Data / Investment advisers / Delaware / Wilmington
Investment advisers in Wilmington, DE: 44 firms, $293 billion in AUM
44 investment advisers have their main office in Wilmington, Delaware: 25 SEC registered and 19 exempt reporting. The registered advisers report $293 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Blackrock Capital Management, Inc. with $173 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 44Advisers
- 25SEC registered
- 19Exempt reporting
- $293 billionTotal AUM
- 22Advisers over $100 million
- 24Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Blackrock Capital Management, Inc. | Wilmington | $172.62 billion | 31 | 79 | 8 | (302) 797-2000 | adviserinfo.sec.gov | |
| Blackrock Capital Investment Advisors, LLC | Wilmington | $66.93 billion | 173 | 39 | 162 | (302) 797-2000 | mp.weixin.qq.com | adviserinfo.sec.gov |
| Wilmington Trust Investment Advisors, Inc. | Wilmington | $17.83 billion | 3,540 | 104 | Not listed | (646) 531-7248 | adviserinfo.sec.gov | |
| Wilmington Funds Management Corporation | Wilmington | $16.08 billion | 10 | 39 | Not listed | (302) 651-8118 | wilmingtontrust.com | adviserinfo.sec.gov |
| Dupont Capital Management | Wilmington | $10.09 billion | 3 | 33 | 2 | (302) 477-6099 | adviserinfo.sec.gov | |
| Diversified, LLC | Wilmington | $2.79 billion | 6,570 | 53 | 1 | (302) 765-3500 | adviserinfo.sec.gov | |
| Ashford Capital Management Inc | Wilmington | $965.8 million | 95 | 14 | 4 | (302) 655-1750 | ashfordcapital.com | adviserinfo.sec.gov |
| Riversedge Advisors | Wilmington | $928.4 million | 1,515 | 19 | Not listed | (302) 573-6864 | adviserinfo.sec.gov | |
| Affinity Wealth Management LLC | Wilmington | $872.5 million | 2,004 | 17 | Not listed | (302) 652-6767 | adviserinfo.sec.gov | |
| Clariti Wealth Advisors | Wilmington | $797.6 million | 1,330 | 10 | Not listed | (302) 994-4444 | adviserinfo.sec.gov | |
| Westover Capital Advisors, LLC | Wilmington | $652.9 million | 794 | 11 | Not listed | (302) 427-9600 | adviserinfo.sec.gov | |
| Realta Investment Advisors, Inc | Wilmington | $385.4 million | 1,231 | 61 | Not listed | (888) 657-5200 | realtawealth.com | adviserinfo.sec.gov |
| Wilmington Trust Asset Management, LLC | Wilmington | $271.4 million | 5 | 40 | 5 | (646) 531-7248 | adviserinfo.sec.gov | |
| Ih2 Advisors & Company | Wilmington | $265.3 million | 21 | 3 | Not listed | (302) 345-6404 | incadense.com | adviserinfo.sec.gov |
| Delaware Wealth Planners | Wilmington | $255.6 million | 277 | 4 | Not listed | (302) 254-2400 | adviserinfo.sec.gov | |
| Windmark Investment Partners, Inc. | Wilmington | $233.3 million | 2 | 14 | Not listed | (302) 691-0228 | windmarkip.com | adviserinfo.sec.gov |
| Marvin & Palmer Associates | Wilmington | $195.7 million | 7 | 7 | 2 | (302) 573-3570 | marvinandpalmer.com | adviserinfo.sec.gov |
| Donald W. Nicholson & Associates LTD | Wilmington | $171.2 million | 354 | 5 | Not listed | (302) 529-1500 | adviserinfo.sec.gov | |
| Wilmington Trust Investment Management | Wilmington | $140.8 million | 74 | 36 | Not listed | (646) 531-7248 | adviserinfo.sec.gov | |
| Morningside Asset Management | Wilmington | $135.6 million | 8 | 4 | Not listed | (302) 207-5292 | morningsideam.com | adviserinfo.sec.gov |
| Benchmark Financial, LLC | Wilmington | $131.6 million | 348 | 3 | Not listed | (302) 635-9760 | adviserinfo.sec.gov | |
| Stratfi | Wilmington | $115 million | 286 | 2 | Not listed | (302) 884-6742 | adviserinfo.sec.gov | |
| Third Sigma Investment Advisors LLC | Wilmington | $98.8 million | 130 | 4 | Not listed | (302) 656-1111 | thirdsigmaadvisors.com | adviserinfo.sec.gov |
| Streetbeat LLC | Wilmington | $4.9 million | 853 | 2 | Not listed | (650) 204-0399 | adviserinfo.sec.gov | |
| Platform Advisor, LLC | Wilmington | Not listed | Not listed | Not listed | 22,277 | (302) 472-9100 | adviserinfo.sec.gov | |
| General Global Capital LLC | Wilmington | Not listed | Not listed | Not listed | 25 | (203) 943-0140 | genglobalcapital.com | adviserinfo.sec.gov |
| Chartline Capital Partners | Wilmington | Not listed | Not listed | Not listed | 6 | (302) 545-2256 | chartline.com | adviserinfo.sec.gov |
| NFDG | Wilmington | Not listed | Not listed | Not listed | 6 | (434) 577-8141 | adviserinfo.sec.gov | |
| CS Investment Management LLC | Wilmington | Not listed | Not listed | Not listed | 5 | (917) 887-6295 | adviserinfo.sec.gov | |
| Presidio Partners Management, LLC | Wilmington | Not listed | Not listed | Not listed | 3 | (605) 667-4167 | presidiopartners.com | adviserinfo.sec.gov |
| 6529 Capital LLC | Wilmington | Not listed | Not listed | Not listed | 2 | (302) 219-0696 | adviserinfo.sec.gov | |
| Inusa Capital LLC | Wilmington | Not listed | Not listed | Not listed | 2 | (510) 899-5996 | inusacapital.com | adviserinfo.sec.gov |
| BB Wealth Group | Wilmington | Not listed | Not listed | Not listed | 1 | (913) 671-0091 | adviserinfo.sec.gov | |
| Beyond Earth LLC | Wilmington | Not listed | Not listed | Not listed | 1 | (567) 777-0021 | beyondearth.tech | adviserinfo.sec.gov |
| CSP Advisor LP | Wilmington | Not listed | Not listed | Not listed | 1 | (212) 228-1601 | adviserinfo.sec.gov | |
| Cavendish Capital Partners LLC | Wilmington | Not listed | Not listed | Not listed | 1 | (917) 847-9573 | adviserinfo.sec.gov | |
| Liberty Asset Partners | Wilmington | Not listed | Not listed | Not listed | 1 | (917) 862-8522 | ksecapitalmanagement.com | adviserinfo.sec.gov |
| Limitless Asset Management Inc. | Wilmington | Not listed | Not listed | Not listed | 1 | (747) 609-6240 | adviserinfo.sec.gov | |
| Nearingpoint Venture Partners Inc. | Wilmington | Not listed | Not listed | Not listed | 1 | (301) 633-5759 | nearingpoint.com | adviserinfo.sec.gov |
| Stratlab Management, LLC | Wilmington | Not listed | Not listed | Not listed | 1 | (646) 883-3701 | stratlab.io | adviserinfo.sec.gov |
| Tributo Capital LLC | Wilmington | Not listed | Not listed | Not listed | 1 | (443) 465-2231 | tributocapital.co | adviserinfo.sec.gov |
| Climate Finance Partners LLC | Wilmington | Not listed | 0 | 3 | Not listed | (212) 974-0111 | adviserinfo.sec.gov | |
| Dif US | Wilmington | Not listed | Not listed | Not listed | Not listed | (437) 800-8319 | cvcdif.com | adviserinfo.sec.gov |
| Palliser Capital (US) LLC | Wilmington | Not listed | Not listed | Not listed | Not listed | (508) 414-6284 | pallisercap.com | adviserinfo.sec.gov |
Advisers in Wilmington that manage private funds
24 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Platform Advisor, LLC | Wilmington | DE | 22,277 | Not listed | Not listed | 22,277 | Not listed | $18.84 billion | Not listed | adviserinfo.sec.gov |
| Blackrock Capital Investment Advisors, LLC | Wilmington | DE | 162 | 12 | 125 | Not listed | Not listed | $60.97 billion | $66.93 billion | adviserinfo.sec.gov |
| General Global Capital LLC | Wilmington | DE | 25 | Not listed | Not listed | 25 | Not listed | $326 million | Not listed | adviserinfo.sec.gov |
| Blackrock Capital Management, Inc. | Wilmington | DE | 8 | 6 | Not listed | Not listed | Not listed | $148.84 billion | $172.62 billion | adviserinfo.sec.gov |
| Chartline Capital Partners | Wilmington | DE | 6 | Not listed | Not listed | 6 | Not listed | $67.5 million | Not listed | adviserinfo.sec.gov |
| NFDG | Wilmington | DE | 6 | Not listed | Not listed | 6 | Not listed | $9.89 billion | Not listed | adviserinfo.sec.gov |
| Wilmington Trust Asset Management, LLC | Wilmington | DE | 5 | Not listed | 2 | Not listed | 1 | $271.4 million | $271.4 million | adviserinfo.sec.gov |
| CS Investment Management LLC | Wilmington | DE | 5 | Not listed | 4 | Not listed | Not listed | $82.6 million | Not listed | adviserinfo.sec.gov |
| Ashford Capital Management Inc | Wilmington | DE | 4 | 4 | Not listed | Not listed | Not listed | $219.2 million | $965.8 million | adviserinfo.sec.gov |
| Presidio Partners Management, LLC | Wilmington | DE | 3 | Not listed | Not listed | 3 | Not listed | $92.8 million | Not listed | adviserinfo.sec.gov |
| Dupont Capital Management | Wilmington | DE | 2 | Not listed | 2 | Not listed | Not listed | $130.1 million | $10.09 billion | adviserinfo.sec.gov |
| Marvin & Palmer Associates | Wilmington | DE | 2 | 1 | Not listed | Not listed | Not listed | $125.2 million | $195.7 million | adviserinfo.sec.gov |
| 6529 Capital LLC | Wilmington | DE | 2 | Not listed | 2 | Not listed | Not listed | $53.6 million | Not listed | adviserinfo.sec.gov |
| Inusa Capital LLC | Wilmington | DE | 2 | Not listed | Not listed | 2 | Not listed | $1 million | Not listed | adviserinfo.sec.gov |
| Diversified, LLC | Wilmington | DE | 1 | Not listed | Not listed | Not listed | Not listed | $48.4 million | $2.79 billion | adviserinfo.sec.gov |
| BB Wealth Group | Wilmington | DE | 1 | 1 | Not listed | Not listed | Not listed | $1 million | Not listed | adviserinfo.sec.gov |
| Beyond Earth LLC | Wilmington | DE | 1 | Not listed | Not listed | 1 | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| CSP Advisor LP | Wilmington | DE | 1 | 1 | Not listed | Not listed | Not listed | $70.3 million | Not listed | adviserinfo.sec.gov |
| Cavendish Capital Partners LLC | Wilmington | DE | 1 | Not listed | Not listed | 1 | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Liberty Asset Partners | Wilmington | DE | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Limitless Asset Management Inc. | Wilmington | DE | 1 | 1 | Not listed | Not listed | Not listed | $50,000 | Not listed | adviserinfo.sec.gov |
| Nearingpoint Venture Partners Inc. | Wilmington | DE | 1 | Not listed | 1 | Not listed | Not listed | $1 million | Not listed | adviserinfo.sec.gov |
| Stratlab Management, LLC | Wilmington | DE | 1 | 1 | Not listed | Not listed | Not listed | $381,673 | Not listed | adviserinfo.sec.gov |
| Tributo Capital LLC | Wilmington | DE | 1 | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.