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 2 vetted financial advisors and 25 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 34 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 |
---|---|---|---|---|
WARREN EQUITY PARTNERS MANAGER, L.P. 5555 Gate Parkway, Suite 150 Jacksonville, FL, 32256 | 295903 | $4,572,992,961 | 35 | A percentage of AUM, Performance Based |
TIMUCUAN ASSET MANAGEMENT INC 200 West Forsyth Street, Suite 1600 Jacksonville, FL, 32202 | 105899 | $3,308,171,103 | 593 | A percentage of AUM, Fixed fees, Performance Based |
WATER STREET CAPITAL, INC. 4306 Pablo Oaks Court, Jacksonville, FL, 32224 | 158133 | $2,064,815,125 | 5 | A percentage of AUM, Performance Based |
NESTEGGS, INC. 10407 Centurion Parkway North, Suite 126 Jacksonville, FL, 32256 | 133507 | $484,202,822 | 441 | A percentage of AUM, Hourly charges, Fixed fees |
AUGUSTINE ASSET MANAGEMENT INC 1551 Atlantic Blvd, Suite 301 Jacksonville, FL, 32207-3369 | 105801 | $477,047,544 | 408 | A percentage of AUM |
JACKSONVILLE WEALTH MANAGEMENT 8075 Gate Parkway West, Suite #101 Jacksonville, FL, 32216 | 309312 | $434,636,132 | 1841 | A percentage of AUM, Hourly charges, Fixed fees |
TACTIVE ADVISORS, LLC 7400 Baymeadows Way, Suite 300 Jacksonville, FL, 32256 | 309311 | $405,807,898 | 1200 | A percentage of AUM |
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC 4500 Salisbury Rd, Suite 350 Jacksonville, FL, 32216 | 169538 | $342,491,722 | 577 | A percentage of AUM, Fixed fees |
SANCHEZ WEALTH MANAGEMENT GROUP, LLC 5150 Belfort Rd., Suite 702, Jacksonville, FL, 32256-6038 | 169274 | $342,155,112 | 1069 | A percentage of AUM, Fixed fees |
LIFE PLANNING PARTNERS, INC. 6550 St. Augustine Road, Suite 302 Jacksonville, FL, 32217-2847 | 129338 | $311,965,766 | 599 | Hourly charges, Fixed fees |
DOUGLAS CAPITAL MANAGEMENT INC 13500 Sutton Park Drive S, Suite 803 Jacksonville, FL, 32224 | 106262 | $282,486,525 | 314 | A percentage of AUM |
MADDEN ADVISORY SERVICES, INC. 5200 Belfort Road, Suite 410 Jacksonville, FL, 32256 | 112607 | $258,473,238 | 781 | A percentage of AUM, Hourly charges, Fixed fees |
THE PALMER KNIGHT COMPANY 1022 Park Street, Suite 402 Jacksonville, FL, 32204 | 112983 | $251,517,095 | 301 | A percentage of AUM |
RIVERPLACE CAPITAL MANAGEMENT INC 1301 Riverplace Blvd, Suite 2130 Jacksonville, FL, 32207-9032 | 109079 | $212,526,433 | 319 | A percentage of AUM |
FIG CAPITAL MANAGEMENT, LLC 1000 Riverside Avenue,, Suite 400 Jacksonville, FL, 32204 | 290099 | $197,754,566 | 3 | A percentage of AUM, Performance Based |
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