Market Standing · 2026
The most transparent firms in Jacksonville.
149 scored firmsTop 5 recognizedfidelon.com/markets/jacksonville-fl
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.
Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.
Top advisers in Jacksonville
Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.
- 1JOSHUA ANWAR ALISign in to view — freeFORTRESS WEALTH PLANNING · Jacksonville Beach, FL
- 2MATTHEW BOYD COCHRANSign in to view — freeATLANTIC EDGE PRIVATE WEALTH MANAGEMENT · Jacksonville, FL
- 3JUDSON THOMAS MALLINISign in to view — freeTOGETHER PLANNING · Jacksonville, FL
- 4JOEY R BANGHARTSign in to view — freeCJC WEALTH MANAGEMENT · Jacksonville, FL
- 5JEFFREY EMMANUEL BERNARDOSign in to view — freeAUGUSTINE ASSET MANAGEMENT INC · Jacksonville, FL
- 6KAITLYN Pandzik WeatherlySign in to view — freeATLANTIC EDGE PRIVATE WEALTH MANAGEMENT · Jacksonville, FL
- 7JAMES VICTOR THOMPSON JR.Sign in to view — freeBULWARK CAPITAL CORPORATION · Fernandina Beach, FL
- 8MICHAEL GERARD SKOWFOESign in to view — freeFORTRESS WEALTH PLANNING · Ponte Vedra Beach, FL
- 9ADAM SEAN DRAKESign in to view — freeHIGHLAND INVESTMENT ADVISORS LLC · Ponte Vedra, FL
- 10MATTHEW BRIAN BISHOP SRSign in to view — freeBULL & BEAR CAPITAL ADVISORS, LLC · Jacksonville, FL