Rialytix insights

Top RIA Firms in Jacksonville Beach, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Jacksonville Beach, Florida. This hub covers 7 matching firms with $10.0B in total reported AUM and median AUM of $425.2M.

Firms

Matching current profiles

Total AUM

$10.0B

Reported regulatory AUM

Median AUM

$425.2M

Across firms with AUM

Largest firm

$6.1B

Warren Equity Partners Manager, L.p.

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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. Warren Equity Partners Manager, L.p. CRD 295903 · Limited Partnership	JACKSONVILLE BEACH, FL	$6.1B Mar 2026	+$1.5B+33.1%	+$4.1B+209.4%	+$5.6B+1171.9%	+$5.6B+1288.9%	+39 employees+139.3% over 3Y	+15 accounts+65.2% over 3Y
2. Intrepid Capital Management INC CRD 108516 · Corporation	JACKSONVILLE BEACH, FL	$1.6B May 2026	+$435.4M+36.6%	+$1.0B+175.1%	+$1.2B+279.5%	+$392.3M+31.9%	-1 employees-5.9% over 3Y	+331 accounts+96.8% over 3Y
3. Ullmann Wealth Partners CRD 316697 · Limited Liability Company	JACKSONVILLE BEACH, FL	$1.3B Mar 2026	+$179.7M+16.7%	+$488.9M+63.9%	—	—	+2 employees+18.2% over 3Y	+633 accounts+65.1% over 3Y
4. Dubin Clark CRD 282733 · Corporation	JACKSONVILLE BEACH, FL	$425.2M Mar 2026	+$22.5M+5.6%	-$83.4M-16.4%	+$112.6M+36.0%	+$295.0M+226.6%	0 employees+0.0% over 3Y	+3 accounts+14.3% over 3Y
5. Palm Valley Capital Management CRD 299896 · Limited Liability Company	JACKSONVILLE BEACH, FL	$281.6M Jan 2026	+$313.3K+0.1%	+$62.0M+28.2%	+$241.7M+605.9%	—	0 employees+0.0% over 3Y	+4 accounts+57.1% over 3Y
6. Strivus Wealth Partners LLC CRD 173580 · Limited Liability Company	JACKSONVILLE BEACH, FL	$159.1M Mar 2026	+$19.8M+14.2%	—	—	+$19.8M+14.2%	0 employees+0.0% over 1Y	+63 accounts+13.0% over 1Y
7. Lionsbridge Wealth Management LLC CRD 149019 · Limited Liability Company	JACKSONVILLE BEACH, FL	$122.4M Apr 2026	-$9.8M-7.4%	+$2.3M+1.9%	-$2.5M-2.0%	+$57.4M+88.3%	0 employees+0.0% over 3Y	-26 accounts-12.1% over 3Y

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.