AdvisorRanked

Best Financial Advisors in JACKSONVILLE, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

29
Registered Firms
0.95%
Median Fee
of assets/year
$283M
Median AUM
29
Firms Listed
in our database

Loading map...

Top Rated Established Verified29 firms shown

Top-Ranked Advisors in JACKSONVILLE

Page 1 of 2 · 29 firms

#1
89

AUGUSTINE ASSET MANAGEMENT INC

JACKSONVILLE, FL · Since 1985

$783M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
89

WATER STREET CAPITAL, INC.

JACKSONVILLE, FL · Since 2012

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
88

DOUGLAS CAPITAL MANAGEMENT INC

JACKSONVILLE, FL · Since 1975

$295M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
88

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

JACKSONVILLE, FL · Since 2013

$571M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
87

MADDEN ADVISORY SERVICES, INC.

JACKSONVILLE, FL · Since 2004

$292M AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
87

THE PALMER KNIGHT COMPANY

JACKSONVILLE, FL · Since 2015

$285M AUM2 clientsFee: 0%
FiduciaryFee-Only
#7
86

RIVERPLACE CAPITAL MANAGEMENT INC

JACKSONVILLE, FL · Since 2014

$267M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
85

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.

JACKSONVILLE, FL · Since 2021

$151M AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
85

SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

JACKSONVILLE, FL · Since 2015

$91M AUM1 clientsFee: 0%
FiduciaryFee-Only
#10
85

JACKSONVILLE WEALTH MANAGEMENT

JACKSONVILLE, FL · Since 2021

$534M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
85

COVINGTONALSINA

JACKSONVILLE, FL · Since 2023

$283M AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
84

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · Since 2020

$259M AUM4 clientsFee: 0%
FiduciaryFee-Only
#13
84

OMNITRUST WEALTH MANAGEMENT, INC.

JACKSONVILLE, FL · Since 2025

$107M AUM1 clientsFee: 0%
FiduciaryFee-Only
#14
84

TOAMS FINANCIAL

JACKSONVILLE, FL · Since 2021

$109M AUM1 clientsFee: 0%
FiduciaryFee-Only
#15
84

FINANCIAL INDEPENDENCE ADVISORS, LLC

JACKSONVILLE, FL · Since 2023

$190M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
83

TIMUCUAN ASSET MANAGEMENT INC

JACKSONVILLE, FL · Since 1990

$3.8B AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
83

ALLEGIANCE FINANCIAL ADVISORS, INC.

JACKSONVILLE, FL · Since 2021

$182M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
83

IMG WEALTH MANAGEMENT, INC.

JACKSONVILLE, FL · Since 2024

$210M AUM7 clientsFee: 0%
FiduciaryFee-Only
#19
82

DOXARA CAPITAL LP

JACKSONVILLE, FL · Since 2026

$125M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
79

NESTEGGS, INC.

JACKSONVILLE, FL · Since 2005

$911M AUM9 clientsFee: 0%
FiduciaryFee-Only
#21
79

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

JACKSONVILLE, FL · Since 2014

$375M AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
79

GRYPHON WEALTH

JACKSONVILLE, FL · Since 2026

$3.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#23
77

LIFE PLANNING PARTNERS, INC.

JACKSONVILLE, FL · Since 2016

$354M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
77

FIG CAPITAL MANAGEMENT, LLC

JACKSONVILLE, FL · Since 2017

$283M AUM0 clientsFee: 0%
FiduciaryFee-Only
#25
76

TRUSTWELL FINANCIAL ADVISORS, LLC

JACKSONVILLE, FL · Since 2021

$261M AUM5 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

What's the average financial advisor fee in JACKSONVILLE?

The median advisory fee in JACKSONVILLE, FL is 0.95% of assets under management per year, based on Form ADV filings from 29 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.