City
Wealth management firms in St. Augustine, Florida
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in St. Augustine, Florida reported $617.0 million in regulatory assets under management; the largest by assets was Schrum Private Wealth Management, LLC, with $185.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $617.0 million
- Average per firm
- $68.6 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Schrum Private Wealth Management, LLC | SEC | $185.9 million | 355 |
| 2 | Parable Wealth Advisors | SEC | $176.3 million | 271 |
| 3 | Cogent Independent Advisors, Inc. | SEC | $112.4 million | 447 |
| 4 | Achieving Veritas LLC | State | $70.1 million | 204 |
| 5 | Peak Wealth Group LLC | State | $44.5 million | 128 |
| 6 | Palm Valley Wealth Management LLC | State | $26.2 million | 157 |
| 7 | Dignum ET Justum | SEC | $1.5 million | 8 |
| 8 | Fideleon Wealth Advisors LLC | State | $0 | 0 |
| 9 | Sovereign Wealth Office LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.