# Financial advisors in St. Petersburg, FL

> AdvisorCensus lists 48 investment advisory firms with a principal office in St. Petersburg, Florida (part of the Tampa metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Tampa metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/tampa/st-petersburg

## At a glance

- Investment advisory firms: 48
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 19, Exempt reporting adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 11 (26%); Percentage of assets 39 (93%); Hourly charges 17 (40%); Fixed fees 18 (43%); Commissions 5 (12%); Performance-based fees 7 (17%); Other 5 (12%); No compensation arrangements reported 6
- Regulatory assets under management (Item 5.F): Under $25 million 17 (35%); $25 million to $100 million 5 (10%); $100 million to $500 million 8 (17%); $1 billion to $5 billion 3 (6%); Over $5 billion 6 (13%); Not reported 9 (19%)
- Years registered: Under 5 years 21 (44%); 5 to 9 years 12 (25%); 10 to 19 years 10 (21%); 20 years or more 5 (10%)

## Firms (page 1 of 1, 1 to 48 of 48, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acquira Capital](https://advisorcensus.com/firm/acquira-capital-st-petersburg-fl-325373) ([md](https://advisorcensus.com/firm/acquira-capital-st-petersburg-fl-325373.md)) | 325373 | St Petersburg, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Advisifi LLC](https://advisorcensus.com/firm/advisifi-llc-st-petersburg-fl-332477) ([md](https://advisorcensus.com/firm/advisifi-llc-st-petersburg-fl-332477.md)) | 332477 | St Petersburg, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Other |
| [Altura Capital Advisors LLC](https://advisorcensus.com/firm/altura-capital-advisors-llc-st-petersburg-fl-338063) ([md](https://advisorcensus.com/firm/altura-capital-advisors-llc-st-petersburg-fl-338063.md)) | 338063 | St Petersburg, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [American Dream](https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816) ([md](https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816.md)) | 282816 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Amuni Financial, Inc.](https://advisorcensus.com/firm/amuni-financial-inc-st-petersburg-fl-8365) ([md](https://advisorcensus.com/firm/amuni-financial-inc-st-petersburg-fl-8365.md)) | 8365 | St Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [ARK Capital Investments LLC](https://advisorcensus.com/firm/ark-capital-investments-llc-st-petersburg-fl-343735) ([md](https://advisorcensus.com/firm/ark-capital-investments-llc-st-petersburg-fl-343735.md)) | 343735 | St Petersburg, FL | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee |
| [ARK Invest](https://advisorcensus.com/firm/ark-invest-st-petersburg-fl-169525) ([md](https://advisorcensus.com/firm/ark-invest-st-petersburg-fl-169525.md)) | 169525 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee |
| [ARS Wealth Advisors](https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882) ([md](https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882.md)) | 314882 | St. Petersburg, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets |
| [Avid Planning](https://advisorcensus.com/firm/avid-planning-st-petersburg-fl-284332) ([md](https://advisorcensus.com/firm/avid-planning-st-petersburg-fl-284332.md)) | 284332 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Bayshore Financial Solutions, LLC](https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105) ([md](https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105.md)) | 306105 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Bionic Capital](https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240) ([md](https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240.md)) | 150240 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Bitcoin Standard](https://advisorcensus.com/firm/bitcoin-standard-st-petersburg-fl-326609) ([md](https://advisorcensus.com/firm/bitcoin-standard-st-petersburg-fl-326609.md)) | 326609 | St Petersburg, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Performance fee |
| [Burkart Financial Group, Inc.](https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579) ([md](https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579.md)) | 290579 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Certain Capital Advisors, LLC](https://advisorcensus.com/firm/certain-capital-advisors-llc-st-petersburg-fl-340049) ([md](https://advisorcensus.com/firm/certain-capital-advisors-llc-st-petersburg-fl-340049.md)) | 340049 | St. Petersburg, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Chicago Equity Advisors, LLC](https://advisorcensus.com/firm/chicago-equity-advisors-llc-st-petersburg-fl-315164) ([md](https://advisorcensus.com/firm/chicago-equity-advisors-llc-st-petersburg-fl-315164.md)) | 315164 | St. Petersburg, FL | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Clarity Financial Advisors LLC](https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321) ([md](https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321.md)) | 323321 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Commissions |
| [Cohen, Steven J CFA](https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027) ([md](https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027.md)) | 280027 | St Petersburg, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Commissions, Performance fee |
| [Cyber Hornet ETFS LLC](https://advisorcensus.com/firm/cyber-hornet-etfs-llc-st-petersburg-fl-305171) ([md](https://advisorcensus.com/firm/cyber-hornet-etfs-llc-st-petersburg-fl-305171.md)) | 305171 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Cyndeo Wealth Partners](https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781) ([md](https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781.md)) | 307781 | St. Petersburg, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Directed Capital Advisors](https://advisorcensus.com/firm/directed-capital-advisors-st-petersburg-fl-162277) ([md](https://advisorcensus.com/firm/directed-capital-advisors-st-petersburg-fl-162277.md)) | 162277 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | Other |
| [Dynasty Wealth Management, LLC](https://advisorcensus.com/firm/dynasty-wealth-management-llc-st-petersburg-fl-153377) ([md](https://advisorcensus.com/firm/dynasty-wealth-management-llc-st-petersburg-fl-153377.md)) | 153377 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Eagle Asset Management Inc](https://advisorcensus.com/firm/eagle-asset-management-inc-st-petersburg-fl-110653) ([md](https://advisorcensus.com/firm/eagle-asset-management-inc-st-petersburg-fl-110653.md)) | 110653 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Performance fee |
| [Elevate Financial Planning and Wealth Management](https://advisorcensus.com/firm/elevate-financial-planning-and-wealth-management-st-petersburg-fl-329079) ([md](https://advisorcensus.com/firm/elevate-financial-planning-and-wealth-management-st-petersburg-fl-329079.md)) | 329079 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [G & O Financial Services, Inc.](https://advisorcensus.com/firm/g-and-o-financial-services-inc-st-petersburg-fl-141831) ([md](https://advisorcensus.com/firm/g-and-o-financial-services-inc-st-petersburg-fl-141831.md)) | 141831 | St. Petersburg, FL | State-registered investment adviser | Not reported | 3 | Other |
| [Harvey & Companies, Inc.](https://advisorcensus.com/firm/harvey-and-companies-inc-st-petersburg-fl-124896) ([md](https://advisorcensus.com/firm/harvey-and-companies-inc-st-petersburg-fl-124896.md)) | 124896 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 23 | % of assets |
| [Houten Haley Financial LLC](https://advisorcensus.com/firm/houten-haley-financial-llc-st-petersburg-fl-334734) ([md](https://advisorcensus.com/firm/houten-haley-financial-llc-st-petersburg-fl-334734.md)) | 334734 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Howland and Associates, LLC](https://advisorcensus.com/firm/howland-and-associates-llc-st-petersburg-fl-106963) ([md](https://advisorcensus.com/firm/howland-and-associates-llc-st-petersburg-fl-106963.md)) | 106963 | St Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Hygge Advisors, LLC](https://advisorcensus.com/firm/hygge-advisors-llc-st-petersburg-fl-289980) ([md](https://advisorcensus.com/firm/hygge-advisors-llc-st-petersburg-fl-289980.md)) | 289980 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Integrity Advisors](https://advisorcensus.com/firm/integrity-advisors-st-petersburg-fl-147766) ([md](https://advisorcensus.com/firm/integrity-advisors-st-petersburg-fl-147766.md)) | 147766 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [IQ Retirement Portfolios LLC](https://advisorcensus.com/firm/iq-retirement-portfolios-llc-st-petersburg-fl-308294) ([md](https://advisorcensus.com/firm/iq-retirement-portfolios-llc-st-petersburg-fl-308294.md)) | 308294 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [LHG Advisory, LLC](https://advisorcensus.com/firm/lhg-advisory-llc-st-petersburg-fl-326848) ([md](https://advisorcensus.com/firm/lhg-advisory-llc-st-petersburg-fl-326848.md)) | 326848 | St Petersburg, FL | State-registered investment adviser | Not reported | 3 | Other |
| [Mavs Wealth Management Group, LLC](https://advisorcensus.com/firm/mavs-wealth-management-group-llc-st-petersburg-fl-337364) ([md](https://advisorcensus.com/firm/mavs-wealth-management-group-llc-st-petersburg-fl-337364.md)) | 337364 | St. Petersburg, FL | SEC-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Mozella Asset Management](https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501) ([md](https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501.md)) | 336501 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Nestimate](https://advisorcensus.com/firm/nestimate-st-petersburg-fl-330306) ([md](https://advisorcensus.com/firm/nestimate-st-petersburg-fl-330306.md)) | 330306 | St Petersburg, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Newfound Research LLC](https://advisorcensus.com/firm/newfound-research-llc-st-petersburg-fl-159064) ([md](https://advisorcensus.com/firm/newfound-research-llc-st-petersburg-fl-159064.md)) | 159064 | St. Petersburg, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Other |
| [Novak & Powell Financial Services, Inc.](https://advisorcensus.com/firm/novak-and-powell-financial-services-inc-st-petersburg-fl-112970) ([md](https://advisorcensus.com/firm/novak-and-powell-financial-services-inc-st-petersburg-fl-112970.md)) | 112970 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Personal Asset Management](https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619) ([md](https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619.md)) | 136619 | St Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Raymond James & Associates, Inc.](https://advisorcensus.com/firm/raymond-james-and-associates-inc-st-petersburg-fl-705) ([md](https://advisorcensus.com/firm/raymond-james-and-associates-inc-st-petersburg-fl-705.md)) | 705 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 51 | % of assets, Hourly, Fixed fee, Commissions |
| [Raymond James Investment Management](https://advisorcensus.com/firm/raymond-james-investment-management-st-petersburg-fl-174904) ([md](https://advisorcensus.com/firm/raymond-james-investment-management-st-petersburg-fl-174904.md)) | 174904 | St Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Performance fee |
| [RCH Capital, LLC](https://advisorcensus.com/firm/rch-capital-llc-st-petersburg-fl-162853) ([md](https://advisorcensus.com/firm/rch-capital-llc-st-petersburg-fl-162853.md)) | 162853 | St. Petersburg, FL | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Sagace Wealth Management](https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212) ([md](https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212.md)) | 307212 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Saturn Management LLC](https://advisorcensus.com/firm/saturn-management-llc-st-petersburg-fl-163637) ([md](https://advisorcensus.com/firm/saturn-management-llc-st-petersburg-fl-163637.md)) | 163637 | St. Petersburg, FL | Exempt reporting adviser | Not reported | 12 | Not reported |
| [SUM Zero Wealth](https://advisorcensus.com/firm/sum-zero-wealth-st-petersburg-fl-343434) ([md](https://advisorcensus.com/firm/sum-zero-wealth-st-petersburg-fl-343434.md)) | 343434 | St. Petersburg, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Commissions |
| [U.S. Cherry LLC](https://advisorcensus.com/firm/u-s-cherry-llc-st-petersburg-fl-311564) ([md](https://advisorcensus.com/firm/u-s-cherry-llc-st-petersburg-fl-311564.md)) | 311564 | St. Petersburg, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Vitesse One Wealth LLC](https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089) ([md](https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089.md)) | 343089 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Webull Advisors LLC](https://advisorcensus.com/firm/webull-advisors-llc-st-petersburg-fl-304881) ([md](https://advisorcensus.com/firm/webull-advisors-llc-st-petersburg-fl-304881.md)) | 304881 | St Petersburg, FL | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Wild Iris Financial](https://advisorcensus.com/firm/wild-iris-financial-st-petersburg-fl-341074) ([md](https://advisorcensus.com/firm/wild-iris-financial-st-petersburg-fl-341074.md)) | 341074 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Yale Capital Corp.](https://advisorcensus.com/firm/yale-capital-corp-st-petersburg-fl-126992) ([md](https://advisorcensus.com/firm/yale-capital-corp-st-petersburg-fl-126992.md)) | 126992 | St. Petersburg, FL | SEC-registered investment adviser | Over $5 billion | 21 | % of assets |

## Questions people ask

**How many financial advisory firms are there in St. Petersburg, FL?**
AdvisorCensus lists 48 investment advisory firms with a principal office in St. Petersburg, Florida (part of the Tampa metro area), from Form ADV filings as of October 2026: 23 SEC-registered, 19 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in St. Petersburg, FL?**
11 of the 48 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in St. Petersburg, FL offer financial planning?**
23 of the 42 firms in St. Petersburg, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in St. Petersburg, FL fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 11 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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Cite as: AdvisorCensus. Financial advisors in St. Petersburg, FL: 48 firms from Form ADV filings as of October 2026.