How many financial advisors are in St. Petersburg, Florida?

Falists lists 12 registered investment advisers with a principal office or filing address in St. Petersburg, Florida, based on public SEC IAPD data.

How do financial advisors in St. Petersburg charge fees?

Fee structures vary by firm. In St. Petersburg, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for St. Petersburg?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 12 advisers

Financial Advisors in St. Petersburg, Florida

Looking for a financial advisor in St. Petersburg, Florida? Falists indexes 12 SEC-registered and state-registered investment advisers in St. Petersburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 12 firms list a website you can visit directly. Firms in this directory manage up to $16.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$16.86B

Financial planning

Filter by specialty

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

All Wealth9 Planning4 Trusts4 Retirement2 Institutional5

Top advisors in St. Petersburg

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

View all 12 →

RAYMOND JAMES INVESTMENT MANAGEMENT

St. Petersburg, FL

AUM

$16.86B

Wealth MgmtTrusts & Estates

Team

5 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

800-521-1195

Full profile Visit site →

St. Petersburg, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(412) 600-2214

Full profile Visit site →

ALTURA CAPITAL ADVISORS LLC

St. Petersburg, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

678-230-2960

Full profile Visit site →

BITCOIN STANDARD

St. Petersburg, FL

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

727-709-9536

Full profile Visit site →

LHG ADVISORY, LLC

St. Petersburg, FL

AUM

—

Team

1 employees

Clients

—

Fees

REFERRAL FEE

240-994-2158

Full profile Visit site →

NESTIMATE

St. Petersburg, FL

AUM

Wealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

727-420-0563

Full profile Visit site →

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 St. Petersburg, Florida?: 12 registered investment advisers are listed in our St. Petersburg directory, sourced from public SEC filings.
What types of advisors are in St. 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 St. 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.