#1Covingtonalsina
COVINGTONALSINA, LLC
Based in Jacksonville, FL
Retirement Plan Advisors in Jacksonville, FL
The top-ranked retirement plan advisors serving Jacksonville, FL are Covingtonalsina, Life Planning Partners, Inc. and Madden Advisory Services, Inc.. We list 12 retirement plan advisors serving Jacksonville, 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 Jacksonville, FL (Duval County). 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 Jacksonville
#2Life Planning Partners, Inc.
LIFE PLANNING PARTNERS, INC.Based in Jacksonville, FL#3Madden Advisory Services, Inc.
MADDEN ADVISORY SERVICES, INC.Based in Jacksonville, FL#4Nesteggs, Inc.
NESTEGGS RETIREMENT PLAN SERVICES, INC.Based in Jacksonville, FL#5Schaffer & Company Asset Management, Inc.
SCHAFFER & COMPANY ASSET MANAGEMENT, INC.Based in Jacksonville, FL#6Camarda Wealth Advisory Group
CAMARDA FINANCIAL ADVISORS , LLCServes this area from Fleming Island, FL (15 mi)#7Fortress Wealth Planning
FORTRESS WEALTH PLANNING, LLCServes this area from Jacksonville Beach, FL (17 mi)#8Intrepid Capital Management Inc
INTREPID CAPITAL MANAGEMENT INCServes this area from Jacksonville Beach, FL (17 mi)#9B&c Financial Advisors
BUTENSKY & COHEN FINANCIAL SECURITY INCServes this area from Palm Valley, FL (17 mi)#10Anderson Financial Partners, Inc.
ANDERSON FINANCIAL PARTNERS, INC.Serves this area from Palm Valley, FL (18 mi)
2 more providers serving this area
- Vigil Wealth Management, LLC, Palm Valley, FL (19 mi)
- Parable Wealth Advisors, St. Augustine Beach, FL (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Jacksonville?
We list 12 retirement plan advisors serving Jacksonville, FL: 5 based there and 7 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 Jacksonville?
The top-ranked retirement plan advisors serving Jacksonville, FL are Covingtonalsina, Life Planning Partners, Inc., Madden Advisory Services, Inc., Nesteggs, Inc. and Schaffer & Company Asset Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jacksonville are verified against official records?
10 of the top 10 match an active official record: Covingtonalsina (U.S. Securities and Exchange Commission), Life Planning Partners, Inc. (U.S. Securities and Exchange Commission), Madden Advisory Services, Inc. (U.S. Securities and Exchange Commission), Nesteggs, Inc. (U.S. Securities and Exchange Commission) and Schaffer & Company Asset Management, 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 .