Top Picks · Wilmington

Best Financial Advisors in Wilmington, DE

Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.

As of July 2026, RatingsNearMe ranks 20 financial advisors in Wilmington, DE by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is RiversEdge Advisors with a 5.0-star rating from 50 Google reviews and an RNM Score of 80/100. Also in the top tier: Blue Rock Financial Group - Financial Planning and Delaware Wealth Planners. The average rating across all listed financial advisors in Wilmington is 4.9 stars from 14 reviews per business on average.

Financial advisors in Wilmington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Patria Wealth Group

Patria Wealth Group stands out as the top-ranked advisor in Wilmington due to its strong reputation for personalized wealth management and comprehensive financial planning services.

Most Reviewed

Patria Wealth Group

Having the most reviews indicates a high level of client engagement and trust, which can help consumers gauge the firm's reliability and service quality.

When choosing a financial advisor in Wilmington, consider scheduling initial consultations with multiple firms to compare their fee structures, investment philosophies, and communication styles. Always verify credentials and check for any regulatory disclosures before committing.

Filter:

Local Market Snapshot

20

Businesses listed

4.9★

Avg rating

14

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(50 reviews)

Consistently earns a perfect 5.0-star rating from over 50 client reviews.

600 N King St Suite 200, Wilmington, DE 19801, USA
5.0(36 reviews)

Wilmington's top-rated financial advisor with a perfect 5.0 stars from 36 reviews.

112 French St Suite 105A, Wilmington, DE 19801, USA
5.0(35 reviews)

5.0 stars from 35 Google reviews, reflecting exceptional client satisfaction.

2301 Pennsylvania Ave, Wilmington, DE 19806, USA

Financial Advisors Rankings in Wilmington, DE

#BusinessRatingReviews
#1RiversEdge Advisors600 N King St Suite 200, Wilmington, DE 19801, USA5.050
#2Blue Rock Financial Group - Financial Planning112 French St Suite 105A, Wilmington, DE 19801, USA5.036
#3Delaware Wealth Planners2301 Pennsylvania Ave, Wilmington, DE 19806, USA5.035
#4Brandywine Hundred Advisors - Ameriprise Financial Services, LLC1813 Marsh Rd # H, Wilmington, DE 19810, USA5.01
#5Randal Farabaugh - Private Wealth Advisor, Ameriprise Financial Services, LLC2 Righter Pkwy #201, Wilmington, DE 19803, USA5.01
#6Covenant Wealth Strategies15 Middleton Dr, Wilmington, DE 19808, USA5.022
#7BCM Wealth Management - A Shepherd Financial Partner3801 Kennett Pike Building B, Suite 206, Greenville, DE 19807, USA4.631
#8Diamond State Financial Group900 Prides Crossing, Newark, DE 19713, USA4.731
#9Patria Wealth Group501 Silverside Rd #31, Wilmington, DE 19809, USA5.030
#10Affinity Wealth Management LLCLittle Falls Centre II, 2751 Centerville Rd #110, Wilmington, DE 19808, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Wilmington

4
5.0· 1 reviews

Trusted by clients with a perfect 5.0-star rating from early reviews.

1813 Marsh Rd # H, Wilmington, DE 19810, USA

5
5.0· 1 reviews

Consistently earns a perfect 5.0-star rating from its clients in Wilmington.

2 Righter Pkwy #201, Wilmington, DE 19803, USA

6
5.0· 22 reviews

Exceptional 5.0-star rating from over 20 reviews in Wilmington.

15 Middleton Dr, Wilmington, DE 19808, USA

7
4.6· 31 reviews

4.6 stars from 31 reviews, a strong reputation for trusted financial guidance in Wilmington.

3801 Kennett Pike Building B, Suite 206, Greenville, DE 19807, USA

8
4.7· 31 reviews

4.7 stars from 31 reviews, reflecting strong local client satisfaction.

900 Prides Crossing, Newark, DE 19713, USA

9
5.0· 30 reviews

5.0 stars from 30 reviews, reflecting exceptional client trust and satisfaction.

501 Silverside Rd #31, Wilmington, DE 19809, USA

10
5.0· 1 reviews

Earns a perfect 5.0-star rating from a small number of Google reviews.

Little Falls Centre II, 2751 Centerville Rd #110, Wilmington, DE 19808, USA

11
5.0· 1 reviews

Exceptional 5.0-star rating from a small number of reviews in Wilmington.

1013 Centre Rd #405, Wilmington, DE 19805, USA

12
5.0· 1 reviews

Earns a perfect 5.0-star rating from its early Google reviews.

3201 Millcreek Rd, Wilmington, DE 19808, USA

13
4.6· 9 reviews

Trusted financial advisor with a 4.6-star rating from 9 Google reviews.

615 W 18th St, Wilmington, DE 19802, USA

14
5.0· 10 reviews

5.0 stars from 10 Google reviews, reflecting exceptional client satisfaction.

1415 Foulk Rd # 202, Wilmington, DE 19803, USA

15
5.0· 1 reviews

Trusted by clients with a perfect 5.0-star rating from early reviews.

1403 Silverside Rd # B, Wilmington, DE 19810, USA

16
4.3· 6 reviews

Trusted by clients with a solid 4.3-star rating from 6 reviews.

3705 Concord Pike, Wilmington, DE 19803, USA

17
5.0· 5 reviews

Consistently earns a perfect 5.0-star rating from positive client reviews.

501 Silverside Rd, Wilmington, DE 19809, USA

18
4.7· 3 reviews

Boasts a strong 4.7-star rating from a handful of Google reviews.

6 Larch Ave Ste 399, Wilmington, DE 19804, USA

19
5.0· 3 reviews

Exceptional 5.0-star rating based on 3 Google reviews.

200 Continental Dr Ste 200, Newark, DE 19713, USA

20
5.0· 2 reviews

Earns a perfect 5.0-star rating from a small number of client reviews.

1013 Centre Rd Suite 102, Wilmington, DE 19805, USA

Data from Google Business listings
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Financial Advisors in Wilmington, DE — Compared

#BusinessRNM ScoreRatingReviews
1RiversEdge Advisors80/1005.0 ★50
2Blue Rock Financial Group - Financial Planning78/1005.0 ★36
3Delaware Wealth Planners78/1005.0 ★35
4Brandywine Hundred Advisors - Ameriprise Financial Services, LLC62/1005.0 ★1
5Randal Farabaugh - Private Wealth Advisor, Ameriprise Financial Services, LLC62/1005.0 ★1
6Covenant Wealth Strategies75/1005.0 ★22
7BCM Wealth Management - A Shepherd Financial Partner70/1004.6 ★31
8Diamond State Financial Group72/1004.7 ★31
9Patria Wealth Group77/1005.0 ★30
10Affinity Wealth Management LLC62/1005.0 ★1

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Wilmington

What is a fiduciary financial advisor and why does it matter in Wilmington?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Wilmington, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Wilmington?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.

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About This Financial Advisors Directory — Wilmington, DE

This page lists and ranks 20 financial advisors serving Wilmington, DE as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 14 customer reviews per business. The top-ranked financial advisors in Wilmington by our algorithm is RiversEdge Advisors (5.0 stars, 50 reviews). Financial advisors in Wilmington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Wilmington: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the DE licensing board before hiring.

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