Licensed · Ponte Vedra Beach
Licensed & Insured Financial Advisors in Ponte Vedra Beach, FL
Every financial advisors listed here carries proper licensing and insurance in FL. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Ponte Vedra Beach, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Wheeler Wealth with a 5.0-star rating from 30 Google reviews and an RNM Score of 77/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Merrill Lynch Financial Advisor Brandon Sugg
Brandon Sugg is top-ranked and backed by Merrill Lynch's extensive resources, offering clients a blend of personalized service and institutional expertise.
Most Reviewed
Edward Jones - Financial Advisor: Serena Ostrowsky, CFP®|CRPC™
A high number of reviews indicates a broad base of client experiences, helping you gauge consistency and trustworthiness.
When choosing a financial advisor in Ponte Vedra Beach, consider both the advisor's credentials and the firm's support structure, and always verify their fiduciary status and fee structure before committing.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from over 30 Google reviews in Ponte Vedra Beach.
130 Corridor Rd #832, Ponte Vedra Beach, FL 32004, USA5.0 stars from 25 Google reviews for a trusted Ponte Vedra financial advisor.
818 Jimmy Buffett Mem Hwy #200, Ponte Vedra Beach, FL 32082, USAExceptional 5.0-star rating from 12 Google reviews for financial advising in Ponte Vedra Beach.
220 Ponte Vedra Park Dr # 200, Ponte Vedra Beach, FL 32082, USAFinancial 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 | Merrill Lynch Wealth Management824 A1A N, Ponte Vedra Beach, FL 32082, USA | 2.5★ | 2 |
| #5 | Brust Wealth Advisors814 US, Jimmy Buffett Mem Hwy Ste 201, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Financial Advisor Brandon Sugg824 A1A N Suite 200, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #7 | Vigil Wealth Management LLC822 A1A N Suite 102, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 1 |
| #8 | Palm Valley Wealth Management425 Town Plaza Ave, Ponte Vedra Beach, FL 32081, USA | 5.0★ | 5 |
| #9 | Ponte Vedra Wealth818 A1A N UNIT 100, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Elizabeth Olsen, CFP®820 A1A N w13, Ponte Vedra Beach, FL 32082, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Ponte Vedra Beach
Mixed 2.5-star rating based on 2 Google reviews, reflecting limited client feedback.
824 A1A N, Ponte Vedra Beach, FL 32082, USA
Consistently earns a perfect 5.0-star rating from its initial Google reviews.
814 US, Jimmy Buffett Mem Hwy Ste 201, Ponte Vedra Beach, FL 32082, USA
5.0-star rating from 1 Google review for a Ponte Vedra Beach financial advisor.
824 A1A N Suite 200, Ponte Vedra Beach, FL 32082, USA
Rated 5.0 stars from one Google review, this local financial advisor offers trusted guidance.
822 A1A N Suite 102, Ponte Vedra Beach, FL 32082, USA
5.0 stars from 5 reviews, reflecting strong local client satisfaction.
425 Town Plaza Ave, Ponte Vedra Beach, FL 32081, USA
Exceptional 5.0-star rating based on two Google reviews from clients.
818 A1A N UNIT 100, Ponte Vedra Beach, FL 32082, USA
Rated 5.0 stars from a small number of client reviews.
820 A1A N w13, Ponte Vedra Beach, FL 32082, USA
5.0 stars from 1 review for a Ponte Vedra Beach financial advisor.
110 Solana Rd Suite 104B, Ponte Vedra Beach, FL 32082, USA
5.0-star rating from 1 Google review for a Ponte Vedra Beach financial advisor.
110 Professional Dr # 101, Ponte Vedra Beach, FL 32082, USA
5.0-star rated financial advisor with glowing feedback from a handful of clients.
228 Canal Blvd, Ponte Vedra Beach, FL 32082, USA
Earns a perfect 5.0-star rating from a handful of client reviews.
816 A 1 A North Suite 208, Ponte Vedra Beach, FL 32082, USA
Rated 5.0 stars from one Google review, this Ponte Vedra Beach financial advisor is highly regarded.
824 A1A N, Ponte Vedra Beach, FL 32082, USA
Exceptional 5.0-star rating from a handful of Google reviews.
814 Jimmy Buffett Mem Hwy UNIT 202, Ponte Vedra Beach, FL 32082, USA
Exceptional 5.0-star rating based on one Google review.
250 A1A N Suite 100, Ponte Vedra Beach, FL 32082, USA
4.2 stars from 5 Google reviews for financial guidance in Ponte Vedra Beach.
151 Sawgrass Corners Dr #200, Ponte Vedra Beach, FL 32082, USA
Exceptional 5.0-star rating from two Google reviews for this local financial advisor.
1102 A1A N #203, Ponte Vedra Beach, FL 32082, USA
Earns a perfect 5.0-star rating from early client reviews in Ponte Vedra Beach.
4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082, USA
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Financial Advisors in Ponte Vedra Beach, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Wheeler Wealth | 77/100 | 5.0 ★ | 30 |
| 2 | Ponte Vedra Wealth Management Group of Wells Fargo Advisors | 76/100 | 5.0 ★ | 25 |
| 3 | Arthurs Wealth Management | 72/100 | 5.0 ★ | 12 |
| 4 | Merrill Lynch Wealth Management | 27/100 | 2.5 ★ | 2 |
| 5 | Brust Wealth Advisors | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Financial Advisor Brandon Sugg | 62/100 | 5.0 ★ | 1 |
| 7 | Vigil Wealth Management LLC | 62/100 | 5.0 ★ | 1 |
| 8 | Palm Valley Wealth Management | 68/100 | 5.0 ★ | 5 |
| 9 | Ponte Vedra Wealth | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Elizabeth Olsen, CFP® | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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.
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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: July 4, 2026.
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