Financial advisers in Ponte Vedra, FL
5 registered investment adviser firms in Ponte Vedra managing $2.4B in assets, based on public SEC Form ADV filings.
Anderson Financial Partners, INC.
Ponte Vedra, FL · Est. 2003
Local
- AUM
- $1.5B
- Per adviser
- $761M
- Advisers
- 2
No reported disclosures
Highland Investment Advisors LLC
Ponte Vedra, FL · Est. 2021
Local
- AUM
- $368M
- Per adviser
- $37M
- Advisers
- 10
No reported disclosures
Lighthouse Retirement
Ponte Vedra, FL · Est. 2021
Local
- AUM
- $285M
- Per adviser
- $285M
- Advisers
- 1
No reported disclosures
Intellicapital Advisors LLC
Ponte Vedra, FL · Est. 2026
LocalInternational
- AUM
- $119M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Caleo Capital N.A. LLC
Ponte Vedra, FL · Est. 2025
LocalInternational
- AUM
- $112M
- Per adviser
- $28M
- Advisers
- 4
No reported disclosures