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Find Best Financial Advisors in Jacksonville, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Jacksonville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Jacksonville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Jacksonville?

Looking for a qualified financial advisor in Jacksonville? We can help you by narrowing down your options & listing the best financial advisors in Jacksonville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Jacksonville near you with the list of certified and vetted Jacksonville financial advisors.

List of Qualified Financial Advisors in Jacksonville, Florida

advisor-photo

H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

advisor-photo

David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee 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
NESTEGGS, INC.
10407 Centurion Parkway North, Suite 126 Jacksonville, FL 32256
133507 $378,549,145 397 A percentage of AUM
Hourly charges
Fixed fees
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
169274 $328,164,314 971 A percentage of AUM
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
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
13901 Sutton Park Drive South, Suite 130 Jacksonville, FL 32224
120084 $248,095,055 622 A percentage of AUM
RIVERPLACE CAPITAL MANAGEMENT INC
1301 Riverplace Blvd, Suite 2130 Jacksonville, FL 32207-9032
109079 $200,986,846 284 A percentage of AUM
DAVIS CAPITAL MANAGEMENT
4788 Hodges Blvd, Ste # 201 Jacksonville, FL 32224
149014 $166,500,000 503 A percentage of AUM
Hourly charges
TRUSTWELL FINANCIAL ADVISORS, LLC
8825 Perimeter Park Blvd., Suite 304 Jacksonville, FL 32216
108426 $136,063,934 924 A percentage of AUM
Hourly charges
Fixed fees
ALLEGIANCE FINANCIAL ADVISORS, INC.
3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712
127293 $135,272,522 386 A percentage of AUM
Hourly charges
Fixed fees
LIGHTHOUSE RETIREMENT
12724 Gran Bay Pky., #453 Jacksonville, FL 32258
147403 $124,850,196 289 A percentage of AUM
Hourly charges
Fixed fees
CONGRUENT WEALTH, LLC
7077 Benneval Road, Suite 310 Jacksonville, FL 32216
322579 $0 0 A percentage of AUM
Fixed fees

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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