Research Report · 2026-06-30
Largest Registered Investment Advisers in Jacksonville
Jacksonville SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
29
Total AUM
$16.25B
Median AUM
$282.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | TIMUCUAN ASSET MANAGEMENT INC | JACKSONVILLE | 105899 | $3.81B | 10 | 2026-03-31 | → |
| 2 | GRYPHON WEALTH, LLC | JACKSONVILLE | 339969 | $3.24B | 22 | 2026-05-31 | → |
| 3 | WATER STREET CAPITAL, INC. | JACKSONVILLE | 158133 | $1.42B | 16 | 2026-03-31 | → |
| 4 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 5 | AUGUSTINE ASSET MANAGEMENT INC | JACKSONVILLE | 105801 | $783.3M | 8 | 2026-03-31 | → |
| 6 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 7 | JACKSONVILLE WEALTH MANAGEMENT, LLC | JACKSONVILLE | 309312 | $533.5M | 13 | 2026-02-28 | → |
| 8 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 9 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | JACKSONVILLE | 329038 | $359.6M | 6 | 2026-03-31 | → |
| 10 | LIFE PLANNING PARTNERS, INC. | JACKSONVILLE | 129338 | $354.0M | 8 | 2026-01-31 | → |
| 11 | DOUGLAS CAPITAL MANAGEMENT INC | JACKSONVILLE | 106262 | $295.2M | 4 | 2026-03-31 | → |
| 12 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 13 | THE PALMER KNIGHT COMPANY | JACKSONVILLE | 112983 | $285.4M | 2 | 2026-03-31 | → |
| 14 | FIG CAPITAL MANAGEMENT, LLC | JACKSONVILLE | 290099 | $283.0M | 0 | 2026-03-31 | → |
| 15 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 16 | RIVERPLACE CAPITAL MANAGEMENT INC | JACKSONVILLE | 109079 | $267.4M | 6 | 2026-04-30 | → |
| 17 | TRUSTWELL FINANCIAL ADVISORS, LLC | JACKSONVILLE | 108426 | $260.8M | 7 | 2026-03-31 | → |
| 18 | DAVIS CAPITAL MANAGEMENT LLC | JACKSONVILLE | 149014 | $259.0M | 5 | 2026-03-31 | → |
| 19 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 20 | IMG WEALTH MANAGEMENT, INC. | JACKSONVILLE | 285966 | $209.7M | 7 | 2026-02-28 | → |
| 21 | ALLEGIANCE FINANCIAL ADVISORS, INC. | JACKSONVILLE | 127293 | $181.9M | 7 | 2026-02-28 | → |
| 22 | RCW MANAGEMENT, LLC | JACKSONVILLE | 314312 | $179.6M | 4 | 2026-02-28 | → |
| 23 | FINANCIAL INDEPENDENCE ADVISORS, LLC | JACKSONVILLE | 317193 | $161.0M | 6 | 2026-01-31 | → |
| 24 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. | JACKSONVILLE | 132500 | $151.0M | 3 | 2026-06-30 | → |
| 25 | GULLANE CAPITAL, LLC | JACKSONVILLE | 313464 | $145.3M | 2 | 2026-05-31 | → |
| 26 | DOXARA CAPITAL LP | JACKSONVILLE | 339621 | $125.0M | 3 | 2026-02-28 | → |
| 27 | PLANNING SOLUTIONS INTERNATIONAL LLC | JACKSONVILLE | 300043 | $108.8M | 2 | 2026-03-31 | → |
| 28 | OMNITRUST WEALTH MANAGEMENT, INC. | JACKSONVILLE | 298025 | $107.2M | 1 | 2026-03-31 | → |
| 29 | SCHAFFER & COMPANY ASSET MANAGEMENT, INC. | JACKSONVILLE | 138463 | $90.8M | 1 | 2026-03-31 | → |
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