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.
Search the full directory by firm name, city, state, CRD number or custodian.
28 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Financial Independence Advisors | Jacksonville, FL | $190M |
| Allegiance Financial Advisors | Jacksonville, FL | $182M |
| RCW Management | Jacksonville, FL | $180M |
| St. Nicholas Private Asset Management | Jacksonville, FL | $151M |
| Gullane Capital | Jacksonville, FL | $145M |
| Doxara Capital | Jacksonville, FL | $125M |
| Planning Solutions International | Jacksonville, FL | $109M |
| Omnitrust Wealth Management | Jacksonville, FL | $107M |
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $190M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $182M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $180M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $151M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $145M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $125M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $109M
- Headquarters
- Jacksonville, FL
- Regulatory AUM
- $107M
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.