Local Pros · Wilmington
Local Financial Advisors in Wilmington, DE
Locally owned and operated financial advisors serving Wilmington and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Wilmington, DE by verified customer ratings and review volume. The highest-rated is RiversEdge Advisors with a 5.0-star rating from 50 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
14
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
RiversEdge Advisors
600 N King St Suite 200, Wilmington, DE 19801, USA
Blue Rock Financial Group - Financial Planning
112 French St Suite 105A, Wilmington, DE 19801, USA
Delaware Wealth Planners
2301 Pennsylvania Ave, Wilmington, DE 19806, USA
Financial Advisors Rankings in Wilmington, DE
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | RiversEdge Advisors600 N King St Suite 200, Wilmington, DE 19801, USA | 5.0★ | 50 |
| #2 | Blue Rock Financial Group - Financial Planning112 French St Suite 105A, Wilmington, DE 19801, USA | 5.0★ | 36 |
| #3 | Delaware Wealth Planners2301 Pennsylvania Ave, Wilmington, DE 19806, USA | 5.0★ | 35 |
| #4 | Randal Farabaugh - Private Wealth Advisor, Ameriprise Financial Services, LLC2 Righter Pkwy #201, Wilmington, DE 19803, USA | 5.0★ | 1 |
| #5 | MidAtlantic Retirement Planning Specialists1415 Foulk Rd # 202, Wilmington, DE 19803, USA | 5.0★ | 10 |
| #6 | Lighthouse Financial501 Silverside Rd, Wilmington, DE 19809, USA | 5.0★ | 5 |
| #7 | Donald W Nicholson & Associates Ltd1403 Silverside Rd # B, Wilmington, DE 19810, USA | 5.0★ | 1 |
| #8 | Bridget A Erhard - Private Wealth Advisor, Ameriprise Financial Services, LLC6 Larch Ave Ste 399, Wilmington, DE 19804, USA | 4.7★ | 3 |
| #9 | Covenant Wealth Strategies15 Middleton Dr, Wilmington, DE 19808, USA | 5.0★ | 22 |
| #10 | Affinity Wealth Management LLCLittle Falls Centre II, 2751 Centerville Rd #110, Wilmington, DE 19808, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Wilmington
Randal Farabaugh - Private Wealth Advisor, Ameriprise Financial Services, LLC
2 Righter Pkwy #201, Wilmington, DE 19803, USA
MidAtlantic Retirement Planning Specialists
1415 Foulk Rd # 202, Wilmington, DE 19803, USA
Lighthouse Financial
501 Silverside Rd, Wilmington, DE 19809, USA
Donald W Nicholson & Associates Ltd
1403 Silverside Rd # B, Wilmington, DE 19810, USA
Bridget A Erhard - Private Wealth Advisor, Ameriprise Financial Services, LLC
6 Larch Ave Ste 399, Wilmington, DE 19804, USA
Covenant Wealth Strategies
15 Middleton Dr, Wilmington, DE 19808, USA
Affinity Wealth Management LLC
Little Falls Centre II, 2751 Centerville Rd #110, Wilmington, DE 19808, USA
Chesapeake Wealth Advisors of Janney Montgomery Scott
1013 Centre Rd Suite 102, Wilmington, DE 19805, USA
Patria Wealth Group
501 Silverside Rd #31, Wilmington, DE 19809, USA
Westover Capital Advisors LLC
1013 Centre Rd #405, Wilmington, DE 19805, USA
Diamond State Financial Group
900 Prides Crossing, Newark, DE 19713, USA
BCM Wealth Management - A Shepherd Financial Partner
3801 Kennett Pike Building B, Suite 206, Greenville, DE 19807, USA
Crowley Wealth Management
3201 Millcreek Rd, Wilmington, DE 19808, USA
Point To Point Wealth Planning - Ameriprise Financial Services, LLC
200 Continental Dr Ste 200, Newark, DE 19713, USA
Brandywine Hundred Advisors - Ameriprise Financial Services, LLC
1813 Marsh Rd # H, Wilmington, DE 19810, USA
Van Buren Financial Group, LLC
615 W 18th St, Wilmington, DE 19802, USA
Diversified LLC
3705 Concord Pike, Wilmington, DE 19803, USA
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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: May 17, 2026.
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