Skip to the page

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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Blackrock Capital Management, Inc.Wilmington$172.62 billion31798(302) 797-2000adviserinfo.sec.gov
Blackrock Capital Investment Advisors, LLCWilmington$66.93 billion17339162(302) 797-2000mp.weixin.qq.comadviserinfo.sec.gov
Wilmington Trust Investment Advisors, Inc.Wilmington$17.83 billion3,540104Not listed(646) 531-7248adviserinfo.sec.gov
Wilmington Funds Management CorporationWilmington$16.08 billion1039Not listed(302) 651-8118wilmingtontrust.comadviserinfo.sec.gov
Dupont Capital ManagementWilmington$10.09 billion3332(302) 477-6099adviserinfo.sec.gov
Diversified, LLCWilmington$2.79 billion6,570531(302) 765-3500adviserinfo.sec.gov
Ashford Capital Management IncWilmington$965.8 million95144(302) 655-1750ashfordcapital.comadviserinfo.sec.gov
Riversedge AdvisorsWilmington$928.4 million1,51519Not listed(302) 573-6864adviserinfo.sec.gov
Affinity Wealth Management LLCWilmington$872.5 million2,00417Not listed(302) 652-6767adviserinfo.sec.gov
Clariti Wealth AdvisorsWilmington$797.6 million1,33010Not listed(302) 994-4444adviserinfo.sec.gov
Westover Capital Advisors, LLCWilmington$652.9 million79411Not listed(302) 427-9600adviserinfo.sec.gov
Realta Investment Advisors, IncWilmington$385.4 million1,23161Not listed(888) 657-5200realtawealth.comadviserinfo.sec.gov
Wilmington Trust Asset Management, LLCWilmington$271.4 million5405(646) 531-7248adviserinfo.sec.gov
Ih2 Advisors & CompanyWilmington$265.3 million213Not listed(302) 345-6404incadense.comadviserinfo.sec.gov
Delaware Wealth PlannersWilmington$255.6 million2774Not listed(302) 254-2400adviserinfo.sec.gov
Windmark Investment Partners, Inc.Wilmington$233.3 million214Not listed(302) 691-0228windmarkip.comadviserinfo.sec.gov
Marvin & Palmer AssociatesWilmington$195.7 million772(302) 573-3570marvinandpalmer.comadviserinfo.sec.gov
Donald W. Nicholson & Associates LTDWilmington$171.2 million3545Not listed(302) 529-1500adviserinfo.sec.gov
Wilmington Trust Investment ManagementWilmington$140.8 million7436Not listed(646) 531-7248adviserinfo.sec.gov
Morningside Asset ManagementWilmington$135.6 million84Not listed(302) 207-5292morningsideam.comadviserinfo.sec.gov
Benchmark Financial, LLCWilmington$131.6 million3483Not listed(302) 635-9760adviserinfo.sec.gov
StratfiWilmington$115 million2862Not listed(302) 884-6742adviserinfo.sec.gov
Third Sigma Investment Advisors LLCWilmington$98.8 million1304Not listed(302) 656-1111thirdsigmaadvisors.comadviserinfo.sec.gov
Streetbeat LLCWilmington$4.9 million8532Not listed(650) 204-0399adviserinfo.sec.gov
Platform Advisor, LLCWilmingtonNot listedNot listedNot listed22,277(302) 472-9100adviserinfo.sec.gov
General Global Capital LLCWilmingtonNot listedNot listedNot listed25(203) 943-0140genglobalcapital.comadviserinfo.sec.gov
Chartline Capital PartnersWilmingtonNot listedNot listedNot listed6(302) 545-2256chartline.comadviserinfo.sec.gov
NFDGWilmingtonNot listedNot listedNot listed6(434) 577-8141adviserinfo.sec.gov
CS Investment Management LLCWilmingtonNot listedNot listedNot listed5(917) 887-6295adviserinfo.sec.gov
Presidio Partners Management, LLCWilmingtonNot listedNot listedNot listed3(605) 667-4167presidiopartners.comadviserinfo.sec.gov
6529 Capital LLCWilmingtonNot listedNot listedNot listed2(302) 219-0696adviserinfo.sec.gov
Inusa Capital LLCWilmingtonNot listedNot listedNot listed2(510) 899-5996inusacapital.comadviserinfo.sec.gov
BB Wealth GroupWilmingtonNot listedNot listedNot listed1(913) 671-0091adviserinfo.sec.gov
Beyond Earth LLCWilmingtonNot listedNot listedNot listed1(567) 777-0021beyondearth.techadviserinfo.sec.gov
CSP Advisor LPWilmingtonNot listedNot listedNot listed1(212) 228-1601adviserinfo.sec.gov
Cavendish Capital Partners LLCWilmingtonNot listedNot listedNot listed1(917) 847-9573adviserinfo.sec.gov
Liberty Asset PartnersWilmingtonNot listedNot listedNot listed1(917) 862-8522ksecapitalmanagement.comadviserinfo.sec.gov
Limitless Asset Management Inc.WilmingtonNot listedNot listedNot listed1(747) 609-6240adviserinfo.sec.gov
Nearingpoint Venture Partners Inc.WilmingtonNot listedNot listedNot listed1(301) 633-5759nearingpoint.comadviserinfo.sec.gov
Stratlab Management, LLCWilmingtonNot listedNot listedNot listed1(646) 883-3701stratlab.ioadviserinfo.sec.gov
Tributo Capital LLCWilmingtonNot listedNot listedNot listed1(443) 465-2231tributocapital.coadviserinfo.sec.gov
Climate Finance Partners LLCWilmingtonNot listed03Not listed(212) 974-0111adviserinfo.sec.gov
Dif USWilmingtonNot listedNot listedNot listedNot listed(437) 800-8319cvcdif.comadviserinfo.sec.gov
Palliser Capital (US) LLCWilmingtonNot listedNot listedNot listedNot listed(508) 414-6284pallisercap.comadviserinfo.sec.gov

Advisers in Wilmington that manage private funds

24 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Platform Advisor, LLCWilmingtonDE22,277Not listedNot listed22,277Not listed$18.84 billionNot listedadviserinfo.sec.gov
Blackrock Capital Investment Advisors, LLCWilmingtonDE16212125Not listedNot listed$60.97 billion$66.93 billionadviserinfo.sec.gov
General Global Capital LLCWilmingtonDE25Not listedNot listed25Not listed$326 millionNot listedadviserinfo.sec.gov
Blackrock Capital Management, Inc.WilmingtonDE86Not listedNot listedNot listed$148.84 billion$172.62 billionadviserinfo.sec.gov
Chartline Capital PartnersWilmingtonDE6Not listedNot listed6Not listed$67.5 millionNot listedadviserinfo.sec.gov
NFDGWilmingtonDE6Not listedNot listed6Not listed$9.89 billionNot listedadviserinfo.sec.gov
Wilmington Trust Asset Management, LLCWilmingtonDE5Not listed2Not listed1$271.4 million$271.4 millionadviserinfo.sec.gov
CS Investment Management LLCWilmingtonDE5Not listed4Not listedNot listed$82.6 millionNot listedadviserinfo.sec.gov
Ashford Capital Management IncWilmingtonDE44Not listedNot listedNot listed$219.2 million$965.8 millionadviserinfo.sec.gov
Presidio Partners Management, LLCWilmingtonDE3Not listedNot listed3Not listed$92.8 millionNot listedadviserinfo.sec.gov
Dupont Capital ManagementWilmingtonDE2Not listed2Not listedNot listed$130.1 million$10.09 billionadviserinfo.sec.gov
Marvin & Palmer AssociatesWilmingtonDE21Not listedNot listedNot listed$125.2 million$195.7 millionadviserinfo.sec.gov
6529 Capital LLCWilmingtonDE2Not listed2Not listedNot listed$53.6 millionNot listedadviserinfo.sec.gov
Inusa Capital LLCWilmingtonDE2Not listedNot listed2Not listed$1 millionNot listedadviserinfo.sec.gov
Diversified, LLCWilmingtonDE1Not listedNot listedNot listedNot listed$48.4 million$2.79 billionadviserinfo.sec.gov
BB Wealth GroupWilmingtonDE11Not listedNot listedNot listed$1 millionNot listedadviserinfo.sec.gov
Beyond Earth LLCWilmingtonDE1Not listedNot listed1Not listedNot listedNot listedadviserinfo.sec.gov
CSP Advisor LPWilmingtonDE11Not listedNot listedNot listed$70.3 millionNot listedadviserinfo.sec.gov
Cavendish Capital Partners LLCWilmingtonDE1Not listedNot listed1Not listedNot listedNot listedadviserinfo.sec.gov
Liberty Asset PartnersWilmingtonDE1Not listedNot listedNot listedNot listedNot listedNot listedadviserinfo.sec.gov
Limitless Asset Management Inc.WilmingtonDE11Not listedNot listedNot listed$50,000Not listedadviserinfo.sec.gov
Nearingpoint Venture Partners Inc.WilmingtonDE1Not listed1Not listedNot listed$1 millionNot listedadviserinfo.sec.gov
Stratlab Management, LLCWilmingtonDE11Not listedNot listedNot listed$381,673Not listedadviserinfo.sec.gov
Tributo Capital LLCWilmingtonDE11Not listedNot listedNot listedNot listedNot listedadviserinfo.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.