Analyzing 5,398,0565.4M ReviewsFor 14,47814.5K Experts
The 4 best-rated wealth management firms in Daytona Beach, FL average 4.9★ on Google across 167 reviews. Sarah Smith, CFP®, ChFC has the top rating (5.0★), and Fraser Allport - Accredited Investment Fiduciary has the most reviews (79). Updated October 26, 2026.
4 companies that meet our bar: rated 4.5★ or higher on Google, with a meaningful review history (167 reviews combined) and currently operating. Request a call back and the company will phone you directly.
“Fraser provides outstanding professional advice and has been instrumental in helping us meet our financial goals. Knowledgeable, approachable, and personable — it's like talking to a trusted friend. Highly recommend.…” — Google review
“Yall are the sweetest, kindest people i know. Bruce Boyle is the best. Yall are god sent. He has helped me so many times. Thank you and god bless you.” — Google review
“I met Sarah at an Educational Luncheon she hosted at our office many years ago to offer her services as a financial advisor. As soon as I met her, I could sense her ambition and willingness to help. Although I was…” — Google review
“We love Paul. And we love watching our money grow working with him. Second generation in our family to enjoy his advice and oversight of our accounts. Highly recommend him.” — Google review
We scan Google Maps for wealth management firm listings in and around Daytona Beach, keep only open businesses whose main category matches the service, and require a Google rating of at least 4.5 from at least 20 reviews. Companies are ordered by a confidence-weighted score that balances rating and review volume. We do not accept payment for placement.
Sarah Smith, CFP®, ChFC has the highest Google rating on our Daytona Beach list: 5.0 out of 5 from 22 reviews (as of October 26, 2026).
Fraser Allport - Accredited Investment Fiduciary has the most Google reviews among the companies listed here: 79, with a 4.9★ average.
Only open Daytona Beach-area businesses whose Google category matches the service, rated at least 4.5★ from at least 20 Google reviews. They are ordered by a confidence-weighted score of rating and review volume. Placement is never paid.
Analyzing 5,398,0565.4M ReviewsFor 14,47814.5K Experts