Company lists · Data refreshed September 2026

Top 25 Finance consulting firms based in Jacksonville, United States

Name: Finance consulting firms based in Jacksonville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 43 companies tracked

RevenueBase identified 43 finance consulting firms headquartered in Jacksonville, United States as of September 2026 and tracks 268 professional contacts across them, including 128 with verified work emails. Across the United States, New York is the largest hub for this category (535 companies); Jacksonville has 43.

This list covers finance consulting firms headquartered in Jacksonville, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

43Companies

268Contacts tracked

128Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest finance consulting firms based in Jacksonville, United States

Ranked by team size

Top 25 of 43 finance consulting firms based in Jacksonville, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to finance consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Quaestor Advisors	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	78 contacts →
	Indirect evidence “Quaestor Advisors provides a return enhancing service to its clients through disciplined compliance, risk management and value-added capabilities to global investments across…” Source: RevenueBase Database · checked Sep 28, 2026
2	Aegis Consulting Group, LLC	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “At Aegis, we provide advanced financial advice and services throughout the country.” Source: RevenueBase Database · checked Sep 28, 2026
3	Nuventure Financial Group	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	13 contacts →
	Partial evidence “NuVenture Financial Group is driven to glorify and honor God by pursuing opportunities that utilize each of our unique abilities, talents and life experiences.” Source: RevenueBase Database · checked Sep 28, 2026
4	H2 Advisors	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “At H2 Advisors, our goal is to improve our clients’ business all around with practical strategies and valuable insight.” Source: RevenueBase Database · checked Sep 28, 2026
5	Gravity Financial	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Each of our clients has a unique story to tell and we take the time up front to get to know you as well as your financial needs.” Source: RevenueBase Database · checked Sep 28, 2026
6	Capital Analysts Of Jacksonville	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Partial evidence “Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
7	Jbcf Business Solutions	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Unveiling Opportunities, Crafting Success At JBCF Business Solutions, we pride ourselves on being more than just a consultancy firm.” Source: RevenueBase Database · checked Sep 28, 2026
8	Ironclad Accounting & Finance	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Ironclad AF equips business operators with actionable financial insights.” Source: RevenueBase Database · checked Sep 28, 2026
9	RFW Wealth Advisors	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.” Source: RevenueBase Database · checked Sep 28, 2026
10	Proactive Strategies	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “ProActive Strategies supports clients in many industries including Aerospace, Truck Manufacturing, Logistics, Automotive, Extrusion Manufacturing, Insurance & Underwriting…” Source: RevenueBase Database · checked Sep 28, 2026
11	St. Johns Asset Management	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “At St.” Source: RevenueBase Database · checked Sep 28, 2026
12	Upchurch & Corn Advisors	Indirect evidence	Jacksonville, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Advisory Services offered through Headland Capital, LLC dba Upchurch & Corn Advisors ("UPCO"), an Investment Adviser registered with the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
13	Riverside Wealth Partners	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Your Trusted Guide Toward Financial Success At Riverside Wealth Partners, we draw inspiration from the serene flow of rivers and the steady guidance of channel markers.” Source: RevenueBase Database · checked Sep 28, 2026
14	The Prism Group Of North Florida, INC	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Our team's combined experience, credentials, and knowledge of a wide range of products and services allow our firm to provide top-quality, cost-effective financial strategies that…” Source: RevenueBase Database · checked Sep 28, 2026
15	The Pincomb Group	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “The Pincomb Group engages in a rigorous process for understanding our clients’ objectives, evaluating their existing business operations, assessing their market opportunity and…” Source: RevenueBase Database · checked Sep 28, 2026
16	Freedom Financial Institute	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Freedom Financial Institute, LLC is a premier consulting and financial education firm dedicated to providing high-quality services to businesses, corporations, government…” Source: RevenueBase Database · checked Sep 28, 2026
17	The Inman Company	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “For over forty years, the professionals at The Inman Company have served as trusted advisors to hundreds of private companies and family businesses.” Source: RevenueBase Database · checked Sep 28, 2026
18	Tennant & Russell, LLC	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Facilitating Growth & Focus in a Changing World.” Source: RevenueBase Database · checked Sep 28, 2026
19	Woman To Woman Financial	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: RevenueBase Database · checked Sep 28, 2026
20	Trubasa	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “We help small businesses stop flying blind, and start growing with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
21	Wilbrecht Consulting	Indirect evidence	Jacksonville, OR, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
22	Barnett Wealth Advisors	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA).” Source: RevenueBase Database · checked Sep 28, 2026
23	Frus Capital, LLC	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “FRUS Capital LLC is a unique finance and management consulting practice.” Source: RevenueBase Database · checked Sep 28, 2026
24	Abel Wealth Management, LLC	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Our comprehensive financial analysis of your assets, liabilities, cash flow, investment strategy and more helps you identify a clear path to a prosperous future for you and your…” Source: RevenueBase Database · checked Sep 28, 2026
25	Southeast Executive Coaching	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: finance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names finance consulting firms.
Partial evidence: Its own public description names part of finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name finance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 43 finance consulting firms based in Jacksonville, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 128 reachable decision-makers.

Free signup · no credit card

View the full list →

Finance consulting firms based in Jacksonville, United States at a glance

As of Sep 28, 2026

47.8%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Jacksonville, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among finance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Jacksonville, United States whose own description of what they do matches “finance consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names finance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among finance consulting firms, and records with no verified work email. Companies headquartered outside Jacksonville are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 128 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Finance consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names finance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many finance consulting firms are there based in Jacksonville, United States?

RevenueBase identified 43 finance consulting firms headquartered in Jacksonville, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Quaestor Advisors, headquartered in Jacksonville, tops this list with the largest team on record.

Which city in the United States has the most finance consulting firms?

New York leads the United States with 535 headquartered companies, followed by Chicago (194) and Houston (190). Jacksonville has 43.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 128 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 43 finance consulting firms based in Jacksonville, United States. Start with a free account, no credit card.

Download this list →

Related lists

Finance consulting firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.