#1 Covingtonalsina
COVINGTONALSINA, LLC
Based in Jacksonville, FL
Call (904) 449-7326Retirement Plan Advisors in Duval County, FL
The top-ranked retirement plan advisors serving Duval County, FL are Covingtonalsina, Fortress Wealth Planning and Intrepid Capital Management Inc. We list 12 retirement plan advisors serving Duval County, FL. 12 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Duval County, FL. 12 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Duval County
#2 Fortress Wealth Planning
FORTRESS WEALTH PLANNING, LLCBased in Jacksonville Beach, FLCall (904) 301-4545 · Website#3 Intrepid Capital Management Inc
INTREPID CAPITAL MANAGEMENT INCBased in Jacksonville Beach, FLCall (904) 246-3433 · Website#4 Life Planning Partners, Inc.
LIFE PLANNING PARTNERS, INC.Based in Jacksonville, FLCall (904) 448-5158 · Website#5 Madden Advisory Services, Inc.
MADDEN ADVISORY SERVICES, INC.Based in Jacksonville, FLCall (904) 296-1127 · Website#6 Nesteggs, Inc.
NESTEGGS RETIREMENT PLAN SERVICES, INC.Based in Jacksonville, FLCall (904) 348-3131 · Website#7 Schaffer & Company Asset Management, Inc.
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.Based in Jacksonville, FLCall (585) 563-8626 · Website#8 Camarda Wealth Advisory Group
CAMARDA FINANCIAL ADVISORS , LLCServes this area from Fleming Island, FL (15 mi)Call (904) 278-1177 · Website#9 B&c Financial Advisors
BUTENSKY & COHEN FINANCIAL SECURITY INCServes this area from Palm Valley, FL (17 mi)Call (904) 273-9850 · Website#10 Anderson Financial Partners, Inc.
ANDERSON FINANCIAL PARTNERS, INC.Serves this area from Palm Valley, FL (17 mi)Call (904) 280-8995 · Website
2 more providers serving this area
- Vigil Wealth Management, LLC, Palm Valley, FL (19 mi)
- Parable Wealth Advisors, St. Augustine Beach, FL (40 mi)
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Frequently asked questions
How many retirement plan advisors serve Duval County?
We list 12 retirement plan advisors serving Duval County, FL: 7 based there and 5 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Duval County?
The top-ranked retirement plan advisors serving Duval County, FL are Covingtonalsina, Fortress Wealth Planning, Intrepid Capital Management Inc, Life Planning Partners, Inc. and Madden Advisory Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Duval County are verified against official records?
10 of the top 10 match an active official record: Covingtonalsina (U.S. Securities and Exchange Commission), Fortress Wealth Planning (U.S. Securities and Exchange Commission), Intrepid Capital Management Inc (U.S. Securities and Exchange Commission), Life Planning Partners, Inc. (U.S. Securities and Exchange Commission) and Madden Advisory Services, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Duval County
Communities served
Jacksonville Beach, Atlantic Beach, Neptune Beach, Baldwin