Company lists · Data refreshed September 2026

Top 21 Investment firms based in Wilmington, United States

Name: Investment firms based in Wilmington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 48 companies tracked

RevenueBase identified 48 investment firms headquartered in Wilmington, United States as of September 2026 and tracks 2,244 professional contacts across them, including 914 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

48Companies

2,244Contacts tracked

914Verified emails

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The 21 largest investment firms based in Wilmington, United States

Ranked by team size

Top 21 of 48 investment firms based in Wilmington, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Wilmington TrustIndirect evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	1,001-5,000	1,947
	“Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Source: company website · checked Sep 4, 2026
2	Diversified, LLCIndirect evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	11-50	41
	“We provide intimate, intricate financial planning for busy executives and professionals.” Source: company website · checked Sep 4, 2026
3	Affinity Wealth Management LLCIndirect evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	11-50	24
	“Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.” Source: company website · checked Sep 4, 2026
4	Riversedge Advisors, LLCStrong evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	11-50	21
	“RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.” Source: company website · checked Sep 4, 2026
5	Pathfinder Wealth ConsultingIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	11-50	17
	“With financial confidence, security follows.” Source: company website · checked Sep 4, 2026
6	Live OAK Private WealthStrong evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	13
	“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: company website · checked Sep 4, 2026
7	Vizionary Wealth ManagementIndirect evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	1-10	13
	“Just about everyone has a different opinion on how you should invest or manage your money.” Source: company website · checked Sep 4, 2026
8	Masonboro AdvisorsIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	9
	“With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.” Source: company website · checked Sep 4, 2026
9	Nabell Winslow Investments & Wealth ManagementStrong evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	9
	“Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…” Source: company website · checked Sep 4, 2026
10	Tilia Fiduciary Partners, INCStrong evidence	Wilmington, United StatesHQ checked Sep 4, 2026	1-10	8
	“Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.” Source: company website · checked Sep 4, 2026
11	Omnistar Financial GroupIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	11-50	7
	“OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence.” Source: company website · checked Sep 4, 2026
12	LP EquityIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	6
	“LP Equity, LLC was formed in 2005 with the aim of creating a secondary market for otherwise illiquid limited partner interests.” Source: company website · checked Sep 4, 2026
13	The Wealth Plan CompanyIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	6
	“Our mission is to help you make great financial decisions.” Source: company website · checked Sep 4, 2026
14	Benchmark FinancialStrong evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	1-10	5
	“Benchmark Financial LLC is an Investment Advisor registered with the Securities & Exchange Commission (SEC), principally located in the state of Delaware.” Source: company website · checked Sep 4, 2026
15	Golden Falcon CapitalIndirect evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	11-50	3
	“At Golden Falcon Capital, we empower the dreams of late-stage technology ventures led by visionary entrepreneurs.” Source: company website · checked Sep 4, 2026
16	Tidewater Investment CompanyStrong evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	3
	“Tidewater Investment Company is a private investment firm targeted to high net worth individuals and family offices.” Source: company website · checked Sep 4, 2026
17	Lumina Wealth ManagementStrong evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	3
	“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: company website · checked Sep 4, 2026
18	Daniels Tansey, LLPStrong evidence	Wilmington, DE, United StatesHQ checked Sep 4, 2026	11-50	3
	“Daniels + Tansey is a privately-owned, SEC registered investment advisor.” Source: company website · checked Sep 4, 2026
19	Quaestor Global Holdings INCIndirect evidence	Wilmington, United StatesHQ checked Sep 4, 2026	1-10	3
	“Creating opportunities through financial software innovation.” Source: company website · checked Sep 4, 2026
20	OLD North State Wealth ManagementIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	11-50	1
	“Old North State Wealth Management, LLC has the resources, experience and expertise to offer its clients a breadth of services.” Source: company website · checked Sep 4, 2026
21	Dominion Wealth Management, LLCIndirect evidence	Wilmington, NC, United StatesHQ checked Sep 4, 2026	1-10	1
	“Dominion Wealth Management is a comprehensive wealth management firm in Southeastern North Carolina, delivering holistic tax and financial planning solutions to pre-retirees…” Source: company website · checked Sep 4, 2026

Showing 21 of 48 investment firms based in Wilmington, United States

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Investment firms based in Wilmington, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Wilmington, over 48 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 914 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Wilmington, United States?

RevenueBase identified 48 investment firms 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 914 verified decision-maker contacts tracked across these 48 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 4, 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 SmartSearch, 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.