Adviser Record
States
Disclosures
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About the data
Investment advisers in Jacksonville, FL
29 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in FL
Firm
Assets
Employees
Disclosures
Timucuan Asset Management Inc
$3.81 billion
10
0
Gryphon Wealth
$3.24 billion
22
0
Water Street Capital, Inc.
$1.42 billion
16
0
Nesteggs, Inc.
$911.3 million
29
0
Augustine Asset Management Inc
$783.3 million
8
0
Sanchez Wealth Management Group, LLC
$571.2 million
3
0
Jacksonville Wealth Management
$533.5 million
13
0
St. Johns Investment Management Company, LLC
$374.8 million
6
0
Lynk Capital Management Company, LLC
$359.6 million
6
0
Life Planning Partners, Inc.
$354.0 million
8
0
Douglas Capital Management Inc
$295.2 million
4
0
Madden Advisory Services, Inc.
$291.7 million
5
0
The Palmer Knight Company
$285.4 million
2
0
Fig Capital Management, LLC
$283.0 million
0
0
Covingtonalsina
$282.9 million
10
0
Riverplace Capital Management Inc
$267.4 million
4
0
Trustwell Financial Advisors, LLC
$260.8 million
7
0
Davis Capital Management
$259.0 million
5
0
Gunn & Company Investment Management, Inc.
$213.5 million
5
12
Img Wealth Management, Inc.
$209.7 million
7
0
Financial Independence Advisors, LLC
$189.6 million
8
0
Allegiance Financial Advisors, Inc.
$181.9 million
7
0
River City Wealth Management
$179.6 million
4
0
St. Nicholas Private Asset Management, Inc.
$151.0 million
3
0
Gullane Capital, LLC
$145.3 million
2
0
Doxara Capital LP
$125.0 million
3
0
Toams Financial
$108.8 million
2
0
Omnitrust Wealth Management, Inc.
$107.2 million
1
0
Schaffer & Company Asset Management, Inc.
$90.8 million
1
0