Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wilmington, DE
Every SEC-registered financial advisor at a firm office in Wilmington who lists the Certified Financial Planner designation, A to Z.
The short answer
74 CFP professionals work in Wilmington; the most are at Diversified, LLC (7). 36 are also registered broker representatives.
CFP advisors in Wilmington, A to Z
Every advisor in Wilmington →- Michael J. AlviniAmeriprise Financial Services, LLC · Certified Financial Planner
- John D. AndersonDiversified, LLC · Certified Financial Planner
- Nicklaus M. AreddyDiversified, LLC · Certified Financial Planner
- Jason S. BentleyJanney Montgomery Scott LLC · Certified Financial Planner
- James K. BoydCetera Investment Advisers LLC · Certified Financial Planner
- Jody BoyerJanney Montgomery Scott LLC · Certified Financial Planner
- Matthew R. BrownEdward Jones · Certified Financial Planner
- Brian J. CarneyRiversedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Bryan E. CheesemanAmeriprise Financial Services, LLC · Certified Financial Planner
- Stephen J. CrifasiWestover Capital Advisors, LLC · Certified Financial Planner
- Ryan G. CrossClariti Wealth Advisors · Certified Financial Planner
- Robert A. CrowleyWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Ravi P. DattaniClariti Wealth Advisors · Certified Financial Planner
- Joseph B. Durney Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mark H. EgglestonRiversedge Advisors · Certified Financial Planner
- Bridget A. ErhardAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas M. Ervin Jr.Diversified, LLC · Certified Financial Planner
- Randal T. EvelandLPL Financial LLC · Certified Financial Planner
- Randal J. FarabaughAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael T. FarquharsonLPL Financial LLC · Certified Financial Planner
- Michael A. FisherDiversified, LLC · Certified Financial Planner
- Jacob C. FosterDiversified, LLC · Certified Financial Planner
- Charles M. FrylingStrategic Advisers LLC · Certified Financial Planner
- Brent C. FuchsOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- James E. HallAffinity Wealth Management LLC · Certified Financial Planner
- Alexandria P. HalsteadAmeriprise Financial Services, LLC · Certified Financial Planner
- Nicholas HernjakEdward Jones · Certified Financial Planner
- Louis A. HimelreichPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Timothy D. HumphreysDelaware Wealth Planners · Certified Financial Planner
- Burwell L. Hutchinson IIIFoundation Wealth Management, LLC · Certified Financial Planner
- Raymond N. IanniPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Anthony M. Juliano&Partners · Certified Financial Planner
- Kay E. KidwellRiversedge Advisors · Certified Financial Planner
- Kelly J. KramarckPrincipal Securities, Inc. · Certified Financial Planner
- Kevin H. LamAge Wisely Financial · Certified Financial Planner
- James H. LeeStratfi · Certified Financial Planner
- Samuel J. LewisSjl Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen C. LovellRealta Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Steven T. LucasEdward Jones · Certified Financial Planner
- Charles M. LuckRBC Capital Markets, LLC · Certified Financial Planner
- Michael J. MartinCharles Schwab & Co., Inc. · Certified Financial Planner
- Connor S. MathenyRockford Financial Planning · Certified Financial Planner
- Paul C. McClatchy Jr.Bryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Abigail R. McCloskeyAffinity Wealth Management LLC · Certified Financial Planner
- Martin T. McGuireDiversified, LLC · Certified Financial Planner
- John C. Melasecca IIIClariti Wealth Advisors · Certified Financial Planner
- Jason A. MolnarCitigroup Global Markets Inc. · Certified Financial Planner
- Jarrett F. MorrisRiversedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Joel R. MorrisBryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Matthew G. MuenchRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James M. NelsonRealta Investment Advisors, Inc. · Certified Financial Planner
- James R. NelsonAffinity Wealth Management LLC · Certified Financial Planner
- Donald W. Nicholson Jr.Donald W. Nicholson & Associates Ltd. · Certified Financial Planner
- Kevin W. O'HanlonRockford Financial Planning · Certified Financial Planner
- Michael G. ParegianBryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Lucinda L. PetersonBryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Cassandra QueenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Stephen A. RificiAmeriprise Financial Services, LLC · Certified Financial Planner
- Marsha M. RubinCetera Investment Advisers LLC · Certified Financial Planner
- David A. SauersOsaic Wealth, Inc. · Certified Financial Planner
- Michael J. SicuranzaAffinity Wealth Management LLC · Certified Financial Planner
- David T. SkellyCommonwealth Financial Network · Certified Financial Planner
- Jennifer L. SonsonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Matthew R. StackDiversified, LLC · Certified Financial Planner
- Spencer W. StaplesEconalpha Advisors · Certified Financial Planner
- Brian W. Thomson Jr.Affinity Wealth Management LLC · Certified Financial Planner
- Caitlyn M. TierneyWestover Capital Advisors, LLC · Certified Financial Planner
- James C. VanderwaalKovack Advisors, Inc. · Certified Financial Planner
- Corey S. WertzCharles Schwab & Co., Inc. · Certified Financial Planner
- James A. Whisman Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Christopher S. WilliamsBryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Kelly N. WilsonAlphacore Capital LLC · Certified Financial Planner
- Cynthia L. YoungcourtBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Ryan J. ZemkeJanney Montgomery Scott LLC · Certified Financial Planner
Firms with the most CFP professionals in Wilmington
Diversified, LLC 7Ameriprise Financial Services, LLC 6Affinity Wealth Management LLC 5Bryn Mawr Trust Advisors, LLC 5Riversedge Advisors 4Cetera Investment Advisers LLC 3Clariti Wealth Advisors 3Edward Jones 3Janney Montgomery Scott LLC 3Principal Securities, Inc. 3Charles Schwab & Co., Inc. 2LPL Financial LLC 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Realta Investment Advisors, Inc. 2
CFP advisors in other Delaware cities
All of Delaware →Newark 21Greenville 17Lewes 12Hockessin 10Rehoboth Beach 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Wilmington, DE?
74 SEC-registered investment adviser representatives at firm offices in Wilmington, Delaware list the CFP designation; Diversified, LLC employs the most of them (7).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Wilmington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.