Adviser Record

Investment advisers in St. Petersburg, FL

25 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Raymond James & Associates, Inc.$500.96 billion16,78012
Raymond James Financial Services Advisors, Inc$390.04 billion9,67511
Eagle Asset Management Inc$60.65 billion776
Raymond James Investment Management$16.86 billion1756
Ark Invest$15.98 billion580
Dynasty Wealth Management, LLC$13.88 billion2000
Yale Capital Corp.$5.62 billion70
Cyndeo Wealth Partners$3.15 billion280
Ars Wealth Advisors$1.64 billion240
Newfound Research LLC$1.11 billion50
Marlin Manager, LLC$871.0 million20
Lighthouse Financial$755.6 million10
Directed Capital Advisors$419.6 million350
Novak & Powell Financial Services, Inc.$359.5 million71
Amuni Financial, Inc.$194.6 million210
Cyber Hornet Etfs LLC$167.6 million120
Sagace Wealth Management$162.7 million70
Clarity Financial Advisors LLC$149.5 million90
Howland and Associates, LLC$138.7 million50
Elevate Financial Planning and Wealth Management$107.1 million382
Webull Advisors LLC$48.9 million160
U.S. Cherry LLC$8.3 million10
Advisifi LLC$1.8 million60
Sum Zero Wealth$020
Mavs Wealth Management Group, LLC$010