Company lists · Data refreshed September 2026

Top 25 Financial planning companies based in Jacksonville, United States

Name: Financial planning companies based in Jacksonville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 78 companies tracked

RevenueBase identified 78 financial planning companies headquartered in Jacksonville, United States as of September 2026 and tracks 343 professional contacts across them, including 138 with verified work emails. New York is the largest hub.

This list covers financial planning companies 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 19, 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 19, 2026 86% judged on-target in blind review

78Companies

343Contacts tracked

138Verified emails

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The 25 largest financial planning companies based in Jacksonville, United States

Ranked by team size

Top 25 of 78 financial planning companies based in Jacksonville, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning companies: 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	Aegis Consulting Group, LLC	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial evidence “At Aegis, we provide advanced financial advice and services throughout the country.” Source: RevenueBase Database · checked Sep 19, 2026
2	Gryphon Wealth	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “An independent advisory practice with an intelligent and collaborative approach to investing and wealth planning.” Source: RevenueBase Database · checked Sep 19, 2026
3	Stratton & Company	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “We are a conservative financial services company located in the Jacksonville, FL area.” Source: RevenueBase Database · checked Sep 19, 2026
4	Nuventure Financial Group	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 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 19, 2026
5	First Coast Financial Group	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “First Coast Financial Group, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
6	Gravity Financial	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 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 19, 2026
7	Capital Analysts Of Jacksonville	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Strong evidence “Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
8	Jacksonville Wealth Management	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
9	Montoya Financial Strategies	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	201-500	8 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
10	The Harbor Group	Indirect evidence	Jacksonville, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
11	Trustwell Financial Advisors	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “We are independent, fee-only fiduciaries offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 19, 2026
12	Revision Wealth Management	Indirect evidence	Jacksonville, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to…” Source: RevenueBase Database · checked Sep 19, 2026
13	Riverplace Capital Management	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Riverplace Capital is an award-winning wealth management and family office services firm based in Jacksonville that has built our reputation on providing honest and effective…” Source: RevenueBase Database · checked Sep 19, 2026
14	Davis Capital Management LLC	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Davis Capital Management is a fiduciary wealth management firm located in Jacksonville, Florida which is committed to customer service, governed by ethics, and driven by results.” Source: RevenueBase Database · checked Sep 19, 2026
15	Life Planning Partners INC	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients.” Source: RevenueBase Database · checked Sep 19, 2026
16	Toams Financial	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “We provide comprehensive financial planning services tailored to the wants and needs of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
17	Imagine Financial Security	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “We are a fee only, fiduciary financial advisor specializing in retirement planning, tax optimization and investment management.” Source: RevenueBase Database · checked Sep 19, 2026
18	Wolf Retirement Navigation	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Wolf Retirement Navigation is an independent broad-spectrum financial advisory firm built upon the premise of maintaining a client-centered approach.” Source: RevenueBase Database · checked Sep 19, 2026
19	RFW Wealth Advisors	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong 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 19, 2026
20	Madden Advisory Services, INC	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We at Madden Advisory Services, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
21	Gold Tree Financial, INC	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Gold Tree Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns.” Source: RevenueBase Database · checked Sep 19, 2026
22	DS Drelich & Associates	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Our Story D.S.” Source: RevenueBase Database · checked Sep 19, 2026
23	Strivus Wealth Partners	Strong evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “We provide comprehensive financial planning and investment management services to individuals and families seeking to integrate their dreams, goals, and values with their…” Source: RevenueBase Database · checked Sep 19, 2026
24	St. Johns Asset Management	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “At St.” Source: RevenueBase Database · checked Sep 19, 2026
25	Upchurch & Corn Advisors	Indirect evidence	Jacksonville, United StatesHQ checked Sep 19, 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 19, 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: financial planning companies. 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 financial planning companies.
Partial evidence: Its own public description names part of financial planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning companies. 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 78 financial planning companies based in Jacksonville, United States

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Financial planning companies based in Jacksonville, United States at a glance

As of Sep 19, 2026

40.2%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

509.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 78 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 financial planning companies, 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 “financial planning companies”. 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 financial planning companies), 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 financial planning companies, 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, 138 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 19, 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.

Financial planning companies 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 financial planning companies, 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 financial planning companies are there based in Jacksonville, United States?

RevenueBase identified 78 financial planning companies 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?

Aegis Consulting Group, LLC, headquartered in Jacksonville, tops this list with the largest team on record.

Which city has the most financial planning companies?

New York leads with 397 headquartered companies, followed by Atlanta (261) and Houston (257).

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 138 verified decision-maker contacts tracked across these 78 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 19, 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 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.