24 financial advisors & firms and 0 insurance agents verified near Ponte Vedra, FL โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Ponte Vedra, FL 32081 ยท Registered investment adviser ยท $368M AUM
CRD 141694 ยท verify at the regulator
RIA firm ยท Ponte Vedra, FL 32081 ยท Registered investment adviser ยท $285M AUM
CRD 147403 ยท verify at the regulator
RIA firm ยท Ponte Vedra, FL 32081 ยท Registered investment adviser ยท $112M AUM
CRD 308542 ยท verify at the regulator
RIA firm ยท Ponte Vedra, FL 32081 ยท Registered investment adviser ยท $119M AUM
CRD 316908 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $4.6B AUM
CRD 105153 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $2.0B AUM
CRD 108831 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $626M AUM
CRD 110295 ยท verify at the regulator
RIA firm ยท Ponte Vedra, FL 32082 ยท Registered investment adviser ยท $1.5B AUM
CRD 126641 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $74M AUM
CRD 142080 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $52M AUM
CRD 284007 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $41M AUM
CRD 285001 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $28M AUM
CRD 290667 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $186M AUM
CRD 299619 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $95M AUM
CRD 305342 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $794M AUM
CRD 307618 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $641M AUM
CRD 307661 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $287M AUM
CRD 310581 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $74M AUM
CRD 314081 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $80M AUM
CRD 328929 ยท verify at the regulator
RIA firm ยท Ponte Vedra Beach, FL 32082 ยท Registered investment adviser ยท $29M AUM
CRD 334164 ยท verify at the regulator
RIA firm ยท Jacksonville, FL 32256 ยท Registered investment adviser ยท $292M AUM
CRD 112607 ยท verify at the regulator
RIA firm ยท Jacksonville, FL 32256 ยท Registered investment adviser ยท $911M AUM
CRD 133507 ยท verify at the regulator
RIA firm ยท Jacksonville, FL 32256 ยท Registered investment adviser ยท $571M AUM
CRD 169274 ยท verify at the regulator
RIA firm ยท Jacksonville, FL 32256 ยท Registered investment adviser
CRD 171966 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Ponte Vedra, FL.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.