How many financial advisors are in Daytona Beach, Florida?

Falists lists 8 registered investment advisers with a principal office or filing address in Daytona Beach, Florida, based on public SEC IAPD data.

How do financial advisors in Daytona Beach charge fees?

Fee structures vary by firm. In Daytona Beach, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Daytona Beach?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 8 advisers

Financial Advisors in Daytona Beach, Florida

Looking for a financial advisor in Daytona Beach, Florida? Falists indexes 8 SEC-registered and state-registered investment advisers in Daytona Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $400.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$400.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth8 Planning7 Trusts7 Retirement5 Institutional3

Top advisors in Daytona Beach

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Daytona Beach, FL

AUM

$400.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

386-253-1980

Full profile Visit site →

FIRSTRUST

Daytona Beach, FL

AUM

$250.0M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

386-788-3737

Full profile Visit site →

ASHFORD INVESTMENT ADVISORS

Daytona Beach, FL

AUM

$82.8M

Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

386-523-9500

Full profile Visit site →

SILVA FIDUCIARY ADVISORS

Daytona Beach, FL

AUM

$16.7M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

386-212-9796

Full profile Visit site →

CHARTER ADVISORY SERVICES, LLC

Daytona Beach, FL

AUM

$9.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

239-244-8644

Full profile Visit site →

STRIVE RETIREMENT GROUP

Daytona Beach, FL

AUM

$6.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

407-357-0123

Full profile Visit site →

AVL ADVISORY LLC

Daytona Beach, FL

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

386-334-9765

Full profile Visit site →

BUCKLEY FINANCIAL GROUP

Daytona Beach, FL

AUM

$53.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

386-238-3382

Full profileNo website

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Common questions

How many financial advisors are in Daytona Beach, Florida?: 8 registered investment advisers are listed in our Daytona Beach directory, sourced from public SEC filings.
What types of advisors are in Daytona Beach?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Daytona Beach?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.