Chartered Advisory Group, a small investment advisory firm based out of Chadds Ford, PA, is a trusted partner for over 300 individual clients. With assets under management totaling more than $137,268,000, the company prides itself on delivering tailored financial solutions. Operating from two offices, Chartered Advisory Group specializes in providing comprehensive investment advice and acts as an insurance broker or agent. Dedicated to their clients' financial success, Chartered Advisory Group focuses on managing employer 401K plans and individual investments, which constitute over 80% of their assets under management. Their expertise in overseeing 401K plans makes them highly qualified to assist employers and employees alike. Furthermore, the firm manages discretionary assets, amounting to 20% of the total assets they handle. To ensure transparent and fair compensation, Chartered Advisory Group offers multiple fee structures, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexibility allows clients to choose the arrangement that best suits their needs. With a team of six dedicated employees, four of whom specialize in investment advisory services, Chartered Advisory Group maintains a favorable ratio of approximately $34,320,000 in assets under management per investment advisor. The firm prides itself on its experienced staff, including long-tenured advisors such as Sean Smith, Robert Pedrick, and William Kantner. As a leading investment advisory firm in Chadds Ford, Chartered Advisory Group combines industry expertise, personalized service, and a commitment to client satisfaction to deliver exceptional financial solutions.

Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107,375,000 in assets. The majority of these assets are held by high-net-worth individuals who entrust Legacy Solutions, LLC with their financial future. While 401K and individual accounts make up less than 30% of their total assets under management, Legacy Solutions, LLC possesses the expertise and capability to manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Legacy Solutions, LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' assets and financial well-being. With three offices, Legacy Solutions, LLC is strategically positioned to cater to clients in Kennett Square, PA, and surrounding areas. The firm's commitment to delivering personalized financial solutions has earned them a reputation as a trusted advisor in the region.

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.

Victory Fiduciary Consulting, based out of Mullica Hill, NJ, is a reputable and trusted investment advisory firm with a strong foothold in the financial industry. With over 370 individual clients and an impressive $122,307,000 in assets under management, Victory Fiduciary Consulting has established itself as a leader in providing comprehensive financial solutions. The firm's expertise lies in managing employer 401Ks and individual investments, with approximately half of their assets under management stemming from these sources. This specialization has allowed Victory Fiduciary Consulting to develop an in-depth understanding of the intricacies and nuances of this space, ensuring their clients receive top-notch guidance. Committed to providing personalized services, Victory Fiduciary Consulting boasts a team of six highly skilled professionals, three of whom are dedicated investment advisors. Their combined knowledge and expertise enable them to deliver tailored investment strategies that align with their clients' unique financial goals and risk tolerances. Victory Fiduciary Consulting's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients can choose the payment method that best suits their needs and preferences. With an impressive average of $40,770,000 in assets under management per investment advisor, Victory Fiduciary Consulting demonstrates their commitment to maintaining a high level of attention and care for each client's portfolio. The firm's long-standing success can be attributed, in part, to the dedication and expertise of advisors like Howard Verfaillie, Jacob Riloff, and Ashley Rosser, who have been instrumental in guiding clients towards financial victory. In summary, Victory Fiduciary Consulting is a respected investment advisory firm that excels in managing assets, offering personalized services, and delivering exceptional financial guidance to their diverse 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.

Bell Rock Capital, LLC is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, offering its services to a diverse client base. With an impressive track record, Bell Rock Capital manages assets totaling over $192,724,000 for more than 230 individual clients. This local firm operates across four strategically located offices to provide personalized financial advice and investment management solutions. While Bell Rock Capital's expertise extends beyond individual and 401K accounts, these assets constitute less than 30% of their total portfolio. The firm boasts comprehensive capabilities to effectively handle employer funds. Notably, all assets under their management are discretionary, ensuring optimal flexibility to meet client objectives. Specializing in serving high net worth individuals, Bell Rock Capital maintains a compensation structure that encompasses various models, including a percentage of assets under management and fixed fees. This approach ensures alignment with clients' financial goals while fostering transparency and trust. The team at Bell Rock Capital consists of six dedicated professionals, with five specifically focused on delivering investment advisory services. With an average of approximately $38,540,000 in assets under management per investment advisor, the firm demonstrates its commitment to maintaining a favorable client-to-advisor ratio, allowing for personalized attention and customized strategies. Drawing on its experienced staff, Bell Rock Capital takes pride in its long-tenured advisors, such as Sara Lawson, Marguerite Toroian, and Jacqueline Reeves. Their wealth of knowledge and commitment to client success contribute significantly to the firm's sterling reputation and exceptional service.

Wealth Management Group, based out of Dover, DE, is a local investment advisory firm with a team of six highly skilled professionals dedicated to providing exceptional wealth management services. With an average of $55,500,000 in assets under management per investment advisor, they offer industry-standard investment advisory services to their diverse clientele. With over 220 individual clients, Wealth Management Group manages an impressive $312,609,000 in assets. Their expertise lies in catering to high-net-worth individuals, as the majority of their managed assets are for this affluent segment. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Wealth Management Group's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and preferences. As a fully discretionary firm, they have complete authority to make investment decisions on behalf of their clients, allowing for proactive and strategic portfolio management. Operating from three conveniently located offices, Wealth Management Group boasts a strong team of advisors, including long-tenured professionals like Raymond Book, Scott Brown, and Christine Lawrence. Their collective expertise and dedication to serving clients' financial goals make them a trusted partner in wealth management. With a commitment to personalized service, expert advice, and a track record of success, Wealth Management Group stands as a reliable choice for individuals seeking comprehensive wealth management solutions in Dover, DE, and beyond.

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.