Data / Investment advisers / Delaware
Investment advisers in Delaware: 74 firms, $314 billion in AUM
74 investment advisers have their main office in Delaware: 38 SEC registered and 36 exempt reporting. The registered advisers report $314 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.
Get advisers in Delaware over $100 millionWatch new advisers in DelawareGet private fund advisers in Delaware
- 74Advisers
- 38SEC registered
- 36Exempt reporting
- $314 billionTotal AUM
- 32Advisers over $100 million
- 44Manage 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 |
| Brandywine Managers, LLC | Hockessin | $13.97 billion | 42 | 5 | 42 | (302) 234-5750 | brandywinetrust.com | adviserinfo.sec.gov |
| Dupont Capital Management | Wilmington | $10.09 billion | 3 | 33 | 2 | (302) 477-6099 | adviserinfo.sec.gov | |
| Spearhead Administrative Services, LLC | Greenville | $3.83 billion | 813 | 9 | 25 | (855) 615-5318 | 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 | |
| Grey Fox Wealth Advisors, LLC | Rockland | $698.8 million | 1,309 | 11 | Not listed | (302) 482-3211 | adviserinfo.sec.gov | |
| Westover Capital Advisors, LLC | Wilmington | $652.9 million | 794 | 11 | Not listed | (302) 427-9600 | adviserinfo.sec.gov | |
| N1 Advisors | Newark | $445.5 million | 474 | 7 | Not listed | (302) 731-1326 | adviserinfo.sec.gov | |
| Big Investment Services | Dover | $425.4 million | 1,612 | 9 | Not listed | (302) 734-7526 | adviserinfo.sec.gov | |
| BDFS Capital LLC | Rehoboth Beach | $411.3 million | 1,743 | 7 | Not listed | (302) 265-2236 | blackdiamondfs.com | adviserinfo.sec.gov |
| Long Angle Management, LLC | Dover | $404.7 million | 59 | 10 | 59 | (808) 651-4737 | longangle.com | 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 | |
| Investment Management & Planning LLC | Greenville | $238.8 million | 731 | 3 | Not listed | (302) 654-5449 | imandp.com | 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 | |
| Montchanin Asset Management, LLC | Montchanin | $120.8 million | 100 | 2 | Not listed | (302) 652-3101 | montchaninasset.com | adviserinfo.sec.gov |
| Back Bay Financial Planning & Investments | Bethany Beach | $120.5 million | 286 | 4 | Not listed | (302) 316-1820 | backbayfp.com | 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 | |
| Cagr Finance LLC | Lewes | $31,840 | 3 | 5 | Not listed | (202) 455-6725 | cagr.finance | 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 |
| Lattice Capital Management, LLC | Dover | Not listed | Not listed | Not listed | 8 | (916) 446-6244 | adviserinfo.sec.gov | |
| Chartline Capital Partners | Wilmington | Not listed | Not listed | Not listed | 6 | (302) 545-2256 | chartline.com | adviserinfo.sec.gov |
| Madera Technology Advisors, LLC | Dover | Not listed | Not listed | Not listed | 6 | (212) 229-0866 | maderatp.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 |
| Powerset | Claymont | Not listed | Not listed | Not listed | 2 | (628) 500-8995 | powerset.co | adviserinfo.sec.gov |
| Vitalizevc Management, LLC | Dover | Not listed | Not listed | Not listed | 2 | (312) 265-5417 | vitalize.vc | adviserinfo.sec.gov |
| 3.0 Fund Management | Claymont | Not listed | Not listed | Not listed | 1 | (628) 500-8995 | threepointzerovc.com | adviserinfo.sec.gov |
| Apex Harbour Partners, LLC | Lewes | Not listed | Not listed | Not listed | 1 | (650) 698-9990 | 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 |
| Bfo Investments LLC | Dover | Not listed | Not listed | Not listed | 1 | (617) 401-2590 | 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 | |
| Cifcoin Global Finance Inc. | Dover | Not listed | Not listed | Not listed | 1 | (719) 713-2417 | adviserinfo.sec.gov | |
| Cross Consulting LLC | Dover | Not listed | Not listed | Not listed | 1 | (868) 474-5353 | adviserinfo.sec.gov | |
| Digigold Securities LLC | Dover | Not listed | Not listed | Not listed | 1 | 852 31608822 | adviserinfo.sec.gov | |
| Florence Capital Operations LLC | Dover | Not listed | Not listed | Not listed | 1 | (240) 893-7684 | saintflorenceelizabeth.com | adviserinfo.sec.gov |
| Green Sands GP, LLC | Dover | Not listed | Not listed | Not listed | 1 | (585) 414-7645 | greensandsequity.com | adviserinfo.sec.gov |
| Kantame Capital Partners | Dover | Not listed | Not listed | Not listed | 1 | (202) 988-0005 | kantamecapital.com | 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 | |
| McOsentino Capital Investment LLC | Dover | Not listed | Not listed | Not listed | 1 | (302) 342-0146 | adviserinfo.sec.gov | |
| Nearingpoint Venture Partners Inc. | Wilmington | Not listed | Not listed | Not listed | 1 | (301) 633-5759 | nearingpoint.com | adviserinfo.sec.gov |
| Orbit | Dover | Not listed | Not listed | Not listed | 1 | (609) 436-5056 | orbitstartups.com | adviserinfo.sec.gov |
| Stratlab Management, LLC | Wilmington | Not listed | Not listed | Not listed | 1 | (646) 883-3701 | stratlab.io | adviserinfo.sec.gov |
| TS Asset Management LLC | Dover | Not listed | Not listed | Not listed | 1 | (613) 686-4857 | adviserinfo.sec.gov | |
| Tachyon Entier Capital | Newark | Not listed | Not listed | Not listed | 1 | (646) 330-0855 | adviserinfo.sec.gov | |
| Tributo Capital LLC | Wilmington | Not listed | Not listed | Not listed | 1 | (443) 465-2231 | tributocapital.co | adviserinfo.sec.gov |
| 8figures | Dover | Not listed | 0 | 6 | Not listed | (415) 889-7717 | apps.apple.com | adviserinfo.sec.gov |
| Climate Finance Partners LLC | Wilmington | Not listed | 0 | 3 | Not listed | (212) 974-0111 | adviserinfo.sec.gov | |
| Coinedly LLC | Dover | Not listed | 0 | 1 | Not listed | (980) 416-2310 | coinedly.com | 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 Delaware that manage private funds
44 advisers report private funds. The 40 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 |
| Long Angle Management, LLC | Dover | DE | 59 | 1 | 17 | 7 | 7 | $404.7 million | $404.7 million | adviserinfo.sec.gov |
| Brandywine Managers, LLC | Hockessin | DE | 42 | 28 | 14 | Not listed | Not listed | $13.97 billion | $13.97 billion | adviserinfo.sec.gov |
| Spearhead Administrative Services, LLC | Greenville | DE | 25 | 25 | Not listed | Not listed | Not listed | $1.71 billion | $3.83 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 |
| Lattice Capital Management, LLC | Dover | DE | 8 | Not listed | 8 | Not listed | Not listed | $112.6 million | Not listed | adviserinfo.sec.gov |
| Chartline Capital Partners | Wilmington | DE | 6 | Not listed | Not listed | 6 | Not listed | $67.5 million | Not listed | adviserinfo.sec.gov |
| Madera Technology Advisors, LLC | Dover | DE | 6 | 1 | Not listed | 5 | Not listed | $93.4 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 |
| Powerset | Claymont | DE | 2 | Not listed | 2 | Not listed | Not listed | $60.9 million | Not listed | adviserinfo.sec.gov |
| Vitalizevc Management, LLC | Dover | DE | 2 | Not listed | Not listed | 2 | Not listed | $60.8 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 |
| 3.0 Fund Management | Claymont | DE | 1 | Not listed | 1 | Not listed | Not listed | $60 million | Not listed | adviserinfo.sec.gov |
| Apex Harbour Partners, LLC | Lewes | DE | 1 | Not listed | 1 | Not listed | Not listed | $40 million | Not listed | 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 |
| Bfo Investments LLC | Dover | DE | 1 | 1 | Not listed | Not listed | Not listed | $60.3 million | 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 |
| Cifcoin Global Finance Inc. | Dover | DE | 1 | Not listed | 1 | Not listed | Not listed | $150,000 | Not listed | adviserinfo.sec.gov |
| Cross Consulting LLC | Dover | DE | 1 | 1 | Not listed | Not listed | Not listed | $200,000 | Not listed | adviserinfo.sec.gov |
| Digigold Securities LLC | Dover | DE | 1 | Not listed | 1 | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Florence Capital Operations LLC | Dover | DE | 1 | Not listed | 1 | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Green Sands GP, LLC | Dover | DE | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Kantame Capital Partners | Dover | DE | 1 | Not listed | 1 | Not listed | 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 |
| McOsentino Capital Investment LLC | Dover | DE | 1 | Not listed | Not listed | Not listed | Not listed | $200,000 | 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 |
| Orbit | Dover | DE | 1 | Not listed | Not listed | 1 | Not listed | $36.1 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Delaware
2 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Coinedly LLC | Dover | DE | September 2, 2026 | Not listed | coinedly.com | adviserinfo.sec.gov |
| Back Bay Financial Planning & Investments | Bethany Beach | DE | August 13, 2026 | $120.5 million | backbayfp.com | adviserinfo.sec.gov |
Cities in Delaware
| City | Advisers | AUM |
|---|---|---|
| Wilmington | 44 | $292.96 billion |
| Dover | 17 | $830.1 million |
More ways to read Delaware
- Advisers in Delaware with $100 million to $500 million in AUM
- Advisers in Delaware serving individuals
- Advisers in Delaware serving high net worth individuals
- Advisers in Delaware serving pooled investment vehicles
- Advisers in Delaware serving pension and profit sharing plans
- Advisers in Delaware serving charitable organizations
- Advisers in Delaware serving corporations and other businesses
- Private fund advisers in Delaware
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.