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.
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.
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 |
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 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 |
Your Information is Safe and Secure