|
⚲
|
| Keyboard |
| Wilmington Trust Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 106909 |
| SEC # | 801-50883 |
| CIK # | 0001288595 |
| AUM | 17.83 B (2026-05-14) |
| Employees | 104 (71% Investors, 0% Brokers) |
| Phone | 646-531-7248 |
| Address | Wilmington Trust Center Wilmington, DE 19890-0001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 3.6 |
| (h) Charitable organizations | 49 | 1.5 |
| (i) State or municipal government entities | 15 | 2.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 49 | 1.3 |
| (n) Other | 6 | 6.8 |
| Total | 3,540 | 17.8 |
| By Discretionary | ||
| Discretionary | 3,520 | 17.8 |
| Non-Discretionary | 20 | 0.1 |
| Total | 3,540 | 17.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.8 | |
| Total | 3,540 | 17.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001288595] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $14.4B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| LEI | 254900C600QUS60ATN93 |
| Related Firms | State | AUM |
|---|---|---|
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 17.83 B |
|
Wilmington Funds Management Corporation
✚
|
DE | 16.08 B |
|
Wilmington Trust Investment Management LLC
✚
|
DE | 140.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Park Avenue Securities LLC
✚
|
NY | 19.58 B |
|
Integrated Wealth Concepts LLC
✚
|
MA | 18.92 B |
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 18.92 B |
|
Transamerica Retirement Advisors LLC
✚
|
IA | 18.83 B |
|
Stratos Wealth Partners Ltd
✚
|
OH | 18.65 B |
|
Stephens Inc
✚
|
AR | 18.04 B |
|
Independent Advisor Alliance LLC
✚
|
NC | 17.23 B |
|
Principal Securities Inc
✚
|
IA | 17.02 B |
|
IFP Advisors LLC
✚
|
FL | 16.29 B |
|
Farther Finance Advisors LLC
✚
|
CA | 16.01 B |