Company lists · Data refreshed October 2026

Top 23 Financial advisory firms for manufacturers based in Jacksonville, United States

RevenueBase identified 33 company matches for financial advisory firms for manufacturers associated with Jacksonville, United States as of October 2026 and tracks 185 professional contacts across them, including 81 with verified work emails. Across the United States, New York is the largest hub for this category (231 companies); Jacksonville has 33.

This list covers company matches for financial advisory firms for manufacturers associated with Jacksonville, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built
33Companies
185Contacts tracked
81Verified emails
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The 23 largest financial advisory firms for manufacturers based in Jacksonville, United States

Ranked by team size
Top 23 of 33 company matches for financial advisory firms for manufacturers based in Jacksonville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 202611-5038 contacts →

Exact match

“At Aegis, we provide advanced financial advice and services throughout the country.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-1015 contacts →

Exact match

“At BCI Wealth & Asset Management, we help affluent and accomplished professionals reach their personal and business financial goals.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 202611-5013 contacts →

Exact match

“First Coast Financial Group, Inc.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-1012 contacts →

Exact match

“Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 202611-5012 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-108 contacts →

Exact match

“At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 2026201-5008 contacts →

Exact match

“Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin Krystyn Sherman Partners (BKS-Partners) that specializes in wealth management…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-107 contacts →

Exact match

“We provide comprehensive financial planning services tailored to the wants and needs of our clients.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-105 contacts →

Exact match

“We at Madden Advisory Services, Inc.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-105 contacts →

Exact match

“Wolf Retirement Navigation is an independent broad-spectrum financial advisory firm built upon the premise of maintaining a client-centered approach.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 202611-505 contacts →

Exact match

“RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“At St.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“Our Story D.S.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-104 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-103 contacts →

Exact match

“Advantis Wealth Partners believe relationships are the key to long-term success.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“PARAGON.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-102 contacts →

Exact match

“Financial planning company headquartered in Jacksonville, Florida.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchJacksonville, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“The content provided is for educational purposes only.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“At Mainstay Capital, our mission is to provide exceptional financial planning and advisory services to individuals and families in the technology and healthcare industries.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA).”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchJacksonville, FL, United StatesHQ recorded Oct 12, 20261-101 contacts →

Exact match

“Wealth management services focused on mid-career professionals balancing the need to save for retirement, education and savings.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 23 of 33 financial advisory firms for manufacturers based in Jacksonville, United States

See the full list, filter by size, metro and specialty, and access 81 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory firms for manufacturers based in Jacksonville, United States at a glance

As of Oct 12, 2026
43.8%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
4
201-500
1

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 33 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Jacksonville, United States whose business descriptions match “financial advisory firms for manufacturers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 81 professional contacts with verified work emails across the full matched dataset. 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 October 12, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Financial advisory firms for manufacturers by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisory firms for manufacturers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory firms for manufacturers are there based in Jacksonville, United States?

RevenueBase identified 33 company matches for financial advisory firms for manufacturers associated with Jacksonville, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Aegis Consulting Group, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial advisory firms for manufacturers?

New York leads the United States with 231 company records, followed by Houston (141) and Atlanta (131). Jacksonville has 33.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 81 professional contacts with verified work emails tracked across these 33 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.

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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 SmartSearch, 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.