Top 10 financial advisor firms in Wilmington

10 SEC-registered financial advisor firms are headquartered in Wilmington, DE, with $6.86B in combined regulatory assets under management. The largest by assets are Diversified Enterprises ($2.79B), RiversEdge Advisors ($928M) and Affinity Wealth Management ($873M).

10
Financial advisor firms: $6.86B
Their combined AUM: $454M
Median firm AUM: 4,183
Clients of the top 10

The 10 largest by assets

1
Diversified Enterprises
RIA
$2.79B
Regulatory AUM
2
RiversEdge Advisors
RIA
$928M
Up to 1.50% a year
3
Affinity Wealth Management
RIA
$873M
0.50% to 1.50% a year
4
Schiavi & Company
RIA
$798M
0.45% to 0.95% a year
5
Westover Capital Advisors
RIA
$653M
0.75% to 1.50% a year
6
Delaware Avenue Wealth Planners
RIA
$256M
Regulatory AUM
7
Donald W. Nicholson & Associates
RIA
$171M
0.60% to 1.25% a year
8
Wilmington Trust Investment Management
RIA
$141M
0.45% to 1.10%
9
Benchmark Financial
RIA
$132M
0.80% to 1.10% a year
10
Strategic Foresight Investments
RIA
$115M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Diversified Enterprises

Diversified Enterprises is an investment adviser based in Wilmington, DE, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.79 billion, as filed on 4 August 2026.

Regulatory AUM: $2.79B
Clients: 2,002
Advisory staff: 34
Founded: 1982
Custodians: SEI Private Trust, Charles Schwab
Headquarters: 3705 Concord Pike, Wilmington, DE 19803
Phone: 302-765-3500
Website: diversifiedllc.com

No. 2 · RIA

RiversEdge Advisors

RiversEdge Advisors is an investment adviser based in Wilmington, DE, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $928 million, as filed on 16 July 2026.

RiversEdge Advisors charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $928M
Clients: 454
Advisory staff: 9
Founded: 2018
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 600 N King St, Suite 200, Wilmington, DE 19801
Phone: 302-573-6864
Website: riversedgeadvisors.com

No. 3 · RIA

Affinity Wealth Management

Affinity Wealth Management is an investment adviser based in Wilmington, DE, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and state or municipal government entities. Its regulatory assets under management total $873 million, as filed on 10 April 2026.

Affinity Wealth Management charges 0.50%–1.50% a year for its Wealth Management Services.

Regulatory AUM: $873M
Clients: 664
Advisory staff: 11
Founded: 2017
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 2751 Centerville Road, Suite 110, Wilmington, DE 19808
Phone: 302-652-6767
Website: affinitywealth.com

No. 4 · RIA

Schiavi & Company

Schiavi & Company is an investment adviser based in Wilmington, DE, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $798 million, as filed on 16 March 2026.

Schiavi & Company charges 0.45%–0.95% a year for its Financial planning and investment management.

Regulatory AUM: $798M
Clients: 263
Advisory staff: 6
Founded: 1983
Fee schedule: 0.45% to 0.95% a year
Custodians: Fidelity
Headquarters: 2710 Centerville Road, Suite 201, Wilmington, DE 19808-1644
Phone: 302-994-4444
Website: claritiwealth.com

No. 5 · RIA

Westover Capital Advisors

Westover Capital Advisors is an investment adviser based in Wilmington, DE, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $653 million, as filed on 30 March 2026.

Westover Capital Advisors charges 0.75%–1.50% a year for its Investment Management, Wealth Advisory.

Regulatory AUM: $653M
Clients: 267
Advisory staff: 6
Founded: 1999
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 1013 Centre RD,, Suite 405, Wilmington, DE 19805
Phone: 302-427-9600
Website: westovercapital.com

No. 6 · RIA

Delaware Avenue Wealth Planners

Delaware Avenue Wealth Planners is an investment adviser based in Wilmington, DE, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $256 million, as filed on 11 September 2026.

Regulatory AUM: $256M
Clients: 126
Advisory staff: 3
Custodians: SEI Private Trust / SEI Investments Distribution, Charles Schwab
Headquarters: 2301 Pennsylvania Avenue, Wilmington, DE 19806
Phone: 302-254-2400
Website: dwpfinancial.com

No. 7 · RIA

Donald W. Nicholson & Associates

Donald W. Nicholson & Associates is an investment adviser based in Wilmington, DE, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $171 million, as filed on 1 April 2026.

Donald W. Nicholson & Associates charges 0.60%–1.25% a year for its Asset Management Services.

Regulatory AUM: $171M
Clients: 156
Advisory staff: 4
Fee schedule: 0.60% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1403 Silverside RD, Ste B, Wilmington, DE 19810
Phone: 302-529-1500
Website: nicholson-associates.com

No. 8 · RIA

Wilmington Trust Investment Management

Wilmington Trust Investment Management is an investment adviser based in Wilmington, DE, registered with the SEC since 1992. It provides investment management. Its clients include individuals. Its regulatory assets under management total $141 million, as filed on 14 May 2026.

Wilmington Trust Investment Management charges 0.45%–1.10% for its Account Fee. The brochure does not state whether the rate is annual.

Regulatory AUM: $141M
Clients: 74
Advisory staff: 30
Fee schedule: 0.45% to 1.10%
Minimum account: $3,000,000
Custodians: Northern Trust Securities, Fidelity, J.P. Morgan, TD Bank NA, Charles Schwab, UBS Financial Services
Headquarters: Wilmington Trust Center, 1100 North Market Street, Wilmington, DE 19890-0001
Phone: 646-531-7248
Website: wilmingtontrust.com

No. 9 · RIA

Benchmark Financial

Benchmark Financial is an investment adviser based in Wilmington, DE, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $132 million, as filed on 8 January 2026.

Benchmark Financial charges 0.80%–1.10% a year for its Investment Management & Financial Planning Services.

Regulatory AUM: $132M
Clients: 90
Advisory staff: 3
Fee schedule: 0.80% to 1.10% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 2 Righter Parkway, Suite 100, Wilmington, DE 19803
Phone: 302-635-9760

No. 10 · RIA

Strategic Foresight Investments

Strategic Foresight Investments is an investment adviser based in Wilmington, DE, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $115 million, as filed on 27 August 2026.

Regulatory AUM: $115M
Clients: 87
Advisory staff: 2
Custodians: Charles Schwab
Headquarters: 1201 N. Orange, Suite 742, Wilmington, DE 19801
Phone: 302-884-6742
Website: stratfi.com

Questions about financial advisors in Wilmington

How many financial advisor firms are headquartered in Wilmington?

10 SEC-registered financial advisor firms report their principal office in Wilmington, DE, managing $6.86B in regulatory assets between them. The other 12 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Wilmington?

Diversified Enterprises, with $2.79B in regulatory assets under management on its latest Form ADV. The next largest are RiversEdge Advisors ($928M) and Affinity Wealth Management ($873M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Wilmington?

The median firm manages $454M in regulatory assets. That is the midpoint of the 10 firms headquartered in Wilmington.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Wilmington charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Wilmington?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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