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Financial Advisors in Bear, DE: 2026 rankings

80 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bear: Springer PCFG, RFA Score 73/100; 5.0★ from 36 Google reviews.

  2. 19

    Most-reviewed: Sun East Federal Credit Union, 177 Google reviews at 3.8★, the most of 80 ranked; ranked #19.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

80 Bear financial advisors are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 80 rated firms.

Top 10 financial advisors in Bear at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Bear at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Springer PCFG735.0★ (36)Bear—Top score
2RiversEdge Advisors725.0★ (51)Wilmington, 10 mi away——
3Diamond State Financial Group714.9★ (32)Newark, 4 mi away——
4AlphaCore Wealth Advisory705.0★ (36)Wilmington, 9 mi away——
5Delaware Wealth Planners705.0★ (35)Wilmington, 10 mi away——
6Apex Financial Freedom705.0★ (30)Wilmington, 9 mi awayEvenings—
7Income & Estate Planning Partners695.0★ (22)Newark, 6 mi awaySat · Sun · Evenings—
8TJS Boxing Academy695.0★ (19)Newark, 5 mi awaySat · Evenings—
9Bank of America (with Drive-thru ATM)693.4★ (171)BearSat—
10Bank of America Financial Center694.2★ (41)Newark, 6 mi away——

All 80 financial advisors in Bear, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Bear

    #1 Springer PCFG

    Based in Bear

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Springer PCFG(302) 252-8144

  2. #2 RiversEdge Advisors

    Based in Wilmington, 10 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    600 N King St Ste 200, Wilmington, DE 19801
    View profile for RiversEdge Advisors(302) 573-6864

  4. #4 AlphaCore Wealth Advisory

    Based in Wilmington, 9 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    112 French St Ste 105A, Wilmington, DE 19801
    View profile for AlphaCore Wealth Advisory(302) 752-6637

  6. #6 Apex Financial Freedom

    Based in Wilmington, 9 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8 AM–9 PM · Sat–Sun closed
    Address
    251 Little Falls Dr, Wilmington, DE 19808
    View profile for Apex Financial Freedom(888) 249-5186

  8. #8 TJS Boxing Academy

    Based in Newark, 5 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 3 PM–8 PM · Fri closed · Sat 9 AM–12 PM · Sun closed
    Address
    2860 Ogletown Rd, Newark, DE 19713
    View profile for TJS Boxing Academy(302) 733-0100

  14. #14 Patria Wealth Group

    Based in Wilmington, 14 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    501 Silverside Rd #31, Wilmington, DE 19809
    View profile for Patria Wealth Group(302) 595-9339

  18. #18 Dan White & Associates

    Based in Middletown, 13 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 25 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    Sandhill Plaza, 118 Sandhill Dr Ste 103, Middletown, DE 19709
    View profile for Dan White & Associates(302) 449-0111

  19. #19 Sun East Federal Credit Union

    Based in Chester, 20 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.8★ from 177 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 177 Google reviews
    Hours
    Mon–Wed 9 AM–4:30 PM · Thu 9 AM–6 PM · Fri 9 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    4500 Pennell Rd, Aston Township, PA 19014
    View profile for Sun East Federal Credit Union(610) 485-2960

  23. #23 InheritNOW

    Based in Wilmington, 9 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.1★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 4.1★ from 13 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    1002 Justison St Ste 210, Wilmington, DE 19801
    View profile for InheritNOW(877) 846-4374

  25. #25 Bankers Life

    Based in Newark, 3 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    56 W Main St 273 Ste 206, Newark, DE 19702
    View profile for Bankers Life(302) 731-7246

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 80 ranked financial advisors here; the rest are on their profiles.

financial advisors in Bear, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Jason Betz - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (11)14 mi
27Sherley Legerme: Primerica - Financial Services655.0★ (5)5 mi
28Navigate Financial Aid654.8★ (25)23 mi
29Van Buren Financial Group, LLC654.6★ (9)11 mi
30MidAtlantic Wealth Partners645.0★ (10)14 mi
31Kevin Washington: Primerica - Financial Services645.0★ (4)5 mi
32Wells Fargo Advisors643.4★ (5)4 mi
33Fidelity Investments643.3★ (22)11 mi
34Brian O'Neal: Primerica - Financial Services645.0★ (4)7 mi
35James Walter Wealth Management645.0★ (15)22 mi
36Awa Njie: Primerica - Financial Services645.0★ (3)5 mi
37Merrill Lynch Financial Advisor Jennifer Hoey634.2★ (5)9 mi
38Bridget A Erhard - Private Wealth Advisor, Ameriprise Financial Services, LLC634.7★ (3)7 mi
39Global Connect Pro Financial634.2★ (5)10 mi
40Edward Jones - Financial Advisor: Jared Allen, CFP®|ChFC®|CPWA®|AAMS®634.8★ (17)25 mi
41Bank of America Financial Center632.9★ (46)10 mi
42Precision Wealth Partners635.0★ (12)23 mi
43Charles Schwab633.1★ (9)11 mi
44Mallard Financial Partners633.7★ (3)7 mi
45Victory Wealth Partners635.0★ (13)24 mi
46SMART Tax Free Retirement - Home of the IRA Guys625.0★ (4)12 mi
47Montchanin Wealth Management - UBS Financial Services Inc.625.0★ (3)11 mi
48Diversified LLC624.2★ (5)14 mi
49HFS Advisers625.0★ (3)11 mi
50Members' Wealth LLC625.0★ (11)25 mi

Also serving Bear

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Bear
BusinessGoogle ratingDistance
Author Trevor A DuvalIn Bear
Chesapeake Wealth Advisors of Janney Montgomery Scott5.0★ (2)9 mi
Creative Planning5.0★ (2)11 mi
Diana Lee - Prudential Financial1.0★ (2)9 mi
Edward Jones - Financial Advisor: Eric A Reynolds5.0★ (2)7 mi
Edward Jones - Financial Advisor: Mike Laur5.0★ (2)6 mi
Edward Jones - Financial Advisor: Steven T Lucas, CFP®3.0★ (2)7 mi
Hesham Elshahed - TD Wealth Financial AdvisorIn Bear
Joseph Iudica - Wilmington Advisors @ M&TIn Bear
Kennett Capital IncIn Bear
Mercer Advisors - Hockessin5.0★ (2)11 mi
Poole Locke Associates5.0★ (2)12 mi
Private Bank, Bank of America4.5★ (2)9 mi
Raymond James & Associates5.0★ (2)11 mi
Robert Stephens III: Primerica - Financial Services5.0★ (2)3 mi
Russell Kuchera - Wilmington Advisors @ M&TIn Bear
SCORE5.0★ (2)11 mi
Sheila Highsmith: Primerica - Financial Services5.0★ (2)3 mi
Wells Fargo AdvisorsIn Bear
Westover Capital Advisors LLC5.0★ (2)9 mi

How we ranked Bear financial advisors

We scored 80 Bear financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bear data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Bear: frequently asked questions

Which financial advisor has the highest RFA Score in Bear?

By RFA Score, the highest-ranked financial advisor in Bear, DE is Springer PCFG with an RFA Score of 73/100. It has 5.0★ from 36 Google reviews. RiversEdge Advisors (#2) and Diamond State Financial Group (#3) follow. We ranked 80 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Bear?

RankedFinancialAdvisors ranks 80 financial advisors serving Bear, DE. 2 of them are based in Bear; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Bear work on weekends?

8 of 80 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Income & Estate Planning Partners (#7), TJS Boxing Academy (#8) and Bank of America (with Drive-thru ATM) (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bear financial advisors have?

The median Google rating among 80 rated financial advisors in Bear is 5.0★, with a median of 6 reviews. Sun East Federal Credit Union has the most, 177 reviews, and ranks #19. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Bear count in this ranking?

Yes, if they are within 25 mi of the Bear city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Bear ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Bear a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bear

  1. November 2026: RFA Scores recalculated for 80 financial advisors serving Bear.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Bear pages