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Financial Planners in Wilmington, DE: 2026 rankings

130 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Wilmington: Retire Ready Financial Group, LLC, RFA Score 74/100; 5.0★ from 1,179 Google reviews; open 7 days a week.

  2. 6

    Most-reviewed: McAdam Financial, 289 Google reviews at 4.9★, the most of 130 ranked after Retire Ready Financial Group, LLC; ranked #6.

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

130 Wilmington financial planners are ranked here by RFA Score, from eight published factors. 20 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.8★ across 130 rated firms.

Top 10 financial planners in Wilmington 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 planners in Wilmington at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Retire Ready Financial Group, LLC745.0★ (1,179)Radnor, 23 mi awaySat · Sun · EveningsTop score
2RiversEdge Advisors725.0★ (51)Wilmington——
3AlphaCore Wealth Advisory715.0★ (36)Wilmington——
4Delaware Wealth Planners715.0★ (35)Wilmington——
5Patria Wealth Group705.0★ (32)Wilmington——
6McAdam Financial704.9★ (289)Radnor, 23 mi away—Most reviews
7Covenant Wealth Strategies695.0★ (22)Wilmington——
8Presilium Private Wealth695.0★ (145)Radnor, 23 mi away——
9Qwest Credit Enhancement694.2★ (62)WilmingtonEvenings—
10Strategic Tax & Advisory Services684.9★ (69)Springfield, 15 mi awayEvenings—

All 130 financial planners in Wilmington, 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.

  2. #2 RiversEdge Advisors

    Based in Wilmington

    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

  5. #5 Patria Wealth Group

    Based in Wilmington

    70/100RFA Score

    Ranked #5 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

  6. #6 McAdam Financial

    Based in Radnor, 23 mi away

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 289 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Suite F-200, Radnor, PA 19087
    View profile for McAdam Financial(215) 399-9350

  8. #8 Presilium Private Wealth

    Based in Radnor, 23 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Ste F110, Radnor, PA 19087
    View profile for Presilium Private Wealth(215) 982-4140

  17. #17 Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist

    Based in West Norriton, 22 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat–Sun 7 AM–5 PM
    Address
    1055 Westlakes Dr #300, Berwyn, PA 19312
    View profile for Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist(267) 427-5667

  19. #19 TJS Boxing Academy

    Based in Newark, 10 mi away

    66/100RFA Score

    Ranked #19 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

  20. #20 Lighthouse Financial

    Based in Wilmington

    65/100RFA Score

    Ranked #20 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
    501 Silverside Rd, Wilmington, DE 19809
    View profile for Lighthouse Financial(302) 351-5660

  23. #23 Sun East Federal Credit Union

    Based in Chester, 10 mi away

    65/100RFA Score

    Ranked #23 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

  24. #24 Diversified LLC

    Based in Wilmington

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    3705 Concord Pike, Wilmington, DE 19803
    View profile for Diversified LLC(302) 765-3500

Financial planners 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 130 ranked financial planners here; the rest are on their profiles.

financial planners in Wilmington, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America Financial Center654.2★ (41)12 mi
27Kimberlee Orth - Private Wealth Advisor, Ameriprise Financial Services, LLC654.0★ (4)In Wilmington
28Alvini & Associates - Ameriprise Financial Services, LLC654.0★ (4)In Wilmington
29Bridget A Erhard - Private Wealth Advisor, Ameriprise Financial Services, LLC654.7★ (3)In Wilmington
30James Walter Wealth Management655.0★ (15)14 mi
31Bluesphere Advisors LLC654.5★ (8)6 mi
32Cook Legacy Advisors645.0★ (30)22 mi
33Commonwealth Trust Company643.7★ (3)In Wilmington
34Montchanin Wealth Management - UBS Financial Services Inc.645.0★ (3)3 mi
35Point To Point Wealth Planning - Ameriprise Financial Services, LLC645.0★ (5)7 mi
36Precision Wealth Partners645.0★ (12)15 mi
37Members' Wealth LLC645.0★ (11)15 mi
38Merrill Lynch Wealth Management642.3★ (3)In Wilmington
39Bank of America Financial Center632.9★ (46)In Wilmington
40Dan White & Associates634.9★ (25)23 mi
41Victory Wealth Partners635.0★ (13)17 mi
42Bankers Life635.0★ (4)8 mi
43SMP Financial Planning635.0★ (5)10 mi
44TrueWealth Solutions635.0★ (20)23 mi
45HFS Advisers635.0★ (3)8 mi
46Bishop Associates635.0★ (3)8 mi
47Activate Wealth625.0★ (19)24 mi
48Berkeridge Financial Services / North East Tax Services625.0★ (16)23 mi
49Bank of America (with Drive-thru ATM)623.9★ (36)18 mi
50Bank of America (with Drive-thru ATM)623.4★ (171)13 mi

Also serving Wilmington

20 more financial planners 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 planners serving Wilmington
BusinessGoogle ratingDistance
Brian O'Neal: Primerica - Financial Services5.0★ (4)In Wilmington
Bryan Cheeseman - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Wilmington
Chesapeake Wealth Advisors of Janney Montgomery Scott5.0★ (2)In Wilmington
Citigroup Group Finance LLC1.0★ (1)In Wilmington
Coastal Equities, Inc./Coastal Investment Advisors, Inc.1.8★ (4)In Wilmington
Delphi Financial Group Inc3.0★ (1)In Wilmington
Edward Jones - Financial Advisor: Steven T Lucas, CFP®3.0★ (2)In Wilmington
Fidelity Personal Trust5.0★ (1)In Wilmington
Foresight Solutions, LLC5.0★ (1)In Wilmington
Global Connect Pro Financial4.2★ (5)In Wilmington
Hawthorn5.0★ (1)In Wilmington
InheritNOW4.1★ (13)In Wilmington
Janney Montgomery Scott1.0★ (1)In Wilmington
Lincoln Financial Group5.0★ (1)In Wilmington
Poole Locke Associates5.0★ (2)In Wilmington
PSG Financial5.0★ (1)In Wilmington
Raymond James & Associates5.0★ (2)In Wilmington
Robert Gildea - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Wilmington
Westover Capital Advisors LLC5.0★ (2)In Wilmington
Wilmington Trust Corporation4.3★ (20)In Wilmington

How we ranked Wilmington financial planners

We scored 130 Wilmington financial planners 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 Wilmington 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Wilmington: frequently asked questions

Which financial planner has the highest RFA Score in Wilmington?

By RFA Score, the highest-ranked financial planner in Wilmington, DE is Retire Ready Financial Group, LLC with an RFA Score of 74/100. It has 5.0★ from 1,179 Google reviews. It is open 7 days a week. RiversEdge Advisors (#2) and AlphaCore Wealth Advisory (#3) follow. We ranked 130 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Wilmington?

RankedFinancialAdvisors ranks 130 financial planners serving Wilmington, DE. 18 of them are based in Wilmington; 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 planners in Wilmington work on weekends?

20 of 130 ranked financial planners post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#1), Committed to Capital | Small Business Loans (#11) and Bank of America (with Drive-thru ATM) (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wilmington financial planners have?

The median Google rating among 130 rated financial planners in Wilmington is 4.8★, with a median of 9 reviews. Retire Ready Financial Group, LLC has the most, 1,179 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Wilmington count in this ranking?

Yes, if they are within 25 mi of the Wilmington city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Wilmington ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Wilmington 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 planners 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 Wilmington

  1. November 2026: RFA Scores recalculated for 130 financial planners serving Wilmington.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Wilmington pages