Adviser Record

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

FirmAssetsEmployeesDisclosures
Timucuan Asset Management Inc$3.81 billion100
Gryphon Wealth$3.24 billion220
Water Street Capital, Inc.$1.42 billion160
Nesteggs, Inc.$911.3 million290
Augustine Asset Management Inc$783.3 million80
Sanchez Wealth Management Group, LLC$571.2 million30
Jacksonville Wealth Management$533.5 million130
St. Johns Investment Management Company, LLC$374.8 million60
Lynk Capital Management Company, LLC$359.6 million60
Life Planning Partners, Inc.$354.0 million80
Douglas Capital Management Inc$295.2 million40
Madden Advisory Services, Inc.$291.7 million50
The Palmer Knight Company$285.4 million20
Fig Capital Management, LLC$283.0 million00
Covingtonalsina$282.9 million100
Riverplace Capital Management Inc$267.4 million40
Trustwell Financial Advisors, LLC$260.8 million70
Davis Capital Management$259.0 million50
Gunn & Company Investment Management, Inc.$213.5 million512
Img Wealth Management, Inc.$209.7 million70
Financial Independence Advisors, LLC$189.6 million80
Allegiance Financial Advisors, Inc.$181.9 million70
River City Wealth Management$179.6 million40
St. Nicholas Private Asset Management, Inc.$151.0 million30
Gullane Capital, LLC$145.3 million20
Doxara Capital LP$125.0 million30
Toams Financial$108.8 million20
Omnitrust Wealth Management, Inc.$107.2 million10
Schaffer & Company Asset Management, Inc.$90.8 million10