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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

David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

Christopher R Hunter

Merrill Lynch, Pierce, Fenner & Smith Inc.

824 A1a N
Suite 200

Ponte Vedra Beach, FL 32082

904-273-3813

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 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 Financial Advisors in Jacksonville, 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

Select other cities around Jacksonville, Florida to broaden your search for a financial advisor

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