Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Mai Capital Management, LLC financial advisors in Ponte Vedra Beach, FL

Every SEC-registered investment adviser representative at a Mai Capital Management, LLC office in Ponte Vedra Beach, A to Z.

The short answer

8 registered advisors work at Mai Capital Management, LLC in Ponte Vedra Beach, out of 275 at the firm nationwide; it ranks number 14 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Mai Capital Management, LLC advisors in Ponte Vedra Beach, A to Z

Every Mai Capital Management, LLC advisor →

Mai Capital Management, LLC advisors in every city and state →Mai Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mai Capital Management, LLC advisors in other cities

Cleveland, OH 60Los Angeles, CA 33Cincinnati, OH 21New York, NY 10Charlotte, NC 9Dallas, TX 7Columbus, OH 6Ashburn, VA 5Bannockburn, IL 5Columbia, MD 5Little Rock, AR 5Marriottsville, MD 5Naples, FL 5San Ramon, CA 5Boulder, CO 4

Other firms in Ponte Vedra Beach

All Ponte Vedra Beach advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 83Morgan Stanley 53Raymond James & Associates, Inc. 30J.P. Morgan Securities LLC 21Ameriprise Financial Services, LLC 20UBS Financial Services Inc. 19Raymond James Financial Services Advisors, Inc. 16Wells Fargo Clearing Services, LLC 16Janney Montgomery Scott LLC 14Strategic Advisers LLC 11B&C Financial Advisors 9Sawgrass Asset Management LLC 9

Questions

How many financial advisors does Mai Capital Management, LLC have in Ponte Vedra Beach?

8 investment adviser representatives are registered at Mai Capital Management, LLC offices in Ponte Vedra Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 275 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Mai Capital Management, LLC one of the largest advisor employers in Ponte Vedra Beach?

Mai Capital Management, LLC ranks number 14 in Ponte Vedra Beach by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 83.

How do I check a Mai Capital Management, LLC advisor in Ponte Vedra Beach?

Each advisor below links to a profile with their registrations, exams, designations 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 Mai Capital Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.