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Top RIA Firms in Jacksonville, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Jacksonville, Florida. This hub covers 28 matching firms with $13.0B in total reported AUM and median AUM of $275.1M.
Firms
28
Matching current profiles
Total AUM
$13.0B
Reported regulatory AUM
Median AUM
$275.1M
Across firms with AUM
Largest firm
$3.8B
Timucuan Asset Management INC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Timucuan Asset Management INC CRD 105899 · Corporation | JACKSONVILLE, FL | $3.8B Mar 2026 | -$53.3M-1.4% | +$598.3M+18.7% | +$1.6B+75.9% | +$3.1B+443.7% | +1 employees+11.1% over 3Y | +36 accounts+6.2% over 3Y |
| 2. Water Street Capital, INC. CRD 158133 · Corporation | JACKSONVILLE, FL | $1.4B Mar 2026 | -$281.5M-16.6% | -$312.4M-18.1% | -$218.0M-13.3% | -$3.2B-69.0% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 3. Nesteggs, INC. CRD 133507 · Corporation | JACKSONVILLE, FL | $911.3M Feb 2026 | +$427.1M+88.2% | +$532.7M+140.7% | +$661.7M+265.2% | +$770.5M+547.2% | +15 employees+107.1% over 3Y | +362 accounts+91.2% over 3Y |
| 4. Augustine Asset Management INC CRD 105801 · Corporation | JACKSONVILLE, FL | $783.3M Mar 2026 | +$306.2M+64.2% | +$368.3M+88.7% | +$435.7M+125.4% | +$534.5M+214.8% | +1 employees+14.3% over 3Y | +69 accounts+17.6% over 3Y |
| 5. Sanchez Wealth Management Group, LLC CRD 169274 · Limited Liability Company | JACKSONVILLE, FL | $571.2M Feb 2026 | +$229.1M+66.9% | +$243.0M+74.1% | +$350.5M+158.8% | — | +1 employees+50.0% over 3Y | +531 accounts+54.7% over 3Y |
| 6. Jacksonville Wealth Management CRD 309312 · Limited Liability Company | JACKSONVILLE, FL | $533.5M Feb 2026 | +$98.9M+22.8% | +$266.5M+99.8% | — | — | +3 employees+30.0% over 3Y | +681 accounts+48.2% over 3Y |
| 7. St. Johns Investment Management Company, LLC CRD 169538 · Limited Liability Company | JACKSONVILLE, FL | $374.8M Feb 2026 | +$32.4M+9.4% | +$63.1M+20.2% | +$133.5M+55.3% | — | +2 employees+50.0% over 3Y | +60 accounts+11.0% over 3Y |
| 8. Lynk Capital Management Company, LLC CRD 329038 · Limited Liability Company | JACKSONVILLE, FL | $359.6M Mar 2026 | +$134.4M+59.7% | — | — | +$181.0M+101.4% | -31 employees-83.8% over 1Y | +3 accounts+150.0% over 1Y |
| 9. Life Planning Partners, INC. CRD 129338 · Corporation | JACKSONVILLE, FL | $354.0M Jan 2026 | +$80.2M+29.3% | +$97.7M+38.1% | +$137.1M+63.2% | +$241.0M+213.1% | +3 employees+60.0% over 3Y | +61 accounts+11.7% over 3Y |
| 10. Douglas Capital Management INC CRD 106262 · Corporation | JACKSONVILLE, FL | $295.2M Mar 2026 | +$12.7M+4.5% | +$42.3M+16.7% | +$24.4M+9.0% | +$86.3M+41.3% | 0 employees+0.0% over 3Y | +41 accounts+17.2% over 3Y |
| 11. Madden Advisory Services, INC. CRD 112607 · Corporation | JACKSONVILLE, FL | $291.7M May 2026 | +$33.2M+12.8% | +$113.7M+63.9% | +$132.5M+83.2% | +$101.5M+53.3% | 0 employees+0.0% over 3Y | +173 accounts+25.7% over 3Y |
| 12. The Palmer Knight Company CRD 112983 · Corporation | JACKSONVILLE, FL | $285.4M Mar 2026 | -$10.2M-3.5% | +$73.1M+34.4% | +$106.5M+59.6% | +$217.4M+319.7% | -1 employees-33.3% over 3Y | +27 accounts+9.9% over 3Y |
| 13. Fig Capital Management, LLC CRD 290099 · Limited Liability Company | JACKSONVILLE, FL | $283.0M Mar 2026 | +$85.2M+43.1% | -$45.8M-13.9% | -$4.0M-1.4% | +$108.5M+62.2% | — | -1 accounts-25.0% over 3Y |
| 14. Covingtonalsina CRD 326810 · Limited Liability Company | JACKSONVILLE, FL | $282.9M Apr 2026 | +$93.6M+49.4% | — | — | — | +1 employees+25.0% over 1Y | +142 accounts+12.9% over 1Y |
| 15. Riverplace Capital Management INC CRD 109079 · Corporation | JACKSONVILLE, FL | $267.4M Apr 2026 | +$31.1M+13.1% | +$86.5M+47.8% | +$103.5M+63.2% | +$192.2M+255.7% | -1 employees-14.3% over 3Y | +64 accounts+22.2% over 3Y |
| 16. Trustwell Financial Advisors, LLC CRD 108426 · Limited Liability Company | JACKSONVILLE, FL | $260.8M Mar 2026 | +$42.2M+19.3% | +$123.8M+90.3% | +$150.0M+135.5% | +$197.8M+314.0% | 0 employees+0.0% over 3Y | +100 accounts+10.9% over 3Y |
| 17. Davis Capital Management CRD 149014 · Limited Liability Company | JACKSONVILLE, FL | $259.0M Mar 2026 | +$34.0M+15.1% | +$77.2M+42.5% | +$131.0M+102.3% | +$149.5M+136.5% | 0 employees+0.0% over 3Y | +479 accounts+83.7% over 3Y |
| 18. Gunn & Company Investment Management, INC. CRD 120084 · Corporation | JACKSONVILLE, FL | $213.5M Feb 2026 | +$19.0M+9.8% | +$92.3M+76.1% | +$52.1M+32.3% | +$123.0M+135.9% | +1 employees+25.0% over 3Y | +70 accounts+19.3% over 3Y |
| 19. Img Wealth Management, INC. CRD 285966 · Corporation | JACKSONVILLE, FL | $209.7M Feb 2026 | +$58.3M+38.5% | — | — | +$89.8M+74.9% | 0 employees+0.0% over 1Y | +241 accounts+21.6% over 1Y |
| 20. Financial Independence Advisors, LLC CRD 317193 · Limited Liability Company | JACKSONVILLE, FL | $189.6M Jan 2026 | +$53.9M+39.7% | — | — | +$87.9M+86.4% | +2 employees+33.3% over 1Y | +42 accounts+12.0% over 1Y |
| 21. Allegiance Financial Advisors, INC. CRD 127293 · Corporation | JACKSONVILLE, FL | $181.9M Feb 2026 | +$51.4M+39.3% | +$46.7M+34.5% | +$151.3M+494.0% | +$151.3M+494.0% | 0 employees+0.0% over 3Y | +94 accounts+24.4% over 3Y |
| 22. River City Wealth Management CRD 314312 · Limited Liability Company | JACKSONVILLE, FL | $179.6M Feb 2026 | +$46.0M+34.5% | +$64.7M+56.2% | — | +$56.7M+46.1% | 0 employees+0.0% over 3Y | +98 accounts+36.4% over 3Y |
| 23. St. Nicholas Private Asset Management, INC. CRD 132500 · Corporation | JACKSONVILLE, FL | $151.0M Mar 2026 | -$1.0M-0.7% | +$48.6M+47.5% | +$45.3M+42.8% | +$90.7M+150.4% | 0 employees+0.0% over 3Y | +36 accounts+30.0% over 3Y |
| 24. Gullane Capital, LLC CRD 313464 · Limited Liability Company | JACKSONVILLE, FL | $145.3M May 2026 | -$175.6M-54.7% | -$105.1M-42.0% | — | -$270.3M-65.0% | -2 employees-50.0% over 3Y | -9 accounts-40.9% over 3Y |
| 25. Doxara Capital LP CRD 339621 · Limited Partnership | JACKSONVILLE, FL | $125.0M Feb 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.