Top Financial Advisors in Jacksonville, Florida
Finding the right financial advisor in Jacksonville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Jacksonville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Jacksonville, FL.
Find the Best Financial Advisor Firms in Jacksonville:
GRYPHON WEALTH
CRD#: 339969
Address: 4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246
Clients: 293
Average Clients per Advisor: 48
AUM: $ 3.2B
NESTEGGS, INC.
CRD#: 133507
Address: 10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256
Clients: 135
Average Clients per Advisor: 15
AUM: $ 911M
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
CRD#: 327354
Address: Jacksonville, FL
Clients: 124
Average Clients per Advisor: 24
AUM: $ 604M
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD#: 169274
Address: 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
Clients: 366
Average Clients per Advisor: 122
AUM: $ 571M
JACKSONVILLE WEALTH MANAGEMENT
CRD#: 309312
Address: 8075 Gate Parkway West Suite #101, Jacksonville, FL 32216
Clients: 503
Average Clients per Advisor: 125
AUM: $ 534M
LIFE PLANNING PARTNERS, INC.
CRD#: 129338
Address: 6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847
Clients: 26
Average Clients per Advisor: 5
AUM: $ 354M
How We Chose the Top Financial Advisors in Jacksonville, Florida
To create this list of top financial advisor firms in Jacksonville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Jacksonville has to offer.
Search Financial Advisors in Jacksonville, Florida
Michael Patrick Mcalpin
Registered Affiliation(s):INTELLICAPITAL ADVISORS LLC
Troy Maynard Davis
Registered Affiliation(s):DAVIS CAPITAL MANAGEMENT
Elbert Lee Bledsoe
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David Maltby Baker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William Hobert Merriam III
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mary Frances Carter
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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