Financial advisors in Ponte Vedra, FL

86 advisors · page 3 of 3

Michael Bosl
Financial advisor at Spc
Spc · $6.1B AUM
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Michael Fornasier
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
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Michael Marsilio
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Mitchell Voss
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
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Nicholas Aliff
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Nicholas Warner
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Orlando Arauz
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Rachael Limandri
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Riaan Spanjer-Furstenburg
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Robert Papaleo
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Ryan Grady
Financial advisor at Paradigm Wealth Advisory LLC
Paradigm Wealth Advisory LLC · $201.2M AUM
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Ryan Harney
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Ryan Raynis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Saida Glass
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Samuel Hudson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Samuel Munhollon
Financial advisor at Total Wealth Planning and Management, Inc.
Total Wealth Planning and Management, Inc. · $238.8M AUM
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Sean Ricci
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Sheldon-Scott Halcrow
Financial advisor at Caleo Capital N.a. LLC
Caleo Capital N.a. LLC · $111.8M AUM
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Stephen Kuhn
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Tristen Gadberry
Financial advisor at Adaptfirst Investments LLC
Adaptfirst Investments LLC · $107.8M AUM
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Ulrike Aoki
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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William Hayes
Financial advisor at Northwestern Mutual Investment Services,LLC
Northwestern Mutual Investment Services,LLC
Verified
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William Morrison
Financial advisor at Highland Investment Advisors LLC
Highland Investment Advisors LLC · $368.3M AUM
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William Turner
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Zachary Bond-Stefo
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
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Zachary Kleiman
Financial advisor at Mariner
Mariner · $125.41B AUM
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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