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Find Retirement Advisors for Retirement Planning in Wilmington, Delaware

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Wilmington, Delaware

Last Updated - July 10, 2024

Wilmington has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 31 non-vetted advisors in your local area. These retirement advisors in Wilmington, Delaware have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Wilmington, Delaware

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Diversified, LLC
CFP®

Qualifications
Firm CRD# 123859
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

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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

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Nicholas Vali
ChFC®
Diamond State Financial Group

Qualifications
CRD# 6139848
Firm CRD# 13572
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

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Rohi Batra
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Limerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS, RFC®, MSFS, BCE, CFS

Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, 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-Only, Based on Assets

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Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners

Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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William F. Davis
CFP®, APMA®, CDFA®
Vericrest Private Wealth LLC

Qualifications
CRD# 5710523
Firm CRD# 311111
Series 63

Minimum Assets Required
$500,000

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.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
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Ashley Zephir
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Wilmington, 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
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
7
DIVERSIFIED, LLC
3705 Concord Pike,
Wilmington, DE, 19803
$1,289,651,590404432
A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES)
8
ASHFORD CAPITAL MANAGEMENT INC
One Walkers Mill Road,
Wilmington, DE, 19807-2317
$809,136,98310721
A Percentage of AUM, Performance Based
9
COASTAL INVESTMENT ADVISORS
1201 N. Orange Street, Suite 729
Wilmington, DE, 19801
$780,734,272376077
A Percentage of AUM, Hourly charges, Fixed Fees
10
VEERY CAPITAL, LLC
112 S French St,
Wilmington, DE, 19801
$628,139,39976312
A Percentage of AUM, Hourly charges, Fixed Fees
11
AFFINITY WEALTH MANAGEMENT LLC
2961 Centerville Road, Suite 310
Wilmington, DE, 19808
$604,578,398194616
A Percentage of AUM, Hourly charges, Fixed Fees
12
CLARITI WEALTH ADVISORS
2710 Centerville Road, Suite 201
Wilmington, DE, 19808-1644
$506,749,502122412
A Percentage of AUM, Hourly charges, Fixed Fees
13
RIVERSEDGE ADVISORS
600 N King St, Suite 200
Wilmington, DE, 19801
$452,704,111107516
A Percentage of AUM, Hourly charges, Fixed Fees
14
BENCH WALK ADVISORS LLC
123 Justison St, 7th Floor
Wilmington, DE, 19801
$422,263,4843911
A Percentage of AUM, Performance Based
15
CORTEN REAL ESTATE MANAGEMENT LLC
1000 N. West Street, Suite 913
Wilmington, DE, 19801
$363,361,504812
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Wilmington, 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# 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# 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

QualificationsFirm CRD# 313945

Assets Under Management $422,263,484

No. Of Clients39

Clients Per Financial Advisor4

BENCH WALK ADVISORS LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $422M assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 11 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 pooled Investment
View Full Profile

QualificationsFirm CRD# 321897

Assets Under Management $363,361,504

No. Of Clients8

Clients Per Financial Advisor1

CORTEN REAL ESTATE MANAGEMENT LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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