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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 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 - April 24, 2025

Delaware has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 43 non-vetted advisors in your local area. These retirement advisors in Delaware have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Delaware

advisor
vector.svg VERIFIED

Michael Loftus
Loftus Wealth Strategies

Qualifications
CRD# 3080317
Firm CRD# 316582
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 65

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 Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 Bellevue Parkway,
Wilmington, DE, 19809
$110,923,554,81039208
A percentage of AUM, Fixed fees, Performance Based
2

100 Bellevue Parkway,
Wilmington, DE, 19809
$50,708,850,72612926
A percentage of AUM, Fixed fees
3

Wilmington Trust Center, 1100 North Market Street
Wilmington, DE, 19890-0001
$16,496,928,9663487137
A percentage of AUM, Fixed fees
4

1100 North Market Street,
Wilmington, DE, 19890-0001
$14,772,401,9481035
A percentage of AUM
5

Chestnut Run Plaza, Building C735-1, 974 Centre Road
Wilmington, DE, 19805
$12,393,033,000636
A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA)
6

7234 Lancaster Pike, Suite 300
Hockessin, DE, 19707
$12,304,072,000535
A percentage of AUM, Fixed fees, Performance Based
7

1200 Pennsylvania Ave, Suite 202
Wilmington, DE, 19806
$7,343,187,10924276175
A percentage of AUM, Hourly charges, Fixed fees
8

3705 Concord Pike,
Wilmington, DE, 19803
$1,553,774,222456241
A percentage of AUM, Fixed fees, Other (SOLICITOR FEES)
9

3828 Kennett Pike, Suite 202
Greenville, DE, 19807
$1,215,303,7472939
A percentage of AUM, Fixed fees, Performance Based
10

One Walkers Mill Road,
Wilmington, DE, 19807-2317
$894,756,5529915
A percentage of AUM, Performance Based
11

1201 N. Orange Street, Suite 729
Wilmington, DE, 19801
$799,701,457352983
A percentage of AUM, Hourly charges, Fixed fees
12

112 S French St,
Wilmington, DE, 19801
$739,064,76578912
A percentage of AUM, Hourly charges, Fixed fees
13

600 N King St, Suite 200
Wilmington, DE, 19801
$708,414,018141515
A percentage of AUM, Hourly charges, Fixed fees
14

2751 Centerville Road, Suite 110
Wilmington, DE, 19808
$699,596,531207215
A percentage of AUM, Hourly charges, Fixed fees
15

2710 Centerville Road, Suite 201
Wilmington, DE, 19808-1644
$565,760,922124310
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Delaware

QualificationsFirm CRD# 108069

Assets Under Management $110,923,554,810

No. Of Clients39

Clients Per Financial Advisor0

BLACKROCK CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Wilmington, Delaware. With a nearly $111B assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 208 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 290336

Assets Under Management $50,708,850,726

No. Of Clients129

Clients Per Financial Advisor5

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $51B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 26 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 investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 106909

Assets Under Management $16,496,928,966

No. Of Clients3487

Clients Per Financial Advisor25

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 3487 clients. The team consists of 137 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (ASSET ALLOCATION, ECONOMIC ANALYSIS AND CAPITAL MARKETS FORECASTING, LEASE ADVISORY STAFF TO AFFILIATES)
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QualificationsFirm CRD# 105163

Assets Under Management $14,772,401,948

No. Of Clients10

Clients Per Financial Advisor0

WILMINGTON FUNDS MANAGEMENT CORPORATION is a financial advisory firm situated in Wilmington, Delaware. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 35 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 companies
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QualificationsFirm CRD# 107145

Assets Under Management $12,393,033,000

No. Of Clients6

Clients Per Financial Advisor0

DUPONT CAPITAL MANAGEMENT is a financial advisory firm situated in Wilmington, Delaware. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

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

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 137388

Assets Under Management $12,304,072,000

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 vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 123913

Assets Under Management $7,343,187,109

No. Of Clients24276

Clients Per Financial Advisor139

GREAT VALLEY ADVISOR GROUP, INC. is a financial advisory firm situated in Wilmington, Delaware. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24276 clients. The team consists of 175 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING SERVICES)
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QualificationsFirm CRD# 331709

Assets Under Management $1,553,774,222

No. Of Clients4562

Clients Per Financial Advisor111

DIVERSIFIED, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4562 clients. The team consists of 41 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 319289

Assets Under Management $1,215,303,747

No. Of Clients293

Clients Per Financial Advisor33

SPEARHEAD ADMINISTRATIVE SERVICES, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 clients. The team consists of 9 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 vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 110696

Assets Under Management $894,756,552

No. Of Clients99

Clients Per Financial Advisor7

ASHFORD CAPITAL MANAGEMENT INC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $895M assets under management, the firm specializes in crafting personalized retirement planning solutions for 99 clients. The team consists of 15 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 and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 134952

Assets Under Management $799,701,457

No. Of Clients3529

Clients Per Financial Advisor43

REALTA INVESTMENT ADVISORS, INC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3529 clients. The team consists of 83 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 298465

Assets Under Management $739,064,765

No. Of Clients789

Clients Per Financial Advisor66

VEERY CAPITAL, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $739M assets under management, the firm specializes in crafting personalized retirement planning solutions for 789 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
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QualificationsFirm CRD# 298390

Assets Under Management $708,414,018

No. Of Clients1415

Clients Per Financial Advisor94

RIVERSEDGE ADVISORS is a financial advisory firm situated in Wilmington, Delaware. With a nearly $708M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1415 clients. The team consists of 15 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 290735

Assets Under Management $699,596,531

No. Of Clients2072

Clients Per Financial Advisor138

AFFINITY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2072 clients. The team consists of 15 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 104804

Assets Under Management $565,760,922

No. Of Clients1243

Clients Per Financial Advisor124

CLARITI WEALTH ADVISORS is a financial advisory firm situated in Wilmington, Delaware. With a nearly $566M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1243 clients. The team consists of 10 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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