Company lists · Data refreshed September 2026

Top 15 Investment management companies based in Jacksonville, United States

RevenueBase identified 26 investment management companies headquartered in Jacksonville, United States as of September 2026 and tracks 180 professional contacts across them, including 75 with verified work emails. New York is the largest hub.

This list covers investment management 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 20, 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 20, 2026 86% judged on-target in blind review
26Companies
180Contacts tracked
75Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 15 largest investment management companies based in Jacksonville, United States

Ranked by team size
Top 15 of 26 investment management companies based in Jacksonville, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceJacksonville, FL, United StatesHQ checked Sep 20, 202611-5078 contacts →

Strong 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 20, 2026
2Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect 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 20, 2026
3Strong evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-108 contacts →

Strong 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 20, 2026
4Partial evidenceJacksonville, FL, United StatesHQ checked Sep 20, 2026201-5008 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 20, 2026
5Partial evidenceJacksonville, United StatesHQ checked Sep 20, 202611-507 contacts →

Partial 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 20, 2026
6Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“N.G.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceJacksonville, FL, United StatesHQ checked Sep 20, 202611-505 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 20, 2026
10Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“At St.”

Source: RevenueBase Database · checked Sep 20, 2026
11Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect 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 20, 2026
12Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect 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 20, 2026
13Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Financial planning company headquartered in Jacksonville, Florida.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-101 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 20, 2026
15Partial evidenceJacksonville, FL, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026

Showing 15 of 26 investment management companies based in Jacksonville, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 75 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment management companies based in Jacksonville, United States at a glance

As of Sep 20, 2026
41.7%Verified-email coverage
6.9Average contacts per company
1-10Median size (employees)
1088.5%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
21
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 26 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 management 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 “investment management 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 investment management 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 investment management 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, 75 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 20, 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 management 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 investment management 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 investment management companies are there based in Jacksonville, United States?

RevenueBase identified 26 investment management 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?

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

Which city has the most investment management companies?

New York leads with 283 headquartered companies, followed by Chicago (125) and Atlanta (111).

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 75 verified decision-maker contacts tracked across these 26 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 26 investment management companies based in Jacksonville, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.