Investment adviser firms in PONTE VEDRA, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- ANDERSON FINANCIAL PARTNERS, INC.CRD 126641 · PONTE VEDRA, FL$1,521,000,000.00Regulatory AUM · August 2026
- CALEO CAPITAL N.A. LLCCRD 308542 · PONTE VEDRA, FL$111,841,090.00Regulatory AUM · August 2026
- HIGHLAND INVESTMENT ADVISORS LLCCRD 141694 · PONTE VEDRA, FL$368,267,860.00Regulatory AUM · August 2026
- INTELLICAPITAL ADVISORS LLCCRD 316908 · PONTE VEDRA, FL$118,923,953.00Regulatory AUM · August 2026
- MARTIN D. PARLATO & ASSOCIATES, INC.CRD 147403 · PONTE VEDRA, FL$284,640,031.00Regulatory AUM · August 2026