4.5+ Stars · Daytona Beach
Highly Rated Financial Advisors in Daytona Beach, FL
Only the best make this list. These financial advisors in Daytona Beach have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Daytona Beach, FL by verified customer ratings and review volume. The highest-rated is Compass Financial Management Group, Inc. with a 4.9-star rating from 38 verified reviews. Also in the top tier: Sarah Smith, CFP®, ChFC and Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Daytona Beach is 4.7 stars from 10 reviews per business on average.
Financial advisors in Daytona Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.7★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Compass Financial Management Group, Inc.
880 Airport Rd STE 112A, Ormond Beach, FL 32174, USA
Sarah Smith, CFP®, ChFC
340 S Beach St #113, Daytona Beach, FL 32114, USA
Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC
1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USA
Financial Advisors Rankings in Daytona Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Compass Financial Management Group, Inc.880 Airport Rd STE 112A, Ormond Beach, FL 32174, USA | 4.9★ | 38 |
| #2 | Sarah Smith, CFP®, ChFC340 S Beach St #113, Daytona Beach, FL 32114, USA | 5.0★ | 21 |
| #3 | Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USA | 4.7★ | 27 |
| #4 | Merrill Lynch Financial Advisor Lucas Haber1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA | 5.0★ | 1 |
| #5 | Frank Reynolds & Company1620 S Clyde Morris Blvd, Daytona Beach, FL 32119, USA | 5.0★ | 3 |
| #6 | FirsTrust113 Executive Cir, Daytona Beach, FL 32114, USA | 5.0★ | 9 |
| #7 | Stephens Wealth Management of Raymond James444 Seabreeze Blvd #700, Daytona Beach, FL 32118, USA | 5.0★ | 1 |
| #8 | Shoreline Advisory Services128 Orange Ave Suite 223, Daytona Beach, FL 32114, USA | 5.0★ | 9 |
| #9 | 20/20 Financial Advisers of Daytona Beach LLC1663 Clyde Morris Blvd STE 2, Daytona Beach, FL 32117, USA | 3.7★ | 3 |
| #10 | Plan to Prosper Wealth Management595 W Granada Blvd K, Ormond Beach, FL 32174, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Daytona Beach
Merrill Lynch Financial Advisor Lucas Haber
1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Frank Reynolds & Company
1620 S Clyde Morris Blvd, Daytona Beach, FL 32119, USA
FirsTrust
113 Executive Cir, Daytona Beach, FL 32114, USA
Stephens Wealth Management of Raymond James
444 Seabreeze Blvd #700, Daytona Beach, FL 32118, USA
Shoreline Advisory Services
128 Orange Ave Suite 223, Daytona Beach, FL 32114, USA
20/20 Financial Advisers of Daytona Beach LLC
1663 Clyde Morris Blvd STE 2, Daytona Beach, FL 32117, USA
Plan to Prosper Wealth Management
595 W Granada Blvd K, Ormond Beach, FL 32174, USA
Wells Fargo Advisors
1540 Cornerstone Blvd STE 110, Daytona Beach, FL 32117, USA
Stifel
1530 Cornerstone Blvd # 110, Daytona Beach, FL 32117, USA
Merrill Lynch Wealth Management
1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
Holland Financial Inc
700 W Granada Blvd, Ormond Beach, FL 32174, USA
Xcel Wealth Management
101 2nd St Ste. 402, Holly Hill, FL 32117, USA
Merrill Lynch Financial Advisor Julian Lopez
1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, USA
David Petracca - Financial Advisor, Ameriprise Financial Services, LLC
1 Daytona Blvd Ste 270 Fl 2nd, Daytona Beach, FL 32114, USA
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Frequently Asked Questions — Financial Advisors in Daytona Beach
What is a fiduciary financial advisor and why does it matter in Daytona Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Daytona Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Daytona Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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