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Best Financial Planners in Wilmington, Delaware

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Claimed listings first, then by BizScore. How we score

7Financial Planners scored in Wilmington
50Average BizScore
64Top BizScore
14%AI Visibility 50 or higher
64Average SEO score
4.7Average Google rating (6 rated)

Top Financial Planners in Wilmington

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Showing 1-7 of 7 Financial Planners listings in Wilmington, DE · page 1 of 1

#1Concord Financial Group

5.0 Google rating · 1 review

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Concord Financial Group website

Score breakdown

AI Visibility53
AI Ready32
SEO74
Freshness15
  • Financial Planner
  • Wilmington, Delaware
  • (302) 478-4707
  • concordfinancialgroup.com

Concord Financial Group is a financial planner in Wilmington, DE. The firm specializes in retirement and pre-retirement planning, wealth management, asset preservation, and estate planning. They serve clients through a variety of services, including wealth...

Category rank by BizScore: #6 of 20 Financial Planner listings in WilmingtonScores updated Oct 25, 2026
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Equity Financial Services website

Score breakdown

AI Visibility36
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Wilmington, Delaware
  • (800) 344-7437
  • equity-services.com

Equity Financial Services is a Financial Planner in Wilmington, DE, located at 1000 N West St. The firm operates as Equity Services, Inc. (ESI), a Broker-Dealer and Registered Investment Adviser. It provides services to financial professionals who seek a...

Category rank by BizScore: #12 of 20 Financial Planner listings in WilmingtonScores updated Jun 7, 2026

#3Delaware Financial Planning of Wilmington

5.0 Google rating · 9 reviews

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Delaware Financial Planning of Wilmington website

Score breakdown

AI Visibility34
AI Ready7
SEO73
Freshness80
  • Financial Planner
  • Wilmington, Delaware
  • (302) 464-8409
  • delawarefinancialplanner.com

Delaware Financial Planning of Wilmington: Delaware Financial Planning is a Financial Planner in Glasgow, DE. The firm provides flat-fee and advice-only financial planning services designed to help professionals achieve financial independence, typically within a five to ten year horizon. Services...

Category rank by BizScore: #13 of 20 Financial Planner listings in WilmingtonScores updated Oct 28, 2026

#4Poole Locke Associates

5.0 Google rating

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Poole Locke Associates website

Score breakdown

AI Visibility30
AI Ready46
SEO72
Freshness100
  • Financial Planner
  • Wilmington, Delaware
  • (302) 439-0733
  • pooletourism.com
Category rank by BizScore: #15 of 20 Financial Planner listings in WilmingtonScores updated Oct 28, 2026

#5Covenant Wealth Strategies of Wilmington

5.0 Google rating · 724 reviews

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Covenant Wealth Strategies of Wilmington website

Score breakdown

AI Visibility36
AI Ready-
SEO57
Freshness-
  • Financial Planner
  • Wilmington, Delaware
  • (302) 234-5655
  • covenant.com
Category rank by BizScore: #18 of 20 Financial Planner listings in WilmingtonScores updated Jun 29, 2026
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Merrill Lynch Wealth Management of Wilmington website

Score breakdown

AI Visibility30
AI Ready0
SEO52
Freshness-
  • Financial Planner
  • Wilmington, Delaware
  • (302) 571-5100
  • mymerrill.com

Merrill Lynch Wealth Management of Wilmington: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #17 of 20 Financial Planner listings in WilmingtonScores updated Oct 23, 2026

#7Patria Wealth Group

5.0 Google rating

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Patria Wealth Group website

Score breakdown

AI Visibility22
AI Ready15
SEO49
Freshness100
  • Financial Planner
  • Wilmington, Delaware
  • (302) 595-9339
  • patria.church
Category rank by BizScore: #20 of 20 Financial Planner listings in WilmingtonScores updated Oct 28, 2026
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What the Data Shows for Financial Planners in Wilmington

14% of the 7 financial planners we measured in Wilmington reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 34, compared with an average SEO score of 64.

The average Google rating across 6 rated financial planners is 4.7, and the median listing has 9 reviews.

None of the 7 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 7 financial planners in Wilmington, Delaware by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Wilmington ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Wilmington, Delaware does BizScoreAI track?

7 financial planners in Wilmington currently meet the profile-quality bar for this page, with an average BizScore of 50 and a top score of 64.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 14% of measured financial planners in Wilmington score 50 or higher.

Is being listed free?

Yes. Every financial planner in Wilmington is listed and scored for free, and claiming a listing is free too.