Find Top Financial Advisors Near Ormond Beach, Florida
Filters
Location
Altamonte SpringsAltamonte Springs,CasselberryDaytona BeachHolly HillLake MaryLongwoodMaitlandOrmond BeachPalm CoastSaint Augustine
Showing 1 - 12 of 17 results
Sort by
Relevancy
Distance
Alphabetical
AEGIS WEALTH MANAGEMENT, LLC
AEGIS WEALTH MANAGEMENT, LLC
Maitland, Florida
AEGIS WEALTH MANAGEMENT, LLC is a reputable investment advisory firm headquartered in Maitland, FL. With over 130 individual clients and more than $134,529,000 in assets under management, Aegis Wealth Management prides itself on providing personalized financial solutions to meet their clients' diverse needs. Operating from a single office, their dedicated team of four employees, including three investment advisors, diligently work to optimize their clients' portfolios and safeguard their financial future. Specializing in managing assets for high net worth individuals, Aegis Wealth Management boasts an impressive track record of success. While 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the expertise to effectively handle employer funds. A remarkable 91% of the assets they manage are discretionary, highlighting their clients' trust in their investment decisions. Aegis Wealth Management offers a flexible compensation structure that includes various types such as fixed fees. Their investment advisors, with an average of approximately $44,840,000 in assets under management per advisor, align with the industry average in terms of performance. The firm takes pride in its experienced team, which includes long-tenured advisors like Matthew McMahan, Christine Carlson, and Thuong Pham, who have consistently provided exceptional service to their clients. As Aegis Wealth Management continues to grow and build upon its solid reputation, it remains committed to delivering comprehensive wealth management strategies and maintaining a client-centric approach. With their expertise and dedication, Aegis Wealth Management aims to ensure their clients' financial goals are not only met but exceeded.
DORMAN FINANCIAL MANAGEMENT, P.A.
DORMAN FINANCIAL MANAGEMENT, P.A.
Maitland, Florida
Dorman Financial Management, P.A. is a reputable investment advisory firm based out of Maitland, FL, providing comprehensive financial solutions to its clients. With over 260 individual clients and assets under management totaling more than $143,226,000, they have established a strong presence in the industry. This small yet dynamic firm operates out of a single office in Maitland, FL, catering to a diverse range of clients. Dorman Financial Management, P.A. has garnered extensive experience in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. Notably, 99% of the assets they oversee are under their discretionary control, reflecting their clients' trust in their expertise and decision-making capabilities. Dorman Financial Management, P.A. has a well-structured compensation system that includes various fee types, such as a percentage of assets under management and fixed fees. This ensures that their clients receive tailored financial advice while aligning the firm's interests with their clients' investment goals. With a dedicated team of five employees, three of whom provide investment advisory services, Dorman Financial Management, P.A. maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $47,740,000 in assets under management, which is in line with industry standards. James Dorman and Chelsea Arb are among the firm's longest-tenured registered advisors, showcasing their commitment to providing consistent and reliable financial guidance. Dorman Financial Management, P.A. prides itself on its personalized approach, expert knowledge, and commitment to helping clients achieve their financial objectives.
SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEST WEALTH MANAGEMENT, INC
Maitland, Florida
Spraker West Wealth Management, Inc is a small investment advisory firm based out of Maitland, FL, with one office. With a team of five employees, four of whom provide investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Their average assets under management per investment advisor is approximately $49,100,000, which aligns with the industry average. Spraker West Wealth Management, Inc utilizes a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. While 401K and individual accounts make up less than 30% of their assets under management, the firm has the capability to effectively manage employer funds. Notably, all of the assets they manage are under discretionary control, ensuring efficient decision-making and timely execution. The firm primarily caters to high net worth individuals, managing over $196,395,000 in assets for more than 50 individual clients. Susan Spraker and John West, two of the longest-tenured registered advisors with the firm, bring extensive experience and expertise to their roles. Their commitment to building long-term relationships and providing personalized investment strategies sets them apart in the industry. Spraker West Wealth Management, Inc strives to deliver exceptional client service, combining their deep financial knowledge with a holistic approach to wealth management. With their strong track record and dedication to client success, they aim to help individuals achieve their financial goals and preserve their wealth over time.
DELTA ADVISORY GROUP, INC.
DELTA ADVISORY GROUP, INC.
Maitland, Florida
Delta Advisory Group, Inc. is a leading investment advisory firm based out of Maitland, FL, with a strong presence in the financial industry. With over 390 individual clients and a remarkable $153,628,000 in assets under management, Delta Advisory Group, Inc. has established itself as a trusted partner for clients seeking expert financial guidance. This local firm operates from two strategically located offices, allowing them to efficiently serve their diverse client base. Notably, approximately half of their assets under management come from employer 401Ks and individuals, demonstrating their deep expertise in this space. Delta Advisory Group, Inc. exclusively manages discretionary assets, providing clients with comprehensive financial solutions tailored to their unique goals and circumstances. The firm's compensation structure is designed to align their interests with their clients, offering various types of fees, including a percentage of assets under management and hourly charges. This flexible approach ensures transparency and enables clients to choose the most suitable compensation arrangement for their needs. Delta Advisory Group, Inc. boasts a highly skilled team of seven professionals, with five dedicated investment advisors. These advisors collectively oversee an impressive average of $30,730,000 in assets under management per advisor, reflecting their extensive experience and ability to deliver results. Among the firm's notable advisors are Roy Miranda, Charles Smith, and Donald Nestor, who have established long and successful careers at Delta Advisory Group, Inc. Their tenure and expertise contribute to the firm's stellar reputation and the trust clients place in their guidance. With their robust client base, exceptional asset management track record, and talented team of advisors, Delta Advisory Group, Inc. is well-positioned to continue providing top-tier investment advisory services to clients in Maitland, FL, and beyond.
DELTA CAPITAL MANAGEMENT, LLC
DELTA CAPITAL MANAGEMENT, LLC
Maitland, Florida
Delta Capital Management, LLC, based out of Maitland, FL, is a reputable investment advisory firm serving a diverse clientele. With a team of 12 skilled professionals, 10 of whom specialize in investment advisory services, they provide expert financial guidance and management. Their average assets under management per investment advisor amount to approximately $64,310,000, aligning with industry standards. Delta Capital Management, LLC caters to over 310 individual clients, overseeing a substantial $212,238,000 in assets under management. Although 401K and individual accounts constitute less than 30% of their total assets, the firm possesses the expertise to effectively handle employer funds. Notably, all the assets managed by Delta Capital Management, LLC are discretionary, allowing for flexibility and efficient decision-making. As a local business, Delta Capital Management, LLC takes pride in serving the Maitland community. They operate from a single office location, offering personalized services tailored to meet their clients' specific financial goals and needs. Among their experienced team, Duncan Dewahl and Christopher Truesdell stand as the longest tenured registered advisors, exemplifying the firm's commitment to stability and expertise. The compensation structure at Delta Capital Management, LLC is designed to align their interests with their clients' success. It encompasses various types, including a percentage of assets under management, ensuring that the firm's financial incentives remain closely tied to the growth and preservation of their clients' investments. Overall, Delta Capital Management, LLC combines their extensive knowledge, personalized approach, and commitment to client success to provide comprehensive investment advisory services in the Maitland area.
FIRSTRUST
FIRSTRUST
Daytona Beach, Florida
FIRSTRUST is a reputable local investment advisory firm headquartered in the vibrant city of Daytona Beach, Florida. With a single office location, the company boasts a dedicated team of 8 highly skilled professionals, of which 5 specialize in providing comprehensive investment advisory services. Each investment advisor at FIRSTRUST oversees an impressive average of $36,000,000 in assets under management. FIRSTRUST prides itself on its diverse compensation structure, offering clients various options that include a percentage-based fee calculated on the assets under management, hourly charges, and fixed fees. Notably, a significant 93% of the assets entrusted to the firm are managed with discretion, allowing for customized strategies tailored to the unique needs and objectives of each client. Renowned for their expertise in serving high net worth individuals, FIRSTRUST effectively manages a substantial portfolio of assets, surpassing $180,000,000 in assets under management from more than 10 individual clients. The firm's success and longevity can be attributed in part to its team of experienced advisors. Among the most tenured and respected professionals at FIRSTRUST are Elayne Pisarik, Daniel Brownsberger, and Michael Koenig, who bring extensive industry knowledge and a track record of delivering exceptional results. As a local investment advisory firm, FIRSTRUST is deeply committed to providing personalized financial guidance and investment strategies that align with the unique circumstances and goals of its esteemed clientele. With a strong presence in the Daytona Beach community, FIRSTRUST continues to solidify its reputation as a trusted partner in wealth management and financial planning.
XCEL WEALTH MANAGEMENT, LLC
XCEL WEALTH MANAGEMENT, LLC
Holly Hill, Florida
XCEL WEALTH MANAGEMENT, LLC is a small investment advisory firm based out of Holly Hill, FL, offering comprehensive financial services to clients. With a team of four dedicated professionals, three of whom specialize in providing investment advisory services, XCEL Wealth Management is committed to delivering personalized solutions that align with their clients' financial goals. The firm manages an impressive average of approximately $71,230,000 in assets under management per investment advisor, which is on par with industry standards. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees. With over 420 individual clients, XCEL Wealth Management oversees a substantial $360,977,000 in assets under management. Notably, half of these assets are derived from employer 401Ks and individuals, showcasing the firm's expertise and experience in this space. Moreover, an impressive 97% of the assets they manage are discretionary, emphasizing their clients' trust in their financial decision-making. XCEL Wealth Management operates from a single office, and their seasoned team includes some of the longest tenured advisors in the firm, including Randall Beardsley, Erick Palacios, and Jonathan Xynidis. These experienced professionals bring a wealth of knowledge and a client-centered approach to their work, ensuring that each client receives tailored strategies and excellent service. As a trusted partner in wealth management, XCEL Wealth Management, LLC strives to help their clients navigate the complexities of the financial landscape and achieve their long-term financial objectives.
HOLLAND ADVISORY SERVICES, INC.
HOLLAND ADVISORY SERVICES, INC.
Ormond Beach, Florida
Holland Advisory Services, Inc. is a local investment advisory firm based out Ormond Beach, FL with 1 offices. Holland Advisory Services, Inc. has 14 total employees with 7 of them providing investment advisory services. They average approximately $26,440,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, hourly charges, fixed fees, . Approximately half of their assets under management are from employer 401Ks or individuals; they have good experience in this space. 100% of the assets they manage are discretionary. Holland Advisory Services, Inc. has over 460 individual clients with over $185,100,000 in assets under management.
COMPASS FINANCIAL ADVISORY SERVICES, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC
Ormond Beach, Florida
Compass Financial Advisory Services, LLC, a small investment advisory firm based in Ormond Beach, FL, is dedicated to providing exceptional financial guidance and investment management to its clients. With over 570 individual clients and an impressive $295,936,000 in assets under management, Compass Financial Advisory Services is recognized for its expertise and track record of success. The firm prides itself on its extensive experience in managing employer 401Ks and individual investments, with approximately half of its assets under management stemming from these sources. The team at Compass Financial Advisory Services possesses deep knowledge of this space, enabling them to navigate the intricacies of retirement planning and investment strategies effectively. Compass Financial Advisory Services operates under a comprehensive compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive tailored financial solutions aligned with their unique needs and preferences. With a total of three dedicated employees, including two investment advisors, Compass Financial Advisory Services offers personalized attention and a high level of service to its clients. The firm's average of approximately $147,970,000 in assets under management per investment advisor exceeds the industry average, emphasizing their ability to handle substantial portfolios effectively. Tara Sanders, Bruce Boyle, and Lauren Tanksley are among the firm's longest-tenured advisors, showcasing their commitment to building lasting relationships with clients and providing trusted financial advice. Compass Financial Advisory Services continues to make a positive impact in the financial industry by helping individuals and businesses achieve their financial goals with confidence and clarity.
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH
Lake Mary, Florida
Collaborative Wealth, a local investment advisory firm headquartered in Lake Mary, FL, is dedicated to providing exceptional financial guidance and wealth management solutions. With a team of 12 highly skilled professionals, 9 of whom specialize in investment advisory services, Collaborative Wealth has built a reputation for excellence in the industry. With an impressive average of $143,750,000 in assets under management per investment advisor, Collaborative Wealth surpasses the industry average, demonstrating their expertise in managing substantial portfolios. Their compensation structure is flexible and tailored to meet the unique needs of their clients, including options such as a percentage of assets under management, hourly charges, and fixed fees. Boasting over 620 individual clients and managing more than $390,123,000 in assets, Collaborative Wealth has established a strong presence in the market. Their extensive experience in managing employer 401Ks and individual assets has contributed to their success, with approximately half of their assets under management derived from these sources. A notable aspect of Collaborative Wealth's approach is their discretionary management of 94% of the assets they oversee, allowing them to make strategic decisions on behalf of their clients with minimal involvement. This hands-on approach has garnered trust and loyalty from their clientele. Collaborative Wealth operates from four offices strategically located in Lake Mary, ensuring convenient accessibility for their clients. The firm takes pride in their team of long-tenured advisors, including industry veterans Thomas Pratt, Brenton Thai, and Chad Justice, who bring a wealth of experience and knowledge to their clients' financial journeys. In conclusion, Collaborative Wealth stands out as a premier investment advisory firm, combining expertise, personalized service, and a strong track record of success to guide their clients towards financial prosperity.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
CERTIFIED ADVISORY CORP
CERTIFIED ADVISORY CORP
Altamonte Springs, Florida
CERTIFIED ADVISORY CORP is a reputable investment advisory firm based out of Altamonte Springs, FL. With over 1,760 individual clients and an impressive $1,921,926,000 in assets under management, the firm has established itself as a trusted partner in the financial industry. Certified Advisory Corp operates from six strategically located offices, ensuring accessibility and convenience for their diverse client base. With a focus on employer 401Ks and individual investors, Certified Advisory Corp possesses extensive experience and expertise in managing these types of assets. Their dedication to providing exceptional service is reflected in their discretionary management approach, as 100% of the assets they oversee are under their professional discretion. The firm's compensation structure offers flexibility to clients, with options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment method that aligns with their specific needs and preferences. Certified Advisory Corp boasts a skilled team of 38 employees, 22 of whom specialize in investment advisory services. Each investment advisor manages an average of approximately $87,360,000 in assets, a figure that aligns with the industry average. Notably, the firm is distinguished by its long-tenured advisors, including Nancy Hecht, Harry Stadelmayer, and Barry Smith, who contribute their extensive knowledge and experience to the success of the firm. As a local investment advisory firm, Certified Advisory Corp remains committed to serving their clients' financial goals and building lasting relationships within the Altamonte Springs community.
TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC
Longwood, Florida
Tim Looney Investments, LLC, based out of Longwood, FL, is a small investment advisory firm specializing in serving high net worth individuals. With a total of three employees, two of whom provide investment advisory services, the firm has built a reputation for its expertise and personalized approach to wealth management. With an impressive average of approximately $29,880,000 in assets under management per investment advisor, Tim Looney Investments has established itself as a trusted partner in helping clients grow and protect their wealth. Their compensation structure is flexible, offering a variety of options, including a percentage of assets under management and hourly charges. The firm boasts a robust client base, serving over 320 individual clients with a total of more than $312,196,000 in assets under management. Notably, nearly half of their assets under management come from employer 401Ks or individuals, highlighting their experience and success in this area. Tim Looney Investments, LLC provides comprehensive services beyond investment advisory, including acting as an insurance broker or agent. Their dedication to meeting clients' diverse financial needs sets them apart in the industry. Operating from a single office, the firm benefits from the extensive experience of its longest-tenured registered advisors, Timothy Looney and Brian Flanagan. Their knowledge and commitment to delivering exceptional service have contributed to the firm's strong track record and client satisfaction. Tim Looney Investments, LLC exemplifies a client-centric approach, providing tailored strategies and expert guidance to help individuals achieve their financial goals.
Browse Financial Advisors by City
Altamonte SpringsAltamonte Springs,AventuraBelleair BluffsBoca RatonBonita SpringsBoynton BeachBradentionBradentonCasselberryCelebrationChieflandClearwaterClermontCoconut CreekCoral GablesCoral SpringsDaytona BeachDeerfield BeachDelray BeachDestinEnglewoodEsteroFleming IslandFort LauderdaleFort MyersFt. LauderdaleGainesvilleHolly HillHollywoodIndialanticJacksonvilleJacksonville BeachJuno BeachJupiterKey BiscayneLady LakeLakelandLake MaryLakewood RanchLake WorthLargoLongwoodLutzMaitlandMelbourneMiamiMiami BeachNaplesNeptune BeachNorth MiamiNorth Miami BeachNorth Palm BeachOcalaOrlandoOrmond BeachPalm BeachPalm Beach GardensPalm CoastPalmetto BayPensacolaPlantationPompano BeachPonte VedraPonte Vedra BeachRockledgeSafety HarborSaint AugustineSaint PetersburgSarasotaSatellite BeachSebringSt. CloudSt PetersburgSt. PetersburgStuartSun City CenterTallahasseeTampaTavaresThe VillagesTrinityVeniceVero BeachWellingtonWesley ChapelWestonWest Palm BeachWilton ManorsWinter HavenWinter ParkW. Palm Beach