City
Wealth management firms in Deland, Florida
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Deland, Florida reported $155.4 million in regulatory assets under management; the largest by assets was DRT Financial Advisors, with $94.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $155.4 million
- Average per firm
- $25.9 million
- SEC-registered, of those listed
- 0 of 6 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | DRT Financial Advisors | State | $94.9 million | 153 |
| 2 | Fernandez Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $50.8 million | 190 |
| 3 | Kehoe Investment Services, Inc | State | $9.7 million | 10 |
| 4 | Fleishel Financial Associates, Inc. | State | $0 | 0 |
| 5 | Hanson Financial Group | State | $0 | 0 |
| 6 | Robertson Advisory, Inc. | 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.