Research Report · 2026-06-30
Institutional Registered Investment Advisers in Delaware
SEC-registered investment advisers in Delaware ranked by reported institutional client assets.
Firms
28
Total AUM
$293.68B
Median AUM
$428.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | DUPONT CAPITAL MANAGEMENT CORP | WILMINGTON | 107145 | $10.09B | 33 | 2026-01-31 | → |
| 2 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON | 106909 | $17.83B | 104 | 2026-05-31 | → |
| 3 | BLACKROCK CAPITAL MANAGEMENT, INC. | WILMINGTON | 108069 | $172.62B | 79 | 2026-06-30 | → |
| 4 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | GREENVILLE | 319289 | $3.83B | 9 | 2026-05-31 | → |
| 5 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | WILMINGTON | 290336 | $66.93B | 39 | 2026-06-30 | → |
| 6 | GREAT VALLEY ADVISOR GROUP, LLC | WILMINGTON | 123913 | $10.60B | 325 | 2026-06-30 | → |
| 7 | ASHFORD CAPITAL MANAGEMENT INC | WILMINGTON | 110696 | $965.8M | 14 | 2025-12-31 | → |
| 8 | IH2 ADVISORS & COMPANY | WILMINGTON | 325788 | $265.3M | 3 | 2026-04-30 | → |
| 9 | WINDMARK INVESTMENT PARTNERS, INC. | WILMINGTON | 131880 | $233.3M | 14 | 2026-03-31 | → |
| 10 | BIDDLE CAPITAL MANAGEMENT, INC. | WILMINGTON | 122434 | $199.5M | 5 | 2025-03-31 | → |
| 11 | GREY FOX WEALTH ADVISORS, LLC | ROCKLAND | 307172 | $698.8M | 11 | 2026-03-31 | → |
| 12 | MORNINGSIDE ASSET MANAGEMENT LLC | WILMINGTON | 268789 | $135.6M | 4 | 2026-05-31 | → |
| 13 | DRAVO BAY LLC | REHOBOTH BEACH | 298558 | $381.8M | 10 | 2026-03-31 | → |
| 14 | RIVERSEDGE ADVISORS, LLC | WILMINGTON | 298390 | $928.4M | 20 | 2026-06-30 | → |
| 15 | WESTOVER CAPITAL ADVISORS, LLC | WILMINGTON | 126520 | $652.9M | 11 | 2026-03-31 | → |
| 16 | DIVERSIFIED ENTERPRISES, LLC | WILMINGTON | 331709 | $2.79B | 53 | 2026-06-30 | → |
| 17 | DELAWARE AVENUE WEALTH PLANNERS, LLC | WILMINGTON | 306818 | $255.6M | 4 | 2026-06-30 | → |
| 18 | NEWTON ONE INVESTMENTS LLC | NEWARK | 147048 | $445.5M | 7 | 2026-03-31 | → |
| 19 | THIRD SIGMA INVESTMENT ADVISORS LLC | WILMINGTON | 151188 | $98.8M | 4 | 2026-05-31 | → |
| 20 | BOOTHE INVESTMENT GROUP, INC. | DOVER | 291437 | $369.3M | 8 | 2026-02-28 | → |
| 21 | AFFINITY WEALTH MANAGEMENT LLC | WILMINGTON | 290735 | $872.5M | 17 | 2026-04-30 | → |
| 22 | REALTA INVESTMENT ADVISORS, INC | WILMINGTON | 134952 | $385.4M | 61 | 2026-03-31 | → |
| 23 | SCHIAVI & COMPANY LLC | WILMINGTON | 104804 | $797.6M | 10 | 2026-03-31 | → |
| 24 | BDFS CAPITAL LLC | REHOBOTH BEACH | 287680 | $411.3M | 9 | 2026-01-31 | → |
| 25 | INVESTMENT MANAGEMENT & PLANNING LLC | GREENVILLE | 146041 | $238.8M | 3 | 2026-03-31 | → |
| 26 | LOKKEN INVESTMENT GROUP, LLC | LEWES | 283696 | $366.5M | 4 | 2025-03-31 | → |
| 27 | DONALD W. NICHOLSON & ASSOCIATES LTD | WILMINGTON | 107054 | $171.2M | 5 | 2026-04-30 | → |
| 28 | STRATEGIC FORESIGHT INVESTMENTS LLC | WILMINGTON | 164744 | $115.0M | 2 | 2026-02-28 | → |
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