Investment advisers in Ponte Vedra, FL

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

Firm	Assets	Employees	Disclosures
Anderson Financial Partners, Inc.	$1.52 billion	4	0
Highland Investment Advisors LLC	$368.3 million	11	0
Lighthouse Retirement	$284.6 million	1	1
Intellicapital Advisors LLC	$116.3 million	3	0
Caleo Capital N.A. LLC	$111.8 million	5	0