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Financial Advisors in Ormond Beach, FL: 2026 rankings

97 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ormond Beach: Fraser Allport - Accredited Investment Fiduciary, RFA Score 76/100; 4.9★ from 79 Google reviews; open Saturdays until 5 PM.

  2. 27

    Most-reviewed: Bank of America (with Drive-thru ATM), 114 Google reviews at 3.1★, the most of 97 ranked; ranked #27.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

97 Ormond Beach financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 97 rated firms.

Top 10 financial advisors in Ormond Beach at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Ormond Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Fraser Allport - Accredited Investment Fiduciary764.9★ (79)Ormond BeachSat · EveningsTop score
2Mutual of Omaha Mortgage754.8★ (70)Ormond Beach——
3Dynasty Tax Professionals744.9★ (85)Daytona Beach, 9 mi awaySat · Sun · Evenings—
4Noble Notary & Legal Document Preparers734.9★ (107)Port Orange, 15 mi awayEvenings—
5Trustco Bank734.8★ (81)Port Orange, 10 mi awaySat—
6Compass Financial Management Group, Inc.734.9★ (39)Ormond Beach——
7Capstone Planning, LLC715.0★ (75)Palm Coast, 17 mi away——
8Trustco Bank714.7★ (88)Palm Coast, 17 mi awaySat—
9Sarah Smith, CFP®, ChFC695.0★ (22)Daytona Beach, 6 mi away——
10Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC694.7★ (27)Daytona Beach, 7 mi away——

All 97 financial advisors in Ormond Beach, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 Trustco Bank

    Based in Port Orange, 10 mi away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 81 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3751 S Clyde Morris Blvd, Port Orange, FL 32129
    View profile for Trustco Bank(386) 322-3730

  7. #7 Capstone Planning, LLC

    Based in Palm Coast, 17 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18 Market Ave, Palm Coast, FL 32164
    View profile for Capstone Planning, LLC(386) 202-4498

  8. #8 Trustco Bank

    Based in Palm Coast, 17 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 88 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 88 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    120 Belle Terre Pkwy Suite 28, Palm Coast, FL 32164
    View profile for Trustco Bank(386) 524-5044

  13. #13 Truist

    Based in Ormond Beach

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.9★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    113 E Granada Blvd, Ormond Beach, FL 32176
    View profile for Truist(386) 562-9300

  14. #14 AVL Advisory LLC

    Based in Ormond Beach

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2290 Ocean Shore Blvd #405, Ormond Beach, FL 32176
    View profile for AVL Advisory LLC(386) 977-9456

  17. #17 Truist

    Based in Ormond Beach

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.3★ from 35 Google reviews, listed on Google as “Financial consultant”.

    • 3.3★ from 35 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    160 N Nova Rd, Ormond Beach, FL 32174
    View profile for Truist(386) 562-9700

  19. #19 Handlin Wealth Management

    Based in Port Orange, 11 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    10+ years, 601 Oak St Bldg 4 Unit G, Port Orange, FL 32127
    View profile for Handlin Wealth Management(386) 281-3032

  20. #20 Charles Schwab

    Based in Ormond Beach

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.9★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 3.9★ from 14 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1414 W Granada Blvd Ste 1, Ormond Beach, FL 32174
    View profile for Charles Schwab(800) 646-4710

  21. #21 Holland Financial Inc

    Based in Ormond Beach

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    700 W Granada Blvd, Ormond Beach, FL 32174
    View profile for Holland Financial Inc(386) 671-7526

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 97 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ormond Beach, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Thomas Fleishel - Certified Financial Planner - Raymond James665.0★ (30)23 mi
27Bank of America (with Drive-thru ATM)663.1★ (114)6 mi
28Shoreline Advisory Services655.0★ (9)6 mi
29Edward Jones - Financial Advisor: Jason Morgan, CFP®653.8★ (8)In Ormond Beach
30Edward Jones - Financial Advisor: Andrea N Gulliksen, CFP®655.0★ (21)20 mi
31Thrivent Financial654.2★ (6)In Ormond Beach
32Bankers Life654.1★ (9)4 mi
33Alliance Reserve Services645.0★ (4)In Ormond Beach
34Space Coast Credit Union | Latitude Landings | Daytona Beach, FL644.5★ (8)6 mi
35FirsTrust645.0★ (7)7 mi
36Xcel Wealth Management645.0★ (5)4 mi
37Alliance Financial Partners, Inc645.0★ (17)21 mi
38Anchor Certified Planners Group644.0★ (4)In Ormond Beach
39Edward Jones - Financial Advisor: Jonas A Roddenberry, CFP®635.0★ (14)20 mi
40Space Coast Credit Union | New Smyrna Beach, FL634.0★ (30)21 mi
41Truist632.0★ (20)In Ormond Beach
42Stewart Planning Group633.7★ (3)In Ormond Beach
43Edward Jones - Financial Advisor: Michael A Lapshin, CFP®635.0★ (14)21 mi
44Morgan Stanley Financial Advisors633.3★ (3)In Ormond Beach
45TMRW Financial Group635.0★ (14)22 mi
46Bank of America (with Drive-thru ATM)633.4★ (40)17 mi
47Merrill Lynch Wealth Management633.4★ (5)5 mi
48Space Coast Credit Union | Deland South | FL633.8★ (48)25 mi
49Edward Jones - Financial Advisor: Sherry A Madl634.8★ (16)23 mi
50Bank of America (with Drive-thru ATM)623.0★ (30)13 mi

Also serving Ormond Beach

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ormond Beach
BusinessGoogle ratingDistance
1-800 Financial Advisor Ormond BeachIn Ormond Beach
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLCIn Ormond Beach
Alderman & CompanyIn Ormond Beach
Ameriprise FinancialIn Ormond Beach
Anthony Dion Hines: Primerica - Financial Services5.0★ (1)In Ormond Beach
Capstone Planning, LLCIn Ormond Beach
Casey Wealth Advisors of Raymond James5.0★ (1)In Ormond Beach
Edward Jones - Financial Advisor: Ben Hartwick5.0★ (2)In Ormond Beach
Edward Jones - Financial Advisor: Joanna L Lemire, AAMS®|CRPC™5.0★ (2)In Ormond Beach
Edward Jones - Financial Advisor: Kevin E Sullivan, ChFC®3.0★ (2)In Ormond Beach
Gratium Wealth Planning - Ameriprise Financial Services, LLCIn Ormond Beach
Integrative Wealth Management3.0★ (2)In Ormond Beach
Jarvis Financial Inc.In Ormond Beach
Kris Stockhammer LPL Financial5.0★ (1)In Ormond Beach
LPL FinancialIn Ormond Beach
Milan Prastalo, Independent Financial AdvisorIn Ormond Beach
Storms & Rowdon Financial Services, Inc.5.0★ (2)In Ormond Beach
Weber Financial5.0★ (1)In Ormond Beach
Wells Fargo Advisors5.0★ (1)In Ormond Beach
Wing, Weber, & Co PL Certified Public Accountants5.0★ (1)In Ormond Beach

How we ranked Ormond Beach financial advisors

We scored 97 Ormond Beach financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ormond Beach data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Ormond Beach: frequently asked questions

Which financial advisor has the highest RFA Score in Ormond Beach?

By RFA Score, the highest-ranked financial advisor in Ormond Beach, FL is Fraser Allport - Accredited Investment Fiduciary with an RFA Score of 76/100. It has 4.9★ from 79 Google reviews. It is open Saturdays until 5 PM. Mutual of Omaha Mortgage (#2) and Dynasty Tax Professionals (#3) follow. We ranked 97 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ormond Beach?

RankedFinancialAdvisors ranks 97 financial advisors serving Ormond Beach, FL. 18 of them are based in Ormond Beach; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ormond Beach work on weekends?

12 of 97 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Fraser Allport - Accredited Investment Fiduciary (#1), Dynasty Tax Professionals (#3) and Trustco Bank (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ormond Beach financial advisors have?

The median Google rating among 97 rated financial advisors in Ormond Beach is 4.7★, with a median of 9 reviews. Bank of America (with Drive-thru ATM) has the most, 114 reviews, and ranks #27. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Ormond Beach count in this ranking?

Yes, if they are within 25 mi of the Ormond Beach city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Ormond Beach ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Ormond Beach a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ormond Beach

  1. November 2026: RFA Scores recalculated for 97 financial advisors serving Ormond Beach.

More financial advisors and Ormond Beach pages