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:
NESTEGGS, INC.
CRD#: 133507
Address: 10407 Centurion Parkway North Suite 126, Jacksonville, FL 32256
Clients: 118
Average Clients per Advisor: 14
AUM: $ 725M
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
CRD#: 327354
Address: Jacksonville, FL
Clients: 124
Average Clients per Advisor: 24
AUM: $ 535M
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD#: 169274
Address: 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
Clients: 347
Average Clients per Advisor: 115
AUM: $ 465M
JACKSONVILLE WEALTH MANAGEMENT
CRD#: 309312
Address: 8075 Gate Parkway West Suite #101, Jacksonville, FL 32216
Clients: 469
Average Clients per Advisor: 117
AUM: $ 435M
LIFE PLANNING PARTNERS, INC.
CRD#: 129338
Address: 6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847
Clients: 34
Average Clients per Advisor: 8
AUM: $ 312M
DOUGLAS CAPITAL MANAGEMENT INC
CRD#: 106262
Address: 4230 Pablo Professional Court Suite 208, Jacksonville, FL 32224
Clients: 102
Average Clients per Advisor: 34
AUM: $ 282M
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
Troy Maynard Davis
Elbert Lee Bledsoe
William Hobert Merriam III
David Maltby Baker
Daniel Alan Hughes
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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