#1Firstrust
FIRSTRUST LLC
Serves this area from Daytona Beach, FL (17 mi)
Retirement Plan Advisors in DeLand, FL
The top-ranked retirement plan advisors serving DeLand, FL are Firstrust, Keyes, Stange & Wooten Wealth Management, LLC and Familywealth. We list 38 retirement plan advisors serving DeLand, 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 DeLand, 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 DeLand
#2Keyes, Stange & Wooten Wealth Management, LLC
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCServes this area from Daytona Beach, FL (18 mi)#3Familywealth
FAMILYWEALTH ADVISERS LLCServes this area from Lake Mary, FL (18 mi)#4Jackson Wealth Management, LLC
JACKSON WEALTH MANAGEMENT, LLCServes this area from Lake Mary, FL (18 mi)#5Capacuity LLC
CAPACUITY LLCServes this area from Heathrow, FL (19 mi)#6Newport Group Consulting, LLC
NEWPORT GROUP CONSULTING, LLCServes this area from Lake Mary, FL (19 mi)#7Qtr Family Wealth, LLC
QTR FAMILY WEALTH, LLCServes this area from FL#8Holland Advisory Services, Inc.
HOLLAND ADVISORY SERVICES, INC.Serves this area from Ormond Beach, FL (22 mi)#9Plan To Prosper Wealth Management
PALACIOS WEALTH MANAGEMENT, LLCServes this area from Ormond Beach, FL (22 mi)#10Storms & Rowdon Financial Services, Inc.
STORMS & ROWDON FINANCIAL SERVICES, INC.Serves this area from Ormond Beach, FL (23 mi)
20 more providers serving this area
- Certified Advisory Corp, Altamonte Springs, FL (24 mi)
- Tim Looney Investments, LLC, Altamonte Springs, FL (24 mi)
- 401k Generation, Altamonte Springs, FL (26 mi)
- Carpenter, Claydon Advisors, Inc., Maitland, FL (27 mi)
- Delta Capital Management, LLC, Maitland, FL (27 mi)
- Fiduciary First, Maitland, FL (27 mi)
- Elevation Advisory Partners LLC, University, FL (29 mi)
- Advus Financial Partners, LLC, Winter Park, FL (30 mi)
- Frankly Finances, Winter Park, FL (30 mi)
- Mariner Institutional, LLC, Winter Park, FL (30 mi)
- Spraker West Wealth Management, Inc, Winter Park, FL (30 mi)
- Trillium Wealth LLC, Winter Park, FL (30 mi)
- 55 North Private Wealth, Winter Park, FL (30 mi)
- Destiny Family Office, Tavares, FL (30 mi)
- Destiny Wealth Partners, LLC, Tavares, FL (30 mi)
- Callahan Wealth Advisory, FL
- Wisdom Planning Group, Orlando, FL (31 mi)
- Yandell Investments, LLC, Orlando, FL (32 mi)
- Summit Wealth Partners, LLC, Orlando, FL (33 mi)
- Burgess Chambers & Associates Inc, Orlando, FL (33 mi)
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Frequently asked questions
How many retirement plan advisors serve DeLand?
We list 38 retirement plan advisors serving DeLand, FL: 0 based there and 38 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 DeLand?
The top-ranked retirement plan advisors serving DeLand, FL are Firstrust, Keyes, Stange & Wooten Wealth Management, LLC, Familywealth, Jackson Wealth Management, LLC and Capacuity LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving DeLand 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), Familywealth (U.S. Securities and Exchange Commission), Jackson Wealth Management, LLC (U.S. Securities and Exchange Commission) and Capacuity LLC (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 .