Wilmington Trust Investment Advisors, Inc.
WILMINGTON, DE
Form ADV and provider website profile · CRD 106909 · regulatory data as of Aug 27, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Wilmington Trust Investment Advisors, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$17.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,540Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$17.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$68MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$17.8BTotal Firm AUM
$17.8BDiscretionary AUM
$68MNon-discretionary AUM
3,540Total accounts
3,520Discretionary accounts
20Non-discretionary accounts
Client Mix by Firm AUM
$17.8BFirm AUM
Other38.2%
Retirement Plans20.3%
Municipalities14.7%
Investment companies9.0%
Charities8.7%
Corporations7.1%
Insurance companies1.8%
High-Net-Worth0.2%
Reported Client Types
Source: Form ADV client recordsOther38.2%
6 clients$6.8B firm assets
Retirement Plans20.3%
21 clients$3.6B firm assets
Municipalities14.7%
15 clients$2.6B firm assets
Investment companies9.0%
1 clients$1.6B firm assets
Charities8.7%
49 clients$1.5B firm assets
Corporations7.1%
49 clients$1.3B firm assets
Insurance companies1.8%
8 clients$328M firm assets
High-Net-Worth0.2%
6 clients$36M firm assets
Reported total155 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other | $6.8B | 6 | 38.2% |
| Retirement Plans | $3.6B | 21 | 20.3% |
| Municipalities | $2.6B | 15 | 14.7% |
| Investment companies | $1.6B | 1 | 9.0% |
| Charities | $1.5B | 49 | 8.7% |
| Corporations | $1.3B | 49 | 7.1% |
| Insurance companies | $328M | 8 | 1.8% |
| High-Net-Worth | $36M | 6 | 0.2% |
| Reported total | $17.8B | 155 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…