Adviser Record
States
Disclosures
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About the data
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
Firm
Assets
Employees
Disclosures
Raymond James & Associates, Inc.
$500.96 billion
16,780
12
Raymond James Financial Services Advisors, Inc
$390.04 billion
9,675
11
Eagle Asset Management Inc
$60.65 billion
77
6
Raymond James Investment Management
$16.86 billion
175
6
Ark Invest
$15.98 billion
58
0
Dynasty Wealth Management, LLC
$13.88 billion
200
0
Yale Capital Corp.
$5.62 billion
7
0
Cyndeo Wealth Partners
$3.15 billion
28
0
Ars Wealth Advisors
$1.64 billion
24
0
Newfound Research LLC
$1.11 billion
5
0
Marlin Manager, LLC
$871.0 million
2
0
Lighthouse Financial
$755.6 million
1
0
Directed Capital Advisors
$419.6 million
35
0
Novak & Powell Financial Services, Inc.
$359.5 million
7
1
Amuni Financial, Inc.
$194.6 million
21
0
Cyber Hornet Etfs LLC
$167.6 million
12
0
Sagace Wealth Management
$162.7 million
7
0
Clarity Financial Advisors LLC
$149.5 million
9
0
Howland and Associates, LLC
$138.7 million
5
0
Elevate Financial Planning and Wealth Management
$107.1 million
38
2
Webull Advisors LLC
$48.9 million
16
0
U.S. Cherry LLC
$8.3 million
1
0
Advisifi LLC
$1.8 million
6
0
Sum Zero Wealth
$0
2
0
Mavs Wealth Management Group, LLC
$0
1
0