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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Daytona Beach, FL

Every SEC-registered investment adviser representative at a firm office in Daytona Beach, with the firms that employ the most of them.

The short answer

103 registered advisors work in Daytona Beach; the most are at Ameriprise Financial Services, LLC (16). 23 list the CFP designation and 83 are also registered broker representatives.

Firms with the most advisors in Daytona Beach

FirmAdvisors in Daytona Beach
Ameriprise Financial Services, LLC news16
Merrill Lynch, Pierce, Fenner & Smith Incorporated news12
Wells Fargo Clearing Services, LLC news12
Stifel, Nicolaus & Company, Incorporated news10
Firstrust5
Keyes, Stange & Wooten Wealth Management, LLC5
M Holdings Securities, Inc.4
Raymond James & Associates, Inc. news4
Raymond James Financial Services Advisors, Inc. news3
Edward Jones news2
MML Investors Services, LLC2
Strategic Blueprint, LLC2
Strive Retirement Group2
The Strategic Financial Alliance, Inc.2
Avl Advisory LLC1
Bankers Life Advisory Services, Inc.1
Buckley Financial Group1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Cetera Planning Partners news1
Charter Advisory Services, LLC1
Equitable Advisors, LLC news1
Focus Partners Wealth, LLC1
Hub Investment Partners, LLC1
Ip Financial Advisory Services LLC1

Advisors in Daytona Beach, A to Z

CFP advisors in Daytona Beach →

Other cities in Florida

All of Florida →

Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244

Questions

How many financial advisors are in Daytona Beach, FL?

103 investment adviser representatives are registered at firm offices in Daytona Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 83 of them are also registered as broker representatives, and 23 list the CFP designation.

Which firm has the most financial advisors in Daytona Beach?

Ameriprise Financial Services, LLC, with 16 registered advisors in Daytona Beach, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 12.

How do I check a financial advisor in Daytona Beach?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.