WILMINGTON TRUST INVESTMENT ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $17.83B |
| Discretionary | $17.76B100% of AUM |
| Non-Discretionary | $67.7M |
| Client Accounts | 3,540 |
| Avg Account Size | $5.0M |
| Employees | 104 |
| Peak AUM | $22.33BMar 2015 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $17.8B | +2.3% | +2.7% | +4.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $17.83B |
| Discretionary | $17.76B |
| Employees | 104 |
| Client Accounts | 3540 |
| Client Range | 0 |
Contact & Location
Address
WILMINGTON TRUST CENTER
WILMINGTON DE 19890-0001
Phone
646-531-7248
Filing History
125 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$17.8B
99.6% of AUM
Non-Discretionary
$68M
0.4% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantLaw Firm