Top 9 fastest-growing RIAs in Delaware (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Diversified, LLC WILMINGTON	$1.55B → $2.79B	1.8× 1.3× typical	25 → 34	+5	Organic	SEI	89.9
2	Big Investment Services DOVER	$238.6M → $425.4M	1.78× 1.3× typical	1 → 4	0	Organic	Wells Fargo	73.4
3	Grey Fox Wealth Advisors, LLC ROCKLAND	$382.6M → $698.8M	1.83× 1.4× typical	4 → 8	0	Organic or recruited	Schwab	72.6
4	Westover Capital Advisors, LLC WILMINGTON	$401.2M → $652.9M	1.63× 1.2× typical	5 → 6	0	Organic or recruited	Schwab	63.1
5	Delaware Wealth Planners WILMINGTON	$103.2M → $255.6M	2.48× 1.9× typical	3 → 3	0	Organic	SEI	56.7
6	Riversedge Advisors WILMINGTON	$594.4M → $928.4M	1.56× 1.2× typical	10 → 9	0	Organic or recruited	Schwab	47.4
7	Bdfs Capital LLC REHOBOTH BEACH	$287.8M → $411.3M	1.43× 1.1× typical	8 → 7	0	Organic	Schwab	40.0
8	Clariti Wealth Advisors WILMINGTON	$565.8M → $797.6M	1.41× 1.1× typical	6 → 6	0	Organic	Fidelity	39.4
9	Blue Rock Financial Group REHOBOTH BEACH	$274.3M → $381.8M	1.39× 1.0× typical	6 → 5	-4	Organic	SEI	32.8

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Delaware.

How we ranked