Firms by city
Registered investment advisers in Jacksonville Beach, FL
8 SEC-registered advisers headquartered in Jacksonville Beach, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Warren Equity Partners Manager | Jacksonville Beach, FL | $6.09B |
| Intrepid Capital Management | Jacksonville Beach, FL | $1.62B |
| Ullmann Wealth Partners Group | Jacksonville Beach, FL | $1.25B |
| Fortress Wealth Planning | Jacksonville Beach, FL | $794M |
| Dubin Clark & Company | Jacksonville Beach, FL | $425M |
| Palm Valley Capital Management | Jacksonville Beach, FL | $282M |
| Strivus Wealth Partners | Jacksonville Beach, FL | $159M |
| LionsBridge Wealth Management | Jacksonville Beach, FL | $122M |
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $6.09B
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $1.62B
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $1.25B
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $794M
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $425M
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $282M
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $159M
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $122M
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 Beach 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.