How many financial advisors are in Ponte Vedra, Florida?

Falists lists 5 registered investment advisers with a principal office or filing address in Ponte Vedra, Florida, based on public SEC IAPD data.

How do financial advisors in Ponte Vedra charge fees?

Fee structures vary by firm. In Ponte Vedra, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Ponte Vedra?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 5 advisers

Financial Advisors in Ponte Vedra, Florida

Looking for a financial advisor in Ponte Vedra, Florida? Falists indexes 5 SEC-registered and state-registered investment advisers in Ponte Vedra — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.52B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement2 Institutional2

Top advisors in Ponte Vedra

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

ANDERSON FINANCIAL PARTNERS, INC.

Ponte Vedra, FL

AUM

$1.52B

Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

9042808995

Full profile Visit site →

HIGHLAND INVESTMENT ADVISORS LLC

Ponte Vedra, FL

AUM

$368.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

10 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

414-755-2309

Full profile Visit site →

LIGHTHOUSE RETIREMENT

Ponte Vedra, FL

AUM

$284.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

772-299-7169

Full profile Visit site →

INTELLICAPITAL ADVISORS LLC

Ponte Vedra, FL

AUM

$118.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

866-438-1958

Full profile Visit site →

CALEO CAPITAL N.A. LLC

Ponte Vedra, FL

AUM

$111.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

609 838 1245

Full profile Visit site →

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Common questions

How many financial advisors are in Ponte Vedra, Florida?: 5 registered investment advisers are listed in our Ponte Vedra directory, sourced from public SEC filings.
What types of advisors are in Ponte Vedra?: 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 Ponte Vedra?: 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.