Best Financial Advisors in JACKSONVILLE, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in JACKSONVILLE
AUGUSTINE ASSET MANAGEMENT INC
JACKSONVILLE, FL · Since 1985
DOUGLAS CAPITAL MANAGEMENT INC
JACKSONVILLE, FL · Since 1975
RIVERPLACE CAPITAL MANAGEMENT INC
JACKSONVILLE, FL · Since 2014
MADDEN ADVISORY SERVICES, INC.
JACKSONVILLE, FL · Since 2004
THE PALMER KNIGHT COMPANY
JACKSONVILLE, FL · Since 2015
ALLEGIANCE FINANCIAL ADVISORS, INC.
JACKSONVILLE, FL · Since 2021
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
JACKSONVILLE, FL · Since 2021
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.
JACKSONVILLE, FL · Since 2015
DAVIS CAPITAL MANAGEMENT
JACKSONVILLE, FL · Since 2020
WATER STREET CAPITAL, INC.
JACKSONVILLE, FL · Since 2012
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
JACKSONVILLE, FL · Since 2013
IMG WEALTH MANAGEMENT, INC.
JACKSONVILLE, FL · Since 2024
OMNITRUST WEALTH MANAGEMENT, INC.
JACKSONVILLE, FL · Since 2025
TOAMS FINANCIAL
JACKSONVILLE, FL · Since 2021
JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE, FL · Since 2021
FINANCIAL INDEPENDENCE ADVISORS, LLC
JACKSONVILLE, FL · Since 2023
COVINGTONALSINA
JACKSONVILLE, FL · Since 2023
DOXARA CAPITAL LP
JACKSONVILLE, FL · Since 2026
TIMUCUAN ASSET MANAGEMENT INC
JACKSONVILLE, FL · Since 1990
TRUSTWELL FINANCIAL ADVISORS, LLC
JACKSONVILLE, FL · Since 2021
LIFE PLANNING PARTNERS, INC.
JACKSONVILLE, FL · Since 2016
NESTEGGS, INC.
JACKSONVILLE, FL · Since 2005
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
JACKSONVILLE, FL · Since 2014
GULLANE CAPITAL, LLC
JACKSONVILLE, FL · Since 2021
RIVER CITY WEALTH MANAGEMENT
JACKSONVILLE, FL · Since 2021
LYNK CAPITAL MANAGEMENT COMPANY, LLC
JACKSONVILLE, FL · Since 2024
GRYPHON WEALTH
JACKSONVILLE, FL · Since 2026
FIG CAPITAL MANAGEMENT, LLC
JACKSONVILLE, FL · Since 2017
GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
JACKSONVILLE, FL · Since 2017
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?
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.