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WILMINGTON TRUST INVESTMENT ADVISORS, INC.
CRD 106909File 801-50883
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.83B
Top 10% of cohort (national)
Discretionary AUM
$17.76B
Non-discretionary $67.7M
Clients
149
3,540 accounts
Employees
104
Top 10% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 27, 1995
- Principal office
- WILMINGTON TRUST CENTER, 1100 NORTH MARKET STREET, WILMINGTON, DE, 19890-0001
- Phone
- 646-531-7248
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.83B
- Discretionary AUM
- $17.76B
- Non-discretionary AUM
- $67.7M
- Discretionary accounts
- 3,520
- Non-discretionary accounts
- 20
- Total accounts
- 3,540
- AUM per client
- $119.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 49 | $1.27B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 8 | $327.7M |
| Investment companies | 1 | $1.60B |
| Charitable organizations | 49 | $1.55B |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 6 | $36.5M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 21 | $3.62B |
| State or municipal government entities | 15 | $2.61B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 155 | 149 | decreased by6 |
| Apr 1, 2026 | Employees | 126 | 104 | decreased by22 |
| Apr 1, 2026 | Clients | 156 | 155 | decreased by1 |
| Apr 1, 2026 | AUM | $17,432,390,316 | $17,830,844,644 | increased by$398,454,328 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 121 | 126 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 172 | 156 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,381,440,168 | $17,432,390,316 | increased by$2,050,950,148 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,353 | 3,540 | increased by187 |
| Apr 1, 2022 | Employees | 133 | 121 | decreased by12 |
| Apr 1, 2022 | Clients | 174 | 172 | decreased by2 |
| Apr 1, 2022 | AUM | $14,389,677,568 | $15,381,440,168 | increased by$991,762,600 |
| Apr 1, 2022 | Accounts | 3,227 | 3,353 | increased by126 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WILMINGTON TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILMINGTON TRUST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.