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Fraser Allport - the Total Advisor
“Fraser was a tremendous help to me during the planning of my retirement and when I actually retired in November 2019.”
Best Financial Advisors near New Smyrna Beach, FL
We have 2 firms in New Smyrna Beach on file, and both are on this list, along with 9 from Daytona Beach (7, 14 mi), Port Orange (1, 6 mi) and Daytona Beach Shores (1, 10 mi).
7 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Sarah Smith, Financial Advisor - Eagle Strategies
“I honestly had no understanding about saving plans or 401k's and she really helps me to reach my financial goals.”
Chase C. Smith - Financial Advisor
“He really takes time to listen to your concerns and needs, and never tries to pressure you into something you are uncomfortable with.”
Madewell Batten CPA
“Personable and takes time to make sure everything is done right!”
Frank Reynolds & Company
“I recently visited Frank Reynolds and Company and was greeted with a sense of comfort.”
Firstrust
The 11 firms listed for New Smyrna 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: New Smyrna Beach, FL
8 of the 11 firms on this page have a rating, from 4.2 to 5.0 across 124 reviews; 1 has 50 or more reviews and 7 are rated 4.5 or higher. 1 shows a license on its website. 9 have ten or more years of experience, the longest 32 years. 1 offers a free initial consultation. We have a website on file for all 11 of the firms on this page; 7 publish a contact page; 6 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 New Smyrna Beach listed here?
2 of the 11 firms are located in New Smyrna Beach. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Aurion Wealth Advisors
Prudential
Futures Management Group
Savannah Court Financial Advisors
Kohler Financial Services
“Since being a valued customer myself 3 years ago, I have been beyond pleased with the level of friendliness, service and professionalism I have received!”
Why these companies made our list
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