Top 8 advisors in Ponte Vedra Beach
We’ve curated a list of the best financial advisors in Ponte Vedra Beach, take a look at it below
Find an advisor in Ponte Vedra Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,268,585,428 | 10 advisors | ||
| 2 | $2,107,977,271 | 16 advisors | ||
| 3 | $1,944,111,673 | 5 advisors | ||
| 4 | $1,204,958,858 | 6 advisors | ||
| 5 | $454,647,061 | 11 advisors | ||
| 6 | $181,468,926 | 3 advisors | ||
| 7 | $103,000,000 | 3 advisors | ||
| 8 | $100,045,361 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Ponte Vedra Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ponte Vedra Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Bowen, Hanes & Co Inc
Assets under management
$3,268,585,428
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Sawgrass Asset Management LLC
Assets under management
$2,107,977,271
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Charles D. Hyman & Company
Assets under management
$1,944,111,673
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Consulting Services
4. Quantitative Systematic Strategies LLC
Assets under management
$1,204,958,858
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. B&c Financial Advisors
Assets under management
$454,647,061
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Mos Capital, Inc.
Assets under management
$181,468,926
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Skyview Financial Group, LLC
Assets under management
$103,000,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
8. Vigil Wealth Management, LLC
Assets under management
$100,045,361
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting
Your first meeting is free.