Sean Merlonghi Makes Forbes' 2026 Delaware Best-In-State Wealth Advisors List
Updated
Updated · CapeGazette.com · Jul 12
Sean Merlonghi Makes Forbes' 2026 Delaware Best-In-State Wealth Advisors List
1 articles · Updated · CapeGazette.com · Jul 12
Summary
Dakota Wealth Management said Sean Merlonghi, a senior wealth advisor in Lewes, was selected for Forbes' 2026 Best-In-State Wealth Advisors list for Delaware.
Forbes partner Shook Research based the ranking on qualitative and quantitative measures including industry experience, compliance records, client retention and best practices.
Dakota said the honor reflects Merlonghi's work advising individuals, families and business owners on long-term financial goals through personalized wealth management and planning.
Merlonghi said the recognition reflects client trust, while the firm framed it as validation of its client-focused approach in Delaware's business community.