Near You · Ponte Vedra Beach
Financial Advisors Near You in Ponte Vedra Beach, FL
Find financial advisors close to you in Ponte Vedra Beach. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Ponte Vedra Beach, FL by verified customer ratings and review volume. The highest-rated is Wheeler Wealth with a 5.0-star rating from 30 verified reviews. Also in the top tier: Ponte Vedra Wealth Management Group of Wells Fargo Advisors and Arthurs Wealth Management. The average rating across all listed financial advisors in Ponte Vedra Beach is 4.8 stars from 5 reviews per business on average.
Financial advisors in Ponte Vedra Beach typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Wheeler Wealth
130 Corridor Rd #832, Ponte Vedra Beach, FL 32004, USA
Ponte Vedra Wealth Management Group of Wells Fargo Advisors
818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082, USA
Arthurs Wealth Management
220 Ponte Vedra Park Dr # 200, Ponte Vedra Beach, FL 32082, USA
Financial Advisors Rankings in Ponte Vedra Beach, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Wheeler Wealth130 Corridor Rd #832, Ponte Vedra Beach, FL 32004, USA | 5.0★ | 30 |
| #2 | Ponte Vedra Wealth Management Group of Wells Fargo Advisors818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 25 |
| #3 | Arthurs Wealth Management220 Ponte Vedra Park Dr # 200, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 12 |
| #4 | B&C Financial Advisors110 Professional Dr # 101, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #5 | Fortress Wealth Planning814 Jimmy Buffett Mem Hwy UNIT 202, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #6 | Ponte Vedra Wealth818 A1A N UNIT 100, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Elizabeth Olsen, CFP®820 A1A N w13, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 2 |
| #8 | Brower Financial Group250 A1A N Suite 100, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #9 | Merrill Lynch Financial Advisor Ryan Beshany824 A1A N, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #10 | Vigil Wealth Management LLC822 A1A N Suite 102, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Ponte Vedra Beach
B&C Financial Advisors
110 Professional Dr # 101, Ponte Vedra Beach, FL 32082, USA
Fortress Wealth Planning
814 Jimmy Buffett Mem Hwy UNIT 202, Ponte Vedra Beach, FL 32082, USA
Ponte Vedra Wealth
818 A1A N UNIT 100, Ponte Vedra Beach, FL 32082, USA
Edward Jones - Financial Advisor: Elizabeth Olsen, CFP®
820 A1A N w13, Ponte Vedra Beach, FL 32082, USA
Brower Financial Group
250 A1A N Suite 100, Ponte Vedra Beach, FL 32082, USA
Merrill Lynch Financial Advisor Ryan Beshany
824 A1A N, Ponte Vedra Beach, FL 32082, USA
Vigil Wealth Management LLC
822 A1A N Suite 102, Ponte Vedra Beach, FL 32082, USA
Liberty Advisory Group
228 Canal Blvd, Ponte Vedra Beach, FL 32082, USA
Merrill Lynch Wealth Management
824 A1A N, Ponte Vedra Beach, FL 32082, USA
Palm Valley Wealth Management
425 Town Plaza Ave, Ponte Vedra Beach, FL 32081, USA
Brust Wealth Advisors
814 US, Jimmy Buffett Mem Hwy Ste 201, Ponte Vedra Beach, FL 32082, USA
Edward Jones - Financial Advisor: David C Leavitt, CFP®
816 A 1 A North Suite 208, Ponte Vedra Beach, FL 32082, USA
Blackridge Asset Management of Ponte Vedra Beach
110 Solana Rd Suite 104B, Ponte Vedra Beach, FL 32082, USA
iTP Partners
4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082, USA
Edward Jones - Financial Advisor: Serena Ostrowsky, CFP®|CRPC™
151 Sawgrass Corners Dr #200, Ponte Vedra Beach, FL 32082, USA
Merrill Lynch Financial Advisor Brandon Sugg
824 A1A N Suite 200, Ponte Vedra Beach, FL 32082, USA
Freedom Wealth Services
1102 A1A N #203, Ponte Vedra Beach, FL 32082, USA
Get Free Quotes
We'll connect you with the top financial advisors in Ponte Vedra Beach, FL.
Frequently Asked Questions — Financial Advisors in Ponte Vedra Beach
What is a fiduciary financial advisor and why does it matter in Ponte Vedra Beach?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Ponte Vedra Beach, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Ponte Vedra Beach?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
More Home Services in Ponte Vedra Beach
Related Searches
More ways to find financial advisors in Ponte Vedra Beach
Financial Advisors in nearby cities