Fee-OnlyFinder

% of assets managed in Wilmington, DE

18 advisers in Wilmington offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 18

Affinity Wealth Management LLC2751 Centerville Road, Suite 110 · Wilmington, DE 19808 · (302) 652-6767 · Financial planningCRD 290735 · % of assets, Hourly charges, Fixed fees · $872.5 million AUMSEC registeredNo commissions reportedAnnova LLC1000 N. West Street, Suite 1200 · Wilmington, DE 19801 · (302) 668-5300 · Financial planningCRD 309737 · % of assets · $19.7 million AUMState registeredNo commissions reportedAshford Capital Management INCOne Walkers Mill Road · Wilmington, DE 19807 · (302) 655-1750 · % of assets managedCRD 110696 · % of assets, Performance-based fees · $965.8 million AUMSEC registeredNo commissions reportedBenchmark Financial, LLC2 Righter Parkway, Suite 100 · Wilmington, DE 19803 · (302) 635-9760 · Financial planningCRD 297443 · % of assets, Hourly charges, Fixed fees · $131.6 million AUMSEC registeredNo commissions reportedBlackrock Capital Management, INC.100 Bellevue Parkway · Wilmington, DE 19809 · (302) 797-2000 · Flat / fixed feesCRD 108069 · % of assets, Fixed fees, Performance-based fees · $172.6 billion AUMSEC registeredNo commissions reportedClariti Wealth Advisors2710 Centerville Road, Suite 201 · Wilmington, DE 19808 · (302) 994-4444 · Financial planningCRD 104804 · % of assets, Hourly charges, Fixed fees · $797.6 million AUMSEC registeredNo commissions reportedDelaware Wealth Planners2301 Pennsylvania Avenue · Wilmington, DE 19806 · (302) 254-2400 · Financial planningCRD 306818 · % of assets, Hourly charges, Fixed fees · $255.6 million AUMSEC registeredNo commissions reportedDiversified, LLC3705 Concord Pike · Wilmington, DE 19803 · (302) 765-3500 · Financial planningCRD 331709 · % of assets, Fixed fees, Other · $2.8 billion AUMSEC registeredNo commissions reportedDonald W. Nicholson & Associates LTD1403 Silverside Rd, Ste B · Wilmington, DE 19810 · (302) 529-1500 · Financial planningCRD 107054 · % of assets, Hourly charges, Fixed fees · $171.2 million AUMSEC registeredNo commissions reportedMarvin & Palmer Associates3711 Kennett Pike, Suite 120 · Wilmington, DE 19807 · (302) 573-3570 · % of assets managedCRD 105399 · % of assets, Performance-based fees · $195.7 million AUMSEC registeredNo commissions reported
Realta Investment Advisors, INC1201 N. Orange Street, Suite 729 · Wilmington, DE 19801 · (888) 657-5200 · Financial planningCRD 134952 · % of assets, Hourly charges, Fixed fees · $385.4 million AUMSEC registeredNo commissions reportedRiversedge Advisors600 N King St, Suite 200 · Wilmington, DE 19801 · (302) 573-6864 · Financial planningCRD 298390 · % of assets, Hourly charges, Fixed fees · $928.4 million AUMSEC registeredNo commissions reportedStratfi1201 N. Orange, Suite 742 · Wilmington, DE 19801 · (302) 884-6742 · Financial planningCRD 164744 · % of assets, Hourly charges · $115.0 million AUMSEC registeredNo commissions reportedThird Sigma Investment Advisors LLC700 North Clayton Street · Wilmington, DE 19805 · (302) 656-1111 · % of assets managedCRD 151188 · % of assets · $98.8 million AUMSEC registeredNo commissions reportedWalnut Green Asset Management, LLC1301 Walnut Green Rd. · Wilmington, DE 19807 · (302) 689-3798 · % of assets managedCRD 166894 · % of assets, Performance-based fees · $92.0 million AUMState registeredNo commissions reportedWestover Capital Advisors, LLC1013 Centre Rd,, Suite 405 · Wilmington, DE 19805 · (302) 427-9600 · Financial planningCRD 126520 · % of assets, Hourly charges, Fixed fees · $652.9 million AUMSEC registeredNo commissions reportedWilmington Trust Investment Advisors, INC.Wilmington Trust Center, 1100 North Market Street · Wilmington, DE 19890 · (646) 531-7248 · Flat / fixed feesCRD 106909 · % of assets, Fixed fees · $17.8 billion AUMSEC registeredNo commissions reportedWilmington Trust Investment ManagementWilmington Trust Center, 1100 North Market Street · Wilmington, DE 19890 · (646) 531-7248 · % of assets managedCRD 19396 · % of assets · $140.8 million AUMSEC registeredNo commissions reported