Company lists · Data refreshed September 2026

Top 25 Personal financial advisors based in Wilmington, United States

Name: Personal financial 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 20, 2026 70 companies tracked

RevenueBase identified 70 company matches for personal financial advisors associated with Wilmington, United States as of September 2026 and tracks 4,096 professional contacts across them, including 2,368 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Wilmington has 70.

This list covers company matches for personal financial advisors associated with Wilmington, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

70Companies

4,096Contacts tracked

2,368Verified emails

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The 25 largest personal financial advisors based in Wilmington, United States

Ranked by team size

Top 25 of 70 company matches for personal financial advisors based in Wilmington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Wilmington Trust	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,951 contacts →
	Exact match “Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Summit Financial Corp	Exact match	Wilmington, MA, United StatesHQ recorded Sep 20, 2026	51-200	41 contacts →
	Exact match “Summit Financial Corporation was aquired by HUB International in October 2017.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Diversified, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “We provide intimate, intricate financial planning for busy executives and professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Realta Wealth	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “We are a wealth management partner delivering an experience that empowers accomplished advisors to grow on their terms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	AKA Advisory, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “AKA's role is an advocate for our clients' personal financial goals and business success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Riversedge Advisors, LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2012.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Affinity Wealth Management LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Covenant Wealth Strategies	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	19 contacts →
	Exact match “Covenant Wealth Strategies is a leading values-based comprehensive financial planning firm with over 25 years of experience serving generations of families, executives and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Pathfinder Wealth Consulting	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “With financial confidence, security follows.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Live OAK Private Wealth	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Vizionary Wealth Management	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “Just about everyone has a different opinion on how you should invest or manage your money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Veery Capital	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “We’re Veery Capital – a team of financial experts committed to helping our clients meet financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Westover Capital Advisors , LLC	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Nabell Winslow Investments & Wealth Management	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	The Retirement Resource Group, LLC	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “The Retirement Resource Group, LLC provides comprehensive retirement and insurance services to the residents of South Carolina, North Carolina, and Georgia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Masonboro Advisors	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “With 140+ years of combined experience, our team at Masonboro Advisors is ready to tackle your financial needs at every stage of life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Clariti Wealth Advisors	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Established in 1983, Clariti set out to put the “personal” back in personal financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Serviam Financial	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Serviam is derived from the Latin word to serve.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Tilia Fiduciary Partners, INC	Exact match	Wilmington, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Tilia Fiduciary Partners, Inc.(TFP) is an independently-owned investment advisory firm based in Wilmington, NC which serves clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Omnistar Financial Group	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “OmniStar was designed to provide the expertise and capabilities of a national institution while maintaining objectivity, and independence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	The Wealth Plan Company	Exact match	Wilmington, NC, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our mission is to help you make great financial decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Benchmark Financial	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Benchmark Financial LLC is an Investment Advisor registered with the Securities & Exchange Commission (SEC), principally located in the state of Delaware.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	OAK Knoll Financial Strategies	Exact match	Wilmington, IL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We believe that when financial and investment expertise is combined with tax planning and insurance knowledge, we can more clearly address difficult financial decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	PSG Financial	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our company, PSG Financial, is a full-service investment management firm located in Wilmington, DE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Stratfi	Exact match	Wilmington, DE, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We provide a dynamic, forward-looking alternative to the run-of-the-mill investing approach offered by most firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 70 personal financial advisors based in Wilmington, United States

See the full list, filter by size, metro and specialty, and access 2,368 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal financial advisors based in Wilmington, United States at a glance

As of Sep 20, 2026

57.8%Verified-email coverage

58.5Average contacts per company

1-10Median size (employees)

Sep 20, 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 70 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Wilmington, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 2,368 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Wilmington, United States?

RevenueBase identified 70 company matches for personal financial advisors associated with Wilmington, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Wilmington Trust tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Wilmington has 70.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,368 professional contacts with verified work emails tracked across these 70 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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.