Clients per advisor for Independent firms in Delaware

In Delaware, independent financial advisors tend to serve slightly more clients than the typical national independent advisor, with a median of 27 clients per advisor compared to the national median of 25. This suggests that Delaware advisors may be balancing personalized service with a modestly larger client base. With 45 independent firms in the state, the client load distribution ranges broadly, indicating a mix of newer advisors building their practices and those who maintain smaller, relationship-focused caseloads. For clients, this means Delaware offers a variety of independent advisors, from those providing highly personalized attention to others managing a more scalable client roster.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Quantca Financial	Very Low 2	2	1	2
Long Advisors LLC	Very Low 3	3	1	1
SJL Financial LLC	Very Low 4	4	1	1
Keystone Wealth Management Services Inc	Very Low 4	4	1	1
Wealth Wise Planning	Very Low 5	5	1	1
3rd Level Analytics	Very Low 5	5	1	1
ECT Advisory, LLC	Very Low 6	6	1	1
Delaware Advisory Group, Inc.	Very Low 6	6	1	1
Kendall James Advisors	Very Low 7	7	1	2
River Family Advisors LLC	Very Low 8	8	1	1
Falcon Royal Investment Management	Very Low 8	8	1	1
Four Seasons Investment Management LLC	Low 11	11	1	1
Safe Harbor Financial Advisors, LLC	Low 12	12	1	1
Lenape Investments, LLC	Low 15	15	1	1
Age Wisely Financial	Low 16	16	1	1
Great Ocean Road Financial	Low 17	17	1	1
WHTG Wealth Management, LLC	Low 20	20	1	1
Q(x) Branch Reserve Investments LLC	Low 20	20	1	1
AJP Financial Services, LLC	Low 20	20	1	1
Ace Wealth Management, llc	Low 20	20	1	1
Greenside Financial, Ltd	Typical 22	22	1	1
Tobin Investment Planning LLC	Typical 22	22	1	1
Quantum Strategies Wealth Advisory	Typical 25	25	1	1
Annova LLC	Typical 26	26	1	1
Ambrose Wealth Management	Typical 27	27	1	1
EN+ Wealth	Typical 30	30	1	1
Mitchell Group Delaware LLC	Typical 32	32	1	1
Black Diamond Advisory Partners	Typical 34	34	1	1
Atlantic Advisors, Inc.	Typical 35	35	1	1
ARTAIS Capital Management, LLC	High 42	42	1	1
Wrought Financial Planning	High 47	47	1	2
Breakwater Wealth Management	High 49	49	1	1
Aetolia Capital LLC	High 55	55	1	1
True Horizon Wealth Advisors, LLC	High 56	56	1	1
Solomon Investment Group, Inc.	High 58	58	1	1
Creative Financial Concepts, Inc.	High 60	60	1	1
Comprehensive Financial Advisers	High 63	63	1	1
TriState Wealth Advisors	High 65	65	1	1
Jones Fiduciary Wealth Management LLC	High 65	65	1	1
Oak Street Investments	High 65	65	1	1
Delaware Financial Planning, LLC	High 66	66	1	1
The Raffin Group LLC	Very High 67	67	1	1
Alpha Omega Financial	Very High 86	86	1	2
Back Bay Financial Planning & Investments	Very High 86	86	1	2
DiMatteo Financial Group	Very High 90	90	1	1
Peak Investment Advisors, Inc.	Very High 113	113	1	2
Loftus Wealth Strategies	Very High 119	119	1	2
Harding's Wealth Managers, Inc.	Very High 126	126	1	1
Capital Investment Management Inc.	Very High 143	143	1	2
Blue Water Financial Investor Coaching, LLC	Very High 170	170	1	1
Investment Capital Advisors	Very High 373	373	1	1
Retire Ready Wealth Management	Very High 535	535	1	1
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Delaware