Financial advisers in Ormond Beach, FL
4 registered investment adviser firms in Ormond Beach managing $1.2B in assets, based on public SEC Form ADV filings.
Compass Financial Advisory Services, LLC
Ormond Beach, FL · Est. 2022
Local
- AUM
- $527M
- Per adviser
- $75M
- Advisers
- 7
No reported disclosures
Holland Advisory Services, INC.
Ormond Beach, FL · Est. 2017
LocalInternational
- AUM
- $308M
- Per adviser
- $31M
- Advisers
- 10
No reported disclosures
Plan To Prosper Wealth Management
Ormond Beach, FL · Est. 2025
Local
- AUM
- $234M
- Per adviser
- $117M
- Advisers
- 2
No reported disclosures
Storms & Rowdon Financial Services, INC.
Ormond Beach, FL · Est. 2025
Local
- AUM
- $141M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures