Rialytix insights

Top RIA Firms in Ponte Vedra Beach, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Ponte Vedra Beach, Florida. This hub covers 7 matching firms with $9.2B in total reported AUM and median AUM of $641.3M.

Firms

Matching current profiles

Total AUM

$9.2B

Reported regulatory AUM

Median AUM

$641.3M

Across firms with AUM

Largest firm

$4.6B

Bowen, Hanes & CO INC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Bowen, Hanes & CO INC CRD 105153 · Corporation	PONTE VEDRA BEACH, FL	$4.6B Feb 2026	+$832.5M+22.0%	+$566.8M+14.0%	+$1.6B+52.0%	+$2.6B+124.7%	0 employees+0.0% over 3Y	-17 accounts-7.6% over 3Y
2. Sawgrass Asset Management LLC CRD 108831 · Limited Liability Company	PONTE VEDRA BEACH, FL	$2.0B Apr 2026	-$213.2M-9.4%	-$58.2M-2.8%	-$1.2B-36.4%	-$746.4M-26.7%	-1 employees-6.3% over 3Y	-4 accounts-1.8% over 3Y
3. Fortress Wealth Planning CRD 307618 · Limited Liability Company	PONTE VEDRA BEACH, FL	$793.9M Mar 2026	+$384.1M+93.7%	+$509.3M+178.9%	—	—	+1 employees+20.0% over 3Y	+290 accounts+68.6% over 3Y
4. Eve Partners CRD 307661 · Limited Liability Company	PONTE VEDRA BEACH, FL	$641.3M May 2026	—	—	—	+$310.9M+94.1%	+2 employees+16.7% over Total	+2 accounts+50.0% over Total
5. B&C Financial Advisors CRD 110295 · Corporation	PONTE VEDRA BEACH, FL	$626.0M Jan 2026	+$123.3M+24.5%	+$143.4M+29.7%	+$255.8M+69.1%	+$470.0M+301.3%	+2 employees+20.0% over 3Y	+222 accounts+20.0% over 3Y
6. Skyview Financial Group, LLC CRD 310581 · Limited Liability Company	PONTE VEDRA BEACH, FL	$286.6M Mar 2026	+$183.6M+178.3%	+$217.5M+314.4%	+$217.5M+314.4%	—	+2 employees+200.0% over 3Y	+132 accounts+62.9% over 3Y
7. Vigil Wealth Management, LLC CRD 299619 · Limited Liability Company	PONTE VEDRA BEACH, FL	$186.0M Mar 2026	+$30.6M+19.7%	+$81.2M+77.5%	—	—	+1 employees+33.3% over 3Y	+79 accounts+23.4% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.