NivaLet’s talk

Top 4 financial advisor firms in Jacksonville Beach

4 SEC-registered financial advisor firms are headquartered in Jacksonville Beach, FL, with $2.33B in combined regulatory assets under management. The largest by assets are Ullmann Wealth Partners Group ($1.25B), Fortress Wealth Planning ($794M) and Strivus Wealth Partners ($159M).

4
Financial advisor firms
$2.33B
Their combined AUM
$476M
Median firm AUM
933
Clients of the top 4

The 4 largest by assets

  1. 1
    Ullmann Wealth Partners Group

    RIA

    $1.25B

  2. 2
    Fortress Wealth Planning

    RIA

    $794M

  3. 3
    Strivus Wealth Partners

    RIA

    $159M

  4. 4
    LionsBridge Wealth Management

    RIA

    $122M

Profiles of the top 4

No. 1 · RIA

Ullmann Wealth Partners Group

Ullmann Wealth Partners Group is an investment adviser based in Jacksonville Beach, 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 $1.25 billion, as filed on 29 July 2026.

Ullmann Wealth Partners Group charges 0.50%–1.20% a year for its Full Scope Wealth Management.

Regulatory AUM
$1.25B
Clients
531
Advisory staff
7
Founded
2002
Fee schedule
0.50% to 1.20% a year
Custodians
Fidelity
Headquarters
1540 the Greens Way, Jacksonville Beach, FL 32250
Phone
904-280-3700
Website
ullmannwealthpartners.com

No. 2 · RIA

Fortress Wealth Planning

Fortress Wealth Planning is an investment adviser based in Jacksonville Beach, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $794 million, as filed on 11 August 2026.

Fortress Wealth Planning charges 0.40%–1.25% a year for its Financial Life Management Services.

Regulatory AUM
$794M
Clients
161
Advisory staff
6
Founded
2017
Fee schedule
0.40% to 1.25% a year
Custodians
Fidelity
Headquarters
1400 Marsh Landing Pkwy., Suite 112, Jacksonville Beach, FL 32250
Phone
904-301-4545
Website
fortresswealthplanning.com

No. 3 · RIA

Strivus Wealth Partners

Strivus Wealth Partners is an investment adviser based in Jacksonville Beach, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $159 million, as filed on 11 June 2026.

Strivus Wealth Partners charges 0.50%–1.50% a year for its Investment Management Services.

Regulatory AUM
$159M
Clients
173
Advisory staff
3
Fee schedule
0.50% to 1.50% a year
Custodians
Charles Schwab
Headquarters
1538 the Greens Way, Suite 105, Jacksonville Beach, FL 32250
Phone
904-685-1505
Website
strivuswealth.com

No. 4 · RIA

LionsBridge Wealth Management

LionsBridge Wealth Management is an investment adviser based in Jacksonville Beach, FL, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $122 million, as filed on 17 July 2026.

LionsBridge Wealth Management charges 0.50%–1.00% for its Asset Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM
$122M
Clients
68
Advisory staff
2
Fee schedule
0.50% to 1.00%
Custodians
Charles Schwab
Headquarters
1514 Roberts Drive, Jacksonville Beach, FL 32250
Phone
904-897-0390
Website
lbwm.net

Questions about financial advisors in Jacksonville Beach

How many financial advisor firms are headquartered in Jacksonville Beach?

4 SEC-registered financial advisor firms report their principal office in Jacksonville Beach, FL, managing $2.33B in regulatory assets between them. The other 4 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 Beach?

Ullmann Wealth Partners Group, with $1.25B in regulatory assets under management on its latest Form ADV. The next largest are Fortress Wealth Planning ($794M) and Strivus Wealth Partners ($159M).

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

How large is a typical financial advisor firm in Jacksonville Beach?

The median firm manages $476M in regulatory assets. That is the midpoint of the 4 firms headquartered in Jacksonville Beach.

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

How much do financial advisors in Jacksonville Beach charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Beach?

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 Beach has 4 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other Florida cities