Firm profile

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

WILMINGTON, DECRD 106909Latest ADV March 30, 2026

Wilmington Trust Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 30, 2026, reports $17.8B in regulatory assets under management, 104 employees, 15 offices, and 3,540 accounts.

Assets Under Management
$17.8B
Employees
104
Offices
15 offices
Total Clients
155
Primary office
WILMINGTON, DE
WILMINGTON TRUST CENTER, 1100 NORTH MARKET STREET, WILMINGTON, DE, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOEdna J. Warren
CCOAndrew J. Baldauf
CIOAnthony M. Roth

Advisory services offered

7 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentCharitable represent 31.6% of total clients.
Top client categories% of clientsClients
1
Charitable
31.6%
49
2
Corporations
31.6%
49
3
Pension Plans
13.5%
21
4
Government
9.7%
15
5
Insurance Cos.
5.2%
8
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$17.8Bas of March 30, 2026
Discretionary99.6%
$17.8B
100% of total RAUM99.6%
Non-discretionary0.4%
$68M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$17.8B
Total Accounts3,540
10Y AUM Change$-2.1B (-10.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees104
Clients per Employee1:1
10Y Employee Change-30 (-22.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.