City
Independent RIAs in Ponte Vedra Beach, Florida
As of October 2, 2026, 19 independent wealth management RIAs with their main office in Ponte Vedra Beach, Florida reported $2.1 billion in regulatory assets under management; the largest by assets was B&C Financial Advisors, with $626.0 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 19
- Regulatory assets under management
- $2.1 billion
- Average per firm
- $110.0 million
- SEC-registered, of those listed
- 5 of 19 (26.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | B&C Financial Advisors | SEC | $626.0 million | 1,331 |
| 2 | Black Cypress Capital | SEC | $304.6 million | 154 |
| 3 | Skyview Financial Group, LLC | SEC | $286.6 million | 342 |
| 4 | Mos Capital, Inc. | SEC | $230.0 million | 342 |
| 5 | Vigil Wealth Management, LLC | SEC | $186.0 million | 417 |
| 6 | Arthurs Wealth Management | State | $94.9 million | 129 |
| 7 | Truewater Wealth | State | $74.3 million | 336 |
| 8 | Oceanus Capital Partners, LLC | State | $73.9 million | 83 |
| 9 | Sapphire Wealth Consulting, Inc. | State | $51.6 million | 282 |
| 10 | Formation Wealth Management | State | $41.1 million | 102 |
| 11 | Liberty Advisory Group, Inc. | State | $28.8 million | 197 |
| 12 | Certified Planning Services, LLC | State | $28.1 million | 37 |
| 13 | Ignite Financial LLC | State | $22.6 million | 118 |
| 14 | Murray Ruffell | State | $14.4 million | 41 |
| 15 | Knight Financial Investments | State | $13.0 million | 39 |
| 16 | Fulcrum Wealth Systems, LLC | State | $7.5 million | 39 |
| 17 | Broadreach Capital, LLC | State | $5.0 million | 12 |
| 18 | Bluefin Investment Management, LLC | State | $500,000 | 3 |
| 19 | Stanford Wealth Planning LLC | State | $0 | 0 |
Independent RIAs in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.