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Top 4 financial advisor firms in Ponte Vedra

4 SEC-registered financial advisor firms are headquartered in Ponte Vedra, FL, with $881M in combined regulatory assets under management. The largest by assets are Highland Investment Advisors ($368M), Martin D. Parlato & Associates ($285M) and Intellicapital Advisors ($116M).

4
Financial advisor firms
$881M
Their combined AUM
$200M
Median firm AUM
987
Clients of the top 4

The 4 largest by assets

  1. 1
    Highland Investment Advisors

    RIA

    $368M

  2. 2
    Martin D. Parlato & Associates

    RIA

    $285M

  3. 3
    Intellicapital Advisors

    RIA

    $116M

  4. 4
    Caleo Capital N.A.

    RIA

    $112M

Profiles of the top 4

No. 1 · RIA

Highland Investment Advisors

Highland Investment Advisors is an investment adviser based in Ponte Vedra, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $368 million, as filed on 30 June 2026.

Highland Investment Advisors charges 0.50%–1.25% a year for its Asset Management.

Regulatory AUM
$368M
Clients
605
Advisory staff
10
Fee schedule
0.50% to 1.25% a year
Minimum account
$500,000
Custodians
SEI, Charles Schwab
Headquarters
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL 32081
Phone
414-755-2309
Website
highlandinvestmentadvisors.com

No. 2 · RIA

Martin D. Parlato & Associates

Martin D. Parlato & Associates is an investment adviser based in Ponte Vedra, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $285 million, as filed on 11 March 2026.

Martin D. Parlato & Associates charges up to 2.00% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$285M
Clients
182
Advisory staff
1
Founded
2008
Fee schedule
Up to 2.00%
Custodians
Interactive Brokers, Charles Schwab
Headquarters
90 Fort Wade RD, Ponte Vedra, FL 32081
Phone
772-299-7169
Website
lighthouseretirement.com

No. 3 · RIA

Intellicapital Advisors

Intellicapital Advisors is an investment adviser based in Ponte Vedra, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $116 million, as filed on 24 August 2026.

Regulatory AUM
$116M
Clients
81
Advisory staff
2
Custodians
Charles Schwab, Fidelity
Headquarters
4210 Valley Ridge BLVD, Suite 105, Ponte Vedra, FL 32081
Phone
866-438-1958
Website
intellicapital.com

No. 4 · RIA

Caleo Capital N.A.

Caleo Capital N.A. is an investment adviser based in Ponte Vedra, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $112 million, as filed on 7 April 2026.

Caleo Capital N.A. charges 1.25%–2.00% a year for its Portfolio Management Services.

Regulatory AUM
$112M
Clients
119
Advisory staff
4
Fee schedule
1.25% to 2.00% a year
Minimum account
$100,000
Custodians
Charles Schwab
Headquarters
50 Venture Valley CT, Ponte Vedra, FL 32081
Phone
609-838-1245
Website
caleocapital-usa.com

Questions about financial advisors in Ponte Vedra

How many financial advisor firms are headquartered in Ponte Vedra?

4 SEC-registered financial advisor firms report their principal office in Ponte Vedra, FL, managing $881M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Ponte Vedra?

Highland Investment Advisors, with $368M in regulatory assets under management on its latest Form ADV. The next largest are Martin D. Parlato & Associates ($285M) and Intellicapital Advisors ($116M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Ponte Vedra?

The median firm manages $200M in regulatory assets. That is the midpoint of the 4 firms headquartered in Ponte Vedra.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Ponte Vedra charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Ponte Vedra?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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