Financial advisors in Ponte Vedra, FL

86 advisors · page 1 of 3

Adam Stoeckler
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
CFP®VerifiedFinancial planning
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Angelo Esposito
Financial advisor at Elevation Point Wealth Partners, LLC
Elevation Point Wealth Partners, LLC · $8.29B AUM
CFP®Verified
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Anthony Privetera
Financial advisor at Caleo Capital N.a. LLC
Caleo Capital N.a. LLC · $111.8M AUM
CFP®VerifiedFinancial planning
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Beverly Whitman
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
CFP®VerifiedFinancial planning
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Bryan Fazio
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Christopher Sivley
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Daibby Minogue
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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David Boardman
Financial advisor at Diablo Investment Advisors, LLC
Diablo Investment Advisors, LLC · $42.3M AUM
CFP®VerifiedFinancial planning
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Gerald Nassif
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
CFP®VerifiedFinancial planning
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Jamie Hartfield
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Janelle Skelton
Financial advisor at Total Wealth Planning and Management, Inc.
Total Wealth Planning and Management, Inc. · $238.8M AUM
CFP®VerifiedFinancial planning
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John Dondero
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Luis Muniz
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
CFP®VerifiedFinancial planning
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Margaret O'meara
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Mark Whitman
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
CFP®VerifiedFinancial planning
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Michael McAlpin
Financial advisor at Intellicapital Advisors LLC
Intellicapital Advisors LLC · $116.3M AUM
CFP®VerifiedFinancial planning
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Patrick Hart
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Peter Sullivan
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Robert Dignan
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
CFP®VerifiedFinancial planning
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Todd Eastman
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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William Tomes
Financial advisor at Total Wealth Planning and Management, Inc.
Total Wealth Planning and Management, Inc. · $238.8M AUM
CFP®VerifiedFinancial planning
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Aaron Kaiser
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Adam Drake
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
VerifiedFinancial planning
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Alexa Phillips
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Alexander Umansky
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Anastasiya Kolodiy
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
VerifiedFinancial planning
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Andrew Crewson
Financial advisor at Crewson Financial
Crewson Financial
VerifiedFinancial planning
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Barrington Brower
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
VerifiedFinancial planning
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Bethany Tanner
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Brian Cotroneo
Financial advisor at Moors & Cabot, Inc
Moors & Cabot, Inc · $4.03B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Ponte Vedra, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Ponte Vedra, FL.

How this list works

Before you hire an advisor in Ponte Vedra, FL