AdvisorGrade

Financial advisers in St. Petersburg, FL

20 registered investment adviser firms in St. Petersburg managing $620.8B in assets, based on public SEC Form ADV filings.

Raymond James & Associates, INC.

St. Petersburg, FL · Est. 1974

NationalInternational
Fee-based
AUM
$501.0B
Per adviser
$88M
Advisers
5,683

Eagle Asset Management INC

St. Petersburg, FL · Est. 1984

NationalInternational
Fee-only
AUM
$60.7B
Per adviser
$1.4B
Advisers
44

Raymond James Investment Management

St Petersburg, FL · Est. 2015

Regional
Fee-only
AUM
$16.9B
Per adviser
$3.4B
Advisers
5

No reported disclosures

Ark Invest

St. Petersburg, FL · Est. 2014

RegionalInternational
Fee-only
AUM
$16.0B
Per adviser
$799M
Advisers
20

No reported disclosures

Dynasty Wealth Management, LLC

St. Petersburg, FL · Est. 2010

Regional
Fee-based
AUM
$13.9B
Per adviser
$4.6B
Advisers
3

No reported disclosures

Yale Capital Corp.

St. Petersburg, FL · Est. 2005

Regional
Fee-only
AUM
$4.9B
Per adviser
$1.2B
Advisers
4

No reported disclosures

Cyndeo Wealth Partners

St. Petersburg, FL · Est. 2020

Regional
Fee-based
AUM
$3.2B
Per adviser
$117M
Advisers
27

No reported disclosures

Ars Wealth Advisors

St. Petersburg, FL · Est. 2021

Regional
Fee-only
AUM
$1.6B
Per adviser
$103M
Advisers
16

No reported disclosures

Newfound Research LLC

St. Petersburg, FL · Est. 2012

Regional
Fee-only
AUM
$1.1B
Per adviser
$1.1B
Advisers
1

No reported disclosures

Directed Capital Advisors

St. Petersburg, FL · Est. 2013

Local
Fee-based
AUM
$420M
Per adviser
$28M
Advisers
15

No reported disclosures

Novak & Powell Financial Services, INC.

St. Petersburg, FL · Est. 2017

Regional
Fee-only
AUM
$359M
Per adviser
$51M
Advisers
7

No reported disclosures

Amuni Financial, INC.

St Petersburg, FL · Est. 2021

Local
Fee-only
AUM
$195M
Per adviser
$16M
Advisers
12

No reported disclosures

Cyber Hornet Etfs LLC

St. Petersburg, FL · Est. 2019

Local
Fee-only
AUM
$168M
Per adviser
$168M
Advisers
1

No reported disclosures

Sagace Wealth Management

St. Petersburg, FL · Est. 2024

Local
Fee-based
AUM
$163M
Per adviser
$23M
Advisers
7

No reported disclosures

Clarity Financial Advisors LLC

St. Petersburg, FL · Est. 2022

Regional
Fee-based
AUM
$150M
Per adviser
$25M
Advisers
6

No reported disclosures

Elevate Financial Planning And Wealth Management

St. Petersburg, FL · Est. 2026

Local
Fee-based
AUM
$107M
Per adviser
$3M
Advisers
36

No reported disclosures

Webull Advisors LLC

St Petersburg, FL · Est. 2019

Local
Fee-only
AUM
$49M
Per adviser
$16M
Advisers
3

No reported disclosures

U.S. Cherry LLC

St. Petersburg, FL · Est. 2024

LocalInternational
Fee-only
AUM
$8M
Per adviser
$8M
Advisers
1

No reported disclosures

Advisifi LLC

St Petersburg, FL · Est. 2024

Regional
Fee-only
AUM
$2M
Per adviser
$916,421.5
Advisers
2

No reported disclosures

Mavs Wealth Management Group, LLC

St. Petersburg, FL · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures