Wilmington, DE

Popular Cities

Wilmington, DE
Join as a Pro

Best Financial Advisors in Wilmington, DE

24 firms listed · 23 in Wilmington · 1 open weekends · 15 rated 4.5+ · 1 shows a license

Data verified October 24, 2026

View Profile
Riversedge Advisors

Riversedge Advisors

(29)
  • Company
  • Retirement
  • Tax
“From day one, their expertise, professionalism, and dedication to my financial well-being have been evident, making them stand out as an exceptional financial advisor.”
In Business Since 2018
600 N King St Suite 200, Wilmington, DE
i
View Profile
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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1997
BBB Rating: A+
2300 W Newport Pike, Wilmington, DE
i
View Profile
BCM Wealth Management

BCM Wealth Management

(22)
  • Future
  • Investments
  • Attorney General
“I have plenty of loans taken out already but they worked with me to make a plan on what loans I'll need in the future and how I'll eventually start paying them back.”
In Business Since 2008
5807 Kennett Pike, Wilmington, DE
i
View Profile
Onpoint Partners

Onpoint Partners

(1)
“Very professional & very positive.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2011
BBB Rating: A+
18 Germay Dr Suite 2A, Wilmington, DE
i
View Profile
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+
615 W 18th St, Wilmington, DE
i
View Profile
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
501 Silverside Rd #31, Wilmington, DE
i

The 24 firms listed for Wilmington, 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: Wilmington, DE

Of the 24 firms we list here, 23 are in Wilmington itself and 1 comes from Chadds Ford, PA (8 mi). 19 of the firms on this page have a rating, from 1.0 to 5.0 across 138 reviews; 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (71%) and quality (57%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are business services (2), services for individuals (2) and tax services (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 49 years. 1 offers remote or virtual consultations; 2 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 21 list a public email and 5 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.

Why are financial advisers outside Wilmington listed here?

23 of the 24 firms are located in Wilmington. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

View Profile
Covenant Wealth Strategies

Covenant Wealth Strategies

(17)
  • Financial Advisor
  • Expertise
  • Broker
“Ward's knowledge in the financial domain is unparalleled, spanning estate and tax laws, public company portfolios, private equity, employee benefits, trading, insurance, and real estate.”
In Business Since 2006
15 Middleton Dr, Wilmington, DE
i
View Profile
Affinity Wealth Management

Affinity Wealth Management

Accepts All Major Credit Cards
In Business Since 1977
BBB Accredited
2961 Centerville Rd # 310, Wilmington, DE
i
View Profile
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
1403 Silverside Rd # B, Wilmington, DE
i
View Profile
Midatlantic Retirement Planning Specialists

Midatlantic Retirement Planning Specialists

(8)
“I was more than satisfied with my experience at Mid Atlantic.”
In Business Since 1999
1415 Foulk Rd # 202, Wilmington, DE
i
View Profile
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
29 Bancroft Mills Rd, Wilmington, DE
i
View Profile
Wealth Wisdom Group

Wealth Wisdom Group

(4)
“Bill has always been helpful and given excellent advice.”
In Business Since 2018
701 Foulk Rd #2G, Wilmington, DE
i
View Profile
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
234 Philadelphia Pike #8, Wilmington, DE
i
View Profile
Financial House

Financial House

Accepts All Major Credit Cards
In Business Since 1986
BBB Rating: A+
5818 Kennett Pike, Wilmington, DE
i
View Profile
Clariti Wealth Advisors

Clariti Wealth Advisors

Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1987
BBB Rating: A+
2710 Centerville Rd #201, Wilmington, DE
i
View Profile
Lighthouse Financial

Lighthouse Financial

(2)
“Feel safe dealing with this group”
In Business Since 2006
501 Silverside Rd, Wilmington, DE
i
View Profile
Poole Locke Associates

Poole Locke Associates

In Business Since 2017
1521 Concord Pike Ste 103 West, Wilmington, DE
i
View Profile
Raymond James & Associates

Raymond James & Associates

In Business Since 2019
Accepts All Major Credit Cards
200 Bellevue Pkwy #425, Wilmington, DE
i
View Profile
Pango Financial

Pango Financial

(1)
“I am a small business owner and applied for a PPP loan.”
Free Initial Consultation
In Business Since 2012
Offers Financing Options
1011 Centre Rd #104, Wilmington, DE
i
View Profile
Lynn Ritter, CPA

Lynn Ritter, CPA

Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1989
2002 W 14th St, Wilmington, DE
i
View Profile
Vigilant

Vigilant

(2)
“The Vigilant team is extremely talented, knowledgeable, and most importantly a great group of people!”
In Business Since 2012
Chadds Ford, PA · 8 mi from Wilmington
Featured

Vigilant is thrilled to announce that we have been named as the 2024 Best Compliance Advisory Firm by With Intelligence for their Fund Intelligence Operations & Services Awards. The Fund Intelligence Operations and Services Awards has recognized and rewarded excellence and outstanding contributions made by business, operations & technology leaders at asset management and service provider firms from 2023. They have also highlighted and celebrated the best vendors supporting fund groups back/middle office and other legal and operational functions for over 20 years in the Registered Fund space. The selection process was determined by a diverse judges panel of leading fund CO Os, CF Os, CC Os, G Cs, and CT Os. In 2023, Vigilant was recognized as Award Winners for the following Industry Awards: 1. Institutional Asset Manager Awards 2023 – Overall (Award Winner) Selected as Best Regulatory & Compliance Adviser. 2. Hedgeweek US Awards 2023 – Overall (Award Winner) Selected as Best Regulatory Advisory & Compliance Firm. 3. Hedgeweek US Emerging Manager Awards 2023 (Award Winner) Selected as Best Outsourced Solution and Best Regulatory Advisory & Compliance Firm (Only Firm to win multiple awards). After starting 2024 off strong with an award win this year and receiving multiple awards last year, it emphasizes Vigilant’s goal to help meet Firm’s needs, both emerging manager and established.

i
View Profile
RLS Associate

RLS Associate

In Business Since 1999
Free Initial Consultation
5183 W Woodmill Dr, Wilmington, DE
i
View Profile
Stratfi

Stratfi

In Business Since 2011
Transparent Fees & Pricing
1201 Orange St #742, Wilmington, DE
i
View Profile
Brennan Financial Group

Brennan Financial Group

12+ Years Experience
3521 Silverside Rd suite 2g-2, Wilmington, DE
i
HomeWealth Management AdvisorsDelawareWilmington, DE

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near Wilmington

Popular in Wilmington

, DE
Back To Top