Page 12 - 2023 Book of Lists

FINANCIAL ADVISORS/WEALTH MANAGERS
Ranked by No. DE Employees
RANK COMPANY
CONTACT
NO. DE EMPLOYEES
SENIOR EXECUTIVE(S) FOUNDED
Section Sponsored By
FINANCE
AT THE TOP
JENNIFER
WARREN
Wilmington Trust Executive Vice President Since 2022
Alma Mater:
University of Oxford, University of Toronto
1,490
Financial specialists in 2021, per Delaware Department of Labor (DDOL).
$84,807
Mean annual salary for financial specialists in 2021, per DDOL.
$119,127
Mean annual salary for personal financial advisors in 2021, per DDOL.
1
Wilmington Trust
1100 N. Market St., Wilmington, DE 19890
(800) 982-4620 wilmingtontrust.com
400
Jennifer Warren (Executive VP)
1903
2
Diamond State Financial Group, LLC
121 Continental Drive, Suite 110 Newark, DE 19713
(302) 366-0366 dsfg.com
56
Christopher Burgos (President &CEO)
1989
3
4
Creative Financial Group
111 Continental Drive, Suite 305 Newark, DE 19713
(302) 738-0888 1creative.com
46
Christopher Furrule (CEO) Francis Naselli (CEO)
1987
Bryn Mawr Trust Company of Delaware
20 Montchanin Road, Suite 100 Greenville, DE 19807
(302) 792-5955 bmt.com
34
Arthur Bacci Jr. (Chief Wealth Officer)
1889
5
Coastal One
1201 N. Orange St., Suite 729 Wilmington, DE 19801
(302) 691-3784 coastal-one.com
32
Charles Reiling (President & CEO)
1990
6
8
Orth Financial Group
3513 Concord Pike, Suite 1000 Wilmington, DE 19803
Affinity Wealth Management
2961 Centerville Road, Suite 310 Wilmington, DE 19808
(302) 475-5105 ameripriseadvisors.com/team/orth- financial-group/
(302) 652-6767 affinitywealth.com
22
Kimberlee Orth (CEO)
Michael Sicuranza (CEO)
1987
7
Mallard Financial Partners
750 Barksdale Road Newark, DE 19711
(302) 737-4546 mallardfinancial.com
17
Joseph Daigle (CEO)
1996
16
1974
9
Van Buren Financial Group, LLC
615 W. 18th St. Wilmington, DE 19802
(302) 655-9505 vanburenfinancial.com
15
Richard Miller
(Partner & Co-Founder)
2008
10
Covenant Wealth Strategies
15 Middleton Drive Wilmington, DE 19808
(302) 234-5655 covenantwealthstrategies.com
14
G. Ward Keever (President & CEO)
1999
11
13
Friess Associates
3711 Kennett Pike, Suite 205 Greenville, DE 19807
(302) 656-3017 friess.com
14
Matt Williams (Managing Partner)
1974
12
RiversEdge Advisors
1 Avenue of the Arts Wilmington, DE 19801
(302) 573-6864 riversedgeadvisors.com
13
Brian Carney (CEO) Jarrett Morris
(Chief Operating Officer)
Frederick Dawson (President)
2017
Bassett, Dawson & Foy, Inc.
1011 Centre Road, Suite 110 Wilmington, DE 19805
(302) 999-9330 bdfwealth.com
12
1985
Financial House
5818 Kennett Pike Wilmington, DE 19807
(302) 654-5451 financialhouse.com
12
Joseph Biloon (Partner)
1989
Veery Capital
112 French St. Wilmington, DE 19801
(302) 660-3350 veerycapital.com
12
Christopher Benfer (Partner)
2004
16
Diversified Financial Consultants
2200 Concord Pike, Suite 104 Wilmington, DE 19803
(302) 765-3500 dfc-de.com
11
Andrew Rosen (Partner & President) David Levy (Partner)
1982
Gates and Company
4001 Kennett Pike, Suite 206 Wilmington, DE 19807
302-428-1338 gatesandcompany.com
11
David Gates (President)
1999
Point to Point Wealth Planning
5195 W Woodmill Drive, Suite 27 Wilmington, DE 19808
(302) 995-7526 ameripriseadvisors.com/team/point-to- point-wealth-planning
11
Lauren Cooper (Managing Partner)
2009
19
Bell Rock Capital, LLC
35568 Airport Road Rehoboth Beach, DE 19971
3022277607 bellrockcapital.com
10
Cassandra Toroian (President & Chief Investment Officer)
2006
Black Diamond Financial Solutions, Inc.
223A S. Rehoboth Blvd. Milford, DE 19963
(302) 265-2236 blackdiamondfs.com
10
Jeffrey Puglia (President)
2010
21
Betz & Associates
1 Righter Parkway, Suite 250 Wilmington, DE 19803
(302) 656-7773 ameripriseadvisors.com/team/betz- associates/
9
Jason Betz (President)
2015
Clariti Wealth Advisors
2710 Centerville Road, 201 Wilmington, DE 19808
(302) 994-4444 sdfinancialadvisors.com
9
Ravi Dattani (President) 1983
Source: Individual company survey responses. Researched by: Delaware Business Times. Information for DBT’s lists are either generated through public sources or supplied by individual organizations through questionnaires. We make every effort to confirm that the lists are comprehensive through industry sources. We assume that information provided by company representatives is accurate and truthful. Organizations that do not respond to our requests for information may be excluded from the list or listed at the bottom as Not Ranked (NR).
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