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Largest Delaware-Based Registered Investment Advisors/Wealth Managers
Ranked by total assets under management (AUM) most recently reported to the SEC.
RankCompany name
Website
Phone / Fax
No. Employees
Assets Under Management
Latest Filing Date
1
Blackrock Advisors, LLC
100 Bellevue Parkway
Wilmington, DE 19809
www.blackrock.com
(302) 797-2000
(302) 797-2473
199
$545.00 Billion
05/15/2017
2
Blackrock Capital Management, Inc.
100 Bellevue Parkway
Wilmington, DE 19809
www.blackrock.com
(302) 797-2000
(302) 797-2473
945
$55.59 Billion
11/22/2016
3
Dupont Capital Management
One Righter Parkway, Ste. 3200
Wilmington, DE 19803
www.dupontcapital.com
(302) 477-6003
(302) 477-6567
115
$27.00 Billion
4/26/2016
4
Wilmington Funds Management Corporation
1100 North Market Street
Wilmington, DE 19890
(302) 651-1148
(302) 427-4828
47
$12.16 Billion
1/24/2017
5
Brandywine Managers, LLC
7234 Lancaster Pike, Ste. 300a
Hockessin, DE 19707
www.brandytrust.com
(302) 234-5750
(302) 234-5754
12
$7.54 Billion
3/24/2016
6
Kalmar Investment Advisers
Barley Mill House, 3701 Kennett Pike
Wilmington, DE 19807
www.kalmarinvestments.com
(302) 658-7575
(302) 658-7513
24
$3.58 Billion
3/23/2016
7
Friess Associates Of Delaware, LLC
3711 Kennett Pike
Greenville, DE 19807
www.friess.com
(302) 656-3017
(302) 656-9088
27
$1.09 Billion
8/4/2016
8
Kalmar Investments Inc.
Barley Mill House, 3701 Kennett Pike
Wilmington, DE 19807
www.kalmarinvestments.com
(302) 658-7575
(302) 658-7513
24
$640.67 Million
3/23/2016
9
Cypress Capital Management, LLC
3801 Kennett Pike, Ste. C-304
Greenville, DE 19807
www.cypress-capital.com
(302) 429-8436
(302) 429-8446
10
$637.79 Million
3/30/2016
10
Ashford Capital Management Inc.
One Walkers Mill Road
Wilmington, DE 19807
www.ashfordcapital.com
(302) 655-1750
(302) 655-4641
12
$573.01 Million
11/22/2016
11
Great Valley Advisor Group, Inc.
1200 Pennsylvania Ave, Ste. 202
Wilmington, DE 19806
www.greatvalleyadvisors.com
(302) 483-7200
(302) 656-1008
57
$519.58 Million
1/27/2017
12
Lau Associates LLC
20 Montchanin Road, Ste. 110
Greenville, DE 19807
www.lauassociates.net
(302) 792-5955
(302) 792-1833
13
$495.00 Million
9/29/2016
13
Schiavi + Dattani
2710 Centerville Rd., Ste. 201
Wilmington, DE 19808
www.sdfinancialadvisors.com
(302) 994-4444
7
$330.96 Million
8/18/2016
14
Affinity Wealth Management, Inc.
1702 Lovering Avenue
Wilmington, DE 19806
www.affinitywealth.com
(302) 652-6767
(302) 295-9954
10
$316.71 Million
3/30/2016
15
Coastal Investment Advisors
1201 N. Orange Street, Ste. 729
Wilmington, DE 19801
www.coastal-one.com
1-888-657-5200
(302) 250-4731
39
$301.71 Million
5/3/2016
16
Daniels + Tansey, L.L.P.
1013 Centre Road, Ste. 220
Wilmington, DE 19805
www.danielstansey.com
(302) 594-1070
(302) 594-1074
5
$284.27 Million
2/29/2016
17
Newton One Advisors
131 Continental Drive, Ste. 206
Newark, DE 19713
www.newtononeadvisors.com
(302) 731-1326
(302) 455-9089
7
$207.35 Million
3/22/2016
18
Crowley Wealth Management, Inc.
3201-B Millcreek Road
Wilmington, DE 19808
www.crowleywealthmanagement.com
(302) 994-4700
(302) 994-9495
2
$205.41 Million
3/23/2016
19
Wealth Management Group
220 Beiser Blvd
Dover, DE 19904
www.wmgadvisors.com
(302) 734-5826
(302) 734-3474
7
$198.38 Million
1/30/2017
20
Westover Capital Advisors, LLC
1013 Centre Rd,, Ste. 405
Wilmington, DE 19805
www.westovercapital.com
(302) 427-9600
(302) 427-8900
4
$193.84 Million
9/1/2016
21
Ashford Consulting Group, Inc.
One Walkers Mill Road
Wilmington, DE 19807
www.ashfordcg.com
(302) 691-0228
(302) 655-7348
11
$189.29 Million
11/30/2016
22
Marvin & Palmer Associates
200 Bellevue Parkway, Ste 220
Wilmington, DE 19809
www.marvinandpalmer.com
(302) 573-3570
(302) 573-8921
18
$180.05 Million
8/2/2016
23
Mallard Financial Partners
750 Barksdale Road, Suite 3, Ste. 3
Newark, DE 19711
www.mallardfinancial.com
(302) 737-4546
10
$143.09 Million
8/17/2016
24
Donald W. Nicholson & Associates Ltd.
1403 Silverside Rd, Ste. B
Wilmington, DE 19810
www.nicholson-associates.com
(302) 529-1500
(302) 529-0474
3
$140.86 Million
6/28/2016
25
Heirloom Investment Management LLC
501 Silverside Road, Ste. 105
Wilmington, DE 19809
www.heirloominvesting.com
(302) 261-5318
3
$127.00 Million
7/6/2016
26
Milestone Wealth Advisors, Inc.
3701 Kennett Pike, Suite 300, Ste. 300
Greenville, DE 19807
www.milestonewealthadv.com
(302) 351-1988
(302) 351-6108
5
$108.69 Million
1/31/2017
27
Investment Management & Planning LLC
20 Montchanin Road, Ste. 270
Greenville, DE 19807
www.imandp.com
(302) 654-5449
(302) 654-7477
4
$105.00 Million
3/30/2016
28
Mcdermott Advisory Group, LLC
3520 Silverside Road, Ste. 25
Wilmington, DE 19810
www.wealthguide.net
(302) 778-5677
(302) 778-5720
3
$103.74 Million
3/12/2016
29
Diversified Partners, Inc.
103 Foulk Road, Suite 200
Wilmington, DE 19803
(302) 654-7584
(302) 658-4269
5
$101.63 Million
9/1/2016
30
Lovett Financial Advisors, LLC
62 Rockford Road,, Ste. 12
Wilmington, DE 19806
www.lovettadvisors.com
(302) 250-4740
(302) 380-3334
2
$101.54 Million
8/2/2016
31
Bell Rock Capital, LLC
19606 Coastal Highway, Ste. 101
Rehoboth Beach, DE 19971
www.bellrockcapital.com
(302) 227-7607
(302) 227-7609
5
$92.58 Million
12/7/2016
32
Mpa Capital Management LLC
200 Bellevue Parkway, Ste 220
Wilmington, DE 19809
(302) 573-3570
(302) 573-8921
3
$64.41 Million
5/5/2016