Firms by city
Registered investment advisers in Jacksonville, FL
28 SEC-registered advisers headquartered in Jacksonville, listed by regulatory assets under management as reported on Form ADV.
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28 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Timucuan Asset Management | Jacksonville, FL | $3.81B |
| Gryphon Wealth | Jacksonville, FL | $3.24B |
| Water Street Capital | Jacksonville, FL | $1.42B |
| NestEggs Retirement Plan Services | Jacksonville, FL | $911M |
| Augustine Asset Management | Jacksonville, FL | $783M |
| Sanchez Wealth Management Group | Jacksonville, FL | $571M |
| Jacksonville Wealth Management | Jacksonville, FL | $534M |
| St. Johns Investment Management | Jacksonville, FL | $375M |
| Lynk Capital Management | Jacksonville, FL | $360M |
| Life Planning Partners | Jacksonville, FL | $354M |
| Douglas Capital Management | Jacksonville, FL | $295M |
| Madden Advisory Services | Jacksonville, FL | $292M |
| The Palmer Knight | Jacksonville, FL | $285M |
| Fig Capital Management | Jacksonville, FL | $283M |
| CovingtonAlsina | Jacksonville, FL | $283M |
| Riverplace Capital Management | Jacksonville, FL | $267M |
| TrustWell Financial Advisors | Jacksonville, FL | $261M |
| Davis Capital Management | Jacksonville, FL | $259M |
| Gunn & Company Investment Management | Jacksonville, FL | $214M |
| IMG Wealth Management | Jacksonville, FL | $210M |
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $3.81B
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $3.24B
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $1.42B
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $911M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $783M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $571M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $534M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $375M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $360M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $354M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $295M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $292M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $285M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $283M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $283M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $267M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $261M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $259M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $214M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $210M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Jacksonville on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.