Best Financial Advisors in Jacksonville, FL

Handpicked from 184 vetted & reviewed Financial Planning & Wealth Management firms in the Jacksonville area, explore the top 5 leading options among the selected group of 24 finalists.

Riverplace Capital Management

Riverplace Capital Management

(4)
Retirement Planning, Faqs, Tax Protection
“I am still working full time with retirement several years away, but knowing that my post-career finances are under such steady, wise and vigilant stewardship -- especially in these turbulent times -- allow me to sleep better at night.”
Offers Financing Options
In Business Since 2001
1301 Riverplace Blvd # 2130, Jacksonville, FL
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Financial Solution Advisors

Financial Solution Advisors

(29)
Family Office Services, Accounting Tech, Cloud Accounting
“Our previous CPA referred us to Gunn Chamberlain and were absolutely in wonderful hands with their expertise, speedy responses, and cyber-safe tools to upload documents.”
Accepts Debit, Cash, All Major Credit Cards, Check
Licensed, BBB Rating: A
In Business Since 2017
4350 Pablo Professional Ct, Jacksonville, FL
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369 Financial | Jacksonville Financial Advisors

369 Financial | Jacksonville Financial Advisors

(20)
Investment Management, Tax Planning, Wealth Management
“This has been an incredible learning experience and everyone should give it a try if they're trying to get their finances in order and wanting to get a proper understanding of finance itself.”
Free Initial Consultation
Emergency Services
In Business Since 2020
9424 Baymeadows Rd Unit 250, Jacksonville, FL
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Accounting and Tax - Our Bookkeepers

Accounting and Tax - Our Bookkeepers

(30)
Accountants
“Zoran was awesome quick & accurate with his work.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2018
Offers Financing Options
13500 Beach Blvd #45, Jacksonville, FL
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Freyman CPA

Freyman CPA

(28)
  • Knowledge
  • Meeting
  • The Future
“He not only fought to identify every possible deduction, but he also sought out to educate and inform me of what everything was and how to make taxes and finances much more simple and effective in years to come.”
Transparent Fees & Pricing
In Business Since 2009
450-106, State Rd 13 #121, Jacksonville, FL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Postillion Tax Consultants

Postillion Tax Consultants

(29)
Insurance, Plans For Business Owners, Financial Planning
“Over the last two decades, he has consistently provided excellent service that is light years better than the run of the mill, franchise, tax service companies that are everywhere.”
Accepts Cash
In Business Since 2009
324 6th Ave N, Jacksonville Beach, FL 32250
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Paragon Wealth Strategies

Paragon Wealth Strategies

(1)
“I reached out to this group in need of some advice and even though we weren't the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit.”
Accepts All Major Credit Cards
Remote Consultations Available
Licensed
In Business Since 2011
10245 Centurion Pkwy N #106, Jacksonville, FL
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French Capital Management

French Capital Management

(9)
  • Company
“French was intelligent, personable and patient with me.”
Emergency Services
In Business Since 2019
13080 Silver Oak Dr, Jacksonville, FL
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Davis Capital Management

Davis Capital Management

(14)
Educational Seminars, Community Engagement, Educational Speaker
“Troy and the folks at Davis Capital Management are the go to resource for my family when it comes to financial advisors in the Jacksonville marketplace.”
In Business Since 2011
4788 Hodges Blvd #201, Jacksonville, FL
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Jax Wealth Advisors

Jax Wealth Advisors

(4)
Independent Advice, Financial Planning, What's Your Strategy?
“Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense.”
Accepts Check
Licensed
In Business Since 2016
3840 Belfort Rd suite 103, Jacksonville, FL
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Monakey & Co., Cpas

Monakey & Co., Cpas

(4)
Tax Services, Business Services, Services For Individuals
“I have been going to monakey for years.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
12443 San Jose Blvd #301, Jacksonville, FL
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Wolf Retirement Navigation

Wolf Retirement Navigation

(2)
Insurance Planning, Investment Management, Retirement Planning
“Interview with Adam before selecting advisor”
Licensed, BBB Rating: A+
In Business Since 2019
4230 Pablo Professional Ct #101, Jacksonville, FL
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Nuventure Financial Group

Nuventure Financial Group

(15)
  • Questions
  • Understanding
  • Meetings
“I highly recommend that anyone in need of an advisor or are not happy with their current advisor make an appointment to sit down and talk with Bob, Chris or Jenna”
In Business Since 2019
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL
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Mainwaring Accounting and Tax Services

Mainwaring Accounting and Tax Services

(3)
“Jim is very personable and does a great job of making sure he gets everything he needs from you to minimize your burden.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
Free Initial Consultation
12939 Winthrop Cove Dr, Jacksonville, FL
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Powerhouse Anchor Management Consulting

Powerhouse Anchor Management Consulting

(10)
Company Registration & Formation, Strategy, Forensic Accounting & Fraud Prevention
“In addition to my accounting needs PAMC has assisted me with strategic planning for my business which has given me a specific plan with goals for our future.”
In Business Since 2007
6620 Southpoint Dr S Suite 511, Jacksonville, FL
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Trustwell Financial Advisors

Trustwell Financial Advisors

(6)
Financial Planning, Investment Management
“We have been working with Chris Daunhauer for several years and we are very pleased with his work and his careful attention to our specific needs and requirements.”
Transparent Fees & Pricing
In Business Since 1996
8825 Perimeter Park Blvd #304, Jacksonville, FL
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Vidal CPA

Vidal CPA

(1)
Tax Preparation, Elder Care, Internal Controls
“Friendly and knowledgeable!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
1015 Atlantic Terrace, Jacksonville, FL
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Patrick & Raines Cpas

Patrick & Raines Cpas

(9)
Lawn Maintenance
“She stated clearly what she needed and once the info was provided she completely understood everything and asked least amount of additional information.”
Remote Consultations Available
In Business Since 1986
4029 Atlantic Blvd, Jacksonville, FL
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Roy Miller & Associates

Roy Miller & Associates

(1)
“Great people who provide excellent service and provide peace of mind.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1980
Free Initial Consultation
8834 Goodby's Executive Dr #6, Jacksonville, FL
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Direct Tax Services

Direct Tax Services

(9)
Accounting Services, Retirement Planning, Business Tax Returns
“I've done my taxes here a few times as an independent contractor and W-2 employee...”
In Business Since 2007
1871 University Blvd S, Jacksonville, FL
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Namey Financial Group

Namey Financial Group

(11)
  • Business
  • Family
“He has supported me with both insurance and investments advice through various stages of my life including when I was a single guy, got married, bought my first house, had children, invested in a start up business and many years later when I sold the...”
In Business Since 2006
12842 Ellis Island Dr, Jacksonville, FL
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Southeast Executive Coaching

Southeast Executive Coaching

(11)
  • Life
  • Goals
“Although my needs might be different than others who might be looking for assistance in this area, I am confident in my recommendation of Jacksonville Executive Coaching and Vicky Sydorowicz.”
In Business Since 2018
6817 Southpoint Pkwy, Jacksonville, FL
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Toams Financial

Toams Financial

(10)
  • Investments
“As a single woman she makes the very best moves for my investments and makes sound and solid investments for me that will show growth as well and decisions that help me sleep well at night!”
Licensed
In Business Since 2021
1901 University Blvd W, Jacksonville, FL
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Imagine Financial Security

Imagine Financial Security

(6)
Income Distribution, Young Families & Professionals, Tax Optimization
“In addition to outlining a number of scenarios for retirement, Kevin also helped us plan for our daughters college saving fund as well as provided excellent advice on estate planning and insurance.”
CFP Certified
In Business Since 2020
12574 Flagler Center Blvd Suite 101, Jacksonville, FL
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Retirement Planning and Investment Management Services in Jacksonville, FL Cost Estimates

Minimum cost
$1247
Maximum cost
$10594
National Average
$3739
Avg Per Hour Rates
$374
$2493
$6855
Typical price range is based on 302 cost profiles
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Average Cost $3739
Minimum cost $1247
Maximum cost $10594
Avg Per Hour Rates $374

Typical range $2493 to $6855 is based on 302 cost profiles.

Why these companies made our list

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