Merrill
47yrs
Top advisor by experience at Merrill
20yrs
Daniel Foraker
Financial advisor at Realta Investment Advisors
Based in Wilmington, Delaware, Daniel Foraker is a fiduciary financial advisor with 20 years of industry experience. Daniel joined Realta Investment Advisors in 2020, after three years at Capital One Advisors. Realta Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office1201 N. Orange Street Suite 729, Wilmington, DE 19801
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$311,930
Advisors at the firm57
States licensed ?2 states
Services through Realta Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowRealta Investment Advisors, Inc.Current firm
- 2016 – 2019Capital One Advisors, LLCPreviously
Contact Daniel
(888) 657-5200Realta Investment Advisors main office 1201 N. Orange Street Suite 729Wilmington, DE 19801Office · Get directions Firm websitewww.realtawealth.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Realta Investment Advisors at (888) 657-5200 and ask for Daniel Foraker. Daniel works from the Wilmington, DE office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Realta Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Kovack Advisors
47yrs
Top advisor by experience at Kovack Advisors
Albert A. Caporaso & Associates
46yrs
Top 1% by experience in Delaware
Realta Investment Advisors
45yrs
Top 1% by experience in Delaware
Realta Investment Advisors
45yrs
Top 1% by experience in Wilmington
Wells Fargo Advisors
45yrs
Top 1% by experience in Wilmington