City
Wealth management firms in Ponte Vedra, Florida
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Ponte Vedra, Florida reported $1.2 billion in regulatory assets under management; the largest by assets was Highland Investment Advisors LLC, with $368.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $166.0 million
- SEC-registered, of those listed
- 5 of 7 (71.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Highland Investment Advisors LLC | SEC | $368.3 million | 1,412 |
| 2 | Lighthouse Retirement | SEC | $284.6 million | 496 |
| 3 | Total Wealth Planning and Management, Inc. | SEC | $238.8 million | 412 |
| 4 | Intellicapital Advisors LLC | SEC | $116.3 million | 200 |
| 5 | Caleo Capital N.A. LLC | SEC | $111.8 million | 235 |
| 6 | Diablo Investment Advisors, LLC | State | $42.3 million | 53 |
| 7 | Crewson Financial | 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.