Browse all advisors in Delaware

Every advisor below is licensed to work with clients in Delaware. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Delaware advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
1,793
Tax-loss harvesting
1,296
Wealth management
980
Executive
900
Retired
774
Retirement income strategy
664
Active portfolio management
561
ESG / Sustainable investing
517
Passive / index investing
477
Retirement plans for business owners (SEP, solo 401k)
468
Income planning
422
Approaching retirement
396
Private / alternative investments
390
General retirement planning
389
College savings (529s, UTMA, etc.)
320
Business exit / sale strategy
298
Charitable giving & philanthropy
268
Social Security optimization
265
Self-Employed
250
Retirement withdrawal strategies
236
HENRY (High Earners, Not Rich Yet)
227
Cash flow / budgeting
226
Mid-Career Professionals
222
Options & derivatives strategies
222
General estate planning guidance
221
Concentrated stock management
194
Annuities
166
Equity compensation tax strategy
143
Divorce financial planning
82
Business succession planning
72
Real estate investing
72
Multi-generational wealth transfer
68
Business ownership considerations
61
Attorney
49
Divorced
49
Married/Couples/Partners
49
General tax planning
46
Financial Professional
40
Planning for children with special needs
36
Women Professionals
35
Established Professionals
30
Parents
20
Doctor or Medical Professional
14
Educators, Teachers, and Academics
14
Retired
13
Long-term care insurance
11
Family Business
10
Values-based investing
10
Life insurance needs analysis
9
Debt management
8
Tax strategies for small businesses
8
Military & Veterans
7
Business sale tax planning
6
Disability insurance
5
Factor investing / smart beta
4
Trust structures (GRAT, IDGT, revocable)
3
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