Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wilmington, DE
Every SEC-registered investment adviser representative at a firm office in Wilmington, with the firms that employ the most of them.
447 registered advisors work in Wilmington; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (50). 0 list the CFP designation and 312 are also registered broker representatives.
Firms with the most advisors in Wilmington
Advisors in Wilmington, A to Z (first 300 of 447)
Search all of Delaware →- Vincent R. AbioAmeriprise Financial Services, LLC
- Matthew C. AcevedoAmeriprise Financial Services, LLC
- Odette AguilarFlorida Financial Advisors, LLC
- Samir AhmadMorgan Stanley
- Edward A. AikenOsaic Wealth, Inc.
- Melanie K. AllenPrincipal Securities, Inc.
- Annette J. Allison-CampbellNorthwestern Mutual Investment Services, LLC
- Michael J. AlviniAmeriprise Financial Services, LLC · Certified Financial Planner
- Brian J. AmendKeystate Advisory, LLC
- Joseph C. Amodei Jr.Ameriprise Financial Services, LLC
- Dylan T. AmorosoAmeriprise Financial Services, LLC
- John D. AndersonDiversified, LLC · Certified Financial Planner
- Jill M. Angstadt-TruesdellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scot G. ArmstrongMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Theodore H. AshfordAshford Capital Management Inc.
- Theodore H. AshfordAshford Capital Management Inc. · Chartered Financial Analyst
- Alexandra AzaraMariner
- Henry D. BachtleFlorida Financial Advisors, LLC
- Brittany BaffoneAmeriprise Financial Services, LLC
- Zachary J. BagdonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David J. BalintGreat Valley Advisor Group, LLC
- Kyle BanalLPL Financial LLC
- Charles E. Baranich Jr.Wilmington Trust Investment Advisors, Inc.
- Daniel E. BarnerWindmark Investment Partners, Inc. · Chartered Financial Analyst
- Jeremy M. BaronWells Fargo Clearing Services, LLC
- Matthew C. BeardwoodWestover Capital Advisors, LLC
- Qaiyum BelloFlorida Financial Advisors, LLC
- Jason E. BetzAmeriprise Financial Services, LLC
- Brandon P. BieryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael BitangaAmeriprise Financial Services, LLC
- William B. BlakeneyFlorida Financial Advisors, LLC
- Dace J. BlaskovitzCambridge Investment Research Advisors, Inc.
- Matthew C. BoatmonAmeriprise Financial Services, LLC
- Robert H. Bolling IIIRBC Capital Markets, LLC
- Brent R. BonstinglDelaware Wealth Planners
- Christopher V. BowdenCharles Schwab & Co., Inc.
- Evan M. BoydFlorida Financial Advisors, LLC
- James K. BoydCetera Investment Advisers LLC · Certified Financial Planner
- Kenneth R. Boyd IIIRealta Investment Advisors, Inc.
- Jody BoyerJanney Montgomery Scott LLC · Certified Financial Planner
- Michael A. BoyerCetera Investment Advisers LLC · Personal Financial Specialist
- Justin E. BranamWells Fargo Clearing Services, LLC
- Brandan M. BreeJacobi Capital Management, LLC
- Arron I. BrisardDiversified, LLC
- Matthew R. BrownEdward Jones · Certified Financial Planner
- Howard J. BuckPrime Capital Financial
- Matthew BuckeryThrivent Investment Management Inc.
- Bradford E. BugherMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John R. BuoniSovereign Financial Group, Inc. · Chartered Financial Consultant
- Daniel E. ButlerRaymond James Financial Services Advisors, Inc.
- Thomas P. Caffrey Sr.Donald W. Nicholson & Associates Ltd.
- Robert I. CahillWells Fargo Advisors Financial Network, LLC
- Stuart F. CameronCetera Investment Advisers LLC
- Mark T. CannonRBC Capital Markets, LLC
- Albert A. CaporasoAlbert A. Caporaso & Associates, Inc.
- Brian J. CarneyRiversedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Ambrose A. Carr IIIPark Avenue Securities LLC
- Annelise ChaykaLPL Financial LLC
- Bryan E. CheesemanAmeriprise Financial Services, LLC · Certified Financial Planner
- Sebastian CiottiWells Fargo Advisors Financial Network, LLC
- John C. CleaverCreative Financial Concepts, Inc. · Chartered Financial Consultant
- Elizabeth G. ColesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. CollCetera Investment Advisers LLC
- Raleigh L. Collins Jr.State Farm Investment Management Corp.
- George E. Cones Jr.Third Sigma Investment Advisors LLC
- Vito ConigliaroJ.P. Morgan Securities LLC
- Thomas J. CooneyLPL Financial LLC
- David S. CooperRealta Investment Advisors, Inc.
- William L. CorsinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard M. CostelloAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Joshua H. CoupeKingsview Wealth Management, LLC
- Gregory B. Coverdale Jr.Wall St LLC · Certified Financial Planner
- Bobby K. CowandRealta Investment Advisors, Inc.
- C L. CreanOsaic Wealth, Inc. · Chartered Financial Consultant
- Karen M. CreelTlg Advisors, Inc.
- 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
- William L. CurryDelaware Advisory Group, Inc. · Chartered Financial Consultant
- Jaime S. CutterRiversedge Advisors
- Justin B. CzerwinskiWells Fargo Advisors Financial Network, LLC
- Bobby DamronAmeriprise Financial Services, LLC
- Kathryn L. DanielovAmeriprise Financial Services, LLC
- Ravi P. DattaniClariti Wealth Advisors · Certified Financial Planner
- Katherine E. DavisRiversedge Advisors
- Brian D. DawsonRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Frederick J. DawsonRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Jason L. DelcolloGreat Valley Advisor Group, LLC
- Angela C. DerleAmeriprise Financial Services, LLC
- Antonio DesanoThird Sigma Investment Advisors LLC · Certified Financial Planner
- Casey J. DesautelleFlorida Financial Advisors, LLC
- Matthew P. DidomenicoRaymond James Financial Services Advisors, Inc.
- Donald J. DidonatoPNC Wealth Management LLC
- Andrew M. DingerWindmark Investment Partners, Inc. · Chartered Financial Analyst
- Joseph A. DinunzioFlorida Financial Advisors, LLC
- Giovanni DiomedeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erich J. DischertRaymond James & Associates, Inc.
- L. P. DorseyMariner · Chartered Financial Analyst
- Daniel L. DoughertyState Farm Investment Management Corp.
- Frank J. DowlingPfs Investments Inc.
- Keren C. DrummondMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William C. DugdaleAlliancebernstein L.P.
- Steven D. DuncanAmeriprise Financial Services, LLC · Certified Financial Planner
- Kevin A. DunionNorthwestern Mutual Investment Services, LLC
- Joseph B. Durney Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lori A. EarleyWells Fargo Advisors Financial Network, LLC
- Edward D. EckenroadAmeriprise Financial Services, LLC
- William C. EdwardsRealta Investment Advisors, Inc.
- Mark H. EgglestonRiversedge Advisors · Certified Financial Planner
- Erin P. EliasonRiversedge Advisors
- Hesham Z. ElshahedTd Private Client Wealth LLC
- David EmigWells Fargo Advisors Financial Network, LLC
- Edward T. EnsticeRealta Investment Advisors, Inc.
- Danilo ErcoleLPL Financial LLC
- Bridget A. ErhardAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Erik ErmentrautCetera Investment Advisers LLC
- Thomas M. Ervin Jr.Diversified, LLC · Certified Financial Planner
- Randal T. EvelandLPL Financial LLC · Certified Financial Planner
- James G. EverlofCommonwealth Financial Network
- Marisa A. FaccioloRiversedge Advisors
- Dominic V. FantozziFlorida Financial Advisors, LLC
- Randal J. FarabaughAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael T. FarquharsonLPL Financial LLC · Certified Financial Planner
- Samuel C. FiechterWalnut Green Asset Management, LLC
- Thomas D. FieldmanRBC Capital Markets, LLC
- John J. FisherPNC Wealth Management LLC
- Michael A. FisherDiversified, LLC · Certified Financial Planner
- Laura L. FontanaAmeriprise Financial Services, LLC
- Daniel ForakerRealta Investment Advisors, Inc.
- Jacob C. FosterDiversified, LLC · Certified Financial Planner
- Bradley J. FoyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas R. FrakeCommonwealth Financial Network
- David M. FrascellaIh2 Advisors & Company
- Timothy P. FriedrichAmeriprise Financial Services, LLC
- William R. GallagherCommonwealth Financial Network
- Jennifer H. GalvinWells Fargo Advisors Financial Network, LLC
- Joseph D. Gandolfo Jr.RBC Capital Markets, LLC
- Cassandra J. GegenheimerMcKee Investment Planning, Inc.
- Leandro GenoeseCetera Investment Advisers LLC
- Francesco GenoveseCetera Investment Advisers LLC
- Paul C. GiannoukosEdward Jones
- Charles A. GilbertState Farm Investment Management Corp.
- Tyler J. GildenShepherd Financial Investment Advisory LLC
- Michael A. GioiaAmeriprise Financial Services, LLC
- Daniel W. GlazierStrategic Advisers LLC
- Gregory H. GnadeFlorida Financial Advisors, LLC
- Elliott GolinkoffRBC Capital Markets, LLC
- Robert D. GooderhamWindmark Investment Partners, Inc. · Chartered Financial Analyst
- John E. GoodwinPrincipal Securities, Inc. · Chartered Financial Consultant
- Julie A. GrassoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas F. GuillebeauMariner · Chartered Financial Consultant
- Vincent J. Gulotti IIIWells Fargo Advisors Financial Network, LLC
- Stephen M. HaganIh2 Advisors & Company
- Dillon D. HallRealta Investment Advisors, Inc.
- James E. HallAffinity Wealth Management LLC · Certified Financial Planner
- Alexandria P. HalsteadAmeriprise Financial Services, LLC · Certified Financial Planner
- Mark P. HamiltonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michelle R. HandAmeriprise Financial Services, LLC
- Kevin B. HarrisCommonwealth Financial Network
- James W. HayesAmeriprise Financial Services, LLC
- Theresa M. HeitterState Farm Investment Management Corp. · Chartered Financial Consultant
- Sarah M. HendersonAmeriprise Financial Services, LLC
- Nicholas HernjakEdward Jones · Certified Financial Planner
- Christopher J. HickeyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kieran HickeyAmeriprise Financial Services, LLC
- Jake HighfieldFlorida Financial Advisors, LLC
- Kyle HillDiversified, LLC · Certified Financial Planner
- Rose M. Hill&Partners
- Louis A. HimelreichPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Nancy T. HoangRealta Investment Advisors, Inc.
- Jennifer A. HoeyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Drew W. HoffmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Monique HollowayAmc Wealth Management, LLC · Certified Financial Planner
- Michael T. HooverPrincipal Securities, Inc.
- Dexter A. HopkinsNorthwestern Mutual Investment Services, LLC
- Steven HornRealta Investment Advisors, Inc.
- Ashley D. HowardDiversified, LLC
- Timothy D. HumphreysDelaware Wealth Planners · Certified Financial Planner
- Steven HutchisonRiversedge Advisors
- Samuel I. HylandWalnut Green Asset Management, LLC
- Raymond N. IanniPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tracy B. IgnatieffEdward Jones
- Seth H. ImmediatoAmeriprise Financial Services, LLC
- Andrew JackalousFlorida Financial Advisors, LLC
- Richard C. Jakotowicz Jr.Benchmark Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Paul R. JerveyGreat Valley Advisor Group, LLC
- De Forest JohnsonJanney Montgomery Scott LLC
- James G. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew E. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Heidi L. JonesJanney Montgomery Scott LLC
- Robert S. JudgeAmeriprise Financial Services, LLC
- Donald J. KalilAffinity Wealth Management LLC
- Daniel T. KearnsPNC Wealth Management LLC
- Aidan F. KeaveneyPNC Wealth Management LLC
- Sean C. KeaveneyFlorida Financial Advisors, LLC
- Scott KeehnPNC Wealth Management LLC
- G W. Keever IVLPL Financial LLC
- Kevin E. KellyRealta Investment Advisors, Inc.
- Thomas A. KerstetterFlorida Financial Advisors, LLC
- Irina P. KhaliavaWells Fargo Advisors Financial Network, LLC
- Kay E. KidwellRiversedge Advisors · Certified Financial Planner
- Jennifer T. KirbyAlera Investment Advisors, LLC
- Michaela KowatchLPL Financial LLC
- Kelly J. KramarckPrincipal Securities, Inc. · Certified Financial Planner
- Kevin KriegerJ.P. Morgan Securities LLC
- Marc B. KrinskyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. LahodaRaymond James Financial Services Advisors, Inc.
- Kevin H. LamAge Wisely Financial · Certified Financial Planner
- Lisa M. LamarcheAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert B. Lank Jr.Osaic Wealth, Inc. · Personal Financial Specialist
- Jaan E. LarkinStratfi
- William G. LautenbachFlorida Financial Advisors, LLC
- Lloyd T. LaytonRealta Investment Advisors, Inc.
- Brooke M. LebrunMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James H. LeeStratfi · Certified Financial Planner
- Nicholas S. LeskiOsaic Wealth, Inc.
- Mikayla LewisJanney Montgomery Scott LLC
- Samuel J. LewisSjl Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Larry LincolnWells Fargo Advisors Financial Network, LLC
- Lisa D. Littles&Partners
- William E. Lloyd IIILPL Financial LLC
- James F. Locke Jr.Sound Income Strategies, LLC
- Aj C. LopezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- 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
- Li MaAnnova LLC
- Amanda MacfarlandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dawn M. MaddoxRaymond James & Associates, Inc.
- Bhagwati MahendruRealta Investment Advisors, Inc.
- Antonio P. MainolfiFlorida Financial Advisors, LLC
- Brenna D. MakinCitigroup Global Markets Inc.
- Karen R. MalchioneClariti Wealth Advisors
- Lauren A. ManceRiversedge Advisors · Chartered Financial Analyst
- George F. ManiatisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rhonda L. MarksMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kimberly MartinWells Fargo Advisors Financial Network, LLC
- Michael J. MartinCharles Schwab & Co., Inc. · Certified Financial Planner
- Todd D. MarvinMarvin & Palmer Associates · Chartered Financial Analyst
- Skip MassengillRealta Investment Advisors, Inc.
- Connor S. MathenyRockford Financial Planning · Certified Financial Planner
- Anatol T. MaxwellLPL Financial LLC
- Matthew C. Mc MenamyAmeriprise Financial Services, LLC
- Mark T. McCaffreyCharles Schwab & Co., Inc.
- Paul C. McClatchy Jr.Bryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Abigail R. McCloskeyAffinity Wealth Management LLC · Certified Financial Planner
- James F. McCroryRealta Investment Advisors, Inc.
- Nicholas A. McGlynnJ.P. Morgan Securities LLC
- Brady J. McGovernWells Fargo Advisors Financial Network, LLC
- Martin T. McGuireDiversified, LLC · Certified Financial Planner
- Donald R. McLamb Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Sarah M. McLaughlinWilmington Trust Investment Advisors, Inc.
- Mary A. McLaughlin-CraskeyAmeriprise Financial Services, LLC
- Ryan E. MeadeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carl J. Meister IIIAmeriprise Financial Services, LLC
- John C. Melasecca IIIClariti Wealth Advisors · Certified Financial Planner
- Louis D. MemmoloOsaic Wealth, Inc.
- Mason A. MercanteFlorida Financial Advisors, LLC
- Paul L. MillerEquitable Advisors, LLC
- Richard T. MillerCetera Investment Advisers LLC · Personal Financial Specialist
- Gregg M. MillmanPrincipal Securities, Inc.
- Jeffrey MilonasPNC Wealth Management LLC
- Michael M. MirichRealta Investment Advisors, Inc.
- Samuel G. MitchoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason A. MolnarCitigroup Global Markets Inc. · Certified Financial Planner
- Daniel P. MolyneauxAmeriprise Financial Services, LLC
- Byron G. MooreRealta Investment Advisors, Inc.
- Dawn A. Moore JonesState Farm Investment Management Corp.
- Eric M. MoriarityFlorida Financial Advisors, LLC
- Jarrett F. MorrisRiversedge Advisors · Certified Financial Planner, Chartered Financial Consultant
- Joel R. MorrisBryn Mawr Trust Advisors, LLC · Certified Financial Planner
- Brian J. MoserPNC Wealth Management LLC
- Matthew G. MuenchRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael D. MulfordLPL Financial LLC
- Larry J. MurphyWells Fargo Advisors Financial Network, LLC
- Matthew W. MurphyAmeriprise Financial Services, LLC
- Richard J. Murray Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Garry A. MustoWindmark Investment Partners, Inc.
- Shirley Y. Myers DodsonPfs Investments Inc.
- Razan NasifJ.P. Morgan Securities LLC
- Yrving E. Navarro DugarteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James M. NelsonRealta Investment Advisors, Inc. · Certified Financial Planner
- James R. NelsonAffinity Wealth Management LLC · Certified Financial Planner
- Michael L. NicholsRaymond James Financial Services Advisors, Inc.
- Donald W. NicholsonDonald W. Nicholson & Associates Ltd.
- Donald W. Nicholson Jr.Donald W. Nicholson & Associates Ltd. · Certified Financial Planner
- Damon A. NickleDelaware Wealth Planners
- Miles C. NisslyLPL Financial LLC
- Reed M. O'BrienRealta Investment Advisors, Inc.
- Kevin W. O'HanlonRockford Financial Planning · Certified Financial Planner
- Michael S. OboyleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeanne OneillBrown Advisory
- Elizabeth M. OrthAmeriprise Financial Services, LLC
- Harry R. OrthAmeriprise Financial Services, LLC
- Katherine A. OrthAmeriprise Financial Services, LLC
- Kimberlee M. OrthAmeriprise Financial Services, LLC
- Michael J. OrthAmeriprise Financial Services, LLC
- Abiodun OsanyinjobiIh2 Advisors & Company
- Connor R. OverendFlorida Financial Advisors, LLC
- Guy V. Palmeri Jr.RBC Capital Markets, LLC
Other cities in Delaware
All of Delaware →Newark 164Greenville 120Rehoboth Beach 67Lewes 57Dover 49New Castle 25Hockessin 23Middletown 19Millsboro 16Georgetown 11Bethany Beach 10Rockland 9Milford 7Selbyville 7Bear 6Ocean View 6Seaford 6
Questions
How many financial advisors are in Wilmington, DE?
447 investment adviser representatives are registered at firm offices in Wilmington, Delaware, according to the SEC's Investment Adviser Public Disclosure records. 312 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Wilmington?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 50 registered advisors in Wilmington, followed by Ameriprise Financial Services, LLC with 49.
How do I check a financial advisor in Wilmington?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.