Find Top Financial Advisors Near Ponte Vedra Beach, Florida
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Paragon Wealth Strategies, Llc.
Paragon Wealth Strategies, Llc.
Florida, Jacksonville
Paragon Wealth Strategies, LLC. is a reputable investment advisory firm located in Jacksonville, FL. With a team of 10 dedicated professionals, 8 of whom specialize in investment advisory services, the company has established itself as a trusted partner in the financial industry. Drawing from its extensive knowledge and expertise, Paragon Wealth Strategies effectively manages an impressive average of $34,320,000 in assets under management per investment advisor. The firm's compensation structure offers a range of options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. With over 280 individual clients and a remarkable $456,298,000 in assets under management, Paragon Wealth Strategies primarily caters to high net worth individuals, successfully navigating the complexities of their financial portfolios. An area where Paragon Wealth Strategies excels is managing employer 401Ks and individual assets, which collectively contribute to approximately half of their total assets under management. With a wealth of experience in this domain, the firm has cultivated a deep understanding of the unique challenges and opportunities associated with these types of investments. Paragon Wealth Strategies operates locally in Jacksonville, FL, with two convenient office locations. The firm prides itself on its long-tenured advisors, including Michael Mikonis, Michelle Ash, and Jonathan Castle, who bring a wealth of experience and expertise to their clients' financial journeys. Demonstrating their commitment to excellence, Paragon Wealth Strategies manages a staggering 98% of the assets under their care on a discretionary basis, empowering clients with the confidence that their financial well-being is in capable hands.
Rcw Management, Llc
Rcw Management, Llc
Rcw Management, Llc
Florida, Jacksonville
RCW Management, LLC, a reputable investment advisory firm based in Jacksonville, FL, is dedicated to providing comprehensive financial services. With a client base of over 50 individuals and assets under management exceeding $114,967,000, the firm demonstrates its expertise in managing substantial portfolios. Specializing in serving high-net-worth individuals, RCW Management, LLC possesses extensive experience in tailoring investment strategies to meet the unique financial goals of affluent clients. While 401K and individual accounts make up less than 30% of their assets under management, the firm also has the capability to effectively manage employer funds, offering comprehensive solutions to businesses and their employees. With a discretionary management approach, RCW Management, LLC has the autonomy to make strategic investment decisions on behalf of their clients, ensuring optimal performance and growth. This discretionary approach extends to 100% of the assets they manage, reflecting their commitment to actively overseeing and managing clients' investments. Operating from a single office location in Jacksonville, FL, RCW Management, LLC is a small but highly efficient investment advisory firm. The team consists of four dedicated employees, with two professionals offering investment advisory services. The firm's compensation structure is flexible and includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, providing transparency and flexibility to clients. Brian Hughes and Michelle Barron, two of the longest-tenured registered advisors, bring their extensive knowledge and experience to RCW Management, LLC, ensuring clients receive expert guidance and personalized service. With an average of approximately $57,480,000 in assets under management per investment advisor, RCW Management, LLC demonstrates its commitment to delivering exceptional financial solutions to its valued clients.
Gunn & Company Investment Management, Inc.
Gunn & Company Investment Management, Inc.
Florida, Jacksonville
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.
Intrepid Capital Management Inc
Intrepid Capital Management Inc
Intrepid Capital Management Inc
Florida, Jacksonville Beach
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.
Toams Financial
Toams Financial
Florida, Jacksonville
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.
Nesteggs, Inc.
Nesteggs, Inc.
Nesteggs, Inc.
Florida, Jacksonville
NESTEGGS, INC. is a prominent investment advisory firm headquartered in Jacksonville, FL. With a team of 17 skilled professionals, including seven dedicated investment advisors, Nesteggs provides comprehensive financial guidance to a diverse clientele. Boasting an average of $71,080,000 in assets under management per investment advisor, Nesteggs maintains a competitive position within the industry. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with client interests. Nesteggs serves over 170 individual clients, managing a substantial portfolio of assets exceeding $339,861,000. Impressively, 86% of the assets entrusted to Nesteggs are under their discretionary control, signifying a high level of client trust. Nesteggs, Inc. has earned a strong reputation as a trusted local partner in investment advisory services. Their commitment to excellence is reflected in the long-standing tenure of key advisors such as Kevin Cheezum, Robert Slimmon, and Constance Slimmon. With a profound understanding of the Jacksonville financial landscape, Nesteggs leverages their expertise to provide tailored investment strategies and personalized solutions to meet the unique goals and aspirations of each client. Situated in a single office, Nesteggs, Inc. capitalizes on their local presence to foster strong relationships within the community. By combining their extensive industry knowledge, dedication to client success, and a deep-rooted commitment to ethical practices, Nesteggs has become a trusted name in investment advisory services, offering a solid foundation for their clients' financial futures.
River Capital Advisors, Lc
River Capital Advisors, Lc
Florida, Jacksonville
River Capital Advisors, LC is a highly regarded investment advisory firm based out of Jacksonville, FL. With a team of seven dedicated professionals, six of whom specialize in providing top-notch investment advisory services, they have established themselves as leaders in the industry. One of the key factors that sets River Capital Advisors apart is their impressive average of approximately $295,730,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. This demonstrates their expertise and ability to effectively manage substantial portfolios. River Capital Advisors employs a well-rounded compensation structure that includes various types of fees, such as a percentage of assets under management and performance-based fees. This ensures that their interests are aligned with those of their clients, fostering a mutually beneficial relationship. With over 170 individual clients, River Capital Advisors manages an impressive $254,105,000 in assets. Although 401K and individual accounts represent a smaller portion of their assets under management, they possess the capability to effectively handle employer funds as well. Notably, 87% of the assets they manage are discretionary, giving them the flexibility to make informed investment decisions on behalf of their clients. As a local firm, River Capital Advisors takes pride in its roots in Jacksonville, FL, and maintains a single office in the area. The firm boasts a team of experienced advisors, some of whom have been with the company for many years, including Stephen Kyle, Robert Simon, and Edward Schmitzer. Their longevity and commitment to the firm are a testament to the high level of expertise and personalized service that River Capital Advisors provides to their valued clients.
Keyes, Stange & Wooten Wealth Management, Llc
Keyes, Stange & Wooten Wealth Management, Llc
Keyes, Stange & Wooten Wealth Management, Llc
Florida, Palm Coast
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.
St. Johns Investment Management Company, Llc
St. Johns Investment Management Company, Llc
St. Johns Investment Management Company, Llc
Florida, Jacksonville
St. Johns Investment Management Company, LLC, based out of Jacksonville, FL, is a small investment advisory firm dedicated to providing exceptional financial management services. With a total of 5 employees, 4 of whom specialize in investment advisory, the company boasts a team of highly skilled professionals. Their expertise allows them to manage a substantial amount of assets, averaging approximately $631,080,000 per investment advisor, which is significantly higher than the industry average. St. Johns Investment Management Company, LLC offers a comprehensive compensation structure, including various types such as a percentage of assets under management and performance-based fees. With over 110 individual clients, the firm manages an impressive $280,830,000 in assets, primarily catering to high net worth individuals. While 401K and individual accounts make up less than 30% of their assets under management, the company possesses the capability to effectively manage employer funds. Boasting a 100% discretionary asset management approach, St. Johns Investment Management Company, LLC provides personalized and tailored investment strategies to meet the unique needs of their clients. The firm operates out of a single office, utilizing their local presence to build strong relationships with their clientele. Notably, the company is distinguished by its team of experienced advisors. Long-standing professionals such as David Price, Stephanie Price, and Melanie Magners contribute to the firm's success, offering extensive knowledge and expertise in the financial industry. St. Johns Investment Management Company, LLC remains committed to delivering exceptional service and fostering long-term financial growth for their clients.
Madden Advisory Services, Inc.
Madden Advisory Services, Inc.
Madden Advisory Services, Inc.
Florida, Jacksonville
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.
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Davis Capital Management
Davis Capital Management
Florida, Jacksonville
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.
The Palmer Knight Company
The Palmer Knight Company
The Palmer Knight Company
Florida, Jacksonville
The Palmer Knight Company, headquartered in Jacksonville, FL, is a small investment advisory firm with a team of three dedicated employees. Each member of the team specializes in providing comprehensive investment advisory services to a diverse clientele. With an average of $85,380,000 in assets under management per investment advisor, the company maintains an industry-average position. The compensation structure at The Palmer Knight Company encompasses various methods, including a percentage of assets under management and hourly charges. The firm manages a robust portfolio, catering to over 70 individual clients who collectively entrust them with assets totaling more than $212,311,000. Predominantly, these assets belong to high-net-worth individuals, although the firm also manages a portion of 401K and individual accounts, representing less than 30% of their assets under management. As a testament to their expertise, The Palmer Knight Company possesses the capability to manage employer funds alongside their discretionary asset management services. The company operates from a single office location and boasts a distinguished team of advisors, including Stephen Horne, Addison Knight, and Christopher Knight, who have been with the firm for an extended period, contributing to its success. With a strong focus on personalized service and wealth preservation, The Palmer Knight Company remains committed to guiding their clients towards their financial goals. By leveraging their extensive industry knowledge and a comprehensive suite of investment advisory services, the firm continues to establish itself as a trusted partner in wealth management.
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