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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

39 firms manage $314 billionDelaware

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 157
    Blackrock Capital Management, Inc.Wilmington, DE · 13 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    State Street 34%SSB New York Institutional 30%
    $173B
  2. 361
    Blackrock Capital Investment Advisors, LLCWilmington, DE · 151 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $67B
  3. 942
    Wilmington Trust Investment Advisors, Inc.Wilmington, DE · 155 clientsAsset managerAffiliated broker-dealerM&t Securities, Inc., Manufacturers and Traders Trust Company
    No custodian reported
    $18B
  4. 1003
    Wilmington Funds Management CorporationWilmington, DE · 10 clientsAsset managerAffiliated broker-dealerM&t Securities, Inc., Manufacturers and Traders Trust Company
    No custodian reported
    $16B
  5. 1094
    Brandywine Managers, LLCHockessin, DE · 43 clientsPrivate fund adviser
    No custodian reported
    $14B
  6. 1366
    Dupont Capital ManagementWilmington, DE · 3 clientsAsset manager
    State Street 100%
    $10B
  7. 2474
    Spearhead Administrative Services, LLCGreenville, DE · 28 clientsAsset managerHybrid
    Schwab 65%Fidelity 35%
    $3.8B
  8. 2963
    Diversified, LLCWilmington, DE · 2,002 clientsWealth managerHybrid
    SEI 82%
    $2.8B
  9. 5479
    Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
    Wilmington Trust 59%Fidelity 25%
    $966M
  10. 5604
    Riversedge AdvisorsWilmington, DE · 454 clientsWealth manager
    Schwab 100%
    $928M
  11. 5808
    Affinity Wealth Management LLCWilmington, DE · 664 clientsWealth manager
    Schwab 100%
    $873M
  12. 6109
    Clariti Wealth AdvisorsWilmington, DE · 263 clientsWealth manager
    Fidelity 100%
    $798M
  13. 6555
    Grey Fox Wealth Advisors, LLCRockland, DE · 335 clientsWealth manager
    Schwab 100%
    $699M
  14. 6791
    Westover Capital Advisors, LLCWilmington, DE · 267 clientsWealth manager
    Schwab 100%
    $653M
  15. 8305
    N1 AdvisorsNewark, DE · 214 clientsWealth manager
    Schwab 100%
    $445M
  16. 8516
    Big Investment ServicesDover, DE · 622 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $425M
  17. 8662
    Bdfs Capital LLCRehoboth Beach, DE · 762 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $411M
  18. 8733
    Long Angle Management, LLCDover, DE · 59 clientsPrivate fund adviser
    No custodian reported
    $405M
  19. 8981
    Realta Investment Advisors, IncWilmington, DE · 1,231 clientsWealth managerWrap sponsorHybridRealta Equities, Inc., clears through Pershing
    Pershing 100%
    $385M
  20. 9021
    Blue Rock Financial GroupRehoboth Beach, DE · 314 clientsWealth manager
    SEI 100%
    $382M
  21. 10685
    Wilmington Trust Asset Management, LLCWilmington, DE · 5 clientsPrivate fund adviserAffiliated broker-dealerM&t Securities, Inc.
    No custodian reported
    $271M
  22. 10776
    Ih2 Advisors & CompanyWilmington, DE · 3 clientsAsset manager
    No custodian reported
    $265M
  23. 10971
    Delaware Wealth PlannersWilmington, DE · 126 clientsWealth manager
    SEI 85%
    $256M
  24. 11325
    Investment Management & Planning LLCGreenville, DE · 511 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $239M
  25. 11447
    Windmark Investment Partners, Inc.Wilmington, DEAsset manager
    State Street 63%Wells Fargo 37%
    $233M
  26. 12339
    Marvin & Palmer AssociatesWilmington, DE · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $196M
  27. 13050
    Donald W. Nicholson & Associates LTDWilmington, DE · 156 clientsWealth manager
    Schwab 100%
    $171M
  28. 13989
    Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
    Fidelity 54%
    $141M
  29. 14172
    Morningside Asset ManagementWilmington, DE · 7 clientsAsset manager
    Amalgamated Bank 100%
    $136M
  30. 14311
    Benchmark Financial, LLCWilmington, DE · 90 clientsWealth manager
    Schwab 100%
    $132M
  31. 14690
    Montchanin Asset Management, LLCMontchanin, DE · 60 clientsWealth manager
    Schwab 86%
    $121M
  32. 14703
    Back Bay Financial Planning & InvestmentsBethany Beach, DE · 94 clientsWealth manager
    Schwab 100%
    $120M
  33. 14927
    StratfiWilmington, DE · 87 clientsWealth manager
    Schwab 100%
    $115M
  34. 15441
    Third Sigma Investment Advisors LLCWilmington, DE · 51 clientsAsset manager
    Schwab 100%
    $99M
  35. 16369
    Streetbeat LLCWilmington, DE · 853 clientsWealth manager
    Alpaca Securities 77%TradePMR / Robinhood 23%
    $5M
  36. 16518
    Cagr Finance LLCLewes, DEWealth manager
    Interactive Brokers 100%
    $32K
  37. 16695
    Climate Finance Partners LLCWilmington, DE · 2 clientsAsset manager
    No custodian reported
    $0
  38. 16803
    8figuresDover, DE · 100 clientsAsset manager
    No custodian reported
    $0
  39. 17210
    Coinedly LLCDover, DEAsset managerHybrid
    No custodian reported
    $0

RIAs by state