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Top RIA Firms in St Petersburg, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in St Petersburg, Florida. This hub covers 19 matching firms with $620.8B in total reported AUM and median AUM of $419.6M.
Firms
19
Matching current profiles
Total AUM
$620.8B
Reported regulatory AUM
Median AUM
$419.6M
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 Mar 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 Dec 2025 | +$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 Apr 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 Mar 2026 | +$5.2B+60.1% | +$13.1B+1669.8% | +$13.2B+2038.8% | +$12.8B+1162.1% | +115 employees+135.3% over 3Y | +30,188 accounts+6355.4% over 3Y |
| 6. Yale Capital Corp. CRD 126992 · Corporation | ST. PETERSBURG, FL | $4.9B May 2026 | +$881.5M+21.8% | +$2.2B+80.9% | +$2.9B+140.8% | +$4.2B+597.6% | 0 employees+0.0% over 3Y | -5 accounts-4.2% over 3Y |
| 7. Cyndeo Wealth Partners CRD 307781 · Limited Liability Company | ST. PETERSBURG, FL | $3.2B Mar 2026 | +$570.6M+22.1% | +$1.8B+127.5% | +$2.0B+177.2% | — | +12 employees+75.0% over 3Y | +2,146 accounts+67.4% 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 Feb 2026 | +$987.7M+808.7% | +$1.0B+1147.6% | +$995.0M+866.5% | +$1.1B+215810.9% | 0 employees+0.0% 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 Mar 2026 | +$61.9M+58.6% | +$64.9M+63.3% | +$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 Apr 2026 | +$49.7M+49.7% | +$98.3M+192.2% | — | — | 0 employees+0.0% over 3Y | +938 accounts+73.7% over 3Y |
| 16. Elevate Financial Planning And Wealth Management CRD 329079 · Limited Liability Company | ST. PETERSBURG, FL | $107.1M Apr 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 17. 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 |
| 18. U.s. Cherry LLC CRD 311564 · Limited Liability Company | ST. PETERSBURG, FL | $8.3M Mar 2026 | +$2.0M+32.5% | — | — | +$3.1M+59.5% | 0 employees+0.0% over 1Y | +138 accounts+530.8% over 1Y |
| 19. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.