Florida · 4 advisers
Financial Advisors in Deland, Florida
Looking for a financial advisor in Deland, Florida? Falists indexes 4 SEC-registered and state-registered investment advisers in Deland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $94.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$94.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Deland
Ranked by AUM · Fees, team & specialties at a glance
DRT FINANCIAL ADVISORS
Deland, FL
AUM
$94.9M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
386-734-9441
FLEISHEL FINANCIAL ASSOCIATES, INC.
Deland, FL
AUM
—
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
386-738-1800
ROBERTSON ADVISORY, INC.
Deland, FL
AUM
—
Team
1 advisors
Clients
26-50
Fees
Hourly charges
386-734-2566
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Common questions
- How many financial advisors are in Deland, Florida?
- 4 registered investment advisers are listed in our Deland directory, sourced from public SEC filings.
- What types of advisors are in Deland?
- 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 Deland?
- 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.