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Largest RIA Firms in St Petersburg, Florida by AUM
Explore registered investment advisers headquartered in St Petersburg, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 20 firms with $621.6B in total reported AUM and median AUM of $389.5M.
Firms
20
Matching current profiles
Total AUM
$621.6B
Reported regulatory AUM
Median AUM
$389.5M
Across firms with AUM
Largest firm
$501.0B
Raymond James & Associates, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Raymond James & Associates, INC. CRD 705 · Corporation | ST. PETERSBURG, FL | $501.0B Oct 2026 | +$67.1B+15.5% | +$194.8B+63.6% | +$258.4B+106.5% | +$467.6B+1400.5% | +4,991 employees+42.3% over 3Y | +192,167 accounts+20.2% over 3Y |
| 2. Eagle Asset Management INC CRD 110653 · Corporation | ST. PETERSBURG, FL | $60.7B Jun 2026 | +$2.2B+3.7% | +$28.6B+89.2% | +$26.7B+78.8% | +$44.8B+281.4% | +15 employees+24.2% over 3Y | +37,726 accounts+90.8% over 3Y |
| 3. Raymond James Investment Management CRD 174904 · Corporation | ST PETERSBURG, FL | $16.9B May 2026 | +$485.3M+3.0% | +$1.5B+9.8% | -$434.8M-2.5% | +$16.7B+8968.2% | +4 employees+2.3% over 3Y | -1 accounts-16.7% over 3Y |
| 4. Ark Invest CRD 169525 · Limited Liability Company | ST. PETERSBURG, FL | $16.0B Aug 2026 | +$3.0B+22.9% | +$2.1B+15.1% | -$39.1B-71.0% | — | +12 employees+26.1% over 3Y | -2,967 accounts-98.9% over 3Y |
| 5. Dynasty Wealth Management, LLC CRD 153377 · Limited Liability Company | ST. PETERSBURG, FL | $13.9B Aug 2026 | +$5.2B+60.1% | +$13.2B+1890.3% | +$13.2B+1931.6% | +$12.8B+1162.1% | +100 employees+100.0% over 3Y | +30,150 accounts+5877.2% over 3Y |
| 6. Yale Capital Corp. CRD 126992 · Corporation | ST. PETERSBURG, FL | $5.6B Aug 2026 | +$1.6B+39.0% | +$2.8B+97.1% | +$3.6B+174.8% | +$4.9B+696.2% | +1 employees+16.7% over 3Y | +19 accounts+19.2% over 3Y |
| 7. Cyndeo Wealth Partners CRD 307781 · Limited Liability Company | ST. PETERSBURG, FL | $3.2B Aug 2026 | +$570.6M+22.1% | +$1.7B+115.9% | +$2.0B+177.2% | — | +10 employees+55.6% over 3Y | +2,271 accounts+74.2% over 3Y |
| 8. Ars Wealth Advisors CRD 314882 · Limited Liability Company | ST. PETERSBURG, FL | $1.6B Mar 2026 | +$170.8M+11.6% | +$441.3M+36.8% | — | — | +6 employees+33.3% over 3Y | +1,150 accounts+71.9% over 3Y |
| 9. Newfound Research LLC CRD 159064 · Limited Liability Company | ST. PETERSBURG, FL | $1.1B Jul 2026 | +$278.0M+33.4% | +$1.1B+2187.3% | +$1.1B+2580.6% | +$1.1B+215810.9% | -1 employees-16.7% over 3Y | +7 accounts+700.0% over 3Y |
| 10. Directed Capital Advisors CRD 162277 · Limited Liability Company | ST. PETERSBURG, FL | $419.6M Mar 2026 | +$23.7M+6.0% | +$106.1M+33.8% | +$89.4M+27.1% | +$267.1M+175.1% | +5 employees+16.7% over 3Y | -2 accounts-40.0% over 3Y |
| 11. Novak & Powell Financial Services, INC. CRD 112970 · Corporation | ST. PETERSBURG, FL | $359.5M Mar 2026 | +$53.5M+17.5% | +$63.0M+21.2% | +$180.7M+101.1% | +$242.8M+208.0% | -2 employees-22.2% over 3Y | -73 accounts-7.2% over 3Y |
| 12. Amuni Financial, INC. CRD 8365 · Corporation | ST PETERSBURG, FL | $194.6M Mar 2026 | +$34.9M+21.9% | +$84.6M+76.9% | +$86.4M+79.8% | +$86.4M+79.8% | +2 employees+10.5% over 3Y | +226 accounts+99.1% over 3Y |
| 13. Cyber Hornet ETFS LLC CRD 305171 · Limited Liability Company | ST. PETERSBURG, FL | $167.6M Aug 2026 | +$33.1M+24.6% | +$69.1M+70.2% | +$112.1M+201.8% | +$124.6M+289.9% | +10 employees+500.0% over 3Y | +1 accounts+100.0% over 3Y |
| 14. Sagace Wealth Management CRD 307212 · Limited Liability Company | ST. PETERSBURG, FL | $162.7M Feb 2026 | +$6.2M+4.0% | — | — | +$62.3M+62.0% | 0 employees+0.0% over 1Y | +19 accounts+7.8% over 1Y |
| 15. Clarity Financial Advisors LLC CRD 323321 · Limited Liability Company | ST. PETERSBURG, FL | $149.5M Sep 2026 | +$49.7M+49.7% | +$98.3M+192.2% | — | — | +1 employees+12.5% over 3Y | +938 accounts+73.7% over 3Y |
| 16. Howland And Associates, LLC CRD 106963 · Limited Liability Company | ST PETERSBURG, FL | $138.7M Aug 2026 | +$94.0M+210.5% | +$94.0M+210.5% | +$94.0M+210.5% | +$94.0M+210.5% | 0 employees+0.0% over Total | -25 accounts-27.2% over 3Y |
| 17. Elevate Financial Planning And Wealth Management CRD 329079 · Limited Liability Company | ST. PETERSBURG, FL | $107.1M Jun 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 18. Webull Advisors LLC CRD 304881 · Limited Liability Company | ST PETERSBURG, FL | $48.9M Apr 2026 | +$15.2M+45.2% | — | — | — | +14 employees+700.0% over 3Y | -107,410 accounts-78.8% over 1Y |
| 19. U.s. Cherry LLC CRD 311564 · Limited Liability Company | ST. PETERSBURG, FL | $8.3M Oct 2026 | +$1.7M+25.9% | — | — | +$3.1M+59.5% | 0 employees+0.0% over 1Y | +94 accounts+134.3% over 1Y |
| 20. Advisifi LLC CRD 332477 · Limited Liability Company | ST PETERSBURG, FL | $1.8M Mar 2026 | — | — | — | — | +2 employees+50.0% over 1Y | — |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.