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Investment Advisors in St. Johns, FL: 2026 rankings

62 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in St. Johns: DLP Capital, RFA Score 73/100; 4.6★ from 35 Google reviews.

  2. 13

    Most-reviewed: Camarda Wealth Advisory Group, 74 Google reviews at 4.6★, the most of 62 ranked; ranked #13.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

62 St. Johns investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 62 rated firms.

Top 10 investment advisors in St. Johns at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in St. Johns at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1DLP Capital734.6★ (35)Saint Augustine, 8 mi away—Top score
2IPX1031: Ted Stefan725.0★ (52)Saint Augustine, 22 mi away——
3A1A Trading Strategies LLC695.0★ (7)Jacksonville, 7 mi awayEvenings—
4Invest With Sean685.0★ (14)Bellair-Meadowbrook Terrace, 18 mi awayEvenings—
5Trading Template, LLC685.0★ (5)Jacksonville, 7 mi awaySat · Evenings—
6Talon Wealth Management674.9★ (57)Saint Augustine, 2 mi away——
7Kira Sikes, BA | maxrev654.9★ (67)Jacksonville, 11 mi awaySat · Sun · Evenings—
8French Capital Management, LLC654.8★ (18)Jacksonville, 9 mi away——
9Davis Capital Management654.8★ (26)Jacksonville, 13 mi away——
10St. Johns Asset Management, LLC655.0★ (23)Jacksonville, 14 mi away——

All 62 investment advisors in St. Johns, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in St. Johns

    #1 DLP Capital

    Based in Saint Augustine, 8 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 35 Google reviews, listed on Google as “Investment company”.

    • 4.6★ from 35 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    405 Golfway W Dr, St. Augustine, FL 32095
    View profile for DLP Capital(800) 350-8061

  2. #2 IPX1031: Ted Stefan

    Based in Saint Augustine, 22 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3505 US-1 #2, St. Augustine, FL 32086
    View profile for IPX1031: Ted Stefan(904) 461-9977

  3. #3 A1A Trading Strategies LLC

    Based in Jacksonville, 7 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 4 AM–8 PM · Sat–Sun closed
    Address
    4263 Losco Rd, Jacksonville, FL 32257
    View profile for A1A Trading Strategies LLC

  4. #4 Invest With Sean

    Based in Bellair-Meadowbrook Terrace, 18 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    View profile for Invest With Sean(678) 231-2462

  5. #5 Trading Template, LLC

    Based in Jacksonville, 7 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Sat 9 AM–7 PM · Sun closed
    Address
    12265 Marbon Estates Ln E, Jacksonville, FL 32223
    View profile for Trading Template, LLC(904) 990-7861

  9. #9 Davis Capital Management

    Based in Jacksonville, 13 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4788 Hodges Blvd Ste 201, Jacksonville, FL 32224
    View profile for Davis Capital Management(904) 223-0510

  19. #19 369 Financial

    Based in Jacksonville, 11 mi away

    62/100RFA Score

    Ranked #19 because of its Google rating and review volume: 5.0★ from 26 Google reviews.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7751 Belfort Pkwy #200, Jacksonville, FL 32256
    View profile for 369 Financial(904) 746-9485

  24. #24 Oxford Advisory Group

    Based in Jacksonville, 3 mi away

    61/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 10 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    13241 Bartram Park Blvd Ste 1401, Jacksonville, FL 32258
    View profile for Oxford Advisory Group(407) 495-2004

  25. #25 Stratton & Company

    Based in Ponte Vedra Beach, 8 mi away

    60/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.4★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    40 Tavernier Dr Suite C, Ponte Vedra Beach, FL 32081
    View profile for Stratton & Company(904) 425-0943

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 62 ranked investment advisors here; the rest are on their profiles.

investment advisors in St. Johns, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Ferreira Wealth Group - Ameriprise Financial Services, LLC604.6★ (11)8 mi
27Edward Jones - Financial Advisor: Michael P McCarthy, CFP®, CHFC ®, RICP ®605.0★ (4)In St. Johns
28Merrill Lynch Wealth Management603.9★ (17)8 mi
29Spark Wealth Advisors595.0★ (11)12 mi
30Fidelity Investments594.0★ (24)13 mi
31Edward Jones - Financial Advisor: Mitch Wright594.4★ (7)5 mi
32Excalibur Financial Services595.0★ (10)12 mi
33Northwestern Mutual Wealth Management Company: St Augustine, Florida594.8★ (16)16 mi
34Arthurs Wealth Management595.0★ (12)15 mi
35TrustWell Financial Advisors595.0★ (9)12 mi
36InVestra Financial Services585.0★ (13)18 mi
37Edward Jones - Financial Advisor: Neal F McDaniel, CFP®584.5★ (8)10 mi
38Edward Jones - Financial Advisor: Ron Barteau, ChFC®|AAMS®585.0★ (3)2 mi
39Charles Schwab583.5★ (31)12 mi
40Clear Financial Strategies, LLC585.0★ (5)8 mi
41DS Drelich & Associates585.0★ (6)12 mi
42Madden Advisory Services, Inc.574.3★ (6)11 mi
43Edward Jones - Financial Advisor: Serena Ostrowsky, CFP®|CRPC™574.3★ (6)13 mi
44Atlantic Edge Private Wealth Management, LLC575.0★ (8)18 mi
45Together Planning Jacksonville565.0★ (4)12 mi
46Charles Schwab563.6★ (16)19 mi
47Sandy Misenheimer - Private Wealth Advisor, Ameriprise Financial Services, LLC564.0★ (4)13 mi
48Fidelity Investments563.4★ (5)13 mi
49Edward Jones - Financial Advisor: David E McDonough, CFP®565.0★ (3)12 mi
50Edward Jones - Financial Advisor: Benjamin Loeb, CFP®555.0★ (3)13 mi

Also serving St. Johns

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving St. Johns
BusinessGoogle ratingDistance
5 Oaks Wealth ManagementIn St. Johns
Brandon M Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC4.5★ (2)13 mi
Caleo Capital USAIn St. Johns
Dawn Alexander - Morgan Stanley5.0★ (2)15 mi
Edward Jones - Financial Advisor: Alex Maceda, CRPC™5.0★ (1)In St. Johns
Edward Jones - Financial Advisor: Chris Hinkle, CFP®5.0★ (2)17 mi
Edward Jones - Financial Advisor: Elizabeth Olsen, CFP®5.0★ (2)13 mi
Empowering Financial FreedomIn St. Johns
Fleishel Financial4.0★ (2)7 mi
Gratium Wealth Planning - Ameriprise Financial Services, LLC3.5★ (2)12 mi
Gratium Wealth Planning - Ameriprise Financial Services, LLC5.0★ (2)13 mi
Gryphon Wealth5.0★ (2)13 mi
Jakob's Wealth ManagementIn St. Johns
Legacy Trust Family Wealth Offices5.0★ (2)15 mi
McRae Investment Advisory and McRae Financial Group5.0★ (2)11 mi
North Florida Financial5.0★ (2)10 mi
Raymond James Financial Services5.0★ (2)13 mi
The Florida Pension Group, Inc a OneDigital owned CompanyIn St. Johns
Wells Fargo Advisors3.0★ (2)2 mi
Wells Fargo Advisors5.0★ (2)7 mi

How we ranked St. Johns investment advisors

We scored 62 St. Johns investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn St. Johns data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in St. Johns: frequently asked questions

Which investment advisor has the highest RFA Score in St. Johns?

By RFA Score, the highest-ranked investment advisor in St. Johns, FL is DLP Capital with an RFA Score of 73/100. It has 4.6★ from 35 Google reviews. IPX1031: Ted Stefan (#2) and A1A Trading Strategies LLC (#3) follow. We ranked 62 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in St. Johns?

RankedFinancialAdvisors ranks 62 investment advisors serving St. Johns, FL. 1 of them is based in St. Johns; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in St. Johns work on weekends?

3 of 62 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Trading Template, LLC (#5), Kira Sikes, BA | maxrev (#7) and Black Creek Wealth Management (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do St. Johns investment advisors have?

The median Google rating among 62 rated investment advisors in St. Johns is 5.0★, with a median of 9 reviews. Camarda Wealth Advisory Group has the most, 74 reviews, and ranks #13. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside St. Johns count in this ranking?

Yes, if they are within 25 mi of the St. Johns city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in St. Johns ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in St. Johns a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for St. Johns

  1. November 2026: RFA Scores recalculated for 62 investment advisors serving St. Johns.

More investment advisors and St. Johns pages