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Financial Planners in Daytona Beach, FL: 2026 rankings

51 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Daytona Beach: Sun Coast Legacy Advisors P.L., RFA Score 80/100; 5.0★ from 810 Google reviews; open 7 days a week.

  2. 27

    Most-reviewed: Bank of America (with Drive-thru ATM), 114 Google reviews at 3.1★, the most of 51 ranked after Sun Coast Legacy Advisors P.L.; ranked #27.

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

51 Daytona Beach financial planners are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 51 rated firms.

Top 10 financial planners in Daytona 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 planners in Daytona Beach at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sun Coast Legacy Advisors P.L.805.0★ (810)Daytona BeachSat · Sun · EveningsTop score
2Trustco Bank724.8★ (81)Port Orange, 5 mi awaySat—
3Noble Notary & Legal Document Preparers714.9★ (107)Port Orange, 10 mi awayEvenings—
4Fraser Allport - Accredited Investment Fiduciary704.9★ (79)Ormond Beach, 10 mi awaySat · Evenings—
5Mutual of Omaha Mortgage704.8★ (70)Ormond Beach, 10 mi away——
6Paul Strong - Financial Advisor, Ameriprise Financial Services, LLC704.7★ (27)Daytona Beach——
7Compass Financial Management Group, Inc.694.9★ (39)Ormond Beach, 8 mi away——
8Handlin Wealth Management685.0★ (19)Port Orange, 5 mi away——
9Shoreline Advisory Services685.0★ (9)Daytona BeachEvenings—
10Space Coast Credit Union | Daytona Beach, FL683.8★ (58)Daytona Beach——

All 51 financial planners in Daytona 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.

  2. #2 Trustco Bank

    Based in Port Orange, 5 mi away

    72/100RFA Score

    Ranked #2 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

  8. #8 Handlin Wealth Management

    Based in Port Orange, 5 mi away

    68/100RFA Score

    Ranked #8 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

  11. #11 Capstone Planning, LLC

    Based in Palm Coast, 22 mi away

    68/100RFA Score

    Ranked #11 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

  12. #12 FirsTrust

    Based in Daytona Beach

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    113 Executive Cir, Daytona Beach, FL 32114
    View profile for FirsTrust(386) 788-3737

  13. #13 Trustco Bank

    Based in Palm Coast, 22 mi away

    67/100RFA Score

    Ranked #13 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

  15. #15 Bankers Life

    Based in Daytona Beach

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    444 Seabreeze Blvd Ste 400, Daytona Beach, FL 32118
    View profile for Bankers Life(386) 615-5100

  16. #16 Xcel Wealth Management

    Based in Holly Hill, 1 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    101 2nd St Ste. 402, Holly Hill, FL 32117
    View profile for Xcel Wealth Management(386) 872-3440

  17. #17 Holland Financial Inc

    Based in Ormond Beach, 6 mi away

    66/100RFA Score

    Ranked #17 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

  22. #22 Frank Reynolds & Company

    Based in Daytona Beach

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    1620 S Clyde Morris Blvd, Daytona Beach, FL 32119
    View profile for Frank Reynolds & Company(386) 248-2121

  23. #23 AVL Advisory LLC

    Based in Ormond Beach, 10 mi away

    65/100RFA Score

    Ranked #23 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

Financial planners 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 51 ranked financial planners here; the rest are on their profiles.

financial planners in Daytona Beach, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
2620/20 Financial Advisers of Daytona Beach LLC653.7★ (3)In Daytona Beach
27Bank of America (with Drive-thru ATM)643.1★ (114)In Daytona Beach
28Space Coast Credit Union | Ormond Beach, FL643.3★ (35)6 mi
29Space Coast Credit Union | New Smyrna Beach, FL644.0★ (30)16 mi
30Atlantic Retirement Solutions645.0★ (3)6 mi
31Anchor Certified Planners Group634.0★ (4)6 mi
32Stewart Planning Group633.7★ (3)6 mi
33Bank of America (with Drive-thru ATM)633.0★ (30)7 mi
34BMC Tax & Accounting - A Member of Aline Accounting Partners Group623.9★ (7)14 mi
35Space Coast Credit Union | Dupont Lakes | Deltona, FL624.1★ (20)22 mi
36Space Coast Credit Union | Deland South | FL623.8★ (48)22 mi
37DRT Financial Advisors615.0★ (7)21 mi
38Safe Money Solutions, LLC615.0★ (8)23 mi
39MLR Financial Co615.0★ (6)20 mi
40Future Focus Financial, Inc615.0★ (6)21 mi
41Bank of America (with Drive-thru ATM)602.9★ (41)14 mi
42Bank of America (with Drive-thru ATM)603.4★ (40)23 mi
43Tom Robertson, CFP®️ | Robertson Advisory Inc605.0★ (3)21 mi
44Space Coast Credit Union | Palm Coast Town Center603.6★ (5)21 mi
45Thomas Savone & Associates595.0★ (3)22 mi
46Capstone Mortgage595.0★ (3)22 mi
47Space Coast Credit Union ATM | Deland, FL592.4★ (7)20 mi
48Bank of America Financial Center583.0★ (72)22 mi
49Chase C. Smith - Financial Advisor585.0★ (36)14 mi
50Bank of America (with Drive-thru ATM)572.8★ (92)21 mi

Also serving Daytona Beach

20 more financial planners 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 planners serving Daytona Beach
BusinessGoogle ratingDistance
Coastal Lending Services Inc3.7★ (6)In Daytona Beach
Commercial Financial Solutions5.0★ (6)In Daytona Beach
David A Tucker & Associates2.5★ (2)In Daytona Beach
Diamond Prestige Financial4.9★ (58)In Daytona Beach
DSM Recovery Service, Inc5.0★ (1)In Daytona Beach
Dynasty Tax Professionals4.9★ (85)In Daytona Beach
Edward Jones - Financial Advisor: Louis J Colombo, CFP®|CEPA®5.0★ (2)In Daytona Beach
First Resource Group, LLC1.0★ (1)In Daytona Beach
M Rocchio Retirement Services5.0★ (2)In Daytona Beach
Max Refunds Express5.0★ (2)In Daytona Beach
MD Business Advisors4.8★ (30)In Daytona Beach
Northstar Strategic Investments Inc1.0★ (1)In Daytona Beach
Pedro Quento Dash: Primerica - Financial Services5.0★ (3)In Daytona Beach
Sarah Smith, CFP®, ChFC5.0★ (22)In Daytona Beach
Savannah Court Financial Advisors, Inc.5.0★ (1)In Daytona Beach
SCORE4.2★ (5)In Daytona Beach
Stifel4.4★ (7)In Daytona Beach
The Center For Institutional Finance, LLC5.0★ (1)In Daytona Beach
Wells Fargo Advisors5.0★ (3)In Daytona Beach
Wells Fargo Advisors4.5★ (2)In Daytona Beach

How we ranked Daytona Beach financial planners

We scored 51 Daytona Beach financial planners 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 Daytona 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Daytona Beach: frequently asked questions

Which financial planner has the highest RFA Score in Daytona Beach?

By RFA Score, the highest-ranked financial planner in Daytona Beach, FL is Sun Coast Legacy Advisors P.L. with an RFA Score of 80/100. It has 5.0★ from 810 Google reviews. It is open 7 days a week. Trustco Bank (#2) and Noble Notary & Legal Document Preparers (#3) follow. We ranked 51 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Daytona Beach?

RankedFinancialAdvisors ranks 51 financial planners serving Daytona Beach, FL. 12 of them are based in Daytona 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 planners in Daytona Beach work on weekends?

8 of 51 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Sun Coast Legacy Advisors P.L. (#1), Trustco Bank (#2) and Fraser Allport - Accredited Investment Fiduciary (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Daytona Beach financial planners have?

The median Google rating among 51 rated financial planners in Daytona Beach is 4.7★, with a median of 20 reviews. Sun Coast Legacy Advisors P.L. has the most, 810 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Daytona Beach count in this ranking?

Yes, if they are within 25 mi of the Daytona Beach city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Daytona Beach ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Daytona 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 planners 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 Daytona Beach

  1. November 2026: RFA Scores recalculated for 51 financial planners serving Daytona Beach.

More financial planners and Daytona Beach pages