Financial advisers in Jacksonville, FL
29 registered investment adviser firms in Jacksonville managing $16.3B in assets, based on public SEC Form ADV filings.
Timucuan Asset Management INC
Jacksonville, FL · Est. 1990
- AUM
- $3.8B
- Per adviser
- $951M
- Advisers
- 4
No reported disclosures
Gryphon Wealth
Jacksonville, FL · Est. 2026
- AUM
- $3.2B
- Per adviser
- $541M
- Advisers
- 6
No reported disclosures
Water Street Capital, INC.
Jacksonville, FL · Est. 2012
- AUM
- $1.4B
- Per adviser
- $283M
- Advisers
- 5
No reported disclosures
Nesteggs, INC.
Jacksonville, FL · Est. 2005
- AUM
- $911M
- Per adviser
- $101M
- Advisers
- 9
No reported disclosures
Augustine Asset Management INC
Jacksonville, FL · Est. 1985
- AUM
- $783M
- Per adviser
- $196M
- Advisers
- 4
No reported disclosures
Sanchez Wealth Management Group, LLC
Jacksonville, FL · Est. 2013
- AUM
- $571M
- Per adviser
- $190M
- Advisers
- 3
No reported disclosures
Jacksonville Wealth Management
Jacksonville, FL · Est. 2021
- AUM
- $534M
- Per adviser
- $133M
- Advisers
- 4
No reported disclosures
St. Johns Investment Management Company, LLC
Jacksonville, FL · Est. 2014
- AUM
- $375M
- Per adviser
- $75M
- Advisers
- 5
No reported disclosures
Lynk Capital Management Company, LLC
Jacksonville, FL · Est. 2024
- AUM
- $360M
- Per adviser
- $120M
- Advisers
- 3
No reported disclosures
Life Planning Partners, INC.
Jacksonville, FL · Est. 2016
- AUM
- $354M
- Per adviser
- $71M
- Advisers
- 5
No reported disclosures
Douglas Capital Management INC
Jacksonville, FL · Est. 1975
- AUM
- $295M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Madden Advisory Services, INC.
Jacksonville, FL · Est. 2004
- AUM
- $292M
- Per adviser
- $146M
- Advisers
- 2
No reported disclosures
The Palmer Knight Company
Jacksonville, FL · Est. 2015
- AUM
- $285M
- Per adviser
- $143M
- Advisers
- 2
No reported disclosures
Fig Capital Management, LLC
Jacksonville, FL · Est. 2017
- AUM
- $283M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Covingtonalsina
Jacksonville, FL · Est. 2023
- AUM
- $283M
- Per adviser
- $57M
- Advisers
- 5
No reported disclosures
Riverplace Capital Management INC
Jacksonville, FL · Est. 2014
- AUM
- $267M
- Per adviser
- $53M
- Advisers
- 5
No reported disclosures
Trustwell Financial Advisors, LLC
Jacksonville, FL · Est. 2021
- AUM
- $261M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Davis Capital Management
Jacksonville, FL · Est. 2020
- AUM
- $259M
- Per adviser
- $65M
- Advisers
- 4
No reported disclosures
Gunn & Company Investment Management, INC.
Jacksonville, FL · Est. 2017
- AUM
- $214M
- Per adviser
- $107M
- Advisers
- 2
Img Wealth Management, INC.
Jacksonville, FL · Est. 2024
- AUM
- $210M
- Per adviser
- $30M
- Advisers
- 7
No reported disclosures
Financial Independence Advisors, LLC
Jacksonville, FL · Est. 2023
- AUM
- $190M
- Per adviser
- $24M
- Advisers
- 8
No reported disclosures
Allegiance Financial Advisors, INC.
Jacksonville, FL · Est. 2021
- AUM
- $182M
- Per adviser
- $30M
- Advisers
- 6
No reported disclosures
River City Wealth Management
Jacksonville, FL · Est. 2021
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
St. Nicholas Private Asset Management, INC.
Jacksonville, FL · Est. 2021
- AUM
- $151M
- Per adviser
- $151M
- Advisers
- 1
No reported disclosures
Gullane Capital, LLC
Jacksonville, FL · Est. 2021
- AUM
- $145M
- Per adviser
- $145M
- Advisers
- 1
No reported disclosures
Doxara Capital LP
Jacksonville, FL · Est. 2026
- AUM
- $125M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures
Toams Financial
Jacksonville, FL · Est. 2021
- AUM
- $109M
- Per adviser
- $109M
- Advisers
- 1
No reported disclosures
Omnitrust Wealth Management, INC.
Jacksonville, FL · Est. 2025
- AUM
- $107M
- Per adviser
- $107M
- Advisers
- 1
No reported disclosures
Schaffer & Company Asset Management, INC.
Jacksonville, FL · Est. 2015
- AUM
- $91M
- Per adviser
- $91M
- Advisers
- 1
No reported disclosures