Skip to main content
Market Standing · 2026
The most transparent firms in Jacksonville.
149 scored firmsTop 5 recognizedfidelon.com/markets/jacksonville-fl
1IA-only92Arank within Top 5; below the 80 standard
2IA-only91.1Arank within Top 5; below the 80 standard
3IA-only$1.5M91ARecognized · Top 5
4IA-only90.8Arank within Top 5; below the 80 standard
5IA-only90.2Arank within Top 5; below the 80 standard
6IA-only$186M89.7A
7IA-only$182M89.5A
8IA-only89.4A
9
Covingtonalsina
CRD 326810
IA-only$283M89.2A
10IA-only$794M89.1A
11IA-only$139M89.1A
12IA-only$500K89.1A
13
Hk Funds
CRD 338583
IA-only$6.8M89.1A
14IA-only$107M89.1A
15IA-only$5.2M89A
16
Crespo Capital
CRD 285294
IA-only$26.6M88.5A
17IA-only$46.1M88.3A
18IA-only88.3A
19IA-only$354M88.2A
20IA-only$116M88.1A
21IA-only$626M88.1A
22IA-only$292M87.9B+
23IA-only$21.1M87.7B+
24IA-only$534M87.7B+
25IA-only$159M87.6B+
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 Financial Advisory Firms in Jacksonville | Fidelon — Fidelon