Best Financial Advisors in JACKSONVILLE BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in JACKSONVILLE BEACH
PALM VALLEY CAPITAL MANAGEMENT
JACKSONVILLE BEACH, FL · Since 2019
INTREPID CAPITAL MANAGEMENT INC
JACKSONVILLE BEACH, FL · Since 1994
LIONSBRIDGE WEALTH MANAGEMENT LLC
JACKSONVILLE BEACH, FL · Since 2018
STRIVUS WEALTH PARTNERS LLC
JACKSONVILLE BEACH, FL · Since 2025
DYNAMIC CORE CAPITAL PARTNERS
JACKSONVILLE BEACH, FL · Since 2016
WARREN EQUITY PARTNERS MANAGER, L.P.
JACKSONVILLE BEACH, FL · Since 2019
ULLMANN WEALTH PARTNERS
JACKSONVILLE BEACH, FL · Since 2021
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in JACKSONVILLE BEACH?
The median advisory fee in JACKSONVILLE BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.