How many financial advisors are in Ormond Beach, Florida?

Falists lists 6 registered investment advisers with a principal office or filing address in Ormond Beach, Florida, based on public SEC IAPD data.

How do financial advisors in Ormond Beach charge fees?

Fee structures vary by firm. In Ormond 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 Ormond 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 · 6 advisers

Financial Advisors in Ormond Beach, Florida

Looking for a financial advisor in Ormond Beach, Florida? Falists indexes 6 SEC-registered and state-registered investment advisers in Ormond Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $527.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$527.2M

Financial planning

Filter by specialty

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

All Wealth6 Planning4 Trusts6 Retirement3 Institutional1

Top advisors in Ormond Beach

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

View all 6 →

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Ormond Beach, FL

AUM

$527.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

7 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(386) 673-5191

Full profile Visit site →

HOLLAND ADVISORY SERVICES, INC.

Ormond Beach, FL

AUM

$307.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

386-671-7526

Full profile Visit site →

PLAN TO PROSPER WEALTH MANAGEMENT

Ormond Beach, FL

AUM

$234.3M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM

386-271-2127

Full profile Visit site →

STORMS & ROWDON FINANCIAL SERVICES, INC.

Ormond Beach, FL

AUM

$141.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(386) 677-0191

Full profile Visit site →

NORTHSTAR STRATEGIC INVESTMENTS INC

Ormond Beach, FL

AUM

$2.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +4 more

386-233-3458

Full profile Visit site →

BROADSTREET FINANCIAL ADVISERS LLC

Ormond Beach, FL

AUM

$84.2M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

386-299-4160

Full profileNo website

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Common questions

How many financial advisors are in Ormond Beach, Florida?: 6 registered investment advisers are listed in our Ormond Beach directory, sourced from public SEC filings.
What types of advisors are in Ormond 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 Ormond 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.