Wilmington Trust Investment Advisors, Inc.

Wilmington Trust Investment Advisors, Inc. (CRD# 106909) is a financial advisory firm headquartered in Baltimore, MD. They manage $20,455,672,299 in 1,238 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,456
    MILLION
  • Total Number of Accounts
    1,238
    ACCOUNTS
  • Average Account Value
    $16,523,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, DE, FL, GA, MA, MD, MI, NC, NJ, NY, PA, TX, VA

Financial Advisors at Wilmington Trust Investment Advisors, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
James T. Ferguson
CRD#: 1865780
100 East Pratt St., Baltimore, MD 21202
96
Wealthminder
score

James Ferguson (CRD# 1865780) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 28 years of experience in the finance industry.

2
Peter C. Hastings
CRD#: 2655077
100 East Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Peter Hastings (CRD# 2655077) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 21 years of experience in the finance industry.

3
Brett A. Hoffacker
CRD#: 2198612
100 East Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Brett Hoffacker (CRD# 2198612) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 24 years of experience in the finance industry. Brett Hoffacker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Todd R. Murphy
CRD#: 3102782
100 East Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Todd Murphy (CRD# 3102782) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 18 years of experience in the finance industry. Todd Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas R. Pierce
CRD#: 2389909
100 East Pratt St., Baltimore, MD 21202
96
Wealthminder
score

Thomas Pierce (CRD# 2389909) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 23 years of experience in the finance industry.

6
Susan L. Schnaars
CRD#: 2656684
100 East Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Susan Schnaars (CRD# 2656684) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 21 years of experience in the finance industry.

7
Mark J. Stevenson
CRD#: 2735111
100 East Pratt St., Baltimore, MD 21201
96
Wealthminder
score

Mark Stevenson (CRD# 2735111) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 20 years of experience in the finance industry.

8
Wilmer C. Stith
CRD#: 2122341
100 East Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Wilmer Stith (CRD# 2122341) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 24 years of experience in the finance industry.

9
Jeffery R. Taylor
CRD#: 2979445
100 E. Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Jeffery Taylor (CRD# 2979445) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 18 years of experience in the finance industry.

10
Eric G. Thompson
CRD#: 2726118
100 E. Pratt Street, 17th Floor, Baltimore, MD 21202
96
Wealthminder
score

Eric Thompson (CRD# 2726118) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 19 years of experience in the finance industry.

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