Top Financial Advisors in Jacksonville, Florida

FinanceHQ’s team of experts conducted thorough research on financial advisors in Jacksonville. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Jacksonville range from $182M to $9B in AUM, and have an average of 30 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
Themathergroup logo

The Mather Group

Get Matched

About The Mather Group

Jacksonville, FLInvestment Advisor Firm
Assets Managed: $8,718,717,623Total Number of Advisors: 81Number of Accounts: 16,761In Business Since: 2011

The Mather Group is a top financial advisor in Jacksonville, FL because they offer comprehensive financial planning services and prioritize the best interests of their clients. They specialize in various areas including financial planning, retirement planning, tax planning, estate planning, and investment management. Their fee-only approach ensures that clients can maximize their investment potential while minimizing unnecessary costs, setting them apart from traditional brokerage firms.

Learn more
Churchill management group logo

Churchill Management Group

Get Matched

About Churchill Management Group

Jacksonville, FLInvestment Advisor Firm
Assets Managed: $7,150,126,857Total Number of Advisors: 43Number of Accounts: 19,055In Business Since: 1963

Churchill Management Group is a top financial advisor in Jacksonville, FL due to their decades of experience and commitment to customization. Founded in 1963, they offer wealth management, retirement planning, and financial planning services of the highest quality. With a diverse range of tactical strategies and a focus on minimizing risk while meeting specific investment objectives, they aim to provide value and meet the unique needs of each individual client.

Learn more
Davis capital management llc logo

Davis Capital Management

Get Matched

About Davis Capital Management

Jacksonville, FLInvestment Advisor Firm
Assets Managed: $181,800,000Total Number of Advisors: 4Number of Accounts: 572In Business Since: 2008

Davis Capital Management is a top financial advisor in Jacksonville, FL because they have been providing exceptional customer service and achieving results for clients since their establishment in 2008. Their personalized approach sets them apart from other advisors as they take the time to understand each client's financial goals and needs, offering tailored portfolio recommendations. Additionally, their commitment to having "skin in the game" by investing in the same investments they recommend builds trust with clients and demonstrates their firsthand experience navigating various financial cycles.

Learn more

Frequently Asked Questions

Is a Jacksonville, FL registered financial advisor allowed to work in other states?

Yes, a registered financial advisor in Jacksonville, FL, can typically work with clients in other states. Many financial advisors are registered with the Securities and Exchange Commission (SEC) or relevant state securities regulators, allowing them to serve clients across state borders. However, specific regulations may vary, so it's advisable to confirm the advisor's licensing and compliance with the regulatory authorities in the states where they plan to work.

Do financial advisors in Jacksonville, FL have a requirement to work with established firms?

Financial advisors in Jacksonville, FL, are not universally required to work with established firms. Advisors may choose to work independently, with established firms, or a combination of both. The decision often depends on individual preferences, business models, and regulatory considerations. It's essential for financial advisors to comply with licensing and regulatory requirements, regardless of whether they work independently or with a firm.

Are there any recommended boutique wealth management firms in Jacksonville, FL?

To discover boutique wealth management firms in Jacksonville, FL, and explore a range of financial services, tools, and expert advice, we recommend visiting FinanceHQ. Our resources empower individuals to make informed decisions about their financial future, connecting them with tailored solutions and valuable insights.

Are there fee-only financial advisors in Jacksonville, FL?

Yes, Jacksonville, FL, has fee-only financial advisors who solely charge fees for their services and do not earn commissions from the sale of financial products. These advisors are often considered more transparent and objective in their recommendations. To find fee-only financial advisors in Jacksonville, FL, you can utilize online directories, industry associations, or our platform to connect with professionals aligned with your financial preferences.

Which kind of financial advisor in Jacksonville, FL should you look for?

When seeking a financial advisor in Jacksonville, FL, consider looking for a Certified Financial Planner (CFP) who is well-versed in comprehensive financial planning. A CFP has demonstrated expertise in areas such as budgeting, investments, retirement planning, and estate planning. Additionally, ensure the advisor's compensation structure aligns with your preferences, whether it's fee-only, fee-based, or commission-based.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

Secure your financial future and achieve your goals by matching with one of our financial expertsGet Started

Explore more top advisors

Looking for a financial advisor?Find your advisor

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ