Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Jacksonville, United States

Name: Personal finance advisors based in Jacksonville, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 48 companies tracked

RevenueBase identified 48 company matches for personal finance advisors associated with Jacksonville, United States as of September 2026 and tracks 178 professional contacts across them, including 84 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Jacksonville has 48.

This list covers company matches for personal finance advisors 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 September 20, 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 Sep 20, 2026 How this list was built

48Companies

178Contacts tracked

84Verified emails

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The 25 largest personal finance advisors based in Jacksonville, United States

Ranked by team size

Top 25 of 48 company matches for personal finance advisors based in Jacksonville, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Aegis Consulting Group, LLC	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	11-50	33 contacts →
	Exact match “At Aegis, we provide advanced financial advice and services throughout the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Gravity Financial	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	11-50	12 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 · Sep 20, 2026 · View company records in RevenueBase
3	Capital Analysts Of Jacksonville	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Capital Analysts of Jacksonville is a fee-based financial planning and wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Jacksonville Wealth Management	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	8 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 · Sep 20, 2026 · View company records in RevenueBase
5	Montoya Financial Strategies	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	201-500	8 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 · Sep 20, 2026 · View company records in RevenueBase
6	Life Planning Partners INC	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Toams Financial	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We provide comprehensive financial planning services tailored to the wants and needs of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Wolf Retirement Navigation	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 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 · Sep 20, 2026 · View company records in RevenueBase
9	RFW Wealth Advisors	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	11-50	5 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 · Sep 20, 2026 · View company records in RevenueBase
10	Madden Advisory Services, INC	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We at Madden Advisory Services, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Gold Tree Financial, INC	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 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 · Sep 20, 2026 · View company records in RevenueBase
12	DS Drelich & Associates	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our Story D.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	St. Johns Asset Management	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At St.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Spark Wealth Advisors	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Providing clarity and confidence with tech-forward financial planning!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Riverside Wealth Partners	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 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 · Sep 20, 2026 · View company records in RevenueBase
16	The Prism Group Of North Florida, INC	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 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 · Sep 20, 2026 · View company records in RevenueBase
17	Contemporary Financial Planning	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Contemporary Financial Planning is not your typical financial planning and investment management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Woman To Woman Financial	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Petros Financial Group, A JL Smith Company	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial planning company headquartered in Jacksonville, Florida.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Money 1st Financial	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	51-200	1 contacts →
	Exact match “MONEY 1ST FINANCIAL has been quietly disrupting the personal financial management industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Privileged Planning INC	Exact match	Jacksonville, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “The content provided is for educational purposes only.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	HCP Wealth Planning	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Do you hope to make work optional before age 65?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Barnett Wealth Advisors	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 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 · Sep 20, 2026 · View company records in RevenueBase
24	Abel Wealth Management, LLC	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Axiom Investment Consulting	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 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 · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal finance advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 48 personal finance advisors based in Jacksonville, United States

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Personal finance advisors based in Jacksonville, United States at a glance

As of Sep 20, 2026

47.2%Verified-email coverage

3.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 48 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 “personal finance advisors” 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 84 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 September 20, 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.

Personal finance advisors 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 “personal finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance advisors are there based in Jacksonville, United States?

RevenueBase identified 48 company matches for personal finance advisors associated with Jacksonville, United States as of September 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 personal finance advisors?

New York leads the United States with 215 company records, followed by Atlanta (148) and Houston (148). Jacksonville has 48.

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 84 professional contacts with verified work emails tracked across these 48 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 September 20, 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.