City

Independent RIAs in Jacksonville, Florida

As of October 2, 2026, 57 independent wealth management RIAs with their main office in Jacksonville, Florida reported $14.0 billion in regulatory assets under management; the largest by assets was Timucuan Asset Management Inc, with $3.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs: 57
Regulatory assets under management: $14.0 billion
Average per firm: $245.4 million
SEC-registered, of those listed: 23 of 57 (40.4%)

Firms by assets

Independent RIAs in Jacksonville, Florida, largest first
#	Firm	Registration	RAUM	Accounts
1	Timucuan Asset Management Inc	SEC	$3.8 billion	621
2	Gryphon Wealth	SEC	$3.2 billion	3,071
3	Augustine Asset Management Inc	SEC	$783.3 million	462
4	Atlantic Edge Private Wealth Management	SEC	$604.3 million	907
5	Sanchez Wealth Management Group, LLC	SEC	$571.2 million	1,502
6	Jacksonville Wealth Management	SEC	$533.5 million	2,095
7	St. Johns Investment Management Company, LLC	SEC	$374.8 million	603
8	Life Planning Partners, Inc.	SEC	$354.0 million	582
9	Madden Advisory Services, Inc.	SEC	$291.7 million	846
10	The Palmer Knight Company	SEC	$285.4 million	299
11	Covingtonalsina	SEC	$282.9 million	1,241
12	Riverplace Capital Management Inc	SEC	$267.4 million	352
13	Trustwell Financial Advisors, LLC	SEC	$260.8 million	1,019
14	Davis Capital Management	SEC	$259.0 million	1,051
15	Gunn & Company Investment Management, Inc.	SEC	$213.5 million	433
16	Img Wealth Management, Inc.	SEC	$209.7 million	1,355
17	Financial Independence Advisors, LLC	SEC	$189.6 million	393
18	Allegiance Financial Advisors, Inc.	SEC	$181.9 million	480
19	River City Wealth Management	SEC	$179.6 million	367
20	St. Nicholas Private Asset Management, Inc.	SEC	$151.0 million	156
21	Toams Financial	SEC	$108.8 million	1,020
22	Omnitrust Wealth Management, Inc.	SEC	$107.2 million	577
23	Stillblue Financial Partners, LLC	State	$107.1 million	285
24	Schaffer & Company Asset Management, Inc.	SEC	$90.8 million	562
25	Forrest Investment Management, Inc.	State	$85.2 million	72
26	Capital Asset Advisory, Inc.	State	$60.6 million	163
27	Contemporary Financial Planning	State	$48.0 million	158
28	Attainable Wealth	State	$46.1 million	43
29	Baluarte Capital US	State	$38.8 million	7
30	Farmand Investment Services, Inc.	State	$28.5 million	22
31	Crespo Capital LLC	State	$26.6 million	264
32	Wealth 73, LLC	State	$25.8 million	90
33	Spark Wealth Advisors	State	$24.6 million	135
34	D2 Capital Management	State	$24.5 million	179
35	Create Wealth Financial Planning LLC	State	$20.0 million	140
36	Heritage Financial Advisory, LLC	State	$19.2 million	99
37	Mash Financial Planning	State	$13.9 million	147
38	JLP Investments	State	$12.8 million	78
39	369 Financial LLC	State	$12.3 million	114
40	Cornerstone Investment Services	State	$7.9 million	61
41	HK Funds	State	$6.8 million	51
42	Woman to Woman Financial	State	$6.6 million	95
43	Merrell Brothers, LLC	State	$5.3 million	32
44	NRW Asset Management, Inc.	State	$5.2 million	20
45	Flood Tide Financial LLC	State	$4.8 million	9
46	Highline Private Wealth, LLC	State	$2.8 million	24
47	Affirmative Financial Services	State	$1.7 million	5
48	Dehoff Wealth Advisory LLC	State	$1.5 million	15
49	Bull & Bear Capital Advisors, LLC	State	$317,327	3
50	French Capital Management, LLC	State	$0	0
51	HCP Wealth Planning, LLC	State	$0	0
52	Kabat Advisory Group, LLC	State	$0	0
53	Lawrence Financial Services	State	$0	0
54	R. Cooper Investments	State	$0	0
55	SN Private Wealth Group, LLC	State	$0	0
56	Slight Edge Wealth Strategies, LLC	State	$0	0
57	The Driscoll Group, Inc.	State	$0	0

Independent RIAs 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.