Newark, DE

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Newark, DE
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Best Financial Advisors in Newark, DE

24 firms listed · 6 in Newark · 1 open weekends · 15 rated 4.5+ · 2 show a license

Data verified October 24, 2026

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Bishop Associates

Bishop Associates

(2)
“The absolute best in the business!”
In Business Since 2003
1235 Peoples Plaza, Newark, DE
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N1 Advisors

N1 Advisors

In Business Since 2003
BBB Rating: A+
Accepts All Major Credit Cards
131 Continental Dr, Newark, DE
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Delaware Valley Wealth Management Group

Delaware Valley Wealth Management Group

In Business Since 2006
Licensed
721 Willington Square Way, Newark, DE
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HFM Investment Advisors

HFM Investment Advisors

In Business Since 2008
5 Hunting Ct, Newark, DE
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Brown & Brown of Delaware

Brown & Brown of Delaware

In Business Since 2001
750 Prides Crossing #301, Newark, DE
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Puglisi Associate

Puglisi Associate

In Business Since 1997
850 Library Ave Unit 204, Newark, DE
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The 24 firms listed for Newark, DE provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Newark, DE

Of the 24 firms we list here, 6 are in Newark itself and 18 come from towns including Wilmington (15, 12 mi), North East, MD (1, 11 mi) and Glen Mills, PA (1, 18 mi). 18 of the firms on this page have a rating, from 1.0 to 5.0 across 234 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (68%) and quality (55%). 1 is open on Saturdays. 2 show a license on their websites and 6 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 49 years. 1 offers remote or virtual consultations; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 17 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Newark offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Dan White & Associates

Dan White & Associates

(48)
  • Retirement
  • Information
  • Medicare
“Just the BEST move with My Finances I have ever made , im so confident in there Financial Education n understanding how Finances REALLY WORK, that in March im pulling the Rest of my 401K n turning it over To Dan he is a God Send n knows what's Simply...”
In Business Since 2008
Transparent Fees & Pricing
Free Initial Consultation
Glen Mills, PA · 18 mi from Newark
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Riversedge Advisors

Riversedge Advisors

(29)
  • Team
  • Tax
  • Company
“They have a far more contemporary approach, today's technology allows for greater forecasting, they use a conservative approach, and the plan is highly prescriptive - meaning what are your goals and you develop the plan together.”
In Business Since 2018
Wilmington, DE · 12 mi from Newark
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Nichols & Associates PA

Nichols & Associates PA

(2)
“I would give 6 stars if I could, I own small businesses and he always keeps me on the right path and informed.”
In Business Since 1997
BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
Wilmington, DE · 12 mi from Newark
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BCM Wealth Management

BCM Wealth Management

(22)
  • Questions
  • Attorney General
  • Future
“As this was my first experience with setting up a 401k plan, I really appreciated the time they took to explain the different options to me and their openness to questions and meeting again.”
In Business Since 2008
Wilmington, DE · 12 mi from Newark
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Onpoint Partners

Onpoint Partners

(1)
“Very professional & very positive.”
In Business Since 2011
BBB Rating: A+
Remote Consultations Available
Free Initial Consultation
Wilmington, DE · 12 mi from Newark
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Van Buren Financial Group

Van Buren Financial Group

(1)
“Rick and his team are hands down the best financial advisors and tax consultants.”
In Business Since 2011
BBB Rating: A+
Wilmington, DE · 12 mi from Newark
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Patria Wealth Group

Patria Wealth Group

(14)
  • Retirement
  • Questions
“I am very satisfied that my Local was able to link up with the Patria Group and look forward to many years of working together and having them walk me into my retirement with ease of mind when the time comes.”
In Business Since 2021
NPN #16762706
Wilmington, DE · 12 mi from Newark
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Covenant Wealth Strategies

Covenant Wealth Strategies

(17)
  • Team
  • Broker
  • Financial Advisor
“Just as important has been the planning for our financial security as we switch from monthly paychecks to retirement income, and structuring the support we can give to our children and their families now and when we're no longer around.”
In Business Since 2006
Wilmington, DE · 12 mi from Newark
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Affinity Wealth Management

Affinity Wealth Management

In Business Since 1977
BBB Accredited
Accepts All Major Credit Cards
Wilmington, DE · 12 mi from Newark
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Donald W Nicholson & Associates

Donald W Nicholson & Associates

(1)
“Personal service, trusted advisors, Integrity, faith combine to provide financial peace mind.”
In Business Since 2000
Family Business
Wilmington, DE · 12 mi from Newark
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Berkeridge Financial Services

Berkeridge Financial Services

(11)
  • Investment
  • Mind
  • Knowledge
“Not only did they provide excellent guidance and support throughout the entire process, but they also demonstrated an impressive level of expertise and knowledge in tax laws and regulations.”
North East, MD · 11 mi from Newark
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Midatlantic Retirement Planning Specialists

Midatlantic Retirement Planning Specialists

(8)
“The helpful planners and entire staff made me feel like family and that they had my best interest at heart.”
In Business Since 1999
Wilmington, DE · 12 mi from Newark
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Commonwealth Trust Company

Commonwealth Trust Company

(1)
“This company is a great idea for those who are unfortunate in these times.”
In Business Since 2020
Wilmington, DE · 12 mi from Newark
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Wealth Wisdom Group

Wealth Wisdom Group

(4)
“He is also extremely knowledgeable and is always looking for the best way for his clients to invest safely.”
In Business Since 2018
Wilmington, DE · 12 mi from Newark
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Bowen Asset Management

Bowen Asset Management

(2)
“Their knowledge in wealth management is extensive and extremely comprehensive due to their years of experience in finance.”
In Business Since 2012
Accepts All Major Credit Cards
Transparent Fees & Pricing
Family Business
Westchester, PA · 21 mi from Newark
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Smart Tax Free Retirement - Home of the IRA Guys

Smart Tax Free Retirement - Home of the IRA Guys

(4)
  • Risk
“Anyone looking for a financial planner to point them in the right direction and then walk you through the steps, I would definitely recommend this company.”
In Business Since 2017
Wilmington, DE · 12 mi from Newark
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Clariti Wealth Advisors

Clariti Wealth Advisors

In Business Since 1987
BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
Wilmington, DE · 12 mi from Newark
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Financial House

Financial House

In Business Since 1986
BBB Rating: A+
Accepts All Major Credit Cards
Wilmington, DE · 12 mi from Newark
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