City
Wealth management firms in St. Petersburg, Florida
As of October 2, 2026, 48 wealth management firms, including broker-dealer firms, with their main office in St. Petersburg, Florida reported $904.1 billion in regulatory assets under management; the largest by assets was Raymond James & Associates, Inc., with $501.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 48
- Regulatory assets under management
- $904.1 billion
- Average per firm
- $18.8 billion
- SEC-registered, of those listed
- 16 of 48 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Raymond James & Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $501.0 billion | 1,143,145 |
| 2 | Raymond James Financial Services Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $390.0 billion | 1,107,860 |
| 3 | Yale Capital Corp. | SEC | $5.6 billion | 118 |
| 4 | Cyndeo Wealth Partners | SEC | $3.2 billion | 5,330 |
| 5 | Ars Wealth Advisors | SEC | $1.6 billion | 2,750 |
| 6 | Lighthouse Financial | SEC | $755.6 million | 337 |
| 7 | Novak & Powell Financial Services, Inc. | SEC | $359.5 million | 945 |
| 8 | Amuni Financial, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $194.6 million | 454 |
| 9 | Sagace Wealth Management | SEC | $162.7 million | 263 |
| 10 | Clarity Financial Advisors LLC | SEC | $149.5 million | 2,210 |
| 11 | Howland and Associates, LLC | SEC | $138.7 million | 67 |
| 12 | Blueprint Wealth Management | SEC | $138.4 million | 106 |
| 13 | Elevate Financial Planning and Wealth Management | SEC | $107.1 million | 630 |
| 14 | Burkart Financial Group, Inc. | State | $72.2 million | 48 |
| 15 | Rise Financial Partners | State | $70.2 million | 396 |
| 16 | Asset Advisory Group, Inc. | State | $70.0 million | 208 |
| 17 | Client Focused Financial | State | $69.5 million | 263 |
| 18 | Avid Planning | State | $58.5 million | 223 |
| 19 | Webull Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $48.9 million | 28,867 |
| 20 | Mac Investment Management | State | $47.8 million | 23 |
| 21 | Bionic Capital | State | $36.0 million | 46 |
| 22 | Logan Financial Planning LLC | State | $35.0 million | 56 |
| 23 | Personal Asset Management | State | $33.0 million | 37 |
| 24 | Hygge Advisors, LLC | State | $23.5 million | 95 |
| 25 | Freedom Financial & Business Planning, LLC | State | $14.8 million | 16 |
| 26 | Harvey & Companies, Inc. | State | $12.0 million | 90 |
| 27 | Integrity Advisors | State | $12.0 million | 35 |
| 28 | Bayshore Financial Solutions, LLC | State | $10.4 million | 58 |
| 29 | IQ Retirement Portfolios LLC | State | $5.8 million | 10 |
| 30 | Wild Iris Financial | State | $5.3 million | 12 |
| 31 | Martin Capital Management | State | $5.1 million | 7 |
| 32 | New Perspective Wealth Management | State | $5.1 million | 42 |
| 33 | Advisorplanner, LLC | State | $4.0 million | 24 |
| 34 | TCP Investments LLC | State | $1.8 million | 16 |
| 35 | Cohen, Steven J CFA | State | $1.0 million | 3 |
| 36 | Gray Colt Financial Planning LLC | State | $700,000 | 15 |
| 37 | Mozella Asset Management | State | $313,401 | 7 |
| 38 | American Dream | State | $8,032 | 2 |
| 39 | Bitcoin Standard | State | $0 | 0 |
| 40 | Financial Optimist LLC | State | $0 | 0 |
| 41 | Houten Haley Financial LLC | State | $0 | 0 |
| 42 | JC Venture Capital Investments LLC | State | $0 | 0 |
| 43 | Jefferson Financial Planning LLC | State | $0 | 0 |
| 44 | Mavs Wealth Management Group, LLC | SEC | $0 | 0 |
| 45 | Nestimate Investment Management LLC | State | $0 | 0 |
| 46 | Pink Streets Financial Planning, LLC | State | $0 | 0 |
| 47 | Sum Zero Wealth | SEC | $0 | 0 |
| 48 | Wyand Wealth 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.