🤫 Directory · consent-first

Near 32114. Daytona Beach.

21 financial advisors & firms and 0 insurance agents verified near Daytona Beach, FL — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 32114

Firstrust0 mi

RIA firm · Daytona Beach, FL 32114 · Registered investment adviser · $250M AUM

CRD 111800 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Keyes, Stange & Wooten Wealth Management, LLC0 mi

RIA firm · Daytona Beach, FL 32114 · Registered investment adviser · $400M AUM

CRD 139806 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Silva Fiduciary Advisors0 mi

RIA firm · Daytona Beach, FL 32114 · Registered investment adviser · $17M AUM

CRD 285319 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strive Retirement Group0 mi

RIA firm · Daytona Beach, FL 32114 · Registered investment adviser · $6M AUM

CRD 334443 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Avl Advisory LLC0 mi

RIA firm · Daytona Beach, FL 32114 · Registered investment adviser

CRD 337357 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ashford Investment Advisors2.9 mi

RIA firm · Daytona Beach, FL 32118 · Registered investment adviser · $83M AUM

CRD 141587 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Buckley Financial Group2.9 mi

RIA firm · Daytona Beach, FL 32118 · Registered investment adviser · $53M AUM

CRD 316925 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Xcel Wealth Management, LLC3.1 mi

RIA firm · Holly Hill, FL 32117 · Registered investment adviser · $498M AUM

CRD 158863 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Charter Advisory Services, LLC3.1 mi

RIA firm · Daytona Beach, FL 32117 · Registered investment adviser · $9M AUM

CRD 288303 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Broadstreet Financial Advisers LLC9.8 mi

RIA firm · Ormond Beach, FL 32174 · Registered investment adviser · $84M AUM

CRD 130311 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Holland Advisory Services, INC.9.8 mi

RIA firm · Ormond Beach, FL 32174 · Registered investment adviser · $308M AUM

CRD 136302 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Compass Financial Advisory Services, LLC9.8 mi

RIA firm · Ormond Beach, FL 32174 · Registered investment adviser · $527M AUM

CRD 316843 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Plan TO Prosper Wealth Management9.8 mi

RIA firm · Ormond Beach, FL 32174 · Registered investment adviser · $234M AUM

CRD 327660 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Storms & Rowdon Financial Services, INC.9.8 mi

RIA firm · Ormond Beach, FL 32174 · Registered investment adviser · $141M AUM

CRD 334690 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northstar Strategic Investments INC9.9 mi

RIA firm · Ormond Beach, FL 32176 · Registered investment adviser · $2M AUM

CRD 155202 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Robertson Advisory, INC.14.3 mi

RIA firm · Deland, FL 32724 · Registered investment adviser

CRD 131285 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hanson Financial Group14.3 mi

RIA firm · Deland, FL 32724 · Registered investment adviser

CRD 329223 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capstone Investment Management LLC22.4 mi

RIA firm · Palm Coast, FL 32164 · Registered investment adviser · $94M AUM

CRD 281042 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fleishel Financial Associates, INC.22.6 mi

RIA firm · Deland, FL 32720 · Registered investment adviser

CRD 117768 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Drt Financial Advisors22.6 mi

RIA firm · Deland, FL 32720 · Registered investment adviser · $95M AUM

CRD 141950 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lefils Wealth Management LLC23.3 mi

RIA firm · Orange City, FL 32763 · Registered investment adviser · $12M AUM

CRD 291681 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Verified advisors and insurance agents in the places closest to Daytona Beach, FL.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 32114. Daytona Beach.

21 financial advisors & firms and 0 insurance agents verified near Daytona Beach, FL — every one cited to the regulator, claimable and removable by the person named.

Find your person