Best Financial Planners in Wilmington, Delaware
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Wilmington
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-7 of 7 Financial Planners listings in Wilmington, DE · page 1 of 1

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- Financial Planner
- Wilmington, Delaware
- (302) 439-0733
- pooletourism.com

Score breakdown
- Financial Planner
- Wilmington, Delaware
- (302) 234-5655
- covenant.com

Score breakdown
- 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.

Score breakdown
- Financial Planner
- Wilmington, Delaware
- (302) 595-9339
- patria.church
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.