Top financial advisors in Neptune Beach, FL
We’ve curated a list of the best financial advisors in Neptune Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,004,464,825
Number of advisors
15 advisors
| $1,004,464,825 | 15 advisors | |
| 2 |
Assets under management
$318,360,528
Number of advisors
6 advisors
| $318,360,528 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Neptune Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Neptune Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Shoreline Equity Partners, LLC
Shoreline Equity Partners, LLC is a financial advisory firm based in Neptune Beach, Florida. It currently has approximately $1,004,464,825 of assets under management and employs about 15 people. Shoreline Equity Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,004,464,825 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesDisciplined Equity Management, Inc.
Disciplined Equity Management, Inc. (DEM) is a registered investment adviser founded by Donald V. Davey in 2002. The firm specializes in providing discretionary investment supervisory services to individuals, trusts, estates, small business owners, pension plans, and charitable entities. DEM tailors each client account based on specific goals and objectives outlined in the Investment Policy Statement. Investment strategies offered include individual stock strategies, mutual fund and ETF strategies, and separately managed accounts utilizing low-cost, diversified portfolios. DEM also offers financial planning services at no additional cost. As of December 31, 2024, DEM had approximately $389,678,684 in discretionary assets under management. The firm acts as a fiduciary when providing investment advice, ensuring clients' best interests are prioritized. DEM charges advisory fees based on a tiered percentage of assets under management, with fees adjusted quarterly. Clients may grant DEM investment discretion, allowing the firm to make decisions on their behalf within agreed-upon guidelines. DEM does not charge performance-based fees and requires a minimum account size of $1 million for new clients, with the option to waive this minimum. The firm discloses its fee structure, investment strategies, and potential risks associated with investing in securities. DEM does not have any disciplinary actions to disclose and maintains custody of client funds for fee debiting purposes. Clients receive regular portfolio reviews and reports to track performance and holdings. DEM does not provide voting advice on client securities and has no financial commitments impairing its ability to meet client obligations.
$318,360,528 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Neptune Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Neptune Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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