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
Cash flow / budgeting	211
Approaching retirement	207
General estate planning guidance	202
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	68
Real estate investing	67
Concentrated stock management	66
Divorce financial planning	50
Business ownership considerations	49
Parents	49
General tax planning	44
Debt management	43
Financial Professional	43
Self-Employed	42
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
Doctor or Medical Professional	8
Liquidity event planning	8
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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