Financial advisors
Fee-only financial advisors in Delaware
34 fee-only investment advisers in Delaware serve individuals, across 10 cities. 22 offer hourly or flat-fee arrangements and 25 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.
Cities with three or more fee-only advisers
- Wilmington 17
- Dover 6
Fee-only advisers in Delaware serving the most individuals
- WEALTH2B Dover · 32,225 individual clients
- Streetbeat LLC Wilmington · 853 individual clients
- Affinity Wealth Management LLC Wilmington · 639 individual clients
- Big Investment Services Dover · 617 individual clients
- Riversedge Advisors Wilmington · 382 individual clients
- Grey Fox Wealth Advisors, LLC Rockland · 311 individual clients
- Clariti Wealth Advisors Wilmington · 250 individual clients
- Westover Capital Advisors, LLC Wilmington · 238 individual clients
- Metz Capital Management LLC Lewes · 195 individual clients
- N1 Advisors Newark · 194 individual clients
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Other Delaware cities
Bethany Beach
Georgetown
Lewes
- Cagr Finance LLC $32K
- Metz Capital Management LLC $108M
Middletown
Montchanin
Newark
- N1 Advisors $445M
- Tristate Wealth Advisors $27M
Rehoboth Beach
Rockland
How to choose between them
- Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
- Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
- Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
- Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
- Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.