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Fastest Growing RIAs
in Delaware

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Kendall James Advisors
Hockessin, 
DE
3 Year Grow Rate:
71%
AUM (MM):
$31

#

Westover Capital Advisors, LLC
Wilmington, 
DE
3 Year Grow Rate:
38%
AUM (MM):
$279

#

Ashford Capital Management Inc
Wilmington, 
DE
3 Year Grow Rate:
37%
AUM (MM):
$959

#

Mallard Advisors
Hockessin, 
DE
3 Year Grow Rate:
36%
AUM (MM):
$145

#

Axion Financial Group LLC
Bethany Beach, 
DE
3 Year Grow Rate:
36%
AUM (MM):
$38

#

Schiavi + Dattani
Wilmington, 
DE
3 Year Grow Rate:
30%
AUM (MM):
$455

#

Integrated Wealth Advisors, LLC
Wilmington, 
DE
3 Year Grow Rate:
25%
AUM (MM):
$113

#

Newton One Advisors
Newark, 
DE
3 Year Grow Rate:
19%
AUM (MM):
$261

#

Walnut Green Asset Management, LLC
Wilmington, 
DE
3 Year Grow Rate:
17%
AUM (MM):
$24

#

Bassett Hargrove Investment Counsel, LLC
Wilmington, 
DE
3 Year Grow Rate:
6%
AUM (MM):
$84
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