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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Affinity Wealth Management, Inc. Wilmington DE US 316.7 
Ascend Investment Management, Inc. Lewes DE US 52.8 
Ashford Capital Management Inc Wilmington DE US 573.0 
Ashford Consulting Group, Inc. Wilmington DE US 189.3 
Atlantic Coast Investments Rehoboth Beach DE US 5.0 
Axion Financial Group LLC Bethany Beach DE US 25.0 
Bcm Wealth Management Wilmington DE US 81.0 
Bell Rock Capital, LLC Rehoboth Beach DE US 92.6 
Blackrock Advisors, LLC Wilmington DE US 491297.6 
Blackrock Capital Management, Inc. Wilmington DE US 55586.1 
Blue Diamond Financial Group, LLC New Castle DE US 0.0 
Brandywine Managers, LLC Hockessin DE US 7542.7 
Buckeye Capital Management LLC Wilmington DE US 0.0 
Chartline Capital Partners Wilmington DE US 0.0 
Christiana Asset Management LLC Newark De 0.0 
Coastal Investment Advisors Wilmington DE US 301.7 
Creative Financial Concepts, Inc. Wilmington DE US 0.0 
Crowley Wealth Management, Inc. Wilmington DE US 205.4 
Cypress Capital Management, LLC Greenville DE US 637.8 
Daniels + Tansey, L.L.P. Wilmington DE US 284.3 
David P. Griffith, P.a. Wilmington DE US 0.0 
Delaware Advisory Group, Inc. Wilmington DE US 0.0 
Diversified Financial Consultants, LLC Wilmington DE US 0.0 
Diversified Partners, Inc. Wilmington DE US 101.6 
Donald W. Nicholson & Associates Limited Wilmington DE US 140.8 
Dupont Capital Management Wilmington DE US 26177.7 
Friess Associates Of Delaware, LLC Greenville DE US 1093.2 
Great Valley Advisor Group, Inc. Wilmington DE US 519.6 
Hanmaru Asset Management LLC Wilmington DE US 0.0 
Heirloom Investment Management LLC Wilmington DE US 125.0 
Hfm Investment Advisors, Inc. Newark DE US 0.0 
Integrated Wealth Advisors, LLC Wilmington DE US 85.0 
Investment Management & Planning LLC Greenville DE US 82.0 
Jpl Asset Management And Planning, LLC Wilmington DE US 37.3 
Kalmar Investment Advisers Wilmington DE US 3582.8 
Kalmar Investments Inc Wilmington DE US 640.7 
Kendall James Advisors Hockessin DE US 18.1 
Lau Associates LLC Greenville DE US 495.0 
Lighthouse Financial Wealth Management, LLC Wilmington DE US 57.0 
Lokken Investment Group, LLC Lewes DE US 75.6 
Lovett Financial Advisors, LLC Wilmington DE US 101.5 
Mallard Advisors Hockessin DE US 106.3 
Mallard Financial Partners Inc Newark DE US 143.1 
Marvin & Palmer Associates Wilmington DE US 180.1 
Math + Magic Ii LLC Wilmington DE US 0.0 
Math + Magic Iv LLC Wilmington DE US 0.0 
Math + Magic LLC Wilmington DE US 0.0 
Math + Magic V LLC Wilmington DE US 0.0 
Mcdermott Advisory Group, LLC Wilmington DE US 103.7 
Merit Investment Management Wilmington DE US 0.9 
Metz Capital Management LLC Lewes DE US 83.3 
Milestone Wealth Advisors, Inc. Greenville DE US 113.0 
Mitchell Group Delaware LLC New Castle DE US 5.3 
Montchanin Asset Management, LLC Montchanin DE US 94.0 
Mpa Capital Management LLC Wilmington DE US 73.2 
Newton One Advisors Newark DE US 207.3 
Omicron Advisors, LLC Newark DE US 57.5 
Pillar Wealth Advisors, LLC Wilmington DE US 95.9 
Quiena Newark DE US 1.0 
R Capital Investment Management LLC Wilmington DE US 0.0 
Schiavi + Dattani Wilmington DE US 350.4 
Shr Financial Advisors, Inc. Wilmington DE US 28.3 
Stockflare Wilmington DE US 0.0 
Stratfi Wilmington DE US 13.7 
Third Sigma Investment Advisors LLC Wilmington DE US 42.4 
Vitruvius Capital Consultants Greenville DE US 0.0 
Walnut Green Asset Management, LLC Wilmington DE US 20.6 
Wealth Capital Investors LLC Lewes DE US 15.7 
Wealth Management Group Dover DE US 198.4 
Westover Capital Advisors, LLC Wilmington DE US 193.8 
Wilmington Funds Management Corporation Wilmington DE US 12155.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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