Best Investors Account Sign in

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

GALLAGHER FIDUCIARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
FARMAND INVESTMENT SERVICES, INC.
CHALLEN ASSET MANAGEMENT, LLC
COVINGTONALSINA
CERITY PARTNERS LLC
LYNK CAPITAL MANAGEMENT COMPANY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FORREST INVESTMENT MANAGEMENT, INC.
SALVUS WEALTH MANAGEMENT, LLC
TOAMS FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
BIRCHCREEK WEALTH MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

VICTOR CALATRAVA
Pablo Jose Penaherrera
Matthew Aaron Turner
CHRISTINE LYNNETTE SHIPPEY
CATHERINE ELIZABETH LIVINGSTON
DAVID M RICE
JOHN DOUGLAS TABOR
Cory Ryan Wilcox-Vasquez
JAMES MARTIN DEBERRY
Tiffany Anna Harmer
Christian Testa
DAVIDA MCGUIRE CARTER
JAMES J HUGHES
Everett Blake Massey
JOHN BEEHNER
MARK ALAN LAMENSDORF
CYNTHIA LOUISE Frazier
STEPHEN WALLACE KOWITSKI
SARA GROSS
PRESTON ARTHUR MILLER
SAMUEL KINCAID BARRINGTON
SHANE Alexander TSCHAPPAT
DANIELLE LOUISE LITTLEFIELD
ROBERT RUSSELL WALLS
Blaine Christopher Johnson
JACOB CARVER
MIRANDA MARIE KIMBALL
Steven Michael Farmand
MIKE B. FARMAND
RYAN JOSEPH BAILEY
John Lawrence Grant
ANN M. COVINGTON
Nicole Mulea
Heather Megan Anthony
CHARLOTTE ELIZABETH BRADLEY
JAMES MAURICE LOVE
CHRISTOPHER FORREST SKINNER
Peter John Freidel
ROBERT EARL O'QUINN
ZACHARY CHARLES TOELLE
KATHLEEN ALISON SCOTT
Kieran O'Brien
MARIO JOSEPH PAYNE
BRIAN W FULTON
Juan Sebastian Osorio
JACOB DOMINICK BARTEL
John H Galbraith
DEIDRE LOUISE KNOTT
MICHAEL JASON YOUNG

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