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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ponte Vedra, FL

Every SEC-registered investment adviser representative at a firm office in Ponte Vedra, with the firms that employ the most of them.

86 registered advisors work in Ponte Vedra; the most are at Strategic Advisers LLC (13). 0 list the CFP designation and 55 are also registered broker representatives.

Firms with the most advisors in Ponte Vedra

FirmAdvisors in Ponte Vedra
Strategic Advisers LLC13
Highland Investment Advisors LLC7
Caleo Capital N.A. LLC5
Total Wealth Planning And Management, Inc.5
LPL Financial LLC news4
Truist Advisory Services, Inc. news4
Ameriprise Financial Services, LLC news3
Wells Fargo Clearing Services, LLC news3
Citigroup Global Markets Inc. news2
Edward Jones news2
Empower Advisory Group, LLC2
J. W. Cole Advisors, Inc.2
J.P. Morgan Securities LLC news2
Northwestern Mutual Investment Services, LLC2
Rockefeller Capital Management news2
UBS Financial Services Inc. news2
Adaptfirst Investments LLC1
Ae Wealth Management, LLC1
Bfc Planning, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Coral Reef Advisors LLC1
Crewson Financial1
Diablo Investment Advisors, LLC1
Eagle Strategies LLC1
Elevation Point Wealth Partners, LLC news1

Advisors in Ponte Vedra, A to Z

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Other cities in Florida

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Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Ponte Vedra, FL?

86 investment adviser representatives are registered at firm offices in Ponte Vedra, Florida, according to the SEC's Investment Adviser Public Disclosure records. 55 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Ponte Vedra?

Strategic Advisers LLC, with 13 registered advisors in Ponte Vedra, followed by Highland Investment Advisors LLC with 7.

How do I check a financial advisor in Ponte Vedra?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.