Top 3 financial advisor firms in Ponte Vedra Beach

3 SEC-registered financial advisor firms report their principal office in Ponte Vedra Beach, FL, managing $1.1B in regulatory assets between them. The other 3 advisers 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

Butensky & Cohen Financial Security, with $626M in regulatory assets under management on its latest Form ADV. The next largest are Skyview Financial Group ($287M) and Vigil Wealth Management ($186M).

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

The median firm manages $287M in regulatory assets. That is the midpoint of the 3 firms headquartered in Ponte Vedra Beach.

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

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

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

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