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Best financial advisors in Ponte Vedra Beach, FL

Registered advisers within 25 miles of Ponte Vedra Beach, FL.

Offices
540
Firms
198
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,141 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

LIGHTHOUSE RETIREMENT
REDHAWK WEALTH ADVISORS, INC.
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTELLICAPITAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHLAND INVESTMENT ADVISORS LLC
LIBERTY ADVISORY GROUP, INC.
EAGLE STRATEGIES LLC
THEPARTNERS WEALTH MANAGEMENT

Investors

MARTIN DOUGLAS PARLATO
Allen Bronton
Michael John Fornasier
PATRICK JOSEPH HART
JOSEPH P CELIBERTI
BRYAN S FAZIO
Michael Patrick McAlpin
Robert Joseph Fremont
DONNA JUANITA STOLL
Kevin Hurst
RACHAEL ANNE LIMANDRI
Andrew Burrell
Nicholas Barulic
Kevin Hartfield
Jamie Hartfield
Christopher Robert Morrison
LANCE STEVEN LICHORAT
Stephen Donald Kuhn
KEITH ALLEN WINTER
ALEXANDER UMANSKY
Matthew Rapson
Angel Morales-Atallah
ADAM SEAN DRAKE
ROBERT TERRENCE DIGNAN
Mark Monroe Whitman
ANASTASIYA KOLODIY
ADAM RUSSELL STOECKLER
WILLIAM DAVID MORRISON
BEVERLY PATRICK WHITMAN
CASEY BRUCE MIDDLETON
WILLIAM BRYAN HARDEGREE
Peter Joseph Laliberte
WILLIAM EDWARD TURNER
CHRISTOPHER Paul LEIN
KYLE J. BRADY

Within 25 miles of Ponte Vedra Beach, FL, Best Investors lists 198 registered investment advisory firms with 540 offices nearby, managing about $14.3T in combined regulatory AUM across 2,778,141 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Ponte Vedra Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM