Top 10 Investment Management Companies in Wilmington

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Below is the list of Top 10 Investment Management Companies in Wilmington ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Wilmington

1. Affinity Wealth Management, Inc.

Industry: Investment Management

Location: Wilmington, Delaware

Website: affinitywealth.com

Company Founded: 1974

Company Size: 11-50

Company Address: 2961 Centerville Road, Wilmington, Delaware, United States

Affinity Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Peter Gaertner Certified Planner, Cdfa , Mba , Financial Advisor
Cindy Youngcourt Financial Advisor
Abigail Mccloskey Associate Advisor
Ray Manza Vice President
Kyra Smith Marketing Associate
Donald Kalil Chairman
Kristi Naughter Operations Administrator
Requires/Intent and 1 more Employees
Alternative Investment Consulting
ERP Solutions
and more

2. Friess Associates

Industry: Investment Management

Location: Wilmington, Delaware

Website: friess.com

Company Founded: 1974

Company Size: 11-50

Company Address: 3711 Kennett Pike, Wilmington, Delaware, United States

Friess Associates Contact Details

Name Title LinkedIn Phone Email
Jennifer Sparks Portfolio Manager And Research Team Leader
Courtney Gauthier Analyst
Patrick Kealey Head Equity Trader
Paul Hopkins Senior Equity Trader
Cindy Dahlin Research Administrator At Friess Associates
Jane Hopkins Research Manager
Genevieve Carey Research Manager
Requires/Intent
Business Expansion
Digital Asset & Cryptocurrency Investment
Global Market Trend Analysis
and more

3. Dupont Capital Management

Industry: Investment Management

Location: Wilmington, Delaware

Website: dupontcapital.com

Company Founded: 1993

Company Size: 51-200

Company Address: 1 Righter Parkway, Wilmington, Delaware, United States

Dupont Capital Management Contact Details

Name Title LinkedIn Phone Email
Djamel Bachir Senior Application Developer
Charlottie Eoppolo Administrative Assistant And Marketing Coordinator
Caleb Piper Portfolio Manager - Us Reits
Nicholas Lombardo Global Equity Analyst
Karin Braack Junior Equity Analyst, Junior Product Specialist
Kevin Byrnes Senior Investment Analyst
Robert Murphy Quality Control Technician
Requires/Intent and 1 more Employees
ERP Solutions
Private Wealth Management
Risk Management & Compliance
and more

4. Westover Capital Advisors, Llc

Industry: Investment Management

Location: Wilmington, Delaware

Website: westovercapital.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1220 North Market Street, Wilmington, Delaware, United States

Westover Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Matthew Beardwood Director Of Wealth Management
Matthew Beardwood Director Of Wealth Management
Requires/Intent
Robo-Advisors & AI Trading
Institutional Asset Management
and more

5. Marvin & Palmer Associates, Inc

Industry: Investment Management

Location: Wilmington, Delaware

Website: marvinandpalmer.com

Company Founded: 1986

Company Size: 11-50

Company Address: 200 Bellevue Parkway, Wilmington, Delaware, United States

Marvin & Palmer Associates, Inc Contact Details

Name Title LinkedIn Phone Email
Karen Buckley Chief Financial Officer And Chief Operations Officer
Stephen Marvin Portfolio Manager
Gilbert Hahn General Counsel , Chief Compliane Officer
Sherri Bednash Senior Operations Analyst
David Shepherd Principal
Requires/Intent
Cloud Hosting
Cybersecurity Solutions
Robo-Advisors & AI Trading
and more

6. Coastal Equities, Inc.

Industry: Investment Management

Location: Wilmington, Delaware

Company Founded: 1989

Company Size: 11-50

Company Address: 1201 North Orange Street, Wilmington, Delaware, United States

Coastal Equities, Inc. Contact Details

Name Title LinkedIn Phone Email
Kylie Schommer Vice President Of Operations
Kylie Fischer Vice President Of Operations
Candice Gilman Compliance Manager
Jim Mccrory Vice President Investments
Jay Hasselbeck Coastal Support And Database Manager And Accounting Assistant
Requires/Intent
E-commerce Integration
Software Development
AI-Based Credit Risk Assessment
Digital Marketing
and more

7. Bassett, Dawson & Foy, Inc.

Industry: Investment Management

Location: Wilmington, Delaware

Website: bdfwealth.com

Company Founded: 1985

Company Size: 1-10

Company Address: 1011 Centre Road, Wilmington, Delaware, United States

Bassett, Dawson & Foy, Inc. Contact Details

Name Title LinkedIn Phone Email
Scott Crosby Wealth Manager
Connie Callahan Administrative Assistant
Requires/Intent
IT Support
IPO Advisory
Sales
Market Research
and more

8. Nordic Equity

Industry: Investment Management

Location: Wilmington, Delaware

Company Founded: 2016

Company Size: 1-10

Company Address: 2711 Centerville Road, Wilmington, Delaware, United States

Nordic Equity Contact Details

Name Title LinkedIn Phone Email
Nicolai Karlsvik Chief Operating Officer
Requires/Intent
Branding
ERP Solutions
and more

9. Towers Perrin Capital Corp

Industry: Investment Management

Location: Wilmington, Delaware

Company Size: 11-50

Company Address: 300 Delaware Avenue, Wilmington, Delaware, United States

Towers Perrin Capital Corp Contact Details

Name Title LinkedIn Phone Email
Ella Wright Archeologist
Sarah Perez Warehouse Clerk
Kylie Johnson Woodworking Operator
Katherine Hill Air Traffic Controller
Natalie King Livestock Farmer
Brianna Anderson School Caretaker
Emily Lee Forestry Machine Operator
Requires/Intent and 1 more Employees
IPO Advisory
Financial Management
Cloud Hosting
Digital Marketing
SEO
and more

10. Karma Capital Management Llc

Industry: Investment Management

Location: Wilmington, Delaware

Website: karmacap.com

Company Founded: 2003

Company Size: 1-10

Company Address: 2711 Centerville Road, Wilmington, Delaware, United States

Karma Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Karma Sabitch Head Chief At Karma Capital Management Llc
Requires/Intent
Sales
Software Development
and more
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Wilmington Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Peter Gaertner Affinity Wealth Management, Inc. Certified Planner, Cdfa , Mba , Financial Advisor
2 Cindy Youngcourt Affinity Wealth Management, Inc. Financial Advisor
3 Abigail Mccloskey Affinity Wealth Management, Inc. Associate Advisor
4 Ray Manza Affinity Wealth Management, Inc. Vice President
5 Kyra Smith Affinity Wealth Management, Inc. Marketing Associate
6 Donald Kalil Affinity Wealth Management, Inc. Chairman
7 Kristi Naughter Affinity Wealth Management, Inc. Operations Administrator
8 Jennifer Sparks Friess Associates Portfolio Manager And Research Team Leader
9 Courtney Gauthier Friess Associates Analyst
10 Patrick Kealey Friess Associates Head Equity Trader
11 Paul Hopkins Friess Associates Senior Equity Trader
12 Cindy Dahlin Friess Associates Research Administrator At Friess Associates
13 Jane Hopkins Friess Associates Research Manager
14 Genevieve Carey Friess Associates Research Manager
15 Djamel Bachir Dupont Capital Management Senior Application Developer
16 Charlottie Eoppolo Dupont Capital Management Administrative Assistant And Marketing Coordinator
17 Caleb Piper Dupont Capital Management Portfolio Manager - Us Reits
18 Nicholas Lombardo Dupont Capital Management Global Equity Analyst
19 Karin Braack Dupont Capital Management Junior Equity Analyst, Junior Product Specialist
20 Kevin Byrnes Dupont Capital Management Senior Investment Analyst
21 Robert Murphy Dupont Capital Management Quality Control Technician
22 Cfpâ Matthew Beardwood Westover Capital Advisors, Llc Director Of Wealth Management
23 Matthew Beardwood Westover Capital Advisors, Llc Director Of Wealth Management
24 Karen Buckley Marvin & Palmer Associates, Inc Chief Financial Officer And Chief Operations Officer
25 Stephen Marvin Marvin & Palmer Associates, Inc Portfolio Manager
26 Gilbert Hahn Marvin & Palmer Associates, Inc General Counsel , Chief Compliane Officer
27 Sherri Bednash Marvin & Palmer Associates, Inc Senior Operations Analyst
28 David Shepherd Marvin & Palmer Associates, Inc Principal
29 Kylie Schommer Coastal Equities, Inc. Vice President Of Operations
30 Kylie Fischer Coastal Equities, Inc. Vice President Of Operations
31 Candice Gilman Coastal Equities, Inc. Compliance Manager
32 Jim Mccrory Coastal Equities, Inc. Vice President Investments
33 Jay Hasselbeck Coastal Equities, Inc. Coastal Support And Database Manager And Accounting Assistant
34 Scott Crosby Bassett, Dawson & Foy, Inc. Wealth Manager
35 Connie Callahan Bassett, Dawson & Foy, Inc. Administrative Assistant
36 Nicolai Karlsvik Nordic Equity Chief Operating Officer
37 Ella Wright Towers Perrin Capital Corp Archeologist
38 Sarah Perez Towers Perrin Capital Corp Warehouse Clerk
39 Kylie Johnson Towers Perrin Capital Corp Woodworking Operator
40 Katherine Hill Towers Perrin Capital Corp Air Traffic Controller