Rank Name/URL Advisory and Brokerage Assets Managed Total Local Employment Area employees in wealth management Number of Clients and Customers Top local executive 1 Warren Equity Partners Manager L.P., 5555 Gate Pkwy., #150, Jacksonville, FL 32256, 904-746-7027, warrenequity.com 3485366626 45 23 25 Henrik Dahlback Partner 2 Bowen, Hanes & Co. Inc., 135 Professional Dr., #103, Ponte Vedra Beach, FL 32082, 404-995-0507, bowenhanes.com 3268585428 10 4.0 123 David L. Kelly III Exec. VP 3 Timucuan… Read More
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