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Data / Investment advisers / Serving high net worth individuals / Delaware

Investment advisers in Delaware serving high net worth individuals: 22 firms

22 SEC registered investment advisers with a main office in Delaware report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $9.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Diversified, LLC.

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.

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  • 22Advisers
  • $9.5 billionAUM from this client type
  • 21Advisers over $100 million
  • November 2, 2026File date

Advisers in Delaware serving high net worth individuals

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Diversified, LLCWilmington828$2.22 billion$2.79 billionadviserinfo.sec.gov
Blackrock Capital Management, Inc.Wilmington9$1.83 billion$172.62 billionadviserinfo.sec.gov
Riversedge AdvisorsWilmington167$731.5 million$928.4 millionadviserinfo.sec.gov
Affinity Wealth Management LLCWilmington224$718.6 million$872.5 millionadviserinfo.sec.gov
Clariti Wealth AdvisorsWilmington195$714.1 million$797.6 millionadviserinfo.sec.gov
Westover Capital Advisors, LLCWilmington125$527.8 million$652.9 millionadviserinfo.sec.gov
Grey Fox Wealth Advisors, LLCRockland118$438.3 million$698.8 millionadviserinfo.sec.gov
N1 AdvisorsNewark104$341.2 million$445.5 millionadviserinfo.sec.gov
Ashford Capital Management IncWilmington51$276.2 million$965.8 millionadviserinfo.sec.gov
Big Investment ServicesDover110$258.8 million$425.4 millionadviserinfo.sec.gov
BDFS Capital LLCRehoboth Beach75$212.2 million$411.3 millionadviserinfo.sec.gov
Realta Investment Advisors, IncWilmington378$202.5 million$385.4 millionadviserinfo.sec.gov
Investment Management & Planning LLCGreenville314$200.1 million$238.8 millionadviserinfo.sec.gov
Delaware Wealth PlannersWilmington19$167.8 million$255.6 millionadviserinfo.sec.gov
Donald W. Nicholson & Associates LTDWilmington50$127.3 million$171.2 millionadviserinfo.sec.gov
Benchmark Financial, LLCWilmington65$120.5 million$131.6 millionadviserinfo.sec.gov
Montchanin Asset Management, LLCMontchanin32$110.6 million$120.8 millionadviserinfo.sec.gov
StratfiWilmington46$99.1 million$115 millionadviserinfo.sec.gov
Back Bay Financial Planning & InvestmentsBethany Beach41$95.9 million$120.5 millionadviserinfo.sec.gov
Marvin & Palmer AssociatesWilmington5$70.5 million$195.7 millionadviserinfo.sec.gov
Third Sigma Investment Advisors LLCWilmington29$43.4 million$98.8 millionadviserinfo.sec.gov
Wilmington Trust Investment Advisors, Inc.Wilmington6$36.5 million$17.83 billionadviserinfo.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.