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Jacksonville, FL

SEC-registered financial advisors in Jacksonville, FL

SEC data as of September 29, 2026 · Listed A to Z. Not a ranking or a recommendation. · Median size $275M

Common fee types

96%Percentage of assets
63%Fixed or flat fee
54%Hourly

Filters

24 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size band$25M to $100M$100M to $500M$500M to $1B$1B or more

24 SEC-registered firms

Showing 24 of 24

Allegiance Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Augustine Asset Management Inc$500M to $1BSEC recordPercentage of assets
Covingtonalsina$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Davis Capital Management$100M to $500MSEC recordPercentage of assetsHourly
Douglas Capital Management Inc$100M to $500MSEC recordPercentage of assets
Financial Independence Advisors, LLC$100M to $500MSEC recordPercentage of assets
Gryphon Wealth$1B or moreSEC recordPercentage of assets
Gunn & Company Investment Management, Inc.$100M to $500MSEC recordPercentage of assets
Img Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Jacksonville Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Life Planning Partners, Inc.$100M to $500MSEC recordHourlyFixed or flat fee
Madden Advisory Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Nesteggs, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Omnitrust Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
River City Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Riverplace Capital Management Inc$100M to $500MSEC recordPercentage of assets
Sanchez Wealth Management Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Schaffer & Company Asset Management, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
St. Johns Investment Management Company, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
St. Nicholas Private Asset Management, Inc.$100M to $500MSEC recordPercentage of assets
The Palmer Knight Company$100M to $500MSEC recordPercentage of assets
Timucuan Asset Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
Toams Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Trustwell Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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