Same Day · Jacksonville
Same-Day Financial Advisors in Jacksonville, FL
Can't wait a week? These financial advisors in Jacksonville offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Jacksonville, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Team N&L Wealth Builders & Team N&L Wealth Management with a 5.0-star rating from 219 Google reviews and an RNM Score of 88/100. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Jacksonville, FL is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local consumers. When searching for a financial advisor in the area, consumers should consider factors like credentials, fees, and investment philosophy.
- ✓Diverse range of financial advisory firms in Jacksonville, FL
- ✓Services include investment management, retirement planning, and wealth management
- ✓Consumers should research advisor credentials, fees, and investment approach
Best Overall
Jacksonville Wealth Management
Jacksonville Wealth Management stands out as the top-ranked advisor due to its consistent high ratings and reputation for comprehensive financial planning services.
Most Reviewed
Jacksonville Wealth Management
A high number of reviews indicates broad client experience and trust, helping you gauge service reliability and satisfaction.
When choosing a financial advisor in Jacksonville, verify their credentials and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
How to Choose a Financial Advisor in Jacksonville
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Jacksonville area
- • A fiduciary duty to act in your best interest
- • A clear, transparent fee structure
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients in Jacksonville?
Red flags
- ⚠ Pressure to make quick decisions or invest in complex products
- ⚠ Lack of clear communication about fees and services
- ⚠ Unwillingness to provide references or disclose disciplinary actions
In Florida, financial advisors must be licensed as either a Registered Investment Advisor (RIA) or a broker-dealer representative. Be sure to verify their licensing and registration with the Florida Office of Financial Regulation.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
39
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from over 200 Google reviews in Jacksonville.
11512 Lake Mead Ave UNIT 101, Jacksonville, FL 32256, USAJacksonville's top-rated financial advisor with a perfect 5.0★ from nearly 200 reviews.
9250 Baymeadows Rd Suite 120, Jacksonville, FL 32256, USAEarned a perfect 5.0-star rating from 56 Google reviews in Jacksonville.
1 E Independent Dr #201, Jacksonville, FL 32202, USAFinancial 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 | First Coast Financial Group7406 Fullerton St UNIT 102, Jacksonville, FL 32256, USA | 5.0★ | 20 |
| #5 | Jacksonville Wealth Management8075 Gate Pkwy W STE 101, Jacksonville, FL 32216, USA | 4.9★ | 10 |
| #6 | Woman To Woman Financial6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216, USA | 5.0★ | 24 |
| #7 | Strivus Wealth Partners1538 The Greens Way #105, Jacksonville Beach, FL 32250, USA | 5.0★ | 2 |
| #8 | Riverside Wealth Advisors - Jacksonville Office10151 Deerwood Park Blvd Building 200, Suite 101, Jacksonville, FL 32256, USA | 5.0★ | 2 |
| #9 | Cohen Wealth Advisory301 W Bay St Suite 1424, Jacksonville, FL 32202, USA | 5.0★ | 10 |
| #10 | Atlantic Edge Private Wealth Management, LLC200 W Forsyth St Suite 1020, Jacksonville, FL 32202, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Jacksonville
5.0★ from 20 Google reviews, reflecting exceptional client trust in Jacksonville.
7406 Fullerton St UNIT 102, Jacksonville, FL 32256, USA
Boasting a stellar 4.9-star rating from 10 reviews, this Jacksonville financial advisor is highly regarded.
8075 Gate Pkwy W STE 101, Jacksonville, FL 32216, USA
Trusted Jacksonville financial advisor with a perfect 5.0★ rating from 24 reviews.
6620 Southpoint Dr N Ste. 500, Jacksonville, FL 32216, USA
1538 The Greens Way #105, Jacksonville Beach, FL 32250, USA
10151 Deerwood Park Blvd Building 200, Suite 101, Jacksonville, FL 32256, USA
Boasts a perfect 5.0-star rating from 10 Google reviews in Jacksonville.
301 W Bay St Suite 1424, Jacksonville, FL 32202, USA
Consistently rated 5.0 stars from 7 reviews by clients in Jacksonville.
200 W Forsyth St Suite 1020, Jacksonville, FL 32202, USA
Earned a flawless 5.0-star rating from four Google reviews.
5200 Belfort Rd #410, Jacksonville, FL 32256, USA
Earns a perfect 5.0-star rating from its first four Google reviews.
3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Exceptional 4.8-star rating from 25 Google reviews in Jacksonville, FL.
4788 Hodges Blvd STE 201, Jacksonville, FL 32224, USA
Earns a flawless 5.0-star rating from 8 Google reviews in Jacksonville.
8825 Perimeter Park Blvd STE 304, Jacksonville, FL 32216, USA
Earning a perfect 5.0-star rating from 26 reviews in Jacksonville.
9428 Baymeadows Rd STE 502, Jacksonville, FL 32256, USA
A 5.0-star rating from 12 Google reviews highlights trusted local financial guidance.
1431 Riverplace Blvd # 910, Jacksonville, FL 32207, USA
Trusted by 65 clients with a stellar 4.9-star average rating.
10151 Deerwood Park Blvd Bldg 100, Suite 120, Jacksonville, FL 32256, USA
A trusted Jacksonville financial advisor with a 4.2-star rating from 17 reviews.
1901 University Blvd W, Jacksonville, FL 32207, USA
Get Free Quotes
We'll connect you with the top financial advisors in Jacksonville, FL.
Financial Advisors in Jacksonville, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Team N&L Wealth Builders & Team N&L Wealth Management | 88/100 | 5.0 ★ | 219 |
| 2 | KMS Financial Group | 87/100 | 5.0 ★ | 195 |
| 3 | Florida Financial Advisors | 80/100 | 5.0 ★ | 56 |
| 4 | First Coast Financial Group | 75/100 | 5.0 ★ | 20 |
| 5 | Jacksonville Wealth Management | 70/100 | 4.9 ★ | 10 |
| 6 | Woman To Woman Financial | 76/100 | 5.0 ★ | 24 |
| 7 | Strivus Wealth Partners | 64/100 | 5.0 ★ | 2 |
| 8 | Riverside Wealth Advisors - Jacksonville Office | 64/100 | 5.0 ★ | 2 |
| 9 | Cohen Wealth Advisory | 71/100 | 5.0 ★ | 10 |
| 10 | Atlantic Edge Private Wealth Management, LLC | 70/100 | 5.0 ★ | 7 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Jacksonville to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: June 10, 2026.
More Home Services in Jacksonville
Related Searches
More ways to find financial advisors in Jacksonville
Financial Advisors in nearby cities