Falists

Florida · 5 advisers

Financial Advisors in Saint Petersburg, Florida

Looking for a financial advisor in Saint Petersburg, Florida? Falists indexes 5 SEC-registered and state-registered investment advisers in Saint Petersburg — 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 $390.04B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

5

With website

2

Largest AUM

$390.04B

Financial planning

3

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth4Planning3Trusts3Retirement1Institutional1

Top advisors in Saint Petersburg

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

LIGHTHOUSE FINANCIAL

Saint Petersburg, FL

AUM

$755.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

727-490-5797

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Saint Petersburg, Florida?
5 registered investment advisers are listed in our Saint Petersburg directory, sourced from public SEC filings.
What types of advisors are in Saint Petersburg?
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 Petersburg?
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.