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Find The Best Financial Advisors in Jacksonville, Florida

Jacksonville, Florida, known for its many miles of beautiful white sand beaches and warm year-round sunny weather, is a top place to vacation. High tourism flows through this 840 square-mile city daily, but as a resident, don't let your financial options float away with it. As the cost of living in this city is 7% lower than the national average, working with a financial advisor would allow you to benefit financially in this low-cost city. If you are looking to improve your retirement and investment planning strategies, look no further than FinancialAdvisor.net. With over 2,252 financial advisors in the Jacksonville area, our mission is to connect you to 1-3 top-vetted advisors that meet your specific needs, understand your goals, and help you grow your finances for the future.

How To Find The Best Financial Advisors in Jacksonville, Florida

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Jacksonville, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 134 non-vetted financial advisors in Jacksonville, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Jacksonville, Florida have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Jacksonville, Florida

advisor-photo

David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

advisor-photo

Christopher R Hunter

Merrill Lynch, Pierce, Fenner & Smith Inc.

824 A1a N
Suite 200

Ponte Vedra Beach, FL 32082

904-273-3813

advisor-photo

Joseph Celiberti

Stratos Wealth Partners

218 Silverleaf Village Dr

St Augustine, FL 32092

904-806-5345

Top Financial Advisor Firms in Jacksonville, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
TIMUCUAN ASSET MANAGEMENT INC
200 West Forsyth Street, Suite 1600
Jacksonville, FL, 32202
105899 $3,206,768,449 585 A percentage of AUM, Fixed fees, Performance Based
BDO WEALTH ADVISORS, LLC
1301 Riverplace Blvd., Suite 900
Jacksonville, FL, 32207
222525 $2,802,929,389 3813 A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ADVISED ASSETS)
WATER STREET CAPITAL, INC.
4306 Pablo Oaks Court,
Jacksonville, FL, 32224
158133 $1,588,997,187 5 A percentage of AUM, Performance Based
PARAGON WEALTH STRATEGIES, LLC.
10245 Centurion Pkwy N., Ste. 106
Jacksonville, FL, 32256
146543 $530,047,320 1450 A percentage of AUM, Fixed fees, Other (REGISTRATION FEES)
NESTEGGS, INC.
10407 Centurion Parkway North, Suite 126
Jacksonville, FL, 32256
133507 $378,549,145 397 A percentage of AUM, Hourly charges, Fixed fees
AUGUSTINE ASSET MANAGEMENT INC
1551 Atlantic Blvd, Suite 103
Jacksonville, FL, 32207-3369
105801 $374,763,526 363 A percentage of AUM
FIG CAPITAL MANAGEMENT, LLC
1000 Riverside Avenue,, Suite 400
Jacksonville, FL, 32204
290099 $328,811,678 4 A percentage of AUM, Performance Based
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
5150 Belfort Rd., Suite 702,
Jacksonville, FL, 32256-6038
169274 $328,164,314 971 A percentage of AUM
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
7915 Baymeadows Way, Suite 230
Jacksonville, FL, 32256
169538 $311,755,873 543 A percentage of AUM, Fixed fees
JACKSONVILLE WEALTH MANAGEMENT
8075 Gate Parkway West, Suite #101
Jacksonville, FL, 32216
309312 $308,782,528 1293 A percentage of AUM, Hourly charges, Fixed fees
DOUGLAS CAPITAL MANAGEMENT INC
13500 Sutton Park Drive S, Suite 803
Jacksonville, FL, 32224
106262 $273,864,458 44 A percentage of AUM
RIVER CAPITAL ADVISORS, LC
5011 Gate Parkway, Building 100, Suite 300
Jacksonville, FL, 32256
133706 $266,780,824 528 A percentage of AUM, Hourly charges, Fixed fees
LIFE PLANNING PARTNERS, INC.
6550 St. Augustine Road, Suite 302
Jacksonville, FL, 32217-2847
129338 $256,293,606 521 Hourly charges, Fixed fees
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
13901 Sutton Park Drive South, Suite 130
Jacksonville, FL, 32224
120084 $248,095,055 622 A percentage of AUM
THE PALMER KNIGHT COMPANY
1022 Park Street, Suite 402
Jacksonville, FL, 32204
112983 $228,109,393 253 A percentage of AUM

Additional Financial Advisors in Jacksonville, Florida

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Brandon M Flynn
Inquire with Brandon
6817 Southpoint Pkwy, Ste 1001 Jacksonville, FL 32216 904-475-2980
Aegis Consulting
Inquire with Aegis
One Independent Drive, Suite 2901 Jacksonville, FL 32202 904-380-4015
Avondale Wealth Advisors
Inquire with Avondale
904 Margaret Street, Suite 202 Jacksonville, FL 32204 904-683-6211
Bill Gassett
Inquire with Bill
4601 Touchton Rd E, Ste 3120 Jacksonville, FL 32246 904-380-2380
Bradley D Zimmerman
Inquire with Bradley
50 N. Laura St, Ste 2000 Jacksonville, FL 32202 904-632-0286
Andrea Seebol Smithers
Inquire with Andrea
50 N. Laura St, Ste 2000 Jacksonville, FL 32202 904-632-0251
Andrew Beh
Inquire with Andrew
50 N. Laura St, Ste 2000 Jacksonville, FL 32202 904-632-0288
Arthur H Shad
Inquire with Arthur
50 N. Laura St, Ste 2000 Jacksonville, FL 32202 904-632-0211
Brad Huntley
Inquire with Brad
10161 Centurion Pkwy N, Ste 105 Jacksonville, FL 32256 904-801-1670
Blake Barnes
Inquire with Blake
50 N. Laura St, Ste 2000 Jacksonville, FL 32202 904-632-0222

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