([md](https://advisorcensus.com/firm/csp-advisor-lp-wilmington-de-321729.md)) | 321729 | Wilmington, DE | Exempt reporting adviser | Not reported | 4 | Not reported | | [Delaware Advisory Group, Inc.](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933) ([md](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933.md)) | 326933 | Wilmington, DE | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee | | [Delaware Wealth Planners](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818) ([md](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818.md)) | 306818 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other | | [DIF US](https://advisorcensus.com/firm/dif-us-wilmington-de-316891) ([md](https://advisorcensus.com/firm/dif-us-wilmington-de-316891.md)) | 316891 | Wilmington, DE | Exempt reporting adviser | Not reported | 4 | Not reported | | [Diversified, LLC](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709) ([md](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709.md)) | 331709 | Wilmington, DE | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Other | | [Donald W. Nicholson & Associates Ltd](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054) ([md](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054.md)) | 107054 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee | | [Dupont Capital Management](https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145) ([md](https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145.md)) | 107145 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Performance fee, Other | | [Econalpha Advisors](https://advisorcensus.com/firm/econalpha-advisors-wilmington-de-342843) ([md](https://advisorcensus.com/firm/econalpha-advisors-wilmington-de-342843.md)) | 342843 | Wilmington, DE | State-registered investment adviser | Not reported | 0 | Other | | [Equilibrium Wealth LLC](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940) ([md](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940.md)) | 311940 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Funding Impact](https://advisorcensus.com/firm/funding-impact-wilmington-de-330137) ([md](https://advisorcensus.com/firm/funding-impact-wilmington-de-330137.md)) | 330137 | Wilmington, DE | Exempt reporting adviser | Not reported | 2 | Not reported | | [General Global Capital LLC](https://advisorcensus.com/firm/general-global-capital-llc-wilmington-de-318454) ([md](https://advisorcensus.com/firm/general-global-capital-llc-wilmington-de-318454.md)) | 318454 | Wilmington, DE | Exempt reporting adviser | Not reported | 1 | Not reported | | [Goingvc Partners LLC](https://advisorcensus.com/firm/goingvc-partners-llc-wilmington-de-333255) ([md](https://advisorcensus.com/firm/goingvc-partners-llc-wilmington-de-333255.md)) | 333255 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Heirloom Investment Management LLC](https://advisorcensus.com/firm/heirloom-investment-management-llc-wilmington-de-281357) ([md](https://advisorcensus.com/firm/heirloom-investment-management-llc-wilmington-de-281357.md)) | 281357 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee | | [IH2 Advisors & Company](https://advisorcensus.com/firm/ih2-advisors-and-company-wilmington-de-325788) ([md](https://advisorcensus.com/firm/ih2-advisors-and-company-wilmington-de-325788.md)) | 325788 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Other | | [Inusa Capital LLC](https://advisorcensus.com/firm/inusa-capital-llc-wilmington-de-342271) ([md](https://advisorcensus.com/firm/inusa-capital-llc-wilmington-de-342271.md)) | 342271 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Iposharks Venture Master Fund, LLC](https://advisorcensus.com/firm/iposharks-venture-master-fund-llc-wilmington-de-328953) ([md](https://advisorcensus.com/firm/iposharks-venture-master-fund-llc-wilmington-de-328953.md)) | 328953 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Liberty Asset Partners](https://advisorcensus.com/firm/liberty-asset-partners-wilmington-de-339485) ([md](https://advisorcensus.com/firm/liberty-asset-partners-wilmington-de-339485.md)) | 339485 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Limitless Asset Management Inc.](https://advisorcensus.com/firm/limitless-asset-management-inc-wilmington-de-332885) ([md](https://advisorcensus.com/firm/limitless-asset-management-inc-wilmington-de-332885.md)) | 332885 | Wilmington, DE | Exempt reporting adviser | Not reported | 1 | Not reported | | [Marvin & Palmer Associates](https://advisorcensus.com/firm/marvin-and-palmer-associates-wilmington-de-105399) ([md](https://advisorcensus.com/firm/marvin-and-palmer-associates-wilmington-de-105399.md)) | 105399 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Performance fee | | [Morningside Asset Management](https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789) ([md](https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789.md)) | 268789 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets | | [Nearingpoint Venture Partners Inc.](https://advisorcensus.com/firm/nearingpoint-venture-partners-inc-wilmington-de-340559) ([md](https://advisorcensus.com/firm/nearingpoint-venture-partners-inc-wilmington-de-340559.md)) | 340559 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [NFDG](https://advisorcensus.com/firm/nfdg-wilmington-de-310514) ([md](https://advisorcensus.com/firm/nfdg-wilmington-de-310514.md)) | 310514 | Wilmington, DE | Exempt reporting adviser | Not reported | 6 | Not reported | | [Palliser Capital (US) LLC](https://advisorcensus.com/firm/palliser-capital-us-llc-wilmington-de-336396) ([md](https://advisorcensus.com/firm/palliser-capital-us-llc-wilmington-de-336396.md)) | 336396 | Wilmington, DE | Exempt reporting adviser | Not reported | 1 | Not reported | | [Platform Advisor, LLC](https://advisorcensus.com/firm/platform-advisor-llc-wilmington-de-167700) ([md](https://advisorcensus.com/firm/platform-advisor-llc-wilmington-de-167700.md)) | 167700 | Wilmington, DE | Exempt reporting adviser | Not reported | 13 | Not reported | | [Presidio Partners Management, LLC](https://advisorcensus.com/firm/presidio-partners-management-llc-wilmington-de-172667) ([md](https://advisorcensus.com/firm/presidio-partners-management-llc-wilmington-de-172667.md)) | 172667 | Wilmington, DE | Exempt reporting adviser | Not reported | 7 | Not reported | | [Realta Investment Advisors, Inc](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952) ([md](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952.md)) | 134952 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee | | [Riversedge Advisors](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390) ([md](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390.md)) | 298390 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee | | [Rockford Financial Planning](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048) ([md](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048.md)) | 312048 | Wilmington, DE | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee | | [Stratfi](https://advisorcensus.com/firm/stratfi-wilmington-de-164744) ([md](https://advisorcensus.com/firm/stratfi-wilmington-de-164744.md)) | 164744 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly | | [Stratlab Management, LLC](https://advisorcensus.com/firm/stratlab-management-llc-wilmington-de-344619) ([md](https://advisorcensus.com/firm/stratlab-management-llc-wilmington-de-344619.md)) | 344619 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported | | [Streetbeat LLC](https://advisorcensus.com/firm/streetbeat-llc-wilmington-de-315893) ([md](https://advisorcensus.com/firm/streetbeat-llc-wilmington-de-315893.md)) | 315893 | Wilmington, DE | SEC-registered investment adviser | Under $25 million | 5 | Other | - Next page: https://advisorcensus.com/advisors/pa/philadelphia/wilmington/page/2.md ## Questions people ask **How many financial advisory firms are there in Wilmington, DE?** 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. **How many fee-only financial advisors are in Wilmington, DE?** 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. **How many financial advisors in Wilmington, DE offer financial planning?** 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. **Are the financial advisors in Wilmington, DE fiduciaries?** 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. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. 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Financial advisors in Wilmington, DE: 61 firms from Form ADV filings as of October 2026.