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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 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 registration checks. 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 24, 2025Wilmington has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Wilmington, Delaware have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Wilmington, Delaware
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
VERIFIEDMatthew Haraburda
CFP®, CFA®
Bernardo Wealth Planning
Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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 | 100 Bellevue Parkway, Wilmington, DE, 19809 | $110,923,554,810 | 39 | 208 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 100 Bellevue Parkway, Wilmington, DE, 19809 | $50,708,850,726 | 129 | 26 | A percentage of AUM, Fixed fees |
| 3 | Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001 | $16,496,928,966 | 3487 | 137 | A percentage of AUM, Fixed fees |
| 4 | 1100 North Market Street, Wilmington, DE, 19890-0001 | $14,772,401,948 | 10 | 35 | A percentage of AUM |
| 5 | Chestnut Run Plaza, Building C735-1, 974 Centre Road Wilmington, DE, 19805 | $12,393,033,000 | 6 | 36 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES AS PERMITTED BY ERISA) |
| 6 | 1200 Pennsylvania Ave, Suite 202 Wilmington, DE, 19806 | $7,343,187,109 | 24276 | 175 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3705 Concord Pike, Wilmington, DE, 19803 | $1,553,774,222 | 4562 | 41 | A percentage of AUM, Fixed fees, Other (SOLICITOR FEES) |
| 8 | One Walkers Mill Road, Wilmington, DE, 19807-2317 | $894,756,552 | 99 | 15 | A percentage of AUM, Performance Based |
| 9 | 1201 N. Orange Street, Suite 729 Wilmington, DE, 19801 | $799,701,457 | 3529 | 83 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 112 S French St, Wilmington, DE, 19801 | $739,064,765 | 789 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 600 N King St, Suite 200 Wilmington, DE, 19801 | $708,414,018 | 1415 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 2751 Centerville Road, Suite 110 Wilmington, DE, 19808 | $699,596,531 | 2072 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 2710 Centerville Road, Suite 201 Wilmington, DE, 19808-1644 | $565,760,922 | 1243 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 1000 N. West Street, Suite 913 Wilmington, DE, 19801 | $468,834,534 | 9 | 14 | A percentage of AUM, Performance Based |
| 15 | 1013 Centre Rd,, Suite 405 Wilmington, DE, 19805 | $401,243,103 | 597 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Wilmington, 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
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
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)
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
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
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)
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
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
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
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
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
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
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
QualificationsFirm CRD# 321897
Assets Under Management $468,834,534
No. Of Clients9
Clients Per Financial Advisor1
CORTEN REAL ESTATE MANAGEMENT LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $469M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 14 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 vehicles
QualificationsFirm CRD# 126520
Assets Under Management $401,243,103
No. Of Clients597
Clients Per Financial Advisor75
WESTOVER CAPITAL ADVISORS, LLC is a financial advisory firm situated in Wilmington, Delaware. With a nearly $401M assets under management, the firm specializes in crafting personalized retirement planning solutions for 597 clients. The team consists of 8 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
- Other (CONSULTING AND ASSETS UNDER ADVISEMENT)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bethany Beach, Delaware
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