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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

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
ARKADIOS WEALTH ADVISORS
PNC WEALTH MANAGEMENT LLC
CERTIFIED PLANNING SERVICES, LLC
STRATEGIC ADVISERS LLC
UBS FINANCIAL SERVICES INC.
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
MAI CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC

Investors

PATRICIA LUCILLE JACKSON
Carly Jackson Brennalt
Alysha Paige Ammerman
Sara Evie Graham
David Blaine Ammerman
CAMILLE SUMMER NOBLE
RYAN THOMAS SCHAFER
JOSEPH CHARLES CARNLEY
STEPHANIE MARIE GEISSE
JOHN DAVID GRIFFIS
MIA ESTRADA-BROADNAX
TODD C EASTMAN
Bethany Tanner
Serena Ostrowsky
Ali Abdulgani Suhel
WESLEY JAMES THOMAS
Melissa Eckart Churchwell
BRAD COLEMAN MELVIN
AMBER RUSSELL BENNETT
Nicholas Hayden Gillespie
Matthew Aaron Turner
Christopher Howard Sivley
Stanton Price Wheeler
TIMOTHY SEWARD
Jason York
MARK A BALLENGER
WADE HAROLD CORBETT
NASSIM H ELIAS
RYAN JELLUM
DYLAN JAMES DEAN
AMBER K GIRTMAN JONES
KIMBERLY B DOUCETTE
JENNIFER J DEHART
VINCENT CHAN
STEVE M SZUROMI
MICHAEL DUNCAN
BRANDON S ALBERTONI
ANCA OAKLEY
ASHLEY N. LIZ
KURT M DEACON
ERICA J SNOWBERGER
ORNELA AGOLLI
ROBERT CARNEY
HUNTER JAMES SAUSERMAN
CHRISTOPHER CHAMPION
ALYSSA RENE ABBATE
TAYLOR QUIGLEY
RYAN MICHAEL RODRIGUEZ
ELEANOR SEXTON
ANGELA BROWN
LADISLAV KARABIN
ADAM F. BILLE
ANTHONY MISH
GARRETT WAYNE HO-SHING
JOHN W. W GRANNIS
LACEY J CONNER
NICHOLAS LANE BUGLISI
Dennis Charles Wendell
James David Cargill
JONATHAN BRADLEY AWAD
ROBERT FRANK GOLLNICK
NANCY Y. YEARY RATLIFF
IRIS JOHANNA BONET
Jason Scott Hiebenthal
FRANCIS JOHN DIVITO
DAVID GERARD HANVEY
MARTIN J TOPOL
Alexander Dimitri Awad
Michael Tylka
Nicolas Anthony Santangelo
DAVID FRANKLIN CHILDERS
DINO JOHN RAGAZZO
JOHN CHARLES PIRANEO
JAMES WILLIAM RIMMEL
SCOTT WESLEY SNIDER
KEITH JOHN HUBER
JENNIFER GALINDO KING
JOSHUA ADAMS BROADHURST
IAN MARCELLO AGUILAR
JONATHAN NEAL CASTLE
MICHELLE LYNNE ASH
MAURICIO JOSE ALVAREZ
JONATHAN R BRICK
LANE OREN STRUMLAUF
Erik George Armstrong
JOHN P MARTINOS
MICHAEL LEE BEAULIEU
JASON ROBERT HAMILTON
ALBERT EDWARD MACDONALD
KATHERINE JEAN PERKNER
CHARLES CLAYTON PERRY
KEOLA JORDAN ELOBT
LINDSAY POWELL SAWICKI
JOHN PATRICK TYRRELL
RYAN DAVID ASHLEY
JORDAN SCOTT NIGHTINGALE
Kristen Carithers
Thomas Pollard
Michael Diiorio
KATHRYN ALETHE HALL
Carissa Jackson
WILLIAM FREDA
Matthew Marcin
AILENA ASHLEY RAY
Homer Leonard
Thatcher Madelly
Abraham Blocker
SUTTON ROBERT FISHER
Britton Cotton
William L. Braude
Makenzie Hochman
Hugh Chapman
JOSEPH LEWIS POWANDA
John Giachinta

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