Florida · 3 advisers
Financial Advisors in Saint Augustine, Florida
Looking for a financial advisor in Saint Augustine, Florida? Falists indexes 3 SEC-registered and state-registered investment advisers in Saint Augustine — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $185.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$185.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Saint Augustine
Ranked by AUM · Fees, team & specialties at a glance
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Saint Augustine, FL
AUM
$185.9M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
904-825-0422
DIGNUM ET JUSTUM
Saint Augustine, FL
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(904) 680-2848
SETTIAN CAPITAL LP
Saint Augustine, FL
AUM
$156.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-257-0925
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Common questions
- How many financial advisors are in Saint Augustine, Florida?
- 3 registered investment advisers are listed in our Saint Augustine directory, sourced from public SEC filings.
- What types of advisors are in Saint Augustine?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Saint Augustine?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.