Westover Capital Advisors, LLC, based out of Wilmington, DE, is a prominent local investment advisory firm. With one office and a team of eight highly skilled professionals, Westover Capital Advisors offers comprehensive investment advisory services. The firm manages a substantial amount of assets, averaging approximately $71,140,000 per investment advisor, which aligns with the industry average. The compensation structure at Westover Capital Advisors encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm exercises complete discretion over all the assets it manages, with 100% of the assets falling under their purview. Primarily catering to high-net-worth individuals, Westover Capital Advisors oversees a diverse portfolio of over $355,721,000 in assets under management for more than 80 individual clients. The longevity and expertise of its advisors have contributed to Westover Capital Advisors' success. Among the firm's most tenured professionals are Matthew Beardwood, Harold Sawyer, Jr., and Harold Sawyer, who bring a wealth of experience and knowledge to their clients' investment strategies. Through their meticulous and tailored approach to investment advisory services, Westover Capital Advisors has earned a reputation for delivering reliable financial guidance and ensuring the long-term prosperity of their clients' portfolios.

Investment Management & Planning LLC is a reputable investment advisory firm based in Greenville, DE. With over 220 individual clients and a staggering $185,664,000 in assets under management, they are committed to helping their clients achieve their financial goals. The firm operates from two offices, offering convenient accessibility to their diverse clientele. In addition to their investment advisory services, Investment Management & Planning LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' financial interests. While they manage a variety of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, they possess the expertise to effectively handle employer funds as well, ensuring a holistic approach to investment management. Notably, Investment Management & Planning LLC exclusively manages discretionary assets, meaning that they have full authority to make investment decisions on behalf of their clients. The majority of their managed assets cater to high net worth individuals, reflecting their specialization in meeting the unique needs of affluent clients. With a team of three dedicated employees, all providing investment advisory services, Investment Management & Planning LLC maintains a client-focused approach. Each investment advisor at the firm manages an average of approximately $61,890,000 in assets, aligning with the industry average. The firm takes pride in its long-tenured advisors, including Jeffrey Macdonald, John Abood, and Howard Richardson, who bring a wealth of experience and expertise to the table. Investment Management & Planning LLC offers various compensation structures, including a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. With a proven track record of success and a commitment to personalized service, they continue to be a trusted partner in financial management.

Wilmington Trust Investment Management, based out of Wilmington, DE, is a reputable regional investment advisory firm with a strong presence in the industry. With five offices, the company employs a dedicated team of 65 professionals, all of whom specialize in providing comprehensive investment advisory services. Having accumulated a wealth of knowledge and experience, Wilmington Trust Investment Management manages an impressive average of approximately $7,170,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial goals. The firm has established itself as a trusted partner for both employer 401Ks and individual clients, with these two segments contributing to roughly half of the assets under management. Their expertise in the employer 401K space is particularly notable, bolstering their reputation as industry leaders. Additionally, Wilmington Trust Investment Management extends its services as a commodity pool operator or commodity trading advisor, catering to a diverse range of clients. With over 90 individual clients and an impressive $466,231,000 in assets under management, the firm has earned the trust and loyalty of a substantial client base. Andrew Hopkins and Carol Stymiest stand out as two of the firm's longest-tenured registered advisors, embodying the commitment to excellence and dedication that Wilmington Trust Investment Management upholds. With 100% of the assets they manage being discretionary, clients can rely on the firm's expertise and decision-making abilities to navigate the complexities of the investment landscape. Wilmington Trust Investment Management continues to solidify its position as a premier investment advisory firm, driven by its talented team, comprehensive services, and unwavering commitment to delivering exceptional financial outcomes for its clients.

Riversedge Advisors, based in Wilmington, DE, is a reputable investment advisory firm with a local presence and a dedicated team of professionals. With 16 employees in total, 11 of whom specialize in providing comprehensive investment advisory services, Riversedge Advisors boasts a wealth of expertise and experience in managing client assets. The firm maintains an impressive average of approximately $26,360,000 in assets under management per investment advisor, reflecting their ability to handle substantial portfolios. Their compensation structure is diverse and includes various types, such as a percentage of assets under management, ensuring a mutually beneficial arrangement for both the firm and its clients. Riversedge Advisors has built a strong client base, serving over 220 individual clients who entrust the firm with more than $452,704,000 in assets under management. Predominantly catering to high net worth individuals, the firm's expertise lies in managing sizable investments. Although 401K and individual accounts account for less than 30% of their assets under management, Riversedge Advisors possesses the capability to effectively manage employer funds. Operating with full discretion, Riversedge Advisors demonstrates a commitment to maintaining clients' trust and confidentiality. With their sole office located in Wilmington, DE, the firm embraces its local roots while delivering top-notch investment advisory services. Notably, Riversedge Advisors takes pride in its team of highly tenured advisors, including Michael Levy, Erin Eliason, and Brian Carney, who contribute their extensive knowledge and experience to the firm's continued success.

Third Sigma Investment Advisors LLC is a small investment advisory firm based in Wilmington, DE. With a total of two dedicated employees, they specialize in providing comprehensive investment advisory services. Their team of experts boasts an average of $93,950,000 in assets under management per investment advisor, which aligns with the industry average. In terms of compensation, Third Sigma offers various options, including a percentage of assets under management, fixed fees, and performance-based fees. Their diverse approach caters to the unique needs and preferences of their discerning clientele. Speaking of clients, Third Sigma serves over 50 individual investors, overseeing a substantial $111,631,000 in assets under management. Although 401K and individual accounts account for less than 30% of their managed assets, they possess the expertise to handle employer funds as well. A distinguishing factor of Third Sigma is that all the assets they manage are discretionary, allowing them the autonomy to make investment decisions on behalf of their clients. This prudent approach reflects their commitment to delivering optimal results and maintaining the utmost trust of their clients. With their main office located in Wilmington, DE, Third Sigma Investment Advisors LLC offers a convenient local presence. Among their highly experienced team of registered advisors, George Cones and Monique Holloway stand out as the firm's longest-tenured professionals. Through their personalized and diligent approach, Third Sigma Investment Advisors LLC continues to solidify their position as a reputable investment advisory firm, helping clients navigate the complexities of the financial market with confidence.

Donald W. Nicholson & Associates Ltd is a reputable investment advisory firm headquartered in Wilmington, DE. With a team of five highly skilled professionals, including two dedicated investment advisors, they provide expert financial guidance and wealth management services. Their advisors have an impressive track record, managing an average of approximately $36,570,000 in assets per investment advisor. The firm's compensation structure is flexible and tailored to meet the unique needs of their diverse client base. They offer various fee options, such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive transparent and fair compensation arrangements that align with their financial objectives. With over 50 individual clients, Donald W. Nicholson & Associates Ltd oversees a significant portfolio totaling more than $164,947,000 in assets under management. Notably, their expertise shines in managing employer 401Ks and individual investments, which make up nearly half of their assets. Their extensive experience in this field positions them as trusted advisors capable of navigating the complexities of retirement planning and personal investments. Established in 3985, Donald Nicholson, one of the firm's founding members, boasts an impressive tenure as a registered advisor. With two offices strategically located in Wilmington, DE, Donald W. Nicholson & Associates Ltd provides personalized and comprehensive investment advisory services, empowering their clients to achieve their financial goals with confidence.

Lighthouse Financial, based out of Wilmington, DE, is a reputable investment advisory firm serving over 120 individual clients. With a remarkable $100,574,000 in assets under management, they have established themselves as a trusted partner in financial management. Catering to both employer 401Ks and individual investors, Lighthouse Financial boasts extensive experience in this dynamic field. With a sole office located in Wilmington, Lighthouse Financial strategically positions itself to provide personalized and dedicated service to its clients. Their team of four skilled professionals, including three investment advisors, work diligently to navigate the ever-changing financial landscape. Lighthouse Financial's approach is centered on discretion, managing 100% of their clients' assets in a discretionary manner. Their compensation structure offers various options, including a percentage of assets under management, ensuring alignment of interests with their clients. The firm prides itself on its outstanding investment advisory services, delivering tailored strategies to help clients achieve their financial goals. The team's expertise is complemented by their extensive knowledge of the market and a deep understanding of individual clients' needs. Notably, Lighthouse Financial's investment advisors bring a wealth of experience to the table. Among the longest-tenured advisors at the firm are Ryan Baumbach, Milan Winters, and Kenneth Brackett. Their collective expertise further enhances the firm's ability to provide insightful guidance and superior service. Overall, Lighthouse Financial's commitment to professionalism, discretion, and personalized advice has earned them a stellar reputation in the industry. As they continue to grow and adapt to the evolving financial landscape, clients can trust in their expertise to safeguard and grow their assets effectively.

Diversified, LLC is a highly regarded local investment advisory firm headquartered in Wilmington, DE. With six strategically located offices, they cater to a diverse clientele, serving over 970 individual clients. Impressive in both scale and scope, Diversified, LLC boasts assets under management exceeding $1,289,652,000. Specializing in providing comprehensive financial solutions, the company also offers insurance brokerage services, positioning themselves as a one-stop destination for all investment and risk management needs. While 401K and individual accounts constitute less than 30% of their impressive assets under management, Diversified, LLC possesses the expertise and capacity to effectively handle employer funds. With discretionary management accounting for a significant 91% of the assets they oversee, the firm's focus lies primarily on managing the wealth of high net worth individuals. Diversified, LLC's compensation structure is diverse, allowing clients to choose from various options such as a percentage of assets under management or fixed fees. The company employs a team of 32 professionals, with 22 dedicated to providing expert investment advisory services. These seasoned advisors bring extensive industry knowledge and experience to the table, ensuring clients receive personalized financial guidance. Notable individuals among the firm's longest tenured advisors include Michael Horwath, Andrew Rosen, and David Levy. Leveraging their collective expertise, Diversified, LLC's investment advisors average approximately $58,620,000 in assets under management, aligning closely with the industry average. With their impressive track record, comprehensive services, and commitment to client success, Diversified, LLC has solidified its position as a trusted partner in helping individuals and organizations achieve their financial goals.

Montchanin Asset Management, LLC is a small investment advisory firm based out of Montchanin, DE, boasting one office in the area. With a dedicated team of two employees, Montchanin Asset Management, LLC offers top-notch investment advisory services to its clients. On average, each investment advisor handles approximately $46,910,000 in assets under management, aligning with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management. Although 401K and individual accounts make up less than 30% of their assets under management, Montchanin Asset Management, LLC possesses the capability to effectively manage employer funds. They exercise full discretion in managing 100% of the assets entrusted to them. Focusing primarily on high net worth individuals, Montchanin Asset Management, LLC serves over 40 individual clients, skillfully managing their assets to an impressive total of over $93,823,000. The company takes pride in its dedicated team of registered advisors, with Douglas Mccoy and William Dugdale being two of the firm's longest-tenured advisors, offering extensive expertise and experience. Montchanin Asset Management, LLC strives to provide personalized, comprehensive investment advisory services, ensuring that each client's unique financial goals are met. With their diligent approach and industry expertise, the firm has garnered a reputation for delivering sound investment strategies and trustworthy guidance.

BCM Wealth Management is a small investment advisory firm with headquarters in Wilmington, DE and two additional offices. With a total of five employees, four of whom specialize in investment advisory services, BCM Wealth Management is dedicated to providing personalized financial solutions. With an average of $67,050,000 in assets under management per investment advisor, they maintain an industry-average level of wealth management. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts account for less than 30% of their assets under management, BCM Wealth Management possesses the expertise to handle employer funds as well. Demonstrating their commitment to client trust, they exclusively manage discretionary assets, which make up 100% of the assets they oversee. The firm proudly serves over 110 individual clients, expertly managing a substantial portfolio of more than $268,214,000 in assets. BCM Wealth Management boasts a team of seasoned advisors, including Dennis Stancoven, Matthew Tendler, and George Biddle, who have been with the firm for an extended period. Their collective experience and expertise allow them to offer comprehensive financial advice and tailored investment strategies to meet each client's unique goals. Whether clients seek retirement planning, portfolio management, or wealth preservation, BCM Wealth Management is dedicated to providing attentive service and helping clients navigate the complexities of the financial landscape.

Investment Cards Ria L.L.C. is a small investment advisory firm based out of Wilmington, DE. With one office, the company is dedicated to providing comprehensive investment advisory services. Its team comprises a total of one highly skilled employee, all focused on delivering personalized financial solutions. On average, Investment Cards Ria L.L.C. manages approximately $20,000 in assets under management per investment advisor. Their compensation structure encompasses various types, including fixed fees, ensuring transparency and aligning the interests of both the firm and its clients. Although 401K and individual accounts represent less than 30% of their assets under management, Investment Cards Ria L.L.C. possesses the expertise and capability to effectively manage employer funds. The firm takes pride in its discretion, with 100% of the assets they manage being under discretionary management. Specializing in serving high-net-worth individuals, Investment Cards Ria L.L.C. caters to over 10 individual clients with a combined asset value of over $17,000. With their wealth of experience and dedication to delivering personalized services, the firm strives to build strong relationships with their clients, understanding their unique financial goals and crafting tailored investment strategies. Investment Cards Ria L.L.C. distinguishes itself in the investment advisory industry by offering professional expertise, reliable guidance, and a commitment to delivering exceptional financial outcomes for its valued clients.