Fiduciary advisors in St. Petersburg, FL

20 registered advisers

St. Petersburg is a Gulf Coast city with a growing tech scene and a retiree population that creates steady demand for income and estate planning, and 20 SEC-registered fiduciary firms serve local investors. 16 of those firms -- 80% -- operate on a fee-only basis, accepting no commissions. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

ADVISIFI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Petersburg, FloridaCRD #332477
Typical Fee--
AUM$2M
Minimum--
Clients145

AMUNI FINANCIAL, INC.

Clean RecordAlso Compensated via Brokerage
St Petersburg, FloridaCRD #8365
Typical Fee--
AUM$160M
Minimum--
Clients274

ARK INVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #169525
Typical Fee--
AUM$13.0B
Minimum--
Clients33

ARS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #314882
Typical Fee--
AUM$1.5B
Minimum--
Clients2,652

CLARITY FINANCIAL ADVISORS LLC

Clean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #323321
Typical Fee--
AUM$100M
Minimum--
Clients1,973

CYBER HORNET ETFS LLC

Fee-Only, No ConflictsClean Record
St. Petersburg, FloridaCRD #305171
Typical Fee--
AUM$134M
Minimum--
Clients2

CYNDEO WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #307781
Typical Fee--
AUM$2.6B
Minimum--
Clients4,011

DIRECTED CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #162277
Typical Fee--
AUM$396M
Minimum--
Clients6

DYNASTY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #153377
Typical Fee--
AUM$8.7B
Minimum--
Clients20,147

EAGLE ASSET MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #110653
Typical Fee--
AUM$60.7B
Minimum--
Clients79,272

MARLIN MANAGER, LLC

Fee-Only, No ConflictsClean Record
St. Petersburg, FloridaCRD #310768
Typical Fee--
AUM$1.2B
Minimum--
Clients7

NEWFOUND RESEARCH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #159064
Typical Fee--
AUM$1.1B
Minimum--
Clients8

NOVAK & POWELL FINANCIAL SERVICES, INC.

Fee-OnlyAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #112970
Typical Fee--
AUM$334M
Minimum--
Clients952

RAYMOND JAMES & ASSOCIATES, INC.

Also Compensated via Brokerage
St. Petersburg, FloridaCRD #705
Typical Fee--
AUM$501.0B
Minimum--
Clients1,143,145

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Also Compensated via Product Sales
St. Petersburg, FloridaCRD #149018
Typical Fee--
AUM$390.0B
Minimum--
Clients1,107,860

RAYMOND JAMES INVESTMENT MANAGEMENT

Fee-Only, No Conflicts
St Petersburg, FloridaCRD #174904
Typical Fee--
AUM$16.9B
Minimum--
Clients5

SAGACE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #307212
Typical Fee--
AUM$163M
Minimum--
Clients263

U.S. CHERRY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #311564
Typical Fee--
AUM$7M
Minimum--
Clients70

WEBULL ADVISORS LLC

Fee-Only, No ConflictsClean Record
St Petersburg, FloridaCRD #304881
Typical Fee--
AUM$46M
Minimum--
Clients27,290

YALE CAPITAL CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Petersburg, FloridaCRD #126992
Typical Fee--
AUM$4.0B
Minimum--
Clients112
Fiduciary Advisors in St. Petersburg, Florida | FiduciaryListings