Holland Financial
“Holland Financial did an excellent job doing my taxes for both business and personal taxes.”
Best Financial Advisors in Daytona Beach, FL
15 firms listed · 9 in Daytona Beach · 1 open weekends · 7 rated 4.5+ · 1 shows a license
Data verified October 19, 2026
Anchor Certified Planners Group
“Very honest and forth write person, passionate about financial planning and offering the best advise.”
Sarah Smith, Financial Advisor - Eagle Strategies
“I have referred her to many friends, and they've all been beyond pleased with her, and her knowledge.”
Madewell Batten CPA
“Personable and takes time to make sure everything is done right!”
Weber Financial
“I must admit, The guys at weber financial completely took care of my retirement planning, I very much recommend them.”
Frank Reynolds & Company
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
The 15 firms listed for Daytona Beach, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Daytona Beach, FL
Of the 15 firms we list here, 9 are in Daytona Beach itself and 6 come from Ormond Beach (5, 7 mi) and South Daytona (1, 5 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 39 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Daytona Beach listed here?
9 of the 15 firms are located in Daytona Beach. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Firstrust
Milan Prastalo, Independent Financial Advisor
The Depasqua Wealth Advisory Group of Stifel
Kris Stockhammer LPL
Aurion Wealth Advisors
Perpetual Wealth Financial
Prudential
Savannah Court Financial Advisors
Jarvis Financial
Why these companies made our list
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