RIAs in Jacksonville Beach, Florida
Explore 8 RIAs headquartered in Jacksonville Beach, with $10.7B in combined reported AUM.
RIAs8Headquartered here
Total AUM$10.7BReported regulatory AUM
Total Employees129Reported by these RIAs
% of Total State AUM0.2%% Of total State AUM Reported
All RIAs in Jacksonville Beach
8 RIAsShowing 1–8 of 8 RIAs
Warren Equity Partners Manager, L.P.
JACKSONVILLE BEACH, FLReported AUM$6.1B
Employees67
56.6% of city AUMView RIA ↗
Intrepid Capital Management Inc
JACKSONVILLE BEACH, FLReported AUM$1.6B
Employees16
15.1% of city AUMView RIA ↗
Ullmann Wealth Partners
JACKSONVILLE BEACH, FLReported AUM$1.3B
Employees13
11.7% of city AUMView RIA ↗
Fortress Wealth Planning
JACKSONVILLE BEACH, FLReported AUM$793.9M
Employees7
7.4% of city AUMView RIA ↗
Dubin Clark
JACKSONVILLE BEACH, FLReported AUM$425.2M
Employees17
4.0% of city AUMView RIA ↗
Palm Valley Capital Management
JACKSONVILLE BEACH, FLReported AUM$281.6M
Employees2
2.6% of city AUMView RIA ↗
Strivus Wealth Partners LLC
JACKSONVILLE BEACH, FLReported AUM$159.1M
Employees4
1.5% of city AUMView RIA ↗
Lionsbridge Wealth Management LLC
JACKSONVILLE BEACH, FLReported AUM$122.4M
Employees3
1.1% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.