Florida · 2 advisers
Financial Advisors in Fernandina Beach, Florida
Looking for a financial advisor in Fernandina Beach, Florida? Falists indexes 2 SEC-registered and state-registered investment advisers in Fernandina Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $51.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$51.5M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fernandina Beach
Ranked by AUM · Fees, team & specialties at a glance
SENTINEL ADVISORY CORP
Fernandina Beach, FL
AUM
$51.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
508-732-6762
More cities in Florida
Common questions
- How many financial advisors are in Fernandina Beach, Florida?
- 2 registered investment advisers are listed in our Fernandina Beach directory, sourced from public SEC filings.
- What types of advisors are in Fernandina Beach?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Fernandina Beach?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.