Every new Florida business filing, every dayNew Financial Advisory Businesses in Jacksonville, FL
4 financial advisory businesses recently registered in Jacksonville, Florida.
Updated October 7, 2026 · Most recent business filing Jul 8, 2026
Every new Florida filing, every day
See how it worksAbout Financial Advisory Businesses in Jacksonville
This page lists new financial advisory businesses registered in Jacksonville, Florida. We currently track 4, sourced directly from the Florida Division of Corporations and refreshed daily as new financial advisory companies file.
Recent additions include Castillo Advisory Group, Sol Advisory, and R. Grause & Associates. The most recent financial advisory business filing was on Jul 8, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in Jacksonville, this is one of the freshest prospect lists in the market.
All Filings
Castillo Advisory Group
Jun 18, 2026Castillo Advisory Group LLC is a financial advisory practice operated by Ryan Castillo, affiliated with Raymond James. The business appears to serve individual and institutional clients in the Jacksonville area.
Sol Advisory
Jul 8, 2026Sol Advisory is an independent corporate finance boutique providing strategic advisory services. The website describes services such as what they do, who they serve, and how they add value. It targets clients seeking financial and strategic guidance.
R. Grause & Associates
May 26, 2026This LLC appears to be a financial advisory firm operated by the Grause family. Officers Robine and Peter Grause are listed, and Peter Grause is identified as a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL. The firm likely provides wealth management and investment advisory services to clients in the Jacksonville area.
DeHoff Wealth Advisory
Jul 31, 2025DeHoff Wealth Advisory, LLC is a financial planning firm specializing in early retirement. The website offers a 'Schedule a Call' feature and describes comprehensive financial planning services. The firm is based in Jacksonville, FL, and is led by James Dehoff.
Surplus Funds Advisory
Dec 3, 2024Surplus Funds Advisory, LLC appears to provide advisory services related to surplus funds, such as unclaimed property or tax refunds. The business is located in Jacksonville, FL, and is led by manager Arthur Gregory.
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