{
  "crd_number": 106909,
  "slug": "wilmington-trust-investment-advisors-inc-wilmington-de-106909",
  "primary_business_name": "WILMINGTON TRUST INVESTMENT ADVISORS, INC.",
  "legal_name": "WILMINGTON TRUST INVESTMENT ADVISORS, INC.",
  "dbas": [
    "WILMINGTON INVESTMENT MANAGEMENT"
  ],
  "city": "Wilmington",
  "state": "DE",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-12-27",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 17830844644.0,
  "raum_discretionary": 17763123529.0,
  "raum_non_discretionary": 67721115.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 104,
  "advisory_employees": 74,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 6816901081.0,
      "count": 6,
      "description": "INTERNAL RELATIONSHIPS"
    },
    "charitable": {
      "raum": 1547787432.0,
      "count": 49
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 2614986358.0,
      "count": 15
    },
    "insurance_companies": {
      "raum": 327657958.0,
      "count": 8
    },
    "investment_companies": {
      "raum": 1597037352.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 3623187023.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 36470579.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1266816861.0,
      "count": 49
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "DC",
    "DE",
    "FL",
    "MA",
    "MD",
    "ME",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [
    "https://linkedin.com/company/wilmington-trust",
    "https://wilmingtontrust.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106909",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WILMINGTON",
  "url": "https://advisorcensus.com/firm/wilmington-trust-investment-advisors-inc-wilmington-de-106909",
  "display_name": "Wilmington Trust Investment Advisors, Inc.",
  "summary": "Wilmington Trust Investment Advisors, Inc. is an SEC-registered investment advisory firm in Wilmington, DE, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Wilmington Trust Investment Advisors, Inc. (CRD 106909): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wilmington Trust Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wilmington Trust Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wilmington Trust Investment Advisors, Inc. located?",
      "a": "Wilmington Trust Investment Advisors, Inc.'s principal office is in Wilmington, DE, according to its Form ADV; the September 2026 filing also lists 15 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wilmington Trust Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "Wilmington Trust Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106909."
    },
    {
      "q": "How much does Wilmington Trust Investment Advisors, Inc. manage?",
      "a": "Wilmington Trust Investment Advisors, Inc. reports $17,830,844,644 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wilmington Trust Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wilmington Trust Investment Advisors, Inc.: Regulatory assets under management: $14,389,677,568 in the October 2021 data and $17,830,844,644 in the October 2026 data, up 24%. Total employees: 133 in October 2021 and 104 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wilmington Trust Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (49); corporations or other businesses not listed above (49); pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Does Wilmington Trust Investment Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106909"
    },
    {
      "q": "What changed in Wilmington Trust Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 14389677568.0,
      "total_employees": 133,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15381440168.0,
      "total_employees": 121,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16488434237.0,
      "total_employees": 127,
      "filing_date": "2023-09-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 16496928966.0,
      "total_employees": 137,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 17432390316.0,
      "total_employees": 126,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17830844644.0,
      "total_employees": 104,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 3 (now no: 11.D(1)).",
        "Employees performing advisory functions went from 126 to 74.",
        "Changed its office addresses in Buffalo, NY.",
        "Changed its office addresses in New York, NY.",
        "Changed its office addresses in State College, PA.",
        "Added an office in Boston, MA.",
        "Added an office in Burlington, VT.",
        "Added an office in Los Angeles, CA.",
        "Added an office in Paramus, NJ.",
        "Added an office in Portland, ME.",
        "Added an office in Rockville, MD.",
        "Added an office in Syracuse, NY.",
        "No longer lists an office in Baltimore, MD.",
        "No longer lists an office in Fishkill, NY.",
        "No longer lists an office in Ithaca, NY.",
        "No longer lists an office in Melville, NY.",
        "No longer lists an office in Paoli, PA.",
        "No longer lists an office in Washington, DC.",
        "No longer lists an office in Wilkes Barre, PA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wilmington-trust-investment-advisors-inc-wilmington-de-106909.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 36470579.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1597037352.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 3623187023.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 49,
      "fewer_than_5": false,
      "raum": 1547787432.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 2614986358.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 327657958.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 49,
      "fewer_than_5": false,
      "raum": 1266816861.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6,
      "fewer_than_5": false,
      "raum": 6816901081.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106909",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}