Ways to browse advisors serving Jacksonville, FL

Pick a specialty or descriptor to browse more advisors serving Jacksonville, FL.

By how they work

Type	Advisors
Large-firm	3,090
Seasoned	855
Flat-fee	838
Independent	348
CFP®-certified	294

By who they serve

Type	Advisors
High-net-worth	412
Baby Boomer	51

Browse by specialty

Find advisors serving Jacksonville, FL who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,975
Active portfolio management	1,709
Tax-loss harvesting	1,234
Mid-Career Professionals	951
Wealth management	792
Charitable giving & philanthropy	754
Executive	738
Retired	622
Retirement income strategy	463
General retirement planning	457
Retirement plans for business owners (SEP, solo 401k)	338
College savings (529s, UTMA, etc.)	224
ESG / Sustainable investing	214
Income planning	212
Approaching retirement	207
General estate planning guidance	202
Cash flow / budgeting	181
Social Security optimization	160
Private / alternative investments	135
Options & derivatives strategies	128
Passive / index investing	106
Retirement withdrawal strategies	93
Attorney	91
Business exit / sale strategy	83
Annuities	72
Real estate investing	67
Concentrated stock management	66
Divorce financial planning	55
Business ownership considerations	49
Parents	49
General tax planning	44
Self-Employed	44
Debt management	43
Financial Professional	43
Multi-generational wealth transfer	39
Women Professionals	28
Business succession planning	22
HENRY (High Earners, Not Rich Yet)	21
Established Professionals	19
Long-term care insurance	14
Married/Couples/Partners	12
Military & Veterans	12
Life insurance needs analysis	9
Tax strategies for small businesses	9
Liquidity event planning	8
Doctor or Medical Professional	7
Educators, Teachers, and Academics	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Values-based investing	7
Business Financial Management	6
LGBTQIA	6
Young Professionals	6

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