City
Wealth management firms in Daytona Beach, Florida
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Daytona Beach, Florida reported $735.4 million in regulatory assets under management; the largest by assets was Keyes, Stange & Wooten Wealth Management, LLC, with $400.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $735.4 million
- Average per firm
- $105.1 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Keyes, Stange & Wooten Wealth Management, LLC | SEC | $400.1 million | 1,049 |
| 2 | Firstrust | SEC | $250.0 million | 128 |
| 3 | Buckley Financial Group | State | $53.5 million | 148 |
| 4 | Silva Fiduciary Advisors | State | $16.7 million | 130 |
| 5 | Charter Advisory Services, LLC | State | $9.0 million | 72 |
| 6 | Strive Retirement Group | State | $6.1 million | 21 |
| 7 | Avl Advisory LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.