# Financial advisors for high-net-worth individuals in Jacksonville, FL

> Find financial advisors in Jacksonville, FL who work with high-net-worth individuals. AdvisorCensus lists 78 investment advisory firms with a principal office in the Jacksonville metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/jacksonville/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 78
- Registration: SEC-registered investment adviser: 50, State-registered investment adviser: 28
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 41 (53%); Percentage of assets 77 (99%); Hourly charges 39 (50%); Fixed fees 46 (59%); Performance-based fees 5 (6%); Other 3 (4%)
- Regulatory assets under management (Item 5.F): Under $25 million 10 (13%); $25 million to $100 million 18 (23%); $100 million to $500 million 36 (46%); $500 million to $1 billion 7 (9%); $1 billion to $5 billion 7 (9%)
- Years registered: Under 5 years 25 (32%); 5 to 9 years 23 (29%); 10 to 19 years 14 (18%); 20 years or more 16 (21%)

## Firms (page 1 of 2, 1 to 50 of 78, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Achieving Veritas LLC](https://advisorcensus.com/firm/achieving-veritas-llc-st-augustine-fl-327170) ([md](https://advisorcensus.com/firm/achieving-veritas-llc-st-augustine-fl-327170.md)) | 327170 | St. Augustine, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Allegiance Financial Advisors, Inc.](https://advisorcensus.com/firm/allegiance-financial-advisors-inc-jacksonville-fl-127293) ([md](https://advisorcensus.com/firm/allegiance-financial-advisors-inc-jacksonville-fl-127293.md)) | 127293 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Anderson Financial Partners, Inc.](https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641) ([md](https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641.md)) | 126641 | Ponte Vedra, FL | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Arthurs Wealth Management](https://advisorcensus.com/firm/arthurs-wealth-management-ponte-vedra-beach-fl-305342) ([md](https://advisorcensus.com/firm/arthurs-wealth-management-ponte-vedra-beach-fl-305342.md)) | 305342 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Augustine Asset Management Inc](https://advisorcensus.com/firm/augustine-asset-management-inc-jacksonville-fl-105801) ([md](https://advisorcensus.com/firm/augustine-asset-management-inc-jacksonville-fl-105801.md)) | 105801 | Jacksonville, FL | SEC-registered investment adviser | $500 million to $1 billion | 41 | % of assets |
| [B&C Financial Advisors](https://advisorcensus.com/firm/b-and-c-financial-advisors-ponte-vedra-beach-fl-110295) ([md](https://advisorcensus.com/firm/b-and-c-financial-advisors-ponte-vedra-beach-fl-110295.md)) | 110295 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets, Hourly, Fixed fee |
| [Black Cypress Capital](https://advisorcensus.com/firm/black-cypress-capital-ponte-vedra-beach-fl-151100) ([md](https://advisorcensus.com/firm/black-cypress-capital-ponte-vedra-beach-fl-151100.md)) | 151100 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Bluefin Investment Management, LLC](https://advisorcensus.com/firm/bluefin-investment-management-llc-ponte-vedra-beach-fl-149904) ([md](https://advisorcensus.com/firm/bluefin-investment-management-llc-ponte-vedra-beach-fl-149904.md)) | 149904 | Ponte Vedra Beach, FL | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Bowen, Hanes & Co Inc](https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153) ([md](https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153.md)) | 105153 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 46 | % of assets |
| [Caleo Capital N.A. LLC](https://advisorcensus.com/firm/caleo-capital-n-a-llc-ponte-vedra-fl-308542) ([md](https://advisorcensus.com/firm/caleo-capital-n-a-llc-ponte-vedra-fl-308542.md)) | 308542 | Ponte Vedra, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Camarda Wealth Advisory Group](https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784) ([md](https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784.md)) | 113784 | Fleming Island, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Capital Asset Advisory, Inc.](https://advisorcensus.com/firm/capital-asset-advisory-inc-jacksonville-fl-125685) ([md](https://advisorcensus.com/firm/capital-asset-advisory-inc-jacksonville-fl-125685.md)) | 125685 | Jacksonville, FL | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Certified Planning Services, LLC](https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667) ([md](https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667.md)) | 290667 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Cogent Independent Advisors, Inc.](https://advisorcensus.com/firm/cogent-independent-advisors-inc-st-augustine-fl-161659) ([md](https://advisorcensus.com/firm/cogent-independent-advisors-inc-st-augustine-fl-161659.md)) | 161659 | St Augustine, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Contemporary Financial Planning](https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869) ([md](https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869.md)) | 314869 | Jacksonville, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Coral Reef Advisors LLC](https://advisorcensus.com/firm/coral-reef-advisors-llc-ponte-vedra-beach-fl-328929) ([md](https://advisorcensus.com/firm/coral-reef-advisors-llc-ponte-vedra-beach-fl-328929.md)) | 328929 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Covingtonalsina](https://advisorcensus.com/firm/covingtonalsina-jacksonville-fl-326810) ([md](https://advisorcensus.com/firm/covingtonalsina-jacksonville-fl-326810.md)) | 326810 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [D2 Capital Management](https://advisorcensus.com/firm/d2-capital-management-jacksonville-fl-156362) ([md](https://advisorcensus.com/firm/d2-capital-management-jacksonville-fl-156362.md)) | 156362 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Performance fee |
| [Davis Capital Management](https://advisorcensus.com/firm/davis-capital-management-jacksonville-fl-149014) ([md](https://advisorcensus.com/firm/davis-capital-management-jacksonville-fl-149014.md)) | 149014 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Diablo Investment Advisors, LLC](https://advisorcensus.com/firm/diablo-investment-advisors-llc-ponte-vedra-beach-fl-148139) ([md](https://advisorcensus.com/firm/diablo-investment-advisors-llc-ponte-vedra-beach-fl-148139.md)) | 148139 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Dignum ET Justum](https://advisorcensus.com/firm/dignum-et-justum-saint-augustine-fl-342404) ([md](https://advisorcensus.com/firm/dignum-et-justum-saint-augustine-fl-342404.md)) | 342404 | Saint Augustine, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Disciplined Equity Management, Inc.](https://advisorcensus.com/firm/disciplined-equity-management-inc-neptune-beach-fl-129436) ([md](https://advisorcensus.com/firm/disciplined-equity-management-inc-neptune-beach-fl-129436.md)) | 129436 | Neptune Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets |
| [Douglas Capital Management Inc](https://advisorcensus.com/firm/douglas-capital-management-inc-jacksonville-fl-106262) ([md](https://advisorcensus.com/firm/douglas-capital-management-inc-jacksonville-fl-106262.md)) | 106262 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 51 | % of assets |
| [Financial Independence Advisors, LLC](https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193) ([md](https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193.md)) | 317193 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Flood Tide Financial LLC](https://advisorcensus.com/firm/flood-tide-financial-llc-jacksonville-beach-fl-298924) ([md](https://advisorcensus.com/firm/flood-tide-financial-llc-jacksonville-beach-fl-298924.md)) | 298924 | Jacksonville Beach, FL | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Formation Wealth Management](https://advisorcensus.com/firm/formation-wealth-management-ponte-vedra-beach-fl-285001) ([md](https://advisorcensus.com/firm/formation-wealth-management-ponte-vedra-beach-fl-285001.md)) | 285001 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly |
| [Forrest Investment Management, Inc.](https://advisorcensus.com/firm/forrest-investment-management-inc-jacksonville-fl-141879) ([md](https://advisorcensus.com/firm/forrest-investment-management-inc-jacksonville-fl-141879.md)) | 141879 | Jacksonville, FL | State-registered investment adviser | $25 million to $100 million | 33 | % of assets |
| [Fortress Wealth Planning](https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618) ([md](https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618.md)) | 307618 | Jacksonville Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Gryphon Wealth](https://advisorcensus.com/firm/gryphon-wealth-jacksonville-fl-339969) ([md](https://advisorcensus.com/firm/gryphon-wealth-jacksonville-fl-339969.md)) | 339969 | Jacksonville, FL | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Gunn & Company Investment Management, Inc.](https://advisorcensus.com/firm/gunn-and-company-investment-management-inc-jacksonville-fl-120084) ([md](https://advisorcensus.com/firm/gunn-and-company-investment-management-inc-jacksonville-fl-120084.md)) | 120084 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Heritage Financial Advisory, LLC](https://advisorcensus.com/firm/heritage-financial-advisory-llc-jacksonville-fl-315898) ([md](https://advisorcensus.com/firm/heritage-financial-advisory-llc-jacksonville-fl-315898.md)) | 315898 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Highland Investment Advisors LLC](https://advisorcensus.com/firm/highland-investment-advisors-llc-ponte-vedra-fl-141694) ([md](https://advisorcensus.com/firm/highland-investment-advisors-llc-ponte-vedra-fl-141694.md)) | 141694 | Ponte Vedra, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [IMG Wealth Management, Inc.](https://advisorcensus.com/firm/img-wealth-management-inc-jacksonville-fl-285966) ([md](https://advisorcensus.com/firm/img-wealth-management-inc-jacksonville-fl-285966.md)) | 285966 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Intellicapital Advisors LLC](https://advisorcensus.com/firm/intellicapital-advisors-llc-ponte-vedra-fl-316908) ([md](https://advisorcensus.com/firm/intellicapital-advisors-llc-ponte-vedra-fl-316908.md)) | 316908 | Ponte Vedra, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Intrepid Capital Management Inc](https://advisorcensus.com/firm/intrepid-capital-management-inc-jacksonville-beach-fl-108516) ([md](https://advisorcensus.com/firm/intrepid-capital-management-inc-jacksonville-beach-fl-108516.md)) | 108516 | Jacksonville Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Hourly, Fixed fee, Performance fee |
| [Jacksonville Wealth Management](https://advisorcensus.com/firm/jacksonville-wealth-management-jacksonville-fl-309312) ([md](https://advisorcensus.com/firm/jacksonville-wealth-management-jacksonville-fl-309312.md)) | 309312 | Jacksonville, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [JLP Investments](https://advisorcensus.com/firm/jlp-investments-jacksonville-fl-330948) ([md](https://advisorcensus.com/firm/jlp-investments-jacksonville-fl-330948.md)) | 330948 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Klein Wealth Management, LLC](https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078) ([md](https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078.md)) | 307078 | Saint Johns, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Liberty Advisory Group, Inc.](https://advisorcensus.com/firm/liberty-advisory-group-inc-ponte-vedra-beach-fl-334164) ([md](https://advisorcensus.com/firm/liberty-advisory-group-inc-ponte-vedra-beach-fl-334164.md)) | 334164 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Life Planning Partners, Inc.](https://advisorcensus.com/firm/life-planning-partners-inc-jacksonville-fl-129338) ([md](https://advisorcensus.com/firm/life-planning-partners-inc-jacksonville-fl-129338.md)) | 129338 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | Hourly, Fixed fee |
| [Lighthouse Retirement](https://advisorcensus.com/firm/lighthouse-retirement-ponte-vedra-fl-147403) ([md](https://advisorcensus.com/firm/lighthouse-retirement-ponte-vedra-fl-147403.md)) | 147403 | Ponte Vedra, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Lionsbridge Wealth Management LLC](https://advisorcensus.com/firm/lionsbridge-wealth-management-llc-jacksonville-beach-fl-149019) ([md](https://advisorcensus.com/firm/lionsbridge-wealth-management-llc-jacksonville-beach-fl-149019.md)) | 149019 | Jacksonville Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Madden Advisory Services, Inc.](https://advisorcensus.com/firm/madden-advisory-services-inc-jacksonville-fl-112607) ([md](https://advisorcensus.com/firm/madden-advisory-services-inc-jacksonville-fl-112607.md)) | 112607 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Marchand Faries Financial Management, Inc.](https://advisorcensus.com/firm/marchand-faries-financial-management-inc-keystone-heights-fl-107813) ([md](https://advisorcensus.com/firm/marchand-faries-financial-management-inc-keystone-heights-fl-107813.md)) | 107813 | Keystone Heights, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Mash Financial Planning](https://advisorcensus.com/firm/mash-financial-planning-jacksonville-fl-300937) ([md](https://advisorcensus.com/firm/mash-financial-planning-jacksonville-fl-300937.md)) | 300937 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Mooney Financial](https://advisorcensus.com/firm/mooney-financial-jacksonville-beach-fl-332904) ([md](https://advisorcensus.com/firm/mooney-financial-jacksonville-beach-fl-332904.md)) | 332904 | Jacksonville Beach, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [MOS Capital, Inc.](https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612) ([md](https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612.md)) | 109612 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Nesteggs, Inc.](https://advisorcensus.com/firm/nesteggs-inc-jacksonville-fl-133507) ([md](https://advisorcensus.com/firm/nesteggs-inc-jacksonville-fl-133507.md)) | 133507 | Jacksonville, FL | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Oceanus Capital Partners, LLC](https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081) ([md](https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081.md)) | 314081 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Omnitrust Wealth Management, Inc.](https://advisorcensus.com/firm/omnitrust-wealth-management-inc-jacksonville-fl-298025) ([md](https://advisorcensus.com/firm/omnitrust-wealth-management-inc-jacksonville-fl-298025.md)) | 298025 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |

- Next page: https://advisorcensus.com/advisors/fl/jacksonville/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Jacksonville, FL work with high-net-worth individuals?**
78 investment advisory firms with a principal office in the Jacksonville metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Jacksonville, FL?**
AdvisorCensus lists 111 investment advisory firms with a principal office in the Jacksonville metro area, from Form ADV filings as of October 2026: 62 SEC-registered, 43 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Jacksonville, FL?**
47 of the 111 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Jacksonville, FL offer financial planning?**
66 of the 105 firms in Jacksonville, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Jacksonville, FL fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 47 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Fee-only financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/fee-only) (https://advisorcensus.com/advisors/fl/jacksonville/fee-only.md)
- [Flat-fee financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/flat-fee) (https://advisorcensus.com/advisors/fl/jacksonville/flat-fee.md)
- [Hourly financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/hourly) (https://advisorcensus.com/advisors/fl/jacksonville/hourly.md)
- [Financial advisors in Ponte Vedra Beach, FL](https://advisorcensus.com/advisors/fl/jacksonville/ponte-vedra-beach) (https://advisorcensus.com/advisors/fl/jacksonville/ponte-vedra-beach.md)
- [Financial advisors in Jacksonville Beach, FL](https://advisorcensus.com/advisors/fl/jacksonville/jacksonville-beach) (https://advisorcensus.com/advisors/fl/jacksonville/jacksonville-beach.md)
- [Financial advisors in Miami](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Jacksonville, FL: 78 firms from Form ADV filings as of October 2026.