Top 10 financial advisor firms in Jacksonville

21 SEC-registered financial advisor firms are headquartered in Jacksonville, FL, with $12.7B in combined regulatory assets under management. The largest by assets are Timucuan Asset Management ($3.81B), Gryphon Wealth ($3.24B) and Augustine Asset Management ($783M).

21
Financial advisor firms: $12.7B
Their combined AUM: $267M
Median firm AUM: 5,056
Clients of the top 10

The 10 largest by assets

1
Timucuan Asset Management
RIA
$3.81B
0.75% to 1.00% a year
2
Gryphon Wealth
RIA
$3.24B
0.35% to 1.25%
3
Augustine Asset Management
RIA
$783M
0.65% to 1.00% a year
4
Sanchez Wealth Management Group
RIA
$571M
Up to 2.00% a year
5
Jacksonville Wealth Management
RIA
$534M
0.60% to 2.00%
6
St. Johns Investment Management
RIA
$375M
0.50% to 1.00% a year
7
Life Planning Partners
RIA
$354M
Regulatory AUM
8
Madden Advisory Services
RIA
$292M
1.00% to 2.00% a year
9
The Palmer Knight
RIA
$285M
0.75% to 1.50% a year
10
CovingtonAlsina
RIA
$283M
0.15% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Timucuan Asset Management

Timucuan Asset Management is an investment adviser based in Jacksonville, FL, registered with the SEC since 1990. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $3.81 billion, as filed on 1 July 2026.

Timucuan Asset Management charges 0.75%–1.00% a year for its Net Asset Based Fees.

Regulatory AUM: $3.81B
Clients: 621
Advisory staff: 4
Fee schedule: 0.75% to 1.00% a year
Minimum account: $1,000,000
Custodians: Fidelity, Wells Fargo Bank, National Association
Headquarters: 1 Tower Court, Suite 600, Jacksonville, FL 32202
Phone: 904-356-1739
Website: timucuan.com

No. 2 · RIA

Gryphon Wealth

Gryphon Wealth is an investment adviser based in Jacksonville, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $3.24 billion, as filed on 20 August 2026.

Gryphon Wealth charges 0.35%–1.25% for its Wrap Fee Program investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $3.24B
Clients: 695
Advisory staff: 6
Fee schedule: 0.35% to 1.25%
Custodians: Trade-PMR
Headquarters: 4600 Touchton Road E, Building 200,, Suite 110, Jacksonville, FL 32246
Phone: 904-450-5330
Website: gryphon-wealth.com

No. 3 · RIA

Augustine Asset Management

Augustine Asset Management is an investment adviser based in Jacksonville, FL, registered with the SEC since 1985. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and state or municipal government entities. Its regulatory assets under management total $783 million, as filed on 2 September 2026.

Augustine Asset Management charges 0.65%–1.00% a year for its Private Client Advisory Fee Schedule.

Regulatory AUM: $783M
Clients: 72
Advisory staff: 4
Fee schedule: 0.65% to 1.00% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Pershing, Fidelity
Headquarters: 1551 Atlantic BLVD, Suite 301, Jacksonville, FL 32207-3369
Phone: 904-396-6944
Website: augustineasset.com

No. 4 · RIA

Sanchez Wealth Management Group

Sanchez Wealth Management Group is an investment adviser based in Jacksonville, FL, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $571 million, as filed on 20 February 2026.

Sanchez Wealth Management Group charges up to 2.00% a year for its Investment Management Program I.

Regulatory AUM: $571M
Clients: 545
Advisory staff: 3
Founded: 2010
Fee schedule: Up to 2.00% a year
Minimum account: $100,000
Custodians: LPL Financial
Headquarters: 5150 Belfort RD., Suite 702, Jacksonville, FL 32256-6038
Phone: 904-281-9261

No. 5 · RIA

Jacksonville Wealth Management

Jacksonville Wealth Management is an investment adviser based in Jacksonville, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $534 million, as filed on 10 August 2026.

Jacksonville Wealth Management charges 0.60%–2.00% for its Portfolio Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $534M
Clients: 1,034
Advisory staff: 4
Fee schedule: 0.60% to 2.00%
Custodians: LPL Financial
Headquarters: 8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216
Phone: 904-923-7526

No. 6 · RIA

St. Johns Investment Management

St. Johns Investment Management is an investment adviser based in Jacksonville, FL, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $375 million, as filed on 19 February 2026.

St. Johns Investment Management charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $375M
Clients: 239
Advisory staff: 5
Founded: 2013
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4500 Salisbury RD, Suite 350, Jacksonville, FL 32216
Phone: 904-379-7903
Website: stjohnsinv.com

No. 7 · RIA

Life Planning Partners

Life Planning Partners is an investment adviser based in Jacksonville, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $354 million, as filed on 29 January 2026.

Regulatory AUM: $354M
Clients: 111
Advisory staff: 5
Founded: 2004
Custodians: Fidelity
Headquarters: 6550 St. Augustine Road, Suite 302, Jacksonville, FL 32217-2847
Phone: 904-448-5158
Website: lifeplanningpartners.com

No. 8 · RIA

Madden Advisory Services

Madden Advisory Services is an investment adviser based in Jacksonville, FL, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $292 million, as filed on 28 May 2026.

Madden Advisory Services charges 1.00%–2.00% a year for its F.O.C.U.S. Wealth Management.

Regulatory AUM: $292M
Clients: 335
Advisory staff: 2
Founded: 1998
Fee schedule: 1.00% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 5200 Belfort Road, Suite 410, Jacksonville, FL 32256
Phone: 904-296-1127

No. 9 · RIA

The Palmer Knight

The Palmer Knight is an investment adviser based in Jacksonville, FL, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $285 million, as filed on 18 March 2026.

The Palmer Knight charges 0.75%–1.50% a year for its Portfolio Management.

Regulatory AUM: $285M
Clients: 163
Advisory staff: 2
Founded: 1985
Fee schedule: 0.75% to 1.50% a year
Custodians: Trade-PMR
Headquarters: 1920 San Marco BLVD., Jacksonville, FL 32207
Phone: 904-358-9080
Website: palmerknight.com

No. 10 · RIA

CovingtonAlsina

CovingtonAlsina is an investment adviser based in Jacksonville, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $283 million, as filed on 26 August 2026.

CovingtonAlsina charges 0.15%–1.25% a year for its Portfolio Management Fees.

Regulatory AUM: $283M
Clients: 1,241
Advisory staff: 4
Fee schedule: 0.15% to 1.25% a year
Custodians: SEI Investments Distribution
Headquarters: 2114 Oak Street, Jacksonville, FL 32204
Phone: 904-449-7326
Website: covingtonalsina.com

Questions about financial advisors in Jacksonville

How many financial advisor firms are headquartered in Jacksonville?

21 SEC-registered financial advisor firms report their principal office in Jacksonville, FL, managing $12.7B in regulatory assets between them. The other 7 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Jacksonville?

Timucuan Asset Management, with $3.81B in regulatory assets under management on its latest Form ADV. The next largest are Gryphon Wealth ($3.24B) and Augustine Asset Management ($783M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Jacksonville?

The median firm manages $267M in regulatory assets. That is the midpoint of the 21 firms headquartered in Jacksonville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Jacksonville charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Jacksonville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Jacksonville has 21 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Jacksonville

Top financial advisor firms in other Florida cities