Lionsbridge Wealth Management LLC is a small investment advisory firm based out of Jacksonville Beach, FL. With one office, the firm is dedicated to providing expert investment advisory services. Led by a team of three experienced professionals, Lionsbridge Wealth Management LLC manages a total of approximately $40,040,000 in assets under management per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management. While less than 30% of their assets under management are comprised of 401K and individual accounts, Lionsbridge Wealth Management LLC possesses the capability to effectively manage employer funds. All the assets they manage are discretionary, allowing them the flexibility to make informed investment decisions. The firm primarily serves high-net-worth individuals, and their client base includes over 30 individuals with a collective $120,130,000 in assets under management. Lionsbridge Wealth Management LLC takes pride in its team of dedicated professionals, with several of the longest tenured advisors, including Richard Zanghetti, Bradley Ridinger, and Carolyn Ham. Their extensive expertise and commitment to client satisfaction contribute to the firm's strong reputation and success. With a focus on personalized and strategic investment advisory services, Lionsbridge Wealth Management LLC aims to help clients achieve their financial goals and build long-term wealth. Through their comprehensive approach and tailored solutions, they strive to foster lasting relationships built on trust and financial success.

Ullmann Wealth Partners, a prominent investment advisory firm based out of Jacksonville Beach, FL, caters to a diverse clientele, boasting over 180 individual clients and managing assets totaling more than $706,789,000. With two strategically located offices, Ullmann Wealth Partners offers a comprehensive range of financial services to help clients achieve their investment goals. While 401K and individual accounts make up less than 30% of their assets under management, Ullmann Wealth Partners possesses the expertise to effectively manage employer funds. A significant 99% of the assets they oversee are discretionary, enabling them to make informed investment decisions on behalf of their clients. Catering primarily to high net worth individuals, Ullmann Wealth Partners prides itself on providing personalized and tailored investment strategies to meet each client's unique financial objectives. Their team of 11 dedicated professionals includes 6 experienced investment advisors who offer expert guidance and advice. The firm's compensation structure is flexible and diverse, accommodating various client preferences. It includes a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and alignment of interests. Ullmann Wealth Partners stands out in the industry with an average of approximately $117,800,000 in assets under management per investment advisor, aligning closely with the industry average. Notably, the firm boasts several long-tenured advisors, including Caitlin Frederick, Glenn Ullmann, and Carrie King, who bring a wealth of experience and knowledge to the team. As a trusted partner in wealth management, Ullmann Wealth Partners continues to deliver exceptional service and financial expertise, helping clients navigate the complexities of the market and achieve their financial aspirations.

Intrepid Capital Management Inc, a respected investment advisory firm, operates locally from its office in Jacksonville Beach, FL. With a team of 17 professionals, including 10 dedicated investment advisors, the firm offers a wide range of comprehensive financial services. Each investment advisor at Intrepid Capital Management Inc oversees an average of approximately $59,020,000 in assets under management, aligning with industry standards. The firm's compensation structure is multifaceted, incorporating various models such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. Remarkably, 99% of the assets managed by Intrepid Capital Management Inc are discretionary, demonstrating their expertise in making strategic investment decisions on behalf of their clients. Catering to a diverse clientele, the firm manages assets totaling over $590,234,000 for more than 40 individual clients. This underscores their ability to deliver tailored financial solutions that align with their clients' unique goals and objectives. The firm takes pride in the extensive experience and tenure of their advisors, including Amanda Lundy, Daniel Woods, and Mark Travis, who have played pivotal roles in the success of Intrepid Capital Management Inc. With a strong emphasis on personalized service, Intrepid Capital Management Inc aims to foster long-term relationships with their clients. By offering sound financial advice and effective investment strategies, the firm strives to help individuals achieve their financial aspirations and secure their future financial well-being.

Gunn & Company Investment Management, Inc., a small investment advisory firm based in Jacksonville, FL, specializes in providing personalized financial solutions to their clients. With a team of four dedicated professionals, they offer comprehensive investment advisory services to a diverse client base. Led by Susan Hughes and Marshall Gunn, two of the longest-tenured registered advisors with the firm, Gunn & Company Investment Management ensures that their clients receive expert guidance and support. Their team includes two investment advisors who collectively manage approximately $98,660,000 in assets under management, with an average of $49,330,000 per advisor, which aligns with industry standards. Gunn & Company Investment Management has built a reputation for effectively managing a wide range of assets, with over $132,384,000 in assets under management for more than 50 individual clients. While the majority of their assets are managed for high-net-worth individuals, they also possess the expertise to handle employer funds if required. Notably, all the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients. The firm employs a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose a payment arrangement that best suits their needs and aligns with their financial goals. With their deep understanding of the investment landscape and commitment to personalized service, Gunn & Company Investment Management, Inc. continues to deliver tailored solutions that empower their clients to navigate the complexities of the financial markets and achieve their long-term objectives.

Davis Capital Management, based out of Jacksonville, FL, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $181,800,000 in assets under management. With a dedicated team of professionals, they offer personalized investment strategies tailored to meet the unique needs and goals of their clients. As a small firm with a single office, Davis Capital Management has established itself as a trusted partner in the financial industry. They have extensive experience managing assets from employer 401Ks and individual portfolios, reflecting their expertise in this area. The firm takes pride in its discretionary management approach, ensuring that all investment decisions are made with careful consideration and expertise. Davis Capital Management's compensation structure offers various options, including a percentage of assets under management and hourly charges, allowing clients to choose the option that best suits their needs. With a team of five employees, including four dedicated investment advisors, the firm maintains a favorable client-to-advisor ratio. The firm's investment advisors are known for their commitment and longevity. Notable individuals, such as John Murphy, Ronald Heymann, and Troy Davis, have been with the firm for an extensive period, contributing to its success and reputation. With an average of approximately $45,450,000 in assets under management per investment advisor, Davis Capital Management is aligned with the industry average, further highlighting their competence and ability to handle a diverse range of portfolios. Overall, Davis Capital Management stands as a reliable and experienced investment advisory firm, dedicated to assisting clients in achieving their financial objectives while providing excellent service and support.

Sawgrass Asset Management LLC, based out of Ponte Vedra Beach, FL, is a local investment advisory firm specializing in personalized wealth management solutions. With 16 dedicated professionals, including 12 highly skilled investment advisors, the firm offers expert guidance to help clients achieve their financial goals. With an impressive average of approximately $138,140,000 in assets under management per investment advisor, Sawgrass Asset Management LLC surpasses the industry average. Their comprehensive compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, ensuring a flexible and tailored approach to client needs. Sawgrass Asset Management LLC distinguishes itself by its impressive portfolio of over 10 individual clients, entrusted with managing assets totaling over $2,107,977,000. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, providing them with peace of mind and allowing them to focus on other aspects of their lives. With its main office located in Ponte Vedra Beach, Sawgrass Asset Management LLC is deeply rooted in the local community. The firm prides itself on its team of experienced advisors, including long-tenured professionals such as Martin Laprade, Patrick Riley, and David Furfine. Their commitment to building enduring relationships and delivering exceptional service sets them apart in the industry. As a trusted partner, Sawgrass Asset Management LLC is dedicated to helping clients navigate the complexities of the financial markets, providing comprehensive investment strategies tailored to individual needs and aspirations. With their expertise and client-centric approach, they strive to empower clients to make informed decisions and achieve long-term financial success.

Vigil Wealth Management, LLC is a small investment advisory firm based out of Ponte Vedra Beach, FL. With a team of three dedicated employees, they specialize in providing comprehensive investment advisory services. Known for their expertise and commitment to client success, Vigil Wealth Management offers personalized financial solutions tailored to individual needs. With an impressive average of approximately $811,820,000 in assets under management per investment advisor, Vigil Wealth Management stands out in the industry with its high-performance standards. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring that their interests align with their clients' financial goals. Currently, Vigil Wealth Management serves over 120 individual clients, managing assets totaling over $104,791,000. Although 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to effectively handle employer funds. An outstanding 95% of the assets they manage are discretionary, showcasing their expertise in making informed investment decisions on behalf of their clients. Operating from two office locations, Vigil Wealth Management boasts a team of experienced advisors. Among the firm's longest-tenured professionals are Baylee Vigil, Ritesh Upadhyaya, and David Vigil, who contribute their extensive knowledge and years of industry experience to the success of the firm. At Vigil Wealth Management, LLC, clients can expect a dedicated team of professionals focused on providing exceptional investment advisory services, personalized strategies, and a commitment to long-term financial success.

Keyes, Stange & Wooten Wealth Management, LLC is a well-established investment advisory firm located in Palm Coast, FL. With two offices, the company serves a diverse range of clients, primarily focusing on high net worth individuals. Committed to delivering exceptional financial guidance, Keyes, Stange & Wooten Wealth Management, LLC boasts a team of seven highly skilled professionals, four of whom specialize in investment advisory services. As a trusted partner in wealth management, the firm currently manages assets worth an impressive $280,012,000 for over 230 individual clients. With an average of $70,000,000 in assets under management per investment advisor, Keyes, Stange & Wooten Wealth Management, LLC performs at the industry average. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' success. While the majority of their assets under management are discretionary, Keyes, Stange & Wooten Wealth Management, LLC also possesses the expertise to handle employer funds. Although 401K and individual accounts represent less than 30% of their assets, the firm takes pride in providing comprehensive solutions to meet diverse investment needs. Keyes, Stange & Wooten Wealth Management, LLC is distinguished by its team of experienced advisors, including Marcus Wooten, Howard Stange, and Gerald Keyes, who have demonstrated their commitment to client success over the years. With a customer-centric approach and a focus on delivering tailored financial strategies, the firm has earned a reputation for excellence in the industry.

Schrum Private Wealth Management, LLC is a highly regarded investment advisory firm based in Saint Augustine, FL, with a strong presence in the industry. With two offices, the firm is dedicated to providing comprehensive financial solutions to its clients. The team consists of three experienced professionals, all of whom specialize in investment advisory services. Each investment advisor at Schrum Private Wealth Management manages an average of approximately $44,000,000 in assets under management, showcasing their ability to handle substantial portfolios while delivering personalized attention. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment with clients' best interests. While 401Ks and individual accounts account for less than 30% of their assets under management, Schrum Private Wealth Management possesses the expertise to manage employer funds, further expanding their capabilities. The firm's asset management approach is entirely discretionary, enabling them to make informed investment decisions on behalf of their clients. Specializing in serving high-net-worth individuals, Schrum Private Wealth Management manages a majority of their assets for this esteemed client base. Additionally, the firm provides insurance brokerage and agent services, ensuring a comprehensive range of financial solutions to meet their clients' needs. With over 50 individual clients and an impressive $132,010,000 in assets under management, Schrum Private Wealth Management has established itself as a trusted partner in wealth management. The firm's success can be attributed to the expertise and dedication of their longest-tenured advisors, including Owen Schrum, Eric Schrum, and Mary Atkinson, who bring extensive knowledge and experience to the team.

Toams Financial, a small investment advisory firm based out of Jacksonville, FL, is dedicated to providing personalized financial solutions to its clients. With over 900 individual clients and more than $120,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in employer 401Ks and individual portfolios, Toams Financial possesses extensive experience in this space. The firm operates out of a single office in Jacksonville, ensuring a close-knit and focused approach to client relationships. All the assets they manage are handled with discretion, allowing clients to have full confidence in their investment decisions. Toams Financial's compensation structure is flexible and designed to suit their clients' needs. It includes options such as a percentage of assets under management and fixed fees. This tailored approach demonstrates their commitment to providing transparent and client-centered services. Ledora White, Kendal Cann, and Mario Payne are among the longest tenured advisors at Toams Financial, contributing to the firm's strong foundation of expertise. With a team of five dedicated professionals, including three investment advisors, they maintain a high level of personalized attention for each client. As the firm manages an average of approximately $40,000,000 in assets under management per investment advisor, clients benefit from the focused expertise and individualized strategies offered by Toams Financial. With a proven track record and a commitment to client success, Toams Financial continues to build and protect wealth for their diverse and valued clientele.

Madden Advisory Services, Inc. is a small investment advisory firm headquartered in Jacksonville, FL, and boasts an impressive track record in the financial industry. With a single office serving as their base of operations, Madden Advisory Services has established itself as a reliable and trustworthy partner for individuals and employers seeking expert guidance on investment strategies. Led by a dedicated team of professionals, Madden Advisory Services employs five individuals, two of whom specialize in providing comprehensive investment advisory services. Their expertise and commitment to client satisfaction have earned them a reputation for excellence in the industry. Madden Advisory Services manages a considerable amount of assets, averaging approximately $88,970,000 per investment advisor, which aligns with the industry average. Their compensation structure offers flexibility, encompassing various methods such as a percentage of assets under management, hourly charges, and fixed fees. One notable strength of Madden Advisory Services lies in their extensive experience managing employer 401Ks and individual assets, which comprise approximately half of their total assets under management. This expertise positions them as a go-to choice for both employers and individuals seeking professional guidance in this area. The firm operates under a discretionary management approach, ensuring that all assets under their care receive meticulous attention and proactive decision-making. With over 210 individual clients and an impressive $177,947,000 in assets under management, Madden Advisory Services has established a substantial client base. Among the firm's most experienced and trusted advisors are Michael Ellis and Brittany Salman, who have demonstrated their commitment to client success over their long tenures with Madden Advisory Services. Overall, Madden Advisory Services, Inc. combines its industry knowledge, extensive experience, and commitment to client satisfaction to deliver exceptional investment advisory services in the Jacksonville area and beyond.