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Largest RIA Firms in Wilmington, Delaware by AUM
Explore registered investment advisers headquartered in Wilmington, Delaware, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 24 firms with $293.0B in total reported AUM and median AUM of $328.4M.
Firms
24
Matching current profiles
Total AUM
$293.0B
Reported regulatory AUM
Median AUM
$328.4M
Across firms with AUM
Largest firm
$172.6B
Blackrock Capital Management, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Blackrock Capital Management, INC. CRD 108069 · Corporation | WILMINGTON, DE | $172.6B Jul 2026 | +$37.9B+28.1% | +$83.8B+94.5% | +$83.0B+92.5% | +$127.8B+285.1% | -156 employees-66.4% over 3Y | -10 accounts-24.4% over 3Y |
| 2. Blackrock Capital Investment Advisors, LLC CRD 290336 · Limited Liability Company | WILMINGTON, DE | $66.9B Aug 2026 | +$27.7B+70.7% | +$27.9B+71.6% | +$46.6B+229.3% | +$66.1B+8267.5% | +12 employees+44.4% over 3Y | +54 accounts+45.4% over 3Y |
| 3. Wilmington Trust Investment Advisors, INC. CRD 106909 · Corporation | WILMINGTON, DE | $17.8B Aug 2026 | +$398.5M+2.3% | +$1.3B+8.1% | +$3.4B+23.9% | +$3.4B+23.4% | -23 employees-18.1% over 3Y | +164 accounts+4.9% over 3Y |
| 4. Wilmington Funds Management Corporation CRD 105163 · Corporation | WILMINGTON, DE | $16.1B Mar 2026 | +$1.6B+11.2% | +$3.1B+23.7% | +$3.2B+24.6% | +$3.3B+25.4% | +1 employees+2.6% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Dupont Capital Management CRD 107145 · Corporation | WILMINGTON, DE | $10.1B Jan 2026 | -$3.8B-27.3% | -$16.0B-61.3% | -$15.7B-60.8% | -$15.6B-60.7% | -66 employees-66.7% over 3Y | -9 accounts-75.0% over 3Y |
| 6. Diversified, LLC CRD 331709 · Limited Liability Company | WILMINGTON, DE | $2.8B Aug 2026 | +$710.6M+34.2% | — | — | +$1.2B+79.6% | +8 employees+17.8% over 1Y | +1,076 accounts+19.6% over 1Y |
| 7. Ashford Capital Management INC CRD 110696 · Corporation | WILMINGTON, DE | $965.8M Jul 2026 | +$71.1M+7.9% | +$156.7M+19.4% | +$6.5M+0.7% | +$289.3M+42.8% | -7 employees-33.3% over 3Y | -12 accounts-11.2% over 3Y |
| 8. Riversedge Advisors CRD 298390 · Limited Liability Company | WILMINGTON, DE | $928.4M Jul 2026 | +$219.9M+31.0% | +$475.7M+105.1% | +$646.4M+229.2% | — | +2 employees+11.8% over 3Y | +440 accounts+40.9% over 3Y |
| 9. Affinity Wealth Management LLC CRD 290735 · Limited Liability Company | WILMINGTON, DE | $872.5M Oct 2026 | +$112.4M+14.8% | +$267.9M+44.3% | +$297.0M+51.6% | — | +1 employees+6.3% over 3Y | +58 accounts+3.0% over 3Y |
| 10. Clariti Wealth Advisors CRD 104804 · Limited Liability Company | WILMINGTON, DE | $797.6M Mar 2026 | +$231.8M+41.0% | +$306.5M+62.4% | +$342.7M+75.3% | +$496.4M+164.8% | -1 employees-9.1% over 3Y | +219 accounts+19.7% over 3Y |
| 11. Westover Capital Advisors, LLC CRD 126520 · Limited Liability Company | WILMINGTON, DE | $652.9M Mar 2026 | +$84.3M+14.8% | +$297.2M+83.5% | +$374.3M+134.3% | +$521.4M+396.5% | +3 employees+37.5% over 3Y | +235 accounts+42.0% over 3Y |
| 12. Realta Investment Advisors, INC CRD 134952 · Corporation | WILMINGTON, DE | $385.4M Aug 2026 | +$41.9M+12.2% | -$395.3M-50.6% | -$271.2M-41.3% | +$114.8M+42.4% | -16 employees-20.8% over 3Y | -2,529 accounts-67.3% over 3Y |
| 13. Wilmington Trust Asset Management, LLC CRD 325489 · Limited Liability Company | WILMINGTON, DE | $271.4M Sep 2026 | -$4.1M-1.5% | -$12.6M-4.4% | — | -$12.6M-4.4% | -28 employees-41.2% over 3Y | +1 accounts+25.0% over 3Y |
| 14. Ih2 Advisors & Company CRD 325788 · Corporation | WILMINGTON, DE | $265.3M Apr 2026 | +$262.8M+10512.7% | — | — | — | +2 employees+200.0% over 1Y | +19 accounts+950.0% over 1Y |
| 15. Delaware Wealth Planners CRD 306818 · Limited Liability Company | WILMINGTON, DE | $255.6M Sep 2026 | +$100.4M+64.7% | — | — | +$152.3M+147.6% | 0 employees+0.0% over 1Y | +31 accounts+12.6% over 1Y |
| 16. Windmark Investment Partners, INC. CRD 131880 · Corporation | WILMINGTON, DE | $233.3M Mar 2026 | +$8.2M+3.6% | +$18.0M+8.4% | -$20.7M-8.2% | -$9.8B-97.7% | -1 employees-6.7% over 3Y | 0 accounts+0.0% over 3Y |
| 17. Marvin & Palmer Associates CRD 105399 · Corporation | WILMINGTON, DE | $195.7M Mar 2026 | +$100.8M+106.2% | -$133.8M-40.6% | +$2.1M+1.1% | -$4.2B-95.6% | -5 employees-41.7% over 3Y | -9 accounts-56.3% over 3Y |
| 18. Donald W. Nicholson & Associates LTD CRD 107054 · Corporation | WILMINGTON, DE | $171.2M Apr 2026 | -$107.0K-0.1% | +$6.3M+3.8% | -$25.9M-13.1% | +$73.7M+75.5% | 0 employees+0.0% over 3Y | +187 accounts+112.0% over 3Y |
| 19. Wilmington Trust Investment Management CRD 19396 · Limited Liability Company | WILMINGTON, DE | $140.8M May 2026 | +$10.8M+8.3% | -$325.4M-69.8% | -$3.1B-95.7% | -$2.3B-94.2% | -29 employees-44.6% over 3Y | -16 accounts-17.8% over 3Y |
| 20. Morningside Asset Management CRD 268789 · Limited Liability Company | WILMINGTON, DE | $135.6M May 2026 | +$125.3M+1224.8% | +$125.3M+1224.8% | +$125.3M+1224.8% | — | -2 employees-33.3% over 3Y | +7 accounts+700.0% over 3Y |
| 21. Benchmark Financial, LLC CRD 297443 · Limited Liability Company | WILMINGTON, DE | $131.6M Jan 2026 | — | — | — | +$31.3M+31.2% | 0 employees+0.0% over Total | +41 accounts+13.4% over Total |
| 22. Stratfi CRD 164744 · Limited Liability Company | WILMINGTON, DE | $115.0M Aug 2026 | +$10.5M+10.0% | — | — | +$10.5M+10.0% | -2 employees-50.0% over 1Y | +11 accounts+4.0% over 1Y |
| 23. Third Sigma Investment Advisors LLC CRD 151188 · Limited Liability Company | WILMINGTON, DE | $98.8M May 2026 | -$17.5M-15.0% | -$12.9M-11.5% | +$36.2M+57.8% | +$64.7M+189.6% | +2 employees+100.0% over 3Y | +49 accounts+60.5% over 3Y |
| 24. Streetbeat LLC CRD 315893 · Limited Liability Company | WILMINGTON, DE | $4.9M Mar 2026 | +$934.4K+23.8% | +$3.4M+226.6% | — | — | +1 employees+100.0% over 3Y | -24,044 accounts-96.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.