Top Financial Advisors in Jacksonville, Florida
Finding the right financial advisor in Jacksonville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Jacksonville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Jacksonville, FL.
Find the Best Financial Advisor Firms in Jacksonville:
BDO WEALTH ADVISORS, LLC
CRD#: 222525
Address: 501 Riverside Avenue Suite 800, Jacksonville, FL 32202
Clients: 757
Average Clients per Advisor: 29
AUM: $ 2.8B
PARAGON WEALTH STRATEGIES, LLC.
CRD#: 146543
Address: 10245 Centurion Pkwy N. Ste. 106, Jacksonville, FL 32256
Clients: 282
Average Clients per Advisor: 35
AUM: $ 456M
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD#: 169274
Address: 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
Clients: 403
Average Clients per Advisor: 201
AUM: $ 279M
JACKSONVILLE WEALTH MANAGEMENT
CRD#: 309312
Address: 8075 Gate Parkway West Suite #101, Jacksonville, FL 32216
Clients: 474
Average Clients per Advisor: 94
AUM: $ 267M
RIVER CAPITAL ADVISORS, LC
CRD#: 133706
Address: 5011 Gate Parkway Building 100, Suite 300, Jacksonville, FL 32256
Clients: 170
Average Clients per Advisor: 28
AUM: $ 254M
DOUGLAS CAPITAL MANAGEMENT INC
CRD#: 106262
Address: 13500 Sutton Park Drive S Suite 803, Jacksonville, FL 32224
Clients: 98
Average Clients per Advisor: 32
AUM: $ 253M
How We Chose the Top Financial Advisors in Jacksonville, Florida
To create this list of top financial advisor firms in Jacksonville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Jacksonville has to offer.
Search Financial Advisors in Jacksonville, Florida
Gary Christopher Thompson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terry A Schurman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig Carrington Walker
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jeanne Jordan Peterson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael John Debellis
Registered Affiliation(s):EDWARD JONES
Sanford Ian Zimmerman
Registered Affiliation(s):MORGAN STANLEY
Jennifer Seavey Holden
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brett William Freese
Registered Affiliation(s):TRUSTWELL FINANCIAL ADVISORS, LLC
Ryan Allan Wharton
Registered Affiliation(s):CWA ASSET MANAGEMENT GROUP
Lisa E Shaw
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Michael Otto Marracello
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Charles Richard Kalb
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Rene Gonzalez
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Troy Lane Bankston
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Philip Alan Watson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Bradley Darren Zimmerman
Registered Affiliation(s):MORGAN STANLEY
William Alan Sims
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bonnie Isma Smith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Keith Allen Winter
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Dennis Michael Rosa
Registered Affiliation(s):MORGAN STANLEY
Robert Mark Brust
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Travis James Reap
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Francis Cagnassola
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Edward Paul Schmitzer
Registered Affiliation(s):RIVER CAPITAL ADVISORS, LC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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