Merlonghi among Forbes’ Best-In-State Wealth Advisors

Sean Merlonghi, a senior wealth advisor at Dakota Wealth Management’s Lewes office, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for Delaware. The ranking, produced in partnership with Shook Research, evaluates advisors based on a mix of qualitative and quantitative data including industry experience and client retention. This recognition underscores the importance of personalized financial planning and high compliance standards within the regional wealth management landscape.

Dakota Wealth Management announced that Sean Merlonghi, based in the firm's Lewes office, has earned a spot on the 2026 Forbes Best-In-State Wealth Advisors list for Delaware. The selection process, managed by Shook Research, utilizes a proprietary algorithm to assess candidates. Key metrics for the ranking include industry experience, compliance records, client retention rates, and the implementation of industry best practices, ensuring that recognized advisors meet rigorous professional standards.

Merlonghi’s practice focuses on assisting individuals, families, and business owners in achieving long-term financial objectives through tailored wealth management and financial planning. As an active participant in the Delaware business community, he is recognized for guiding clients through complex financial transitions across various life stages. Carrie Ruark, the strategy and operations manager for the Lewes office, noted that Merlonghi’s approach is defined by integrity and a commitment to client-centric advice, which aligns with the core values of Dakota Wealth Management.

Expressing gratitude for the recognition, Merlonghi attributed the achievement to the trust of his clients and the support of the Dakota Wealth Management team. He emphasized that the honor reflects his ongoing mission to help clients make informed decisions and plan for the future with confidence. For the wealth management sector, such accolades serve as a benchmark for excellence, highlighting the value of high-touch, personalized service in a competitive regional market.