Company lists · Data refreshed September 2026

Top 21 Investment firms based in Jacksonville, United States

Name: Investment 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 4, 2026 39 companies tracked

RevenueBase identified 39 investment firms headquartered in Jacksonville, United States as of September 2026 and tracks 182 professional contacts across them, including 68 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

39Companies

182Contacts tracked

68Verified emails

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The 21 largest investment firms based in Jacksonville, United States

Ranked by team size

Top 21 of 39 investment firms based in Jacksonville, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Nuventure Financial GroupIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	15
	“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: company website · checked Sep 4, 2026
2	First Coast Financial GroupIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	11-50	12
	“First Coast Financial Group, Inc.” Source: company website · checked Sep 4, 2026
3	Gravity FinancialIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	11-50	12
	“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: company website · checked Sep 4, 2026
4	Capital Analysts Of JacksonvilleIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	10
	“Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Source: company website · checked Sep 4, 2026
5	Timucuan Asset ManagementStrong evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	10
	“Timucuan Asset Management is a private investment firm headquartered in Jacksonville, Florida.” Source: company website · checked Sep 4, 2026
6	Jacksonville Wealth ManagementStrong evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	8
	“At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners.” Source: company website · checked Sep 4, 2026
7	Revision Wealth ManagementIndirect evidence	Jacksonville, United StatesHQ checked Sep 4, 2026	11-50	7
	“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: company website · checked Sep 4, 2026
8	Riverplace Capital ManagementIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	6
	“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: company website · checked Sep 4, 2026
9	N.G. Wade Investment CompanyIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	5
	“N.G.” Source: company website · checked Sep 4, 2026
10	RFW Wealth AdvisorsStrong evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	11-50	5
	“RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy.” Source: company website · checked Sep 4, 2026
11	Augustine Asset ManagementIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	4
	“Augustine manages portfolios with a high standard of diligence and prudence, where clients benefit from our experience investing across the full range of global capital markets.” Source: company website · checked Sep 4, 2026
12	Upchurch & Corn AdvisorsStrong evidence	Jacksonville, United StatesHQ checked Sep 4, 2026	1-10	3
	“Advisory Services offered through Headland Capital, LLC dba Upchurch & Corn Advisors ("UPCO"), an Investment Adviser registered with the U.S.” Source: company website · checked Sep 4, 2026
13	St. Johns Asset ManagementIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	3
	“At St.” Source: company website · checked Sep 4, 2026
14	Sanchez Wealth Management Group, LLCIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	“Sanchez Wealth Management Group, LLC's mission is to provide our clients proactive wealth management and communications, superior service, and individualized, comprehensive…” Source: company website · checked Sep 4, 2026
15	Riverside Wealth PartnersIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	“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: company website · checked Sep 4, 2026
16	Advantis Wealth PartnersIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	“Advantis Wealth Partners believe relationships are the key to long-term success.” Source: company website · checked Sep 4, 2026
17	Petros Financial Group, A JL Smith CompanyIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	2
	“Financial planning company headquartered in Jacksonville, Florida.” Source: company website · checked Sep 4, 2026
18	Tusk Financial PlanningStrong evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	“At Tusk Financial Planning, we provide comprehensive financial planning and investment management for military service members, women and families, and retirees / pre-retirees in…” Source: company website · checked Sep 4, 2026
19	Barnett Wealth AdvisorsIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	“Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA).” Source: company website · checked Sep 4, 2026
20	Axiom Investment ConsultingIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	“Wealth management services focused on mid-career professionals balancing the need to save for retirement, education and savings.” Source: company website · checked Sep 4, 2026
21	Water Street Capital FloridaIndirect evidence	Jacksonville, FL, United StatesHQ checked Sep 4, 2026	1-10	1
	Source: company website · checked Sep 4, 2026

Showing 21 of 39 investment firms based in Jacksonville, United States

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Investment firms based in Jacksonville, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Jacksonville, over 39 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 68 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 4, 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.

Investment firms by metro in the United States

Frequently asked

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

RevenueBase identified 39 investment 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?

Nuventure Financial Group, headquartered in Jacksonville, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 68 verified decision-maker contacts tracked across these 39 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 4, 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.