← Tributary

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

WILMINGTON, DE · CRD 106909 · IAPD ↗ · 646-531-7248

$17.83BRegulatory AUM
74Advisory reps
104Employees
3Clients
0Planning clients
0Private funds
17States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — WILMINGTON TRUST INVESTMENT ADVISORS, INC. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — WILMINGTON TRUST INVESTMENT ADVISORS, INC. shrank from 126 to 74 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2025 — WILMINGTON TRUST INVESTMENT ADVISORS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — WILMINGTON TRUST INVESTMENT ADVISORS, INC. grew from 95 to 126 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2025 — WILMINGTON TRUST INVESTMENT ADVISORS, INC. notice-filed in AZ, CA, MA, ME, OH, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — WILMINGTON TRUST INVESTMENT ADVISORS, INC. shrank from 114 to 95 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.