Best Financial Advisors in PONTE VEDRA BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PONTE VEDRA BEACH
FORTRESS WEALTH PLANNING
PONTE VEDRA BEACH, FL · Since 2021
SKYVIEW FINANCIAL GROUP, LLC
PONTE VEDRA BEACH, FL · Since 2024
BOWEN, HANES & CO INC
PONTE VEDRA BEACH, FL · Since 1980
SAWGRASS ASSET MANAGEMENT LLC
PONTE VEDRA BEACH, FL · Since 1998
B&C FINANCIAL ADVISORS
PONTE VEDRA BEACH, FL · Since 1998
VIGIL WEALTH MANAGEMENT, LLC
PONTE VEDRA BEACH, FL · Since 2023
EVE PARTNERS
PONTE VEDRA BEACH, FL · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in PONTE VEDRA BEACH?
The median advisory fee in PONTE VEDRA BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.