AdvisorRanked

Best Financial Advisors in ST. PETERSBURG, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

16
Registered Firms
0.95%
Median Fee
of assets/year
$1.1B
Median AUM
16
Firms Listed
in our database

Top-Ranked Advisors in ST. PETERSBURG

#1
100

DYNASTY WEALTH MANAGEMENT, LLC

ST. PETERSBURG, FL · Since 2010

$13.9B AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100

NEWFOUND RESEARCH LLC

ST. PETERSBURG, FL · Since 2012

$1.1B AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100

DIRECTED CAPITAL ADVISORS

ST. PETERSBURG, FL · Since 2013

$420M AUM15 clientsFee: 0%
FiduciaryFee-Only
#4
100

CYBER HORNET ETFS LLC

ST. PETERSBURG, FL · Since 2019

$168M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
100

SAGACE WEALTH MANAGEMENT

ST. PETERSBURG, FL · Since 2024

$163M AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
100

U.S. CHERRY LLC

ST. PETERSBURG, FL · Since 2024

$8M AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
100

CLARITY FINANCIAL ADVISORS LLC

ST. PETERSBURG, FL · Since 2022

$150M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
100

MAVS WEALTH MANAGEMENT GROUP, LLC

ST. PETERSBURG, FL · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#9
95

NOVAK & POWELL FINANCIAL SERVICES, INC.

ST. PETERSBURG, FL · Since 2017

$359M AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
95

YALE CAPITAL CORP.

ST. PETERSBURG, FL · Since 2005

$4.9B AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
95

ARK INVEST

ST. PETERSBURG, FL · Since 2014

$16.0B AUM20 clientsFee: 0%
FiduciaryFee-Only
#12
95

CYNDEO WEALTH PARTNERS

ST. PETERSBURG, FL · Since 2020

$3.2B AUM27 clientsFee: 0%
FiduciaryFee-Only
#13
95

ARS WEALTH ADVISORS

ST. PETERSBURG, FL · Since 2021

$1.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#14
82

EAGLE ASSET MANAGEMENT INC

ST. PETERSBURG, FL · Since 1984

$60.7B AUM44 clientsFee: 0%
FiduciaryFee-Only1 complaint
#15
80

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

ST. PETERSBURG, FL · Since 2026

$107M AUM36 clientsFee: 0%
FiduciaryFee-Only
#16
20

RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL · Since 1974

$501.0B AUM5683 clientsFee: 0%
Broker-Dealer32 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in ST. PETERSBURG?

The median advisory fee in ST. PETERSBURG, FL is 0.95% of assets under management per year, based on Form ADV filings from 16 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.