Company lists · Data refreshed September 2026

Top 25 Goal-based investment advisors based in Wilmington, United States

Name: Goal-based investment advisors based in Wilmington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 71 companies tracked

RevenueBase identified 71 goal-based investment advisors headquartered in Wilmington, United States as of September 2026 and tracks 4,092 professional contacts across them, including 2,365 with verified work emails. New York is the largest hub.

This list covers goal-based investment advisors headquartered in Wilmington, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

71Companies

4,092Contacts tracked

2,365Verified emails

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The 25 largest goal-based investment advisors based in Wilmington, United States

Ranked by team size

Top 25 of 71 goal-based investment advisors based in Wilmington, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to goal-based investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Wilmington Trust	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,951 contacts →
	Indirect evidence “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: RevenueBase Database · checked Sep 19, 2026
2	Summit Financial Corp	Indirect evidence	Wilmington, MA, United StatesHQ checked Sep 19, 2026	51-200	41 contacts →
	Indirect evidence “Summit Financial Corporation was aquired by HUB International in October 2017.” Source: RevenueBase Database · checked Sep 19, 2026
3	Diversified, LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Indirect evidence “We provide intimate, intricate financial planning for busy executives and professionals.” Source: RevenueBase Database · checked Sep 19, 2026
4	Realta Wealth	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	38 contacts →
	Partial evidence “We are a wealth management partner delivering an experience that empowers accomplished advisors to grow on their terms.” Source: RevenueBase Database · checked Sep 19, 2026
5	AKA Advisory, LLC	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “AKA's role is an advocate for our clients' personal financial goals and business success.” Source: RevenueBase Database · checked Sep 19, 2026
6	Riversedge Advisors, LLC	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Strong evidence “RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.” Source: RevenueBase Database · checked Sep 19, 2026
7	Affinity Wealth Management LLC	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.” Source: RevenueBase Database · checked Sep 19, 2026
8	Covenant Wealth Strategies	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…” Source: RevenueBase Database · checked Sep 19, 2026
9	Pathfinder Wealth Consulting	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “With financial confidence, security follows.” Source: RevenueBase Database · checked Sep 19, 2026
10	Live OAK Private Wealth	Strong evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Strong evidence “At Live Oak Private Wealth, our mission is to give our clients the wealth and investment management strategies they need in order to pursue their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
11	Vizionary Wealth Management	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Indirect evidence “Just about everyone has a different opinion on how you should invest or manage your money.” Source: RevenueBase Database · checked Sep 19, 2026
12	Veery Capital	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “We’re Veery Capital – a team of financial experts committed to helping our clients meet financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
13	Westover Capital Advisors , LLC	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “At Westover Capital Advisors, we aim to build a rewarding and successful long-term personal relationship with every client we serve by providing individually tailored…” Source: RevenueBase Database · checked Sep 19, 2026
14	Nabell Winslow Investments & Wealth Management	Strong evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Strong evidence “Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…” Source: RevenueBase Database · checked Sep 19, 2026
15	Masonboro Advisors	Partial evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.” Source: RevenueBase Database · checked Sep 19, 2026
16	Clariti Wealth Advisors	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Established in 1983, Clariti set out to put the “personal” back in personal financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
17	Serviam Financial	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Serviam is derived from the Latin word to serve.” Source: RevenueBase Database · checked Sep 19, 2026
18	Tilia Fiduciary Partners, INC	Strong evidence	Wilmington, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.” Source: RevenueBase Database · checked Sep 19, 2026
19	Omnistar Financial Group	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence.” Source: RevenueBase Database · checked Sep 19, 2026
20	The Wealth Plan Company	Indirect evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Our mission is to help you make great financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026
21	Benchmark Financial	Strong evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Benchmark Financial LLC is an Investment Advisor registered with the Securities & Exchange Commission (SEC), principally located in the state of Delaware.” Source: RevenueBase Database · checked Sep 19, 2026
22	OAK Knoll Financial Strategies	Partial evidence	Wilmington, IL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “We believe that when financial and investment expertise is combined with tax planning and insurance knowledge, we can more clearly address difficult financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026
23	PSG Financial	Partial evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Our company, PSG Financial, is a full-service investment management firm located in Wilmington, DE.” Source: RevenueBase Database · checked Sep 19, 2026
24	Stratfi	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We provide a dynamic, forward-looking alternative to the run-of-the-mill investing approach offered by most firms.” Source: RevenueBase Database · checked Sep 19, 2026
25	Lumina Wealth Management	Strong evidence	Wilmington, NC, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Lumina Wealth Management is an investment firm designed to serve as a central hub for all of our clients’ wealth planning and/or financial advisory needs.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal-based investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal-based investment advisors.
Partial evidence: Its own public description names part of goal-based investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal-based investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 71 goal-based investment advisors based in Wilmington, United States

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Goal-based investment advisors based in Wilmington, United States at a glance

As of Sep 19, 2026

57.8%Verified-email coverage

57.6Average contacts per company

1-10Median size (employees)

600.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Wilmington, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 71 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal-based investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Wilmington, United States whose own description of what they do matches “goal-based investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal-based investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal-based investment advisors, and records with no verified work email. Companies headquartered outside Wilmington are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,365 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Goal-based investment advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal-based investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal-based investment advisors are there based in Wilmington, United States?

RevenueBase identified 71 goal-based investment advisors headquartered in Wilmington, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Wilmington Trust, headquartered in Wilmington, tops this list with the largest team on record.

Which city has the most goal-based investment advisors?

New York leads with 426 headquartered companies, followed by Atlanta (272) and Houston (262).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,365 verified decision-maker contacts tracked across these 71 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.