City
Wealth management firms in Ormond Beach, Florida
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Ormond Beach, Florida reported $1.3 billion in regulatory assets under management; the largest by assets was Compass Financial Advisory Services, LLC, with $527.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $145.3 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Compass Financial Advisory Services, LLC | SEC | $527.2 million | 1,031 |
| 2 | Holland Advisory Services, Inc. | SEC | $307.7 million | 1,060 |
| 3 | Plan to Prosper Wealth Management | SEC | $234.3 million | 651 |
| 4 | Storms & Rowdon Financial Services, Inc. | SEC | $141.2 million | 411 |
| 5 | Broadstreet Financial Advisers LLC | State | $84.2 million | 36 |
| 6 | Elbrus Partners, LLC | State | $11.2 million | 43 |
| 7 | Northstar Strategic Investments Inc | State | $2.0 million | 12 |
| 8 | Seth Heine LLC | State | $350,000 | 2 |
| 9 | Knight Vision Capital 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.