Dakota Wealth Management recently announced Sean Merlonghi, a senior wealth advisor in its Lewes office, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for Delaware.
The ranking, developed by Forbes partner Shook Research, is based on an algorithm of qualitative and quantitative data including industry experience, compliance records, client retention and best practices.
The recognition highlights Merlonghi's work helping individuals, families and business owners pursue their long-term financial goals through personalized wealth management and financial planning. An active member of the Delaware business community, Merlonghi has become known for helping clients navigate complex financial decisions with thoughtful guidance tailored to each stage of life.
"Sean exemplifies the values that define Dakota Wealth Management," said Carrie Ruark, Lewes strategy and operations manager. "He approaches every client relationship with integrity, thoughtful advice and a genuine commitment to helping clients achieve what's most important to them. We are proud to see his dedication recognized."
Merlonghi said the recognition reflects the confidence his clients have placed in him over the years. "It is an honor to be included on this year's Best-In-State list," Merlonghi said. "I am grateful for the trust my clients place in me and for the talented team at Dakota Wealth Management that supports them every day. Helping people make informed financial decisions and plan confidently for the future is incredibly rewarding."




