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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

MERCER GLOBAL ADVISORS INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MASH FINANCIAL PLANNING
TRUSTWELL FINANCIAL ADVISORS, LLC
THE DRISCOLL GROUP, INC.
CAPITAL ASSET ADVISORY, INC.
IMG WEALTH MANAGEMENT, INC.
EDWARD JONES

Investors

MICHAEL M. MIKONIS
CONNOR ALEXANDER MARSH
RYAN CHANNING MARSH
SAMUEL WESLEY MAIMONE
CHRISTOPHER LYNN FRANK
Charles Marchal Rebhan
Kevin Daniel Maher
Thomas John Isaacs
EDWARD WILLIAM LOMBARD
GREGORY DONALD LOWDER
JAMES CAMERON WILLIAMS
Jeffrey Scott Betros
Robert Joseph Mistretta
JEFFREY SCOTT HOADLEY
TROY KALANI WEINBERG
Michael Farlow
CHRISTOPHER JAMES COPLIEN
Kyle Shannon Potter
Nicholas Sudik
MATTHEW HARRIS RIGGINS
CHRISTOPHER FREDRICK DAUNHAUER
BRETT WILLIAM FREESE
BRADLEY THOMAS MILLER
TANNER Evans DOUDNA
DON GARY WILLIAMS
JENNIFER ALICE HARRIS
CORY JORDAN DRISCOLL
JEFFREY BRYCE DRISCOLL
KEVIN IRVING DRISCOLL
DAVID ALLEN GOTTSCHALK
JOHN MARCUS SELLERS
JESSICA FARAH BIERY
TIMOTHY MICHAEL LANIER
Nick Allen Edwards
Philip Detlefs
NATHAN ANDREW EDWARDS
NICK MARTIN RISCIGNO
Michael James Steele
CHAD A BUNNELL
Nicholas Coutros
Juan C Babich
David Evan McDonough

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