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Best financial advisors in Daytona Beach, FL

Registered advisers within 25 miles of Daytona Beach, FL.

Offices
171
Firms
70
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.71M
2,706,296 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.
SILVA FIDUCIARY ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
AVL ADVISORY LLC
LPL ENTERPRISE, LLC
FIRSTRUST
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BARBARA MONTGOMERY SELIG
Bennett J Durkin
MELVA LYNN AUSTIN
Chad Anderson
JOSE H. SILVA
DEREK SCOTT MEARS
Michaela Pryor
GALIN WYNN CRIST
CAREN L CARDIN
BRIAN C. WHEELER
RODNEY A MEYERING
ERIN WYNN MASTERS
ALEXIS ANDREE LENSSEN
DAVID CONROY HARRIS
DAVID SCOTT CARSON
FRANCIS CEROVAC
DAVID ANDREW PETRACCA
KIMBERLY ANN KENNOVIN
PAUL DANIEL STRONG
MOLLY MICHEL SHOUP
CINDY ABRAMOVIC
Eric Nompleggi
DIRINDA RAE MADDY
THOMAS EDWARD KEALY
Thomas Joseph Ventura
Timothy Kuzma
JEFFERY MICHAEL HOFFER
PAUL DAVID STELTER
Brent Bruce Jamison
FRANKLIN TRAVIS REYNOLDS
SHANE ELLIOTT LARSON
MICHAEL TODD ELDERS
PEDRO QUENTO DASH
TARA LEIGH BOBELAK
DANIELLE MARIE CINICOLO
Olivia Marie Buttrey
MARCUS ALLEN WOOTEN
Jeremiah Christian Cronin
Leonardo EMMANUEL Rodriguez-Rodriguez
Carlos A Betancourt
Anthony Vincent Lupoli
FRANCESCA MANTAY
AARON PARKER NOLES
BRIAN ALAN SIROTA
MICHAEL T KOENIG
CHRISTOPHER WOOD CANNON
ELAYNE HAYES PISARIK
WILLIAM JAMES KEARNEY
Sarah Lina Smith
Brian Patrick Layman
Robert John Hall

Within 25 miles of Daytona Beach, FL, Best Investors lists 70 registered investment advisory firms with 171 offices nearby, managing about $10.5T in combined regulatory AUM across 2,706,296 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Daytona Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM