City
Wealth management firms in Jacksonville Beach, Florida
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Jacksonville Beach, Florida reported $2.5 billion in regulatory assets under management; the largest by assets was Ullmann Wealth Partners, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $2.5 billion
- Average per firm
- $360.4 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ullmann Wealth Partners | SEC | $1.3 billion | 1,605 |
| 2 | Fortress Wealth Planning | SEC | $793.9 million | 713 |
| 3 | Strivus Wealth Partners LLC | SEC | $159.1 million | 549 |
| 4 | Lionsbridge Wealth Management LLC | SEC | $122.4 million | 189 |
| 5 | Standfast Asset Management, LLC | State | $100.6 million | 235 |
| 6 | Mooney Financial | State | $92.5 million | 170 |
| 7 | Ascend Wealth Advisors, LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.