City
Wealth management firms in Ponte Vedra Beach, Florida
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Ponte Vedra Beach, Florida reported $2.2 billion in regulatory assets under management; the largest by assets was B&C Financial Advisors, with $626.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $2.2 billion
- Average per firm
- $108.4 million
- SEC-registered, of those listed
- 5 of 20 (25.0%)
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 | Coral Reef Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $79.8 million | 53 |
| 8 | Truewater Wealth | State | $74.3 million | 336 |
| 9 | Oceanus Capital Partners, LLC | State | $73.9 million | 83 |
| 10 | Sapphire Wealth Consulting, Inc. | State | $51.6 million | 282 |
| 11 | Formation Wealth Management | State | $41.1 million | 102 |
| 12 | Liberty Advisory Group, Inc. | State | $28.8 million | 197 |
| 13 | Certified Planning Services, LLC | State | $28.1 million | 37 |
| 14 | Ignite Financial LLC | State | $22.6 million | 118 |
| 15 | Murray Ruffell | State | $14.4 million | 41 |
| 16 | Knight Financial Investments | State | $13.0 million | 39 |
| 17 | Fulcrum Wealth Systems, LLC | State | $7.5 million | 39 |
| 18 | Broadreach Capital, LLC | State | $5.0 million | 12 |
| 19 | Bluefin Investment Management, LLC | State | $500,000 | 3 |
| 20 | Stanford Wealth Planning LLC | State | $0 | 0 |
Wealth management firms 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.