Falists

Florida · 50 advisers

Financial Advisors in Jacksonville, Florida

Looking for a financial advisor in Jacksonville, Florida? Falists indexes 50 SEC-registered and state-registered investment advisers in Jacksonville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 41 firms list a website you can visit directly. Firms in this directory manage up to $3.81B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

50

With website

41

Largest AUM

$3.81B

Financial planning

32

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth43Planning32Trusts34Retirement19Institutional24

Top advisors in Jacksonville

Ranked by AUM · Fees, team & specialties at a glance

View all 50 →

NESTEGGS, INC.

Jacksonville, FL

AUM

$911.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

904-348-3131

Full profileVisit site →

COVINGTONALSINA

Jacksonville, FL

AUM

$282.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(904) 449-7326

Full profileVisit site →
View all 50 advisors in Jacksonville

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Fort Lauderdale (48)Palm Beach Gardens (47)Winter Park (40)

Common questions

How many financial advisors are in Jacksonville, Florida?
50 registered investment advisers are listed in our Jacksonville directory, sourced from public SEC filings.
What types of advisors are in Jacksonville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Jacksonville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.