Top Financial Advisors in St. Petersburg, Florida
Finding the right financial advisor in St. Petersburg is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in St. Petersburg, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in St. Petersburg, FL.
Find the Best Financial Advisor Firms in St. Petersburg:
RAYMOND JAMES & ASSOCIATES, INC.
CRD#: 705
Address: 880 Carillon Parkway, St. Petersburg, FL 33716
Clients: 397,799
In Business for: 57 Years
Average Clients per Advisor: 86
AUM: $ 306.1B
Disclosures: 202
YALE CAPITAL CORP.
CRD#: 126992
Address: 6475 1st Ave South, St. Petersburg, FL 33707
AUM: $ 2.7B
CI DOYLE PRIVATE WEALTH, LLC
CRD#: 134503
Address: 100 2nd Avenue South Suite 701-s, St. Petersburg, FL 33701
Clients: 569
Average Clients per Advisor: 40
AUM: $ 1.6B
CYNDEO WEALTH PARTNERS
CRD#: 307781
Address: 200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701
Clients: 393
Average Clients per Advisor: 39
AUM: $ 1.5B
ARS WEALTH ADVISORS
CRD#: 314882
Address: 111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701
Clients: 311
Average Clients per Advisor: 23
AUM: $ 1.1B
SWM ADVISORS
CRD#: 158398
Address: One Beach Drive Se Suite 301, St. Petersburg, FL 33701
Clients: 35
Average Clients per Advisor: 8
AUM: $ 639M
How We Chose the Top Financial Advisors in St. Petersburg, Florida
To create this list of top financial advisor firms in St. Petersburg, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors St. Petersburg has to offer.
Search Financial Advisors in St. Petersburg, Florida
Joshua Kai Shun Chan
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
James Francis Filipek
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Linda Renee Goodson
Registered Affiliation(s):MORGAN STANLEY
Casey James Rease
Registered Affiliation(s):MORGAN STANLEY
Michael Bravo
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Manuel Ricardo Alicea
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Edwin Nelson Ortiz
Registered Affiliation(s):PFS INVESTMENTS INC.
Ivonne Yolanda Ortiz
Registered Affiliation(s):PFS INVESTMENTS INC.
Lindsey Rose Matro
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
James Philip Ciocia
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Peter Francis Haugh
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kimberly Joan Roman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tameka Macherrie Smart
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Taccara L Edwards
Registered Affiliation(s):MORGAN STANLEY
Matthew Lee Cox
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Tiffany Burrows Leroy
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Tatyana Peshko
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Heather Lavon Dickens
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Reid T Winder
Registered Affiliation(s):TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Jeremy Clay Henderson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tracy Lea Oller
Registered Affiliation(s):METLIFE INVESTORS DISTRIBUTION COMPANY
Lawrence Joseph Gardner
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Dale Christopher Folsom
Registered Affiliation(s):USAA INVESTMENT SERVICES COMPANY
Derek Pontlitz
Registered Affiliation(s):LPL FINANCIAL LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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