REALTA INVESTMENT ADVISORS, INC is a WILMINGTON, Delaware based financial advisory firm with nearly $799,701,457 in assets under management and provides investment advisory services for 3529 clients. There are currently 83 financial advisors at the firm.
General Information |
Firm CRD#: | 134952 | |
SEC#: | 801-68000 | |
Assets under Management: | $799,701,457 | |
No. of Clients: | 3529 | |
No. of Advisors: | 83 | |
Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters | |
Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
DIVERSIFIED, LLC | 331709 | 801-130728 | 4562 | 41 | $1,553,774,222 |
WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | 801-50883 | 3487 | 137 | $16,496,928,966 |
BDFS CAPITAL LLC | 287680 | 801-120724 | 1653 | 8 | $325,153,356 |
BIG INVESTMENT SERVICES | 291437 | 801-112462 | 1330 | 5 | $282,971,681 |
LOKKEN INVESTMENT GROUP, LLC | 283696 | 801-114384 | 1231 | 5 | $301,878,367 |
CROWLEY WEALTH MANAGEMENT, INC. | 112368 | 801-29207 | 997 | 5 | $350,375,743 |
BLUE ROCK FINANCIAL GROUP | 298558 | 801-117998 | 838 | 7 | $335,047,553 |
DONALD W. NICHOLSON & ASSOCIATES LTD | 107054 | 801-56986 | 501 | 5 | $178,257,195 |
INVESTMENT MANAGEMENT & PLANNING LLC | 146041 | 801-107553 | 497 | 3 | $197,398,269 |
N1 ADVISORS | 147048 | 801-69525 | 450 | 6 | $346,289,540 |
BCM WEALTH MANAGEMENT | 122434 | 801-110693 | 439 | 5 | $294,492,808 |
WILMINGTON TRUST INVESTMENT MANAGEMENT | 19396 | 801-41081 | 76 | 12 | $188,937,651 |
BENCH WALK ADVISORS LLC | 313945 | 801-125767 | 66 | 15 | $333,050,450 |
WILMINGTON TRUST ASSET MANAGEMENT, LLC | 325489 | 801-127565 | 4 | 46 | $290,463,182 |
WINDMARK INVESTMENT PARTNERS, INC. | 131880 | 801-63587 | 2 | 14 | $225,128,000 |