Asset manager · Wilmington, DE
Wilmington Trust Investment Advisors, Inc.
SEC-registered investment adviser · CRD 106909 · SEC 801-50883
At a glance
Wilmington Trust Investment Advisors, Inc. is an SEC-registered investment adviser based in Wilmington, Delaware, with $17.8 billion in regulatory assets under management as of its Form ADV filed August 27, 2026. Its largest client group by assets is other, and it reports 6 individual clients. By Form ADV it is a asset manager, ranked 390th of 3,218 asset managers and 942nd of 17,210 SEC-registered advisers by assets.
Main office 646-531-7248wilmingtontrust.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $18B
- Rank among asset managers
- #390 of 3,218
- Rank among all SEC RIAs
- #942 of 17,210
- Rank in Delaware
- #3 of 39
- Individual clients
- 6
- High-net-worth clients
- 6
- Accounts
- 3,540
- Discretionary
- 100% of AUM
- Employees
- 104
- Advisory staff
- 74
- Offices
- 16
Owners and executives on its Form ADV
- John J. KelleyChief Administrative Officer & Chief Operations Officer
- Anthony M. RothPresident & Chief Investment Officer, Director
- Luke A. TilleyExecutive Vice President & Chief Economist
- Matthew D. GlaserExecutive Vice President & Head of Equity and Non-Traditional Investments
- Randy H. VogelExecutive Vice President and Head of Fixed Income
- Andrew J. BaldaufChief Compliance Officer
- Edna J. WarrenChair of the Board and Chief Executive Officer
- Gerald E. BakerDirector/executive Vice President
- Michael J KeaneDirector
- Lisa J RobertsDirector
Custody and brokerage
Custodian
Wilmington Trust Investment Advisors, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: M&t Securities, Inc. and Manufacturers and Traders Trust Company.
- M&t Securities, Inc. ↗CRD 17358
- Manufacturers and Traders Trust Company
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 6 | $6.8B | 38% |
| Pension and profit sharing plans | 21 | $3.6B | 20% |
| State or municipal government entities | 15 | $2.6B | 15% |
| Investment companies | 1 | $1.6B | 9% |
| Charitable organizations | 49 | $1.5B | 9% |
| Corporations or other businesses | 49 | $1.3B | 7% |
| Insurance companies | 8 | $328M | 2% |
| High-net-worth individuals | 6 | $36M | <1% |
Disciplinary disclosures
Wilmington Trust Investment Advisors, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wilmingtontrust.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 439 peers of its type and size
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- Main office, fax and compliance officer
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Background
Questions
How much does Wilmington Trust Investment Advisors, Inc. manage?
Wilmington Trust Investment Advisors, Inc. reports $17.8 billion in regulatory assets under management across 3,540 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 27, 2026.
What kind of firm is Wilmington Trust Investment Advisors, Inc.?
Wilmington Trust Investment Advisors, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Wilmington Trust Investment Advisors, Inc.’s clients?
By assets, its largest client types are other ($6.8 billion, 6 clients); pension and profit sharing plans ($3.6 billion, 21 clients); state or municipal government entities ($2.6 billion, 15 clients).
Does Wilmington Trust Investment Advisors, Inc. have any disciplinary history?
Wilmington Trust Investment Advisors, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Wilmington Trust Investment Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →