Sleeve
Home/Institutional Registered Investment Advisers in Jacksonville
Research Report · 2026-05-31

Institutional Registered Investment Advisers in Jacksonville

SEC-registered investment advisers in Jacksonville ranked by reported institutional client assets.

Firms
17
Total AUM
$9.74B
Median AUM
$295.2M
Latest Filing
2026-05-31
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1NESTEGGS RETIREMENT PLAN SERVICES, INC.JACKSONVILLE133507$911.3M292026-02-28→
2DOUGLAS CAPITAL MANAGEMENT INCJACKSONVILLE106262$295.2M42026-03-31→
3TIMUCUAN ASSET MANAGEMENT INCJACKSONVILLE105899$3.81B102026-03-31→
4AUGUSTINE ASSET MANAGEMENT INCJACKSONVILLE105801$783.3M82026-03-31→
5LYNK CAPITAL MANAGEMENT COMPANY, LLCJACKSONVILLE329038$359.6M62026-03-31→
6FINANCIAL INDEPENDENCE ADVISORS, LLCJACKSONVILLE317193$161.0M62026-01-31→
7RIVERPLACE CAPITAL MANAGEMENT INCJACKSONVILLE109079$267.4M62026-04-30→
8MADDEN ADVISORY SERVICES, INC.JACKSONVILLE112607$291.7M52026-05-31→
9ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLCJACKSONVILLE169538$374.8M62026-02-28→
10SANCHEZ WEALTH MANAGEMENT GROUP, LLCJACKSONVILLE169274$571.2M32026-02-28→
11ALLEGIANCE FINANCIAL ADVISORS, INC.JACKSONVILLE127293$181.9M72026-02-28→
12GUNN & COMPANY INVESTMENT MANAGEMENT, INC.JACKSONVILLE120084$213.5M52026-02-28→
13JACKSONVILLE WEALTH MANAGEMENT, LLCJACKSONVILLE309312$533.5M132026-02-28→
14COVINGTONALSINA, LLCJACKSONVILLE326810$282.9M52026-04-30→
15LIFE PLANNING PARTNERS, INC.JACKSONVILLE129338$354.0M82026-01-31→
16TRUSTWELL FINANCIAL ADVISORS, LLCJACKSONVILLE108426$260.8M72026-03-31→
17SCHAFFER & COMPANY ASSET MANAGEMENT, INC.JACKSONVILLE138463$90.8M12026-03-31→

Related Lists

Registered Investment Advisers in New York CityRegistered Investment Advisers in Los AngelesRegistered Investment Advisers in ChicagoRegistered Investment Advisers in San FranciscoRegistered Investment Advisers in BostonRegistered Investment Advisers in Houston
Sleeve17 firms · 2026-05-31