City
Independent RIAs in St. Petersburg, Florida
As of October 2, 2026, 44 independent wealth management RIAs with their main office in St. Petersburg, Florida reported $12.8 billion in regulatory assets under management; the largest by assets was Yale Capital Corp., with $5.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 44
- Regulatory assets under management
- $12.8 billion
- Average per firm
- $291.4 million
- SEC-registered, of those listed
- 12 of 44 (27.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Yale Capital Corp. | SEC | $5.6 billion | 118 |
| 2 | Cyndeo Wealth Partners | SEC | $3.2 billion | 5,330 |
| 3 | Ars Wealth Advisors | SEC | $1.6 billion | 2,750 |
| 4 | Lighthouse Financial | SEC | $755.6 million | 337 |
| 5 | Novak & Powell Financial Services, Inc. | SEC | $359.5 million | 945 |
| 6 | Sagace Wealth Management | SEC | $162.7 million | 263 |
| 7 | Clarity Financial Advisors LLC | SEC | $149.5 million | 2,210 |
| 8 | Howland and Associates, LLC | SEC | $138.7 million | 67 |
| 9 | Blueprint Wealth Management | SEC | $138.4 million | 106 |
| 10 | Elevate Financial Planning and Wealth Management | SEC | $107.1 million | 630 |
| 11 | Burkart Financial Group, Inc. | State | $72.2 million | 48 |
| 12 | Rise Financial Partners | State | $70.2 million | 396 |
| 13 | Asset Advisory Group, Inc. | State | $70.0 million | 208 |
| 14 | Client Focused Financial | State | $69.5 million | 263 |
| 15 | Avid Planning | State | $58.5 million | 223 |
| 16 | Mac Investment Management | State | $47.8 million | 23 |
| 17 | Bionic Capital | State | $36.0 million | 46 |
| 18 | Logan Financial Planning LLC | State | $35.0 million | 56 |
| 19 | Personal Asset Management | State | $33.0 million | 37 |
| 20 | Hygge Advisors, LLC | State | $23.5 million | 95 |
| 21 | Freedom Financial & Business Planning, LLC | State | $14.8 million | 16 |
| 22 | Harvey & Companies, Inc. | State | $12.0 million | 90 |
| 23 | Integrity Advisors | State | $12.0 million | 35 |
| 24 | Bayshore Financial Solutions, LLC | State | $10.4 million | 58 |
| 25 | IQ Retirement Portfolios LLC | State | $5.8 million | 10 |
| 26 | Wild Iris Financial | State | $5.3 million | 12 |
| 27 | Martin Capital Management | State | $5.1 million | 7 |
| 28 | New Perspective Wealth Management | State | $5.1 million | 42 |
| 29 | Advisorplanner, LLC | State | $4.0 million | 24 |
| 30 | TCP Investments LLC | State | $1.8 million | 16 |
| 31 | Cohen, Steven J CFA | State | $1.0 million | 3 |
| 32 | Gray Colt Financial Planning LLC | State | $700,000 | 15 |
| 33 | Mozella Asset Management | State | $313,401 | 7 |
| 34 | American Dream | State | $8,032 | 2 |
| 35 | Bitcoin Standard | State | $0 | 0 |
| 36 | Financial Optimist LLC | State | $0 | 0 |
| 37 | Houten Haley Financial LLC | State | $0 | 0 |
| 38 | JC Venture Capital Investments LLC | State | $0 | 0 |
| 39 | Jefferson Financial Planning LLC | State | $0 | 0 |
| 40 | Mavs Wealth Management Group, LLC | SEC | $0 | 0 |
| 41 | Nestimate Investment Management LLC | State | $0 | 0 |
| 42 | Pink Streets Financial Planning, LLC | State | $0 | 0 |
| 43 | Sum Zero Wealth | SEC | $0 | 0 |
| 44 | Wyand Wealth LLC | State | $0 | 0 |
Independent RIAs 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.