4.5+ Stars · Jacksonville
Highly Rated Financial Advisors in Jacksonville, FL
Only the best make this list. These financial advisors in Jacksonville have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Jacksonville, FL by verified customer ratings and review volume. The highest-rated is Team N&L Wealth Builders & Team N&L Wealth Management with a 5.0-star rating from 219 verified reviews. Also in the top tier: KMS Financial Group and Florida Financial Advisors. The average rating across all listed financial advisors in Jacksonville is 4.9 stars from 39 reviews per business on average.
Financial advisors in Jacksonville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
39
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Team N&L Wealth Builders & Team N&L Wealth Management
11512 Lake Mead Ave UNIT 101, Jacksonville, FL 32256, USA
KMS Financial Group
9250 Baymeadows Rd Suite 120, Jacksonville, FL 32256, USA
Florida Financial Advisors
1 E Independent Dr #201, Jacksonville, FL 32202, USA
Financial Advisors Rankings in Jacksonville, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Team N&L Wealth Builders & Team N&L Wealth Management11512 Lake Mead Ave UNIT 101, Jacksonville, FL 32256, USA | 5.0★ | 219 |
| #2 | KMS Financial Group9250 Baymeadows Rd Suite 120, Jacksonville, FL 32256, USA | 5.0★ | 195 |
| #3 | Florida Financial Advisors1 E Independent Dr #201, Jacksonville, FL 32202, USA | 5.0★ | 56 |
| #4 | Jacksonville Wealth Management8075 Gate Pkwy W STE 101, Jacksonville, FL 32216, USA | 4.9★ | 10 |
| #5 | First Coast Financial Group7406 Fullerton St UNIT 102, Jacksonville, FL 32256, USA | 5.0★ | 20 |
| #6 | 369 Financial9428 Baymeadows Rd STE 502, Jacksonville, FL 32256, USA | 5.0★ | 26 |
| #7 | InVestra Financial Services1431 Riverplace Blvd # 910, Jacksonville, FL 32207, USA | 5.0★ | 12 |
| #8 | NuVenture Financial Group10151 Deerwood Park Blvd Bldg 100, Suite 120, Jacksonville, FL 32256, USA | 4.9★ | 65 |
| #9 | Jax Wealth Advisors3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA | 5.0★ | 4 |
| #10 | Madden Advisory Services, Inc.5200 Belfort Rd #410, Jacksonville, FL 32256, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Jacksonville
Jacksonville Wealth Management
8075 Gate Pkwy W STE 101, Jacksonville, FL 32216, USA
First Coast Financial Group
7406 Fullerton St UNIT 102, Jacksonville, FL 32256, USA
369 Financial
9428 Baymeadows Rd STE 502, Jacksonville, FL 32256, USA
InVestra Financial Services
1431 Riverplace Blvd # 910, Jacksonville, FL 32207, USA
NuVenture Financial Group
10151 Deerwood Park Blvd Bldg 100, Suite 120, Jacksonville, FL 32256, USA
Jax Wealth Advisors
3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Madden Advisory Services, Inc.
5200 Belfort Rd #410, Jacksonville, FL 32256, USA
Woman To Woman Financial
6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216, USA
Cohen Wealth Advisory
301 W Bay St Suite 1424, Jacksonville, FL 32202, USA
Strivus Wealth Partners
1538 The Greens Way #105, Jacksonville Beach, FL 32250, USA
TOAMS Financial
1901 University Blvd W, Jacksonville, FL 32207, USA
Atlantic Edge Private Wealth Management, LLC
200 W Forsyth St Suite 1020, Jacksonville, FL 32202, USA
Riverside Wealth Advisors - Jacksonville Office
10151 Deerwood Park Blvd Building 200, Suite 101, Jacksonville, FL 32256, USA
TrustWell Financial Advisors
8825 Perimeter Park Blvd STE 304, Jacksonville, FL 32216, USA
Davis Capital Management
4788 Hodges Blvd STE 201, Jacksonville, FL 32224, USA
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Frequently Asked Questions — Financial Advisors in Jacksonville
What is a fiduciary financial advisor and why does it matter in Jacksonville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Jacksonville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Jacksonville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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