Firms by city
Registered investment advisers in Ponte Vedra, FL
5 SEC-registered advisers headquartered in Ponte Vedra, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Anderson Financial Partners | Ponte Vedra, FL | $1.52B |
| Highland Investment Advisors | Ponte Vedra, FL | $368M |
| Martin D. Parlato & Associates | Ponte Vedra, FL | $285M |
| Intellicapital Advisors | Ponte Vedra, FL | $116M |
| Caleo Capital N.A. | Ponte Vedra, FL | $112M |
- Headquarters
- Ponte Vedra, FL
- Regulatory AUM
- $1.52B
- Headquarters
- Ponte Vedra, FL
- Regulatory AUM
- $368M
- Headquarters
- Ponte Vedra, FL
- Regulatory AUM
- $285M
- Headquarters
- Ponte Vedra, FL
- Regulatory AUM
- $116M
- Headquarters
- Ponte Vedra, FL
- Regulatory AUM
- $112M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Ponte Vedra on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.