AdvisorCensus / Financial advisors / Florida / Jacksonville, FL / Branch offices
Advisory firms with an office in Jacksonville, FL, headquartered elsewhere
116 investment advisory firms with a principal office outside the Jacksonville, FL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 49 Financial | Jacksonville, FL | Austin, TX | SEC-registered investment adviser |
| Accolade ASSET/LIABILITY Advisory Services | Jacksonville, FL | Columbus, OH | SEC-registered investment adviser |
| Advus Financial Partners, LLC | Jacksonville, FL | Winter Park, FL | SEC-registered investment adviser |
| AE Wealth Management, LLC | Jacksonville, FL | Topeka, KS | SEC-registered investment adviser |
| AEA Enterprise Partners Management LP | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| AON Investments USA Inc. | Jacksonville, FL | Chicago, IL | SEC-registered investment adviser |
| API Financial Advisors, LLC | St. Augustine, FL | Rockledge, FL | SEC-registered investment adviser |
| ARC70 Advisers LP | Jacksonville, FL | Burlingame, CA | SEC-registered investment adviser |
| Arch Global Advisors, LLC | Saint Augustine, FL | New York, NY | SEC-registered investment adviser |
| Arcus Capital Partners, LLC | Jacksonville, FL | Atlanta, GA | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Ponte Vedra Beach, FL | Chicago, IL | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Jacksonville, FL | Atlanta, GA | SEC-registered investment adviser |
| Asset Allocation Strategies, LLC | Ponte Vedra, FL | Farmington, MI | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Jacksonville, FL | Omaha, NE | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | Jacksonville, FL | Chicago, IL | SEC-registered investment adviser |
| Birchbrook | Jacksonville, FL | Bangor, ME | SEC-registered investment adviser |
| Birchcreek Wealth Management, LLC | Jacksonville, FL | Miami Township, OH | SEC-registered investment adviser |
| Blue Horizon Equity, Inc. | Ponte Vedra Beach, FL | Pittsford, NY | SEC-registered investment adviser |
| Bridgeport Partners | Ponte Vedra Beach, FL | New York, NY | SEC-registered investment adviser |
| Callan Family Office, LLC | Jacksonville, FL | Radnor, PA | SEC-registered investment adviser |
| Capital Analysts | Jacksonville, FL | Fort Washington, PA | SEC-registered investment adviser |
| Ccaventus Asset Management LP | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Citigroup Global Markets Inc. | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| CJC Wealth Management | Jacksonville, FL | Olney, MD | SEC-registered investment adviser |
| Commonwealth Financial Network | Jacksonville, FL | Waltham, MA | SEC-registered investment adviser |
| Coyle Capital, LLC | Fleming Island, FL | Lakeway, TX | SEC-registered investment adviser |
| Creativeone Securities, LLC | Jacksonville, FL | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Ponte Vedra, FL | Overland Park, KS | SEC-registered investment adviser |
| Destiny Wealth Partners, LLC | Jacksonville, FL | Tavares, FL | SEC-registered investment adviser |
| Deutsche Bank Securities Inc. | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| DWS Investment Management Americas, Inc. | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Elevation Point Wealth Partners, LLC | Fernandina Beach, FL | Denver, CO | SEC-registered investment adviser |
| ESI Financial Advisors | Jacksonville, FL | Montpelier, VT | SEC-registered investment adviser |
| Estabrook Capital Management LLC | Ponte Vedra Beach, FL | New York, NY | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Jacksonville, FL | Birmingham, AL | SEC-registered investment adviser |
| Farther | Ponte Vedra, FL | San Francisco, CA | SEC-registered investment adviser |
| Fintop Capital | Jacksonville, FL | Nashville, TN | Exempt reporting adviser |
| Florida Financial Advisors, LLC | Jacksonville, FL | Tampa, FL | SEC-registered investment adviser |
| Forvis Mazars Wealth Advisors, LLC | Jacksonville, FL | Springfield, MO | SEC-registered investment adviser |
| G. A. Repple & Company | Jacksonville, FL | Casselberry, FL | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Jacksonville, FL | Rolling Meadows, IL | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | St Augustine, FL | Englewood, CO | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Jacksonville, FL | Alpharetta, GA | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Jacksonville Beach, FL | Orlando, FL | SEC-registered investment adviser |
| Godsey & Gibb Wealth Management | Ponte Vedra Beach, FL | Richmond, VA | SEC-registered investment adviser |
| Headland Capital | Jacksonville, FL | Mt. Pleasant, SC | SEC-registered investment adviser |
| Hightower Advisors, LLC | Ponte Vedra Beach, FL | Chicago, IL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Jacksonville, FL | Houston, TX | SEC-registered investment adviser |
| ICE Data Pricing & Reference Data, LLC | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| IFG Advisory, LLC | St. Augustine, FL | Atlanta, GA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Jacksonville, FL | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Partners | Jacksonville, FL | Tampa, FL | SEC-registered investment adviser |
| Interactive Financial Advisors | Jacksonville, FL | New Lenox, IL | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Jacksonville Beach, FL | Orlando, FL | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | Ponte Vedra Beach, FL | Tampa, FL | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Larson Financial Group, LLC | Jacksonville, FL | Saint Louis, MO | SEC-registered investment adviser |
| Lido | Jacksonville, FL | Los Angeles, CA | SEC-registered investment adviser |
| Lifemark Securities Corp. | Jacksonville, FL | Rochester, NY | SEC-registered investment adviser |
| Lincoln Investment | Jacksonville, FL | Fort Washington, PA | SEC-registered investment adviser |
| LPL Financial LLC | Jacksonville, FL | Fort Mill, SC | SEC-registered investment adviser |
| MAI Capital Management, LLC | Ponte Vedra Beach, FL | Cleveland, OH | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Ponte Vedra Beach, FL | Denver, CO | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Moisand Fitzgerald Tamayo, LLC | Jacksonville, FL | Orlando, FL | SEC-registered investment adviser |
| Navy Federal Investment Services, LLC | Jacksonville, FL | Vienna, VA | SEC-registered investment adviser |
| Newedge Advisors | Jacksonville, FL | New Orleans, LA | SEC-registered investment adviser |
| Nomura Capital Management LLC | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Nomura Investment Management Business Trust | Jacksonville, FL | Philadelphia, PA | SEC-registered investment adviser |
| Occidental Asset Management, LLC | Ponte Vedra Beach, FL | Burlingame, CA | SEC-registered investment adviser |
| Onedigital | St. Johns, FL | Overland Park, KS | SEC-registered investment adviser |
| Oxford Wealth Group, LLC | Jacksonville, FL | Orlando, FL | SEC-registered investment adviser |
| Payne Capital Management, LLC | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Peak Financial Planning | Jacksonville, FL | Canoga Park, CA | SEC-registered investment adviser |
| Prime Capital Financial | Jacksonville, FL | Overland Park, KS | SEC-registered investment adviser |
| Principal Securities, Inc. | Jacksonville, FL | Des Moines, IA | SEC-registered investment adviser |
| Prosperity Capital Advisors | Jacksonville, FL | Westlake, OH | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Ponte Vedra, FL | Minneapolis, MN | SEC-registered investment adviser |
| RFG Advisory, LLC | Ponte Vedra, FL | Vestavia Hills, AL | SEC-registered investment adviser |
| Ridgeline Private Wealth | Ponte Vedra, FL | Mesa, AZ | SEC-registered investment adviser |
| Rockefeller Capital Management | Jacksonville Beach, FL | New York, NY | SEC-registered investment adviser |
| Rockpoint | Jacksonville, FL | Boston, MA | SEC-registered investment adviser |
| Rossby Financial, LLC | Fernandia Beach, FL | Melbourne, FL | SEC-registered investment adviser |
| Royal Fund Management, LLC | Jacksonville, FL | Lady Lake, FL | SEC-registered investment adviser |
| Salvus Wealth Management, LLC | Jacksonville, FL | Red Bank, NJ | SEC-registered investment adviser |
| SAX Wealth Advisors, LLC | Ponte Vedra, FL | Parsippany, NJ | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Orange Park, FL | Troy, MI | SEC-registered investment adviser |
| Siguler Guff Advisers LLC | Ponte Vedra Beach, FL | New York, NY | SEC-registered investment adviser |
| Smart Steps Wealth Management LLC | Jacksonville, FL | St. Louis, MO | State-registered investment adviser |
| Sofi Wealth LLC | Jacksonville, FL | San Francisco, CA | SEC-registered investment adviser |
| Solus Alternative Asset Management LP | Ponte Vedra Beach, FL | Summit, NJ | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Jacksonville, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| Strategic Advisers LLC | Jacksonville, FL | Boston, MA | SEC-registered investment adviser |
| Talon LLC | Saint Augustine, FL | San Juan, PR | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Jacksonville, FL | New York, NY | SEC-registered investment adviser |
| The Baldwin Group Wealth Advisors, LLC | Jacksonville, FL | Tampa, FL | SEC-registered investment adviser |
| The Fiduciary Alliance | St. Augustine, FL | Greenville, SC | SEC-registered investment adviser |
| The Mather Group, LLC | Jacksonville, FL | Chicago, IL | SEC-registered investment adviser |
| Thepartners Wealth Management | Jacksonville, FL | Carmel by the Sea, CA | SEC-registered investment adviser |
| Titletown Wealth Management, LLC | Jacksonville, FL | Green Bay, WI | SEC-registered investment adviser |
| TLG Advisors, Inc. | Jacksonville, FL | Summit, NJ | SEC-registered investment adviser |
| Together Planning | Jacksonville, FL | Gainesville, FL | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Jacksonville, FL | Philadelphia, PA | SEC-registered investment adviser |
| Tritonpoint Partners, LLC | Jacksonville, FL | Chevy Chase, MD | SEC-registered investment adviser |
| Tucker Asset Management LLC | St Augustine, FL | Littleton, CO | SEC-registered investment adviser |
| Values First Advisors, Inc. | Ponte Vedra, FL | Johnson City, TN | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Saint Augustine, FL | Woodbury, NY | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Jacksonville, FL | Brentwood, TN | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Jacksonville, FL | Cincinnati, OH | SEC-registered investment adviser |
| Waverly Advisors, LLC | Jacksonville, FL | Birmingham, AL | SEC-registered investment adviser |
| Waycross GP, LLC | Ponte Vedra Beach, FL | Louisville, KY | SEC-registered investment adviser |
| Waycross Partners, LLC | Ponte Vedra Beach, FL | Louisville, KY | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Jacksonville, FL | Plymouth, MN | SEC-registered investment adviser |
| Whitaker-Myers Wealth Managers, Ltd. | Ponte Vedra Beach, FL | Mansfield, OH | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Jacksonville, FL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Rogue Investment Management, LLC | Fernandina Beach, FL | Exempt reporting adviser |
| Whitehawk Capital Partners LP | Ponte Vedra Beach, FL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Jacksonville, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/jacksonville/branch-offices https://advisorcensus.com/advisors/fl/jacksonville/branch-offices