Clariti Wealth Advisors, a prominent local investment advisory firm based out of Wilmington, DE, has garnered a strong reputation for its exceptional financial expertise and personalized service. With over 60 individual clients and an impressive $506,750,000 in assets under management, Clariti Wealth Advisors has positioned itself as a trusted partner in wealth management. Operating from five strategically located offices, Clariti Wealth Advisors caters to a diverse range of clients, including high net worth individuals. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds, offering comprehensive investment solutions to both individuals and corporations. With 81% of their assets managed on a discretionary basis, Clariti Wealth Advisors exemplifies their commitment to providing proactive and tailored investment strategies. Their compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client needs. Comprised of a dedicated team of 12 professionals, with eight specializing in investment advisory services, Clariti Wealth Advisors boasts an average of $63,340,000 in assets under management per investment advisor, which aligns with industry standards. The firm takes pride in its experienced staff, including long-standing advisors such as Ryan Cross, Karen Malchione, and John Melasecca, who contribute their wealth of knowledge and expertise to the company's continued success. As Clariti Wealth Advisors continues to grow its client base and expand its influence in the financial advisory realm, it remains committed to delivering exceptional financial guidance and fostering long-term relationships built on trust and transparency.

Pillar Wealth Advisors, LLC, based out of Wilmington, DE, is a prominent local investment advisory firm with three offices. With over 160 individual clients and an impressive $249,077,000 in assets under management, Pillar Wealth Advisors, LLC has established itself as a trusted partner for wealth management solutions. Specializing in serving high net worth individuals, Pillar Wealth Advisors, LLC focuses on discretionary asset management, with approximately 95% of the assets they oversee falling under this category. While 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise and capability to manage employer funds effectively. Pillar Wealth Advisors, LLC boasts a diverse compensation structure, including various fee types such as a percentage of assets under management and fixed fees. This flexible approach allows clients to choose the most suitable payment method for their unique financial needs. With a total of eight dedicated employees, five of whom provide investment advisory services, Pillar Wealth Advisors, LLC ensures personalized attention and tailored strategies for each client. Their team of experienced advisors includes industry veterans Richard Clark, Michael Dogum, and Michael Bree, who have contributed significantly to the firm's long-standing success. On average, Pillar Wealth Advisors, LLC manages approximately $49,820,000 in assets per investment advisor, aligning with the industry average. By combining their expertise with a client-centered approach, Pillar Wealth Advisors, LLC continues to provide comprehensive wealth management services that drive financial success for their discerning clientele.

Blue Rock Financial Group is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, with two offices catering to a diverse clientele. With a total of eight dedicated professionals, six of whom specialize in providing top-notch investment advisory services, Blue Rock Financial Group excels in managing clients' assets. On average, each investment advisor oversees approximately $34,550,000 in assets under management, leveraging their expertise to deliver optimal financial outcomes. The firm boasts a comprehensive compensation structure, tailored to meet clients' individual needs. Their remuneration methods include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility. While 401K and individual accounts constitute less than 30% of their managed assets, Blue Rock Financial Group possesses the necessary expertise to efficiently manage employer funds. Remarkably, 72% of the assets they handle are under discretionary management, reflecting the trust and confidence their clients place in their decision-making capabilities. With over 230 valued individual clients, Blue Rock Financial Group has amassed an impressive $207,300,000 in assets under management. The firm takes pride in its team of highly experienced advisors, including distinguished professionals such as Jeffrey Kaczmarczyk, James Whalen, and Todd Roselle, who have been serving clients with unwavering dedication for an extended period. Blue Rock Financial Group's commitment to providing personalized and comprehensive investment advisory services sets them apart in the industry. With a proven track record and a client-centric approach, they continue to build lasting relationships and deliver exceptional financial guidance to individuals and organizations alike.

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.

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.

Affinity Wealth Management LLC, headquartered in Wilmington, DE, is a distinguished investment advisory firm. With a team of 16 dedicated professionals, 10 of whom specialize in investment advisory services, they provide exceptional financial guidance to their clients. Their advisors boast an impressive average of $1,280,000 in assets under management, demonstrating their expertise in managing substantial portfolios. With over $604,578,000 in assets under management and a client base of more than 460 individuals, Affinity Wealth Management LLC has established itself as a trusted partner for high net worth individuals seeking comprehensive wealth management solutions. While their primary focus lies in managing assets for affluent clients, they also possess the capability to handle employer funds, expanding their reach and diversifying their portfolio. A significant proportion of the assets they manage, approximately 97%, are discretionary, highlighting the confidence clients place in their expertise. The firm's compensation structure is multifaceted, including a percentage of assets under management, ensuring alignment of interests with their clients. Located in Wilmington, DE, Affinity Wealth Management LLC operates from a single office. The firm takes pride in its team of experienced advisors, including industry veterans Peter Gaertner, James Hall, and Donald Kalil, who have served as pillars of knowledge and guidance throughout the firm's tenure. With a focus on personalized service and a commitment to achieving clients' financial goals, Affinity Wealth Management LLC continues to flourish as a trusted and respected name in the investment advisory industry.

Great Valley Advisor Group, Inc., based out of Wilmington, DE, is a renowned regional investment advisory firm. With over 21,000 individual clients and an impressive $5,084,083,000 in assets under management, they have established themselves as a trusted entity in the financial industry. Their comprehensive services encompass acting as a registered representative of a broker-dealer, as well as an insurance broker or agent. Boasting 76 offices, Great Valley Advisor Group, Inc. operates across a wide geographic reach, catering to clients' diverse investment needs. Their expertise shines particularly in managing employer 401Ks and individual portfolios, accounting for approximately half of their assets under management. An outstanding 83% of the assets they oversee are handled through discretionary management, reflecting their ability to navigate market complexities and deliver favorable results. With 146 dedicated employees, each specializing in investment advisory services, Great Valley Advisor Group, Inc. maintains a highly competent and client-centric team. Notably, their investment advisors boast an impressive average of approximately $34,820,000 in assets under management per advisor, highlighting their proficiency in delivering tailored financial strategies. The firm's compensation structure is designed to suit clients' preferences, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures clients can select the most suitable arrangement that aligns with their financial goals. Great Valley Advisor Group, Inc. takes pride in its longstanding advisors, including Jeffrey Kolodjski, Jeffrey Donohue, and Michael Dedda, who have accumulated extensive experience in the industry. Their collective expertise contributes to the firm's ability to provide comprehensive and strategic investment guidance to its discerning clientele.

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.

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.

Coastal Investment Advisors, based out of Wilmington, DE, is a highly reputable regional investment advisory firm. With a staggering 3,550 individual clients and over $780,734,000 in assets under management, they have established themselves as a trusted partner for both employers and individuals seeking sound financial guidance. Operating across an expansive network of 58 offices, Coastal Investment Advisors caters to a diverse range of clients. Employer 401K plans and individual investments account for over 80% of the assets they manage, showcasing their expertise in navigating complex retirement plans. With a remarkable 86% of assets falling under their discretionary management, they possess the knowledge and experience required to optimize investment portfolios effectively. Coastal Investment Advisors offers a comprehensive compensation structure, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. This versatility ensures that clients have the flexibility to choose a plan that aligns with their specific needs. With a dedicated team of 77 employees, 68 of whom provide investment advisory services, Coastal Investment Advisors offers personalized attention and expertise to each client. Their investment advisors boast an impressive average of approximately $11,480,000 in assets under management, highlighting their proficiency in managing substantial portfolios. Coastal Investment Advisors takes pride in its long-standing advisors, including Robert Davis, Don Clark, and Kurtis Stroemel. Their experience and commitment to excellence have contributed to the firm's enduring success. As Coastal Investment Advisors continues to expand its presence and assist clients in achieving their financial goals, their unwavering dedication to providing exceptional service sets them apart in the industry.

Integrated Wealth Advisors, LLC is a small investment advisory firm based out of Wilmington, DE, with two offices. With a team of two employees, one of whom specializes in investment advisory services, they offer comprehensive wealth management solutions. With an average of approximately $104,130,000 in assets under management per investment advisor, they align with the industry average in terms of AUM. Integrated Wealth Advisors, LLC operates with a diversified compensation structure, including a percentage of assets under management and fixed fees. While their 401K and individual accounts make up less than 30% of their assets under management, they possess the expertise to manage employer funds effectively. The firm handles 99% of the assets they manage in a discretionary manner, providing clients with the peace of mind that their investments are actively monitored and managed. The majority of Integrated Wealth Advisors, LLC's clientele consists of high net worth individuals. They serve over 30 individual clients, overseeing more than $104,132,000 in assets under management. With a focus on delivering personalized and tailored financial strategies, the firm strives to create long-term relationships built on trust and expertise. Burwell Hutchinson, one of the firm's registered advisors, boasts an extensive tenure with Integrated Wealth Advisors, LLC since 2007. This experience underscores the firm's commitment to consistency, stability, and dedication in serving their clients' financial needs.