Top 10 advisors in Jacksonville
We’ve curated a list of the best financial advisors in Jacksonville, take a look at it below
Find an advisor in Jacksonville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,485,366,626 | 45 advisors | ||
| 2 | $2,476,568,398 | 11 advisors | ||
| 3 | $2,210,386,345 | 43 advisors | ||
| 4 | $446,034,794 | 10 advisors | ||
| 5 | $378,776,393 | 7 advisors | ||
| 6 | $340,152,972 | 10 advisors | ||
| 7 | $293,801,823 | 17 advisors | ||
| 8 | $280,497,294 | 5 advisors | ||
| 9 | $252,236,582 | 4 advisors | ||
| 10 | $242,079,093 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in Jacksonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jacksonville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Warren Equity Partners Manager, L.p.
Assets under management
$3,485,366,626
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Timucuan Asset Management Inc
Assets under management
$2,476,568,398
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Bdo Wealth Advisors, LLC
Assets under management
$2,210,386,345
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF ADVISED ASSETS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting
4. Paragon Wealth Strategies, Llc.
Assets under management
$446,034,794
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
5. Augustine Asset Management Inc
Assets under management
$378,776,393
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Jacksonville Wealth Management
Assets under management
$340,152,972
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Nesteggs, Inc.
Assets under management
$293,801,823
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
8. St. Johns Investment Management Company, LLC
Assets under management
$280,497,294
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Douglas Capital Management Inc
Assets under management
$252,236,582
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Tactive Advisors, LLC
Assets under management
$242,079,093
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.