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 SalesTypical Fee--
AUM$2M
Minimum--
Clients145
AMUNI FINANCIAL, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$160M
Minimum--
Clients274
ARK INVEST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$13.0B
Minimum--
Clients33
ARS WEALTH ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients2,652
CLARITY FINANCIAL ADVISORS LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$100M
Minimum--
Clients1,973
CYBER HORNET ETFS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$134M
Minimum--
Clients2
CYNDEO WEALTH PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients4,011
DIRECTED CAPITAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$396M
Minimum--
Clients6
DYNASTY WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.7B
Minimum--
Clients20,147
EAGLE ASSET MANAGEMENT INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$60.7B
Minimum--
Clients79,272
MARLIN MANAGER, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients7
NEWFOUND RESEARCH LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients8
NOVAK & POWELL FINANCIAL SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$334M
Minimum--
Clients952
RAYMOND JAMES & ASSOCIATES, INC.
Also Compensated via BrokerageTypical Fee--
AUM$501.0B
Minimum--
Clients1,143,145
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Also Compensated via Product SalesTypical Fee--
AUM$390.0B
Minimum--
Clients1,107,860
RAYMOND JAMES INVESTMENT MANAGEMENT
Fee-Only, No ConflictsTypical Fee--
AUM$16.9B
Minimum--
Clients5
SAGACE WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$163M
Minimum--
Clients263
U.S. CHERRY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$7M
Minimum--
Clients70
WEBULL ADVISORS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$46M
Minimum--
Clients27,290
YALE CAPITAL CORP.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.0B
Minimum--
Clients112