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Find Retirement Advisors for Retirement Planning in Delaware

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Delaware, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Delaware

Last Updated - May 14, 2024

Delaware has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 46 non-vetted advisors in your local area. These retirement advisors in Delaware have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Delaware

advisor-photo
vector.svg VERIFIED

David Levy
CFP®
Diversified, LLC

Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Ketul Mody
CFP®, RICP®
Diamond State Financial Group

Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Nicholas Vali
ChFC®
Diamond State Financial Group

Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 15 Retirement Planning firms in Delaware (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BLACKROCK CAPITAL MANAGEMENT, INC.
100 Bellevue Parkway,
Wilmington, DE, 19809
$88,770,382,05341235
A Percentage of AUM, Fixed Fees, Performance Based
2
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC
100 Bellevue Parkway,
Wilmington, DE, 19809
$38,994,513,54311927
A Percentage of AUM, Fixed Fees
3
DUPONT CAPITAL MANAGEMENT
Chestnut Run Plaza, Building C735-1, 974 Centre Road
Wilmington, DE, 19805
$19,948,123,0001373
A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA)
4
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Wilmington Trust Center, 1100 North Market Street
Wilmington, DE, 19890-0001
$16,488,434,2373376127
A Percentage of AUM, Fixed Fees
5
WILMINGTON FUNDS MANAGEMENT CORPORATION
1100 North Market Street,
Wilmington, DE, 19890-0001
$12,992,062,1321038
A Percentage of AUM
6
BRANDYWINE MANAGERS, LLC
7234 Lancaster Pike, Suite 300
Hockessin, DE, 19707
$12,140,029,000535
A Percentage of AUM, Fixed Fees, Performance Based
7
GREAT VALLEY ADVISOR GROUP, INC.
1200 Pennsylvania Ave, Suite 202
Wilmington, DE, 19806
$5,084,083,04421345146
A Percentage of AUM, Hourly charges, Fixed Fees
8
DIVERSIFIED, LLC
3705 Concord Pike,
Wilmington, DE, 19803
$1,289,651,590404432
A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES)
9
ASHFORD CAPITAL MANAGEMENT INC
One Walkers Mill Road,
Wilmington, DE, 19807-2317
$809,136,98310721
A Percentage of AUM, Performance Based
10
COASTAL INVESTMENT ADVISORS
1201 N. Orange Street, Suite 729
Wilmington, DE, 19801
$780,734,272376077
A Percentage of AUM, Hourly charges, Fixed Fees
11
VEERY CAPITAL, LLC
112 S French St,
Wilmington, DE, 19801
$628,139,39976312
A Percentage of AUM, Hourly charges, Fixed Fees
12
AFFINITY WEALTH MANAGEMENT LLC
2961 Centerville Road, Suite 310
Wilmington, DE, 19808
$604,578,398194616
A Percentage of AUM, Hourly charges, Fixed Fees
13
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
3828 Kennett Pike, Suite 202
Greenville, DE, 19807
$566,561,8351897
A Percentage of AUM, Fixed Fees, Performance Based
14
CLARITI WEALTH ADVISORS
2710 Centerville Road, Suite 201
Wilmington, DE, 19808-1644
$506,749,502122412
A Percentage of AUM, Hourly charges, Fixed Fees
15
RIVERSEDGE ADVISORS
600 N King St, Suite 200
Wilmington, DE, 19801
$452,704,111107516
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Delaware

QualificationsFirm CRD# 108069

Assets Under Management $88,770,382,053

No. Of Clients41

Clients Per Financial Advisor0

BLACKROCK CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Wilmington, Delaware. With a nearly $89B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 235 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 290336

Assets Under Management $38,994,513,543

No. Of Clients119

Clients Per Financial Advisor4

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107145

Assets Under Management $19,948,123,000

No. Of Clients13

Clients Per Financial Advisor0

DUPONT CAPITAL MANAGEMENT is a financial advisory firm situated in Wilmington, Delaware. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 73 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106909

Assets Under Management $16,488,434,237

No. Of Clients3376

Clients Per Financial Advisor27

WILMINGTON TRUST INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Wilmington, Delaware. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3376 clients. The team consists of 127 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 105163

Assets Under Management $12,992,062,132

No. Of Clients10

Clients Per Financial Advisor0

WILMINGTON FUNDS MANAGEMENT CORPORATION is a financial advisory firm situated in Wilmington, Delaware. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 137388

Assets Under Management $12,140,029,000

No. Of Clients53

Clients Per Financial Advisor11

BRANDYWINE MANAGERS, LLC is a financial advisory firm situated in Hockessin, Delaware. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 123913

Assets Under Management $5,084,083,044

No. Of Clients21345

Clients Per Financial Advisor146

GREAT VALLEY ADVISOR GROUP, INC. is a financial advisory firm situated in Wilmington, Delaware. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21345 clients. The team consists of 146 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 123859

Assets Under Management $1,289,651,590

No. Of Clients4044

Clients Per Financial Advisor126

DIVERSIFIED, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4044 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (SOLICITOR FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110696

Assets Under Management $809,136,983

No. Of Clients107

Clients Per Financial Advisor5

ASHFORD CAPITAL MANAGEMENT INC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $809M assets under management, the firm specializes in crafting personalized retirement planning solutions for 107 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 134952

Assets Under Management $780,734,272

No. Of Clients3760

Clients Per Financial Advisor49

COASTAL INVESTMENT ADVISORS is a financial advisory firm situated in Wilmington, Delaware. With a nearly $781M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3760 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 298465

Assets Under Management $628,139,399

No. Of Clients763

Clients Per Financial Advisor64

VEERY CAPITAL, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $628M assets under management, the firm specializes in crafting personalized retirement planning solutions for 763 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 290735

Assets Under Management $604,578,398

No. Of Clients1946

Clients Per Financial Advisor122

AFFINITY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $605M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1946 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 319289

Assets Under Management $566,561,835

No. Of Clients189

Clients Per Financial Advisor27

SPEARHEAD ADMINISTRATIVE SERVICES, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $567M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 104804

Assets Under Management $506,749,502

No. Of Clients1224

Clients Per Financial Advisor102

CLARITI WEALTH ADVISORS is a financial advisory firm situated in Wilmington, Delaware. With a nearly $507M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1224 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 298390

Assets Under Management $452,704,111

No. Of Clients1075

Clients Per Financial Advisor67

RIVERSEDGE ADVISORS is a financial advisory firm situated in Wilmington, Delaware. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1075 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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