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Start your Watchlist77 investment advisory firms are registered with a main office in Delaware, together advising $325B for 47,679 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Wilmington · SEC-registered
|
$172.6B | 13 | 79 | Flagged |
| 2 |
Wilmington · SEC-registered
|
$66.9B | 151 | 39 | Flagged |
| 3 |
Wilmington · SEC-registered
|
$17.8B | 155 | 104 | Flagged |
| 4 |
Wilmington · SEC-registered
|
$16.1B | 10 | 39 | Clean |
| 5 |
Hockessin · SEC-registered
|
$14.0B | 43 | 5 | Clean |
| 6 |
Wilmington · SEC-registered
|
$10.6B | 37,014 | 325 | Clean |
| 7 |
Wilmington · SEC-registered
|
$10.1B | 3 | 33 | Clean |
| 8 |
Greenville · SEC-registered
|
$3.8B | 28 | 9 | Clean |
| 9 |
Wilmington · SEC-registered
|
$2.8B | 2,002 | 53 | Clean |
| 10 |
Wilmington · SEC-registered
|
$965.8M | 92 | 14 | Clean |
| 11 |
Wilmington · SEC-registered
|
$928.4M | 454 | 19 | Clean |
| 12 |
Wilmington · SEC-registered
|
$872.5M | 664 | 17 | Clean |
| 13 |
Wilmington · SEC-registered
|
$797.6M | 263 | 10 | Clean |
| 14 |
Rockland · SEC-registered
|
$698.8M | 335 | 11 | Clean |
| 15 |
Wilmington · SEC-registered
|
$652.9M | 267 | 11 | Clean |
| 16 |
Newark · SEC-registered
|
$445.5M | 214 | 7 | Clean |
| 17 |
Rehoboth Beach · SEC-registered
|
$411.3M | 762 | 7 | Clean |
| 18 |
Dover · SEC-registered
|
$404.7M | 59 | 10 | Clean |
| 19 |
Wilmington · SEC-registered
|
$385.4M | 1,231 | 61 | Flagged |
| 20 |
Rehoboth Beach · SEC-registered
|
$381.8M | 314 | 10 | Clean |
| 21 |
Dover · SEC-registered
|
$369.3M | 589 | 8 | Clean |
| 22 |
Wilmington · SEC-registered
|
$271.4M | 5 | 40 | Clean |
| 23 |
Wilmington · SEC-registered
|
$265.3M | 3 | 3 | Clean |
| 24 |
Wilmington · SEC-registered
|
$255.6M | 126 | 4 | Clean |
| 25 |
Greenville · SEC-registered
|
$238.8M | 511 | 3 | Clean |
| 26 |
Wilmington · SEC-registered
|
$233.3M | - | 14 | Clean |
| 27 |
Wilmington · SEC-registered
|
$195.7M | 7 | 7 | Clean |
| 28 |
Wilmington · SEC-registered
|
$171.2M | 156 | 5 | Clean |
| 29 |
Wilmington · SEC-registered
|
$140.8M | 74 | 36 | Flagged |
| 30 |
Wilmington · SEC-registered
|
$135.6M | 7 | 4 | Clean |
| 31 |
Wilmington · SEC-registered
|
$131.6M | 90 | 3 | Clean |
| 32 |
Montchanin · SEC-registered
|
$120.8M | 60 | 2 | Clean |
| 33 |
Bethany Beach · State-registered
|
$120.5M | 94 | 3 | Clean |
| 34 |
Wilmington · SEC-registered
|
$115.0M | 87 | 2 | Clean |
| 35 |
Lewes · State-registered
|
$107.9M | 203 | 3 | Clean |
| 36 |
Wilmington · SEC-registered
|
$98.8M | 51 | 4 | Clean |
| 37 |
Newark · State-registered
|
$97.0M | 370 | 3 | Clean |
| 38 |
Wilmington · State-registered
|
$92.0M | 8 | 2 | Clean |
| 39 |
Bethany Beach · State-registered
|
$47.3M | 36 | 2 | Clean |
| 40 |
Newark · State-registered
|
$27.0M | 70 | 1 | Clean |
| 41 |
Wilmington · State-registered
|
$19.7M | 30 | 1 | Clean |
| 42 |
Dover · State-registered
|
$15.8M | 62 | 3 | Clean |
| 43 |
Wilmington · SEC-registered
|
$4.9M | 853 | 2 | Clean |
| 44 |
Rehoboth Beach · State-registered
|
$2.0M | 5 | 1 | Flagged |
| 45 |
Lewes · SEC-registered
|
$32K | - | 5 | Clean |
| 46 |
Wilmington · SEC-registered
|
- | 2 | 3 | Clean |
| 47 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 48 |
Dover · State-registered
|
- | - | 0 | Clean |
| 49 |
Dover · State-registered
|
- | - | 0 | Clean |
| 50 |
Dover · State-registered
|
- | - | 0 | Clean |
| 51 |
Wilmington · State-registered
|
- | 6 | 1 | Clean |
| 52 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 53 |
Dover · State-registered
|
- | - | 0 | Clean |
| 54 |
Wilmington · State-registered
|
- | - | 1 | Clean |
| 55 |
Bear · State-registered
|
- | - | 0 | Clean |
| 56 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 57 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 58 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 59 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 60 |
Wilmington · State-registered
|
- | - | 1 | Clean |
| 61 |
Dover · SEC-registered
|
- | 100 | 6 | Clean |
| 62 |
Newark · State-registered
|
- | - | 0 | Clean |
| 63 |
Newark · State-registered
|
- | - | 0 | Clean |
| 64 |
Newark · State-registered
|
- | - | 1 | Clean |
| 65 |
New Castle · State-registered
|
- | - | 1 | Clean |
| 66 |
Middletown · State-registered
|
- | - | 0 | Clean |
| 67 |
Middletown · State-registered
|
- | - | 0 | Clean |
| 68 |
Wilmington · State-registered
|
- | - | 1 | Clean |
| 69 |
Lewes · State-registered
|
- | - | 0 | Clean |
| 70 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 71 |
Dover · State-registered
|
- | - | 0 | Clean |
| 72 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 73 |
Dover · State-registered
|
- | - | 0 | Clean |
| 74 |
Wilmington · State-registered
|
- | - | 0 | Clean |
| 75 |
Dover · State-registered
|
- | - | 0 | Clean |
| 76 |
Dover · State-registered
|
- | - | 0 | Clean |
| 77 |
Wilmington · State-registered
|
- | - | 0 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Delaware by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.