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Best financial advisors in Jacksonville, FL

Registered advisers within 25 miles of Jacksonville, FL.

Offices
629
Firms
239
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,129,999 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

FLORIDA FINANCIAL ADVISORS, LLC
BRINKMERE CAPITAL MANAGEMENT I, LP
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
INDEPENDENT ADVISOR ALLIANCE, LLC
CETERA INVESTMENT ADVISERS LLC
RIVERPLACE CAPITAL MANAGEMENT INC
D2 CAPITAL MANAGEMENT
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CERITY PARTNERS LLC
AE WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY

Investors

Dakota Dane Colonese
Emmanuel Abednego Rivers
JOSEPH JOHN OSSI
PATRICK GERARD BOUTHILLER
SONYA ELMONTASER SANDAGE
EMILYANNE LOZIER RANCE SCHMITT
VERONIKA ANITA MARS
KRYSTAL MICHELLE MEADOWS
NADINE OF GATAS
MARK F ROSENLOF
JOHN GRECO
THEODORE MORRISON
MATTHEW ANDERSON
WESLEY BRYANT STAPP
CRAIG R MCPHERSON
SHERYL RENEE MASSEY
ULRIKE B AOKI
GREGORY VAYHINGER
MICHAEL SCOTT RAINS
ANDREW MARK CORWIN
Christopher R DeVito
MILTON NUCKOLS
JASON WILLIAM CROWNOVER
HAGOP HOVSEP KESHISHIAN
JOSEF HENRY YOUNG
GREGORY JOSE GONZALEZ GAMBOA
RAELAWN PATRECE DAWSON
WILLIAM KENNETH WILLIAMS
JESUS LOPEZ
TAYLOR BENJAMIN WILLETTS
CODY ATHERTON
CANDICE PAIGE NEEL
TANIA CRISTINA LICATA
THOMAS E TINER
MICHAEL FRANCIS ROBERTSON
MICHAEL WILLIAM SIMONIAN
SEAN RICHARD BROKER
LOUELLA AGUJA UY
RENE JOSE CRESPO
TERRY KENNETH STEPHENSON
THOMAS MICHAEL WYNN
Juan Sebastian Osorio
RYAN SCOTT LEE
GEOFFREY THOMAS MOORE
ERNEST ARTHUR WATSON
ELAINE DENISE PAVLAKOVIC
DAVID SCHROTT
THOMAS EDWARD KEALY
Kyle Shannon Potter
MARCELLA COPPOLA
PORFIRIO EDUARDO PEREZ
LESLEY WRAY GREEN
CYNTHIA LYNN WATSON
PETER MICHAEL JANSEN
MENSUR OMEROVIC
KURT THOMAS RODRIGUEZ
MICHELLE ANN ROGERS
HUMBERTO CASTULO CRUZ-ORTIZ
CHRISTOPHER LEWIS SKEES
SOTIR CIKOPANA
ALEX DAVID DEANER
ZACHARIA BADAWI
JENNAFER DENISE TURNER
KYLE KENNINGTON
TONJA RENE HOLMES
ROSS C JOHNSON
JANET FRAED CLEMENTS
CHARLES RANDOLPH THOMAS
BRAD SAMUEL RUDE
ANGELA MICHELLE FETTIK
KAREN ANN GIBSON
CHRISTOPHER W JOHNSON
BARI BRIDGES
CURTIS JOSEPH KROLL
AMANDA RENEE FOSKEY
JORGE LONGUEIRA
CAROL JEAN SCHACHT
JONATHAN FRED MOSKOWITZ
RICHARD C CLARK FANNIN
JILL SALVATORE
JOHN GERALD CALDWELL
KATHERINE BARBATO RIECHMANN
CHARLES BRAZIEL
AMY CHANEY
CAMERON EDMISTON
CHARLES JOHN HOFMANN
Ashton Holliday
Cayden L McGarity
Carson Smith
Cadijha Jasmine Robinson
Michael Charles Eisenman
Colten Reis Brown
Jacob Edward Cygan
Logan Butler
Dylen D'Aurora
Ashton D Jarczyk
Robert Ryan Karish
Jordan Jiannuzzi
Jack Duggan
Colton Stanton Green
Spencer Caton
Zachary Mark Wiersema
Jake Lewis
Jeremy Stevens
Richard Phelan
William Romano
Stephen Andrew Leggett
Jacquelyn Marie Thorsen
Isaiah Fisher Riddle
Thomas Nickerson
STEVEN NEIL HENRICKSON
Christian Maurice Smith
Peter Ingram
Josiah Yost
Liam Bielik
Jonathan Mena
Liam Xavier Leahy
Joseph Thomas Pezent
David Ryan Kornitzer
Tyler J Banker
Ilia Hadzic
Jarid Neigal Childress
Jon Christopher David Ness
Eric Michael DeLong
Shelby Gregory
Jason Dale Gant
Rob Daniel Gray
Samuel Efrain Acevedo Suarez
Robert Carl Eger
Blake Lamar Brantley
Ahmed Sekou Perkins
Kobe James Childress
Samuel Robert Bruce
Nicholas Paul Seymour
Oliver James Bowen
Eric Douglas Young
Elijah Tirso Soto
Nathanael Stephen Hess
Bradlee Paul Louis Seehausen
Margaret Theobald Costanzo
Corey Menter
Richard Stephen Brown
Carlos Esquivia-Cruz
Jackson Hulgan
Chase David Hunt
Adam Austyn Granville
Aaron Matthew Dahl
Darius Dontae Newbill
Nicholas Reed Fullerton
Jenna Van Valkenburg
John Reitz
Preston Patrick Parke
Thyttus Andallon Delos Reyes
Inna Cheshev
Edward Munir Bakhos
Harris James Garrison
James Theodore Heffernan
Devin Alexander Boyle
John Crespo Reyes
Danielle Boerger
Sushil Suresh
Eric Aleman
William Paul Love
Juan Sebastian Rothman
David Summers Jarrett
Griffin Alexander Newby
Jacob Jones
Ethan Robert Hollenbach
Tyler James Lowe
Miguel Ortiz
John Charles Cote
Frederick William Lloyd
Jackson Collier Bakich
Jackson Tyler Mock
Ekrem Muhamedagic
Edvin Muhamedagic
KEVIN C MARONEY
Zachary Howard
Christian Creamer Ward
Pufan Zhang
FRANKLIN RUSSELL BEARD
ERIN D EIRAS
VICTORIA JEAN HOCH
DAVID ANTHONY REA
SCOTT C WOHLERS
Annette Y Campos
MARK WILLIAM ROSS
DAVID JONATHAN STROHECKER
CHARLES ROBERT ARMSTRONG
JACQUELINE Proffit
TERRI CASON KIMBALL
PETER EDWARD BOWER
Niklas Suarez Schaffner
Ryan Francis Poticny
Sarah Marie Dupree
A Perry Chappell
KRISTY DIANE HOBBS
ANN PERRY TODD
GARY STEPHEN SLAVEN
DONALD DAVID SANDERS
WILLIAM ALAN SIMS
JAMES A BUSCH
Benjamin Buchanan
Vahid Tahmasebi Rad
Elbert LEE Bledsoe
TARA HARRIS JOSEPHS
AGNES SCOTT
CRAIG CARRINGTON WALKER
William M Courtney
DAVID MALTBY BAKER
KEVIN RONALD WILSON
TANGNEKA LEE SMITH
MOLLY ELIZABETH VINES
GRAY A CAMP
Antonio P Conticelli
GARY MEYER
Dimitrios A Kavalieros
Jessica Lynn Buchanan
NICHOLAS K COURTNEY
ERIC S GRODAN
Onycha Kimalie Baker
ALLISON MULGREW
MATTHEW MOELLER
ZACHARY P BURNETT
Zachary Pero
BENJAMIN A OXNARD
SARAH A DRINKALL
BOZENA BAKULA
SAMANTHA M VADNAIS
Craig C Walker
JOSHUA BRYAN BRANTLEY
PEDRO FILIPPA
Michael S Mason
Ryan Chesler
Stephen J Ensley
Elio A Murillo
Joshua Charles Jacobson
Nicole Jane Nishimoto
John Peter Miano
Andrea Sosa
DEVON EBERLING
Kevin Thomas Victory
Tutana Partsvania
Diego Jose Bonilla
Ethan Lowell Williamson
maria juliana ramirez
VICTORIA L DAVIS
KEITH ROBERT BRATTON
TIMOTHY VAUGHAN MONAHAN
RON THOMAS PATRICK
ANTHONY MICHAEL RECCO
LAWRENCE K WEBER
DOUGLAS WILLIAM TUTWILER
Alba W Jaundoo
ERIC STEEN
Stephanie L King
INGRID ADRIANA GONZALEZ
Hunter Chappell Walker
KARA L GRAY
David Farrelly
Bruce ARNOLD Chappell
Jason D Bishop
DENISE IRENE GETSY
Melinda Andrew
ANTHONY JOSEPH HARP
Allison Batey
Lauren Blazejewski
DAVID M DYE
Nicholas Evan Reifschneider
Andrew Conner Newsom
Joseph Michael Green
CHRISTINE A GRILLO
RAQUEL K ZISMAN
J JAY ROBINSON
ELIZABETH DARLINGTON CAMBARERI
CHRISTINA VASSILIKI HOLLAND
MELISSA NICOLE BAILEY
Catherine A Fitorre
Parker Richard Barriball
Elyse Marie Gustafson
Joshua Reece Zimmerman
DIANE L PAULY
Denise Keller
PAUL WILLIAM BROWN
PETER C O'BRIEN
RUSSELL W JONES
REBECCA MAY BLISS
TERRY RICHARD SURRENCY
BRIAN SCOTT SCHLAKS
Ericka King
JOHN TAYLOR GENOVESE
MARIA THERESA GALINO-PAEZ
Kathryn H Brinkman
BRIAN FLORES MOJICA
ANDREW JOHN BEH
Scott Raymond Carroll
CORINNE Madison SHAD
NICHOLAS HARRISON SHAD
Matthew T Monroe
JOHNTHOMAS L CUMBOW
MITCHELLE E HOLLAND
JOSEPH A RANUCCI
SANFORD IAN ZIMMERMAN
JENNIFER SEAVEY MAAS
BRADLEY DARREN ZIMMERMAN
ARTHUR HARRISON SHAD
Timothy Sutherland
DAWN LOUISE BUCHHOLZ
DIANA M FANNING
MATTHEW B FRIEDL
RACHAEL L CRAPSI
NATHAN DAMRON
BARBARA GEFEN JAFFE
MERILYN TERPENING SHAD
GEORGE S PRATTOS
SABRINA YOLANDA CARTER
Archie O Jenkins
Michael J Grew
ANDREW STEPHEN WELCH

Within 25 miles of Jacksonville, FL, Best Investors lists 239 registered investment advisory firms with 629 offices nearby, managing about $15.9T in combined regulatory AUM across 3,129,999 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Jacksonville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM