Best Financial Advisors in PONTE VEDRA, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$285M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in PONTE VEDRA
#1
100
ANDERSON FINANCIAL PARTNERS, INC.
PONTE VEDRA, FL · Since 2003
$1.5B AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100
HIGHLAND INVESTMENT ADVISORS LLC
PONTE VEDRA, FL · Since 2021
$368M AUM10 clientsFee: 0%
FiduciaryFee-Only
#3
100
LIGHTHOUSE RETIREMENT
PONTE VEDRA, FL · Since 2021
$285M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100
CALEO CAPITAL N.A. LLC
PONTE VEDRA, FL · Since 2025
$112M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100
INTELLICAPITAL ADVISORS LLC
PONTE VEDRA, FL · Since 2026
$119M AUM2 clientsFee: 0%
FiduciaryFee-Only
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?
The median advisory fee in PONTE VEDRA, FL is 0.95% of assets under management per year, based on Form ADV filings from 5 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.