#1Firstrust
FIRSTRUST LLC
Based in Daytona Beach, FL
Retirement Plan Advisors in Daytona Beach, FL
The top-ranked retirement plan advisors serving Daytona Beach, FL are Firstrust, Keyes, Stange & Wooten Wealth Management, LLC and Holland Advisory Services, Inc.. We list 38 retirement plan advisors serving Daytona Beach, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Daytona Beach, FL (Volusia County). 38 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Daytona Beach
#2Keyes, Stange & Wooten Wealth Management, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCBased in Daytona Beach, FL#3Holland Advisory Services, Inc.
HOLLAND ADVISORY SERVICES, INC.Serves this area from Ormond Beach, FL (6 mi)#4Plan To Prosper Wealth Management
PALACIOS WEALTH MANAGEMENT, LLCServes this area from Ormond Beach, FL (6 mi)#5Storms & Rowdon Financial Services, Inc.
STORMS & ROWDON FINANCIAL SERVICES, INC.Serves this area from Ormond Beach, FL (9 mi)#6Familywealth
FAMILYWEALTH ADVISERS LLCServes this area from Lake Mary, FL (33 mi)#7Jackson Wealth Management, LLC
JACKSON WEALTH MANAGEMENT, LLCServes this area from Lake Mary, FL (33 mi)#8Qtr Family Wealth, LLC
QTR FAMILY WEALTH, LLCServes this area from FL#9Capacuity LLC
CAPACUITY LLCServes this area from Heathrow, FL (34 mi)#10Newport Group Consulting, LLC
NEWPORT GROUP CONSULTING, LLCServes this area from Lake Mary, FL (34 mi)
20 more providers serving this area
- Certified Advisory Corp, Altamonte Springs, FL (39 mi)
- Tim Looney Investments, LLC, Altamonte Springs, FL (39 mi)
- 401k Generation, Altamonte Springs, FL (41 mi)
- Elevation Advisory Partners LLC, University, FL (41 mi)
- Delta Capital Management, LLC, Maitland, FL (42 mi)
- Carpenter, Claydon Advisors, Inc., Maitland, FL (42 mi)
- Fiduciary First, Maitland, FL (42 mi)
- Callahan Wealth Advisory, FL
- Frankly Finances, Winter Park, FL (44 mi)
- Spraker West Wealth Management, Inc, Winter Park, FL (44 mi)
- 55 North Private Wealth, Winter Park, FL (44 mi)
- Advus Financial Partners, LLC, Winter Park, FL (44 mi)
- Mariner Institutional, LLC, Winter Park, FL (44 mi)
- Trillium Wealth LLC, Winter Park, FL (44 mi)
- Wisdom Planning Group, Orlando, FL (45 mi)
- Destiny Family Office, Tavares, FL (46 mi)
- Destiny Wealth Partners, LLC, Tavares, FL (46 mi)
- Yandell Investments, LLC, Orlando, FL (46 mi)
- Summit Wealth Partners, LLC, Orlando, FL (47 mi)
- Burgess Chambers & Associates Inc, Orlando, FL (48 mi)
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Frequently asked questions
How many retirement plan advisors serve Daytona Beach?
We list 38 retirement plan advisors serving Daytona Beach, FL: 2 based there and 36 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Daytona Beach?
The top-ranked retirement plan advisors serving Daytona Beach, FL are Firstrust, Keyes, Stange & Wooten Wealth Management, LLC, Holland Advisory Services, Inc., Plan To Prosper Wealth Management and Storms & Rowdon Financial Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Daytona Beach are verified against official records?
10 of the top 10 match an active official record: Firstrust (U.S. Securities and Exchange Commission), Keyes, Stange & Wooten Wealth Management, LLC (U.S. Securities and Exchange Commission), Holland Advisory Services, Inc. (U.S. Securities and Exchange Commission), Plan To Prosper Wealth Management (U.S. Securities and Exchange Commission) and Storms & Rowdon Financial Services, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .