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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 - April 19, 2024Wilmington has 10 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 22 years of experience.
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List of Qualified Retirement Planning Advisors in Wilmington, Delaware
VERIFIEDDavid 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
VERIFIEDAndrew 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
VERIFIEDKetul 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
VERIFIEDNicholas 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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDRohi 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
VERIFIEDLimerick 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
VERIFIEDPaul 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDAshley 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Wilmington, Delaware (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway, Wilmington, DE, 19809 | $88,770,382,053 | 41 | 235 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway, Wilmington, DE, 19809 | $38,994,513,543 | 119 | 27 | A Percentage of AUM, Fixed Fees |
| 3 | DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza, Building C735-1, 974 Centre Road Wilmington, DE, 19805 | $19,948,123,000 | 13 | 73 | 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 | $16,488,434,237 | 3376 | 127 | A Percentage of AUM, Fixed Fees |
| 5 | WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street, Wilmington, DE, 19890-0001 | $12,992,062,132 | 10 | 38 | A Percentage of AUM |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. 1200 Pennsylvania Ave, Suite 202 Wilmington, DE, 19806 | $5,084,083,044 | 21345 | 146 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | DIVERSIFIED, LLC 3705 Concord Pike, Wilmington, DE, 19803 | $1,289,651,590 | 4044 | 32 | A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES) |
| 8 | ASHFORD CAPITAL MANAGEMENT INC One Walkers Mill Road, Wilmington, DE, 19807-2317 | $809,136,983 | 107 | 21 | A Percentage of AUM, Performance Based |
| 9 | COASTAL INVESTMENT ADVISORS 1201 N. Orange Street, Suite 729 Wilmington, DE, 19801 | $780,734,272 | 3760 | 77 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | VEERY CAPITAL, LLC 112 S French St, Wilmington, DE, 19801 | $628,139,399 | 763 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | AFFINITY WEALTH MANAGEMENT LLC 2961 Centerville Road, Suite 310 Wilmington, DE, 19808 | $604,578,398 | 1946 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | CLARITI WEALTH ADVISORS 2710 Centerville Road, Suite 201 Wilmington, DE, 19808-1644 | $506,749,502 | 1224 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | RIVERSEDGE ADVISORS 600 N King St, Suite 200 Wilmington, DE, 19801 | $452,704,111 | 1075 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | BENCH WALK ADVISORS LLC 123 Justison St, 7th Floor Wilmington, DE, 19801 | $422,263,484 | 39 | 11 | A Percentage of AUM, Performance Based |
| 15 | CORTEN REAL ESTATE MANAGEMENT LLC 1000 N. West Street, Suite 913 Wilmington, DE, 19801 | $363,361,504 | 8 | 12 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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