Top 8 financial advisor firms in St Petersburg

8 SEC-registered financial advisor firms are headquartered in St Petersburg, FL, with $11.3B in combined regulatory assets under management. The largest by assets are Texas Yale Capital ($5.62B), Cyndeo Wealth Partners ($3.15B) and ARS Wealth Advisors Group ($1.64B).

8
Financial advisor firms: $11.3B
Their combined AUM: $261M
Median firm AUM: 4,436
Clients of the top 8

The 8 largest by assets

1
Texas Yale Capital
RIA
$5.62B
Up to 1.50%
2
Cyndeo Wealth Partners
RIA
$3.15B
0.30% to 2.00% a year
3
ARS Wealth Advisors Group
RIA
$1.64B
0.50% to 1.00% a year
4
Novak & Powell Financial Services
RIA
$359M
1.25% to 2.25% a year
5
Sagace Wealth Management
RIA
$163M
0.49% to 0.95% a year
6
Clarity Financial Advisors
RIA
$150M
Regulatory AUM
7
Howland and Associates
RIA
$139M
Up to 1.20% a year
8
Elevate Financial Planning and Wealth Management
RIA
$107M
Regulatory AUM

Profiles of the top 8

No. 1 · RIA

Texas Yale Capital

Texas Yale Capital is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $5.62 billion, as filed on 28 August 2026.

Texas Yale Capital charges up to 1.50% for its Percentage of Assets Under Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $5.62B
Clients: 118
Advisory staff: 4
Fee schedule: Up to 1.50%
Minimum account: $10,000,000
Custodians: Charles Schwab
Headquarters: 6475 1st Ave South, St. Petersburg, FL 33707
Phone: 727-823-0006
Website: yalecapital.com

No. 2 · RIA

Cyndeo Wealth Partners

Cyndeo Wealth Partners is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $3.15 billion, as filed on 13 August 2026.

Cyndeo Wealth Partners charges 0.30%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $3.15B
Clients: 1,225
Advisory staff: 27
Founded: 2020
Fee schedule: 0.30% to 2.00% a year
Custodians: Fidelity
Headquarters: 300 1st Avenue South, 3rd Floor, St. Petersburg, FL 33701
Phone: 727-472-3700
Website: cyndeowp.com

No. 3 · RIA

ARS Wealth Advisors Group

ARS Wealth Advisors Group is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.64 billion, as filed on 26 March 2026.

ARS Wealth Advisors Group charges 0.50%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $1.64B
Clients: 1,071
Advisory staff: 16
Founded: 1997
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 111 Second Avenue Ne, Suite 900, St. Petersburg, FL 33701
Phone: 727-322-7681
Website: arswealth.com

No. 4 · RIA

Novak & Powell Financial Services

Novak & Powell Financial Services is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2017. It provides investment management. Its clients include individuals. Its regulatory assets under management total $359 million, as filed on 22 March 2026.

Novak & Powell Financial Services charges 1.25%–2.25% a year for its Investment Advisory Fee.

Regulatory AUM: $359M
Clients: 426
Advisory staff: 7
Fee schedule: 1.25% to 2.25% a year
Custodians: Raymond James, Charles Schwab
Headquarters: 146 Second St N, Suite 310, St. Petersburg, FL 33701
Phone: 727-451-3440
Website: novakpowell.com

No. 5 · RIA

Sagace Wealth Management

Sagace Wealth Management is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $163 million, as filed on 20 February 2026.

Sagace Wealth Management charges 0.49%–0.95% a year for its Portfolio Management and Financial Planning Services.

Regulatory AUM: $163M
Clients: 80
Advisory staff: 7
Fee schedule: 0.49% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 877 Executive Center Drive West, Suite 100, St. Petersburg, FL 33702
Phone: 727-493-9700
Website: sagacewealth.com

No. 6 · RIA

Clarity Financial Advisors

Clarity Financial Advisors is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $150 million, as filed on 21 September 2026.

Regulatory AUM: $150M
Clients: 992
Advisory staff: 6
Custodians: Altruist
Headquarters: 260 1st Ave S., St. Petersburg, FL 33710
Phone: 816-786-5031
Website: theclarityfinancial.com

No. 7 · RIA

Howland and Associates

Howland and Associates is an investment adviser based in St Petersburg, FL, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $139 million, as filed on 11 August 2026.

Howland and Associates charges up to 1.20% a year for its Investment management.

Regulatory AUM: $139M
Clients: 67
Advisory staff: 4
Fee schedule: Up to 1.20% a year
Headquarters: 10261 4th Street N., St Petersburg, FL 33716
Phone: 813-333-2900
Website: investhowland.com

No. 8 · RIA

Elevate Financial Planning and Wealth Management

Elevate Financial Planning and Wealth Management is an investment adviser based in St. Petersburg, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $107 million, as filed on 11 June 2026.

Regulatory AUM: $107M
Clients: 457
Advisory staff: 36
Custodians: Fidelity
Headquarters: 9400 4th Street N, Suite 201, St. Petersburg, FL 33702
Phone: 727-478-8886
Website: elevatefpwm.com

Questions about financial advisors in St Petersburg

How many financial advisor firms are headquartered in St Petersburg?

8 SEC-registered financial advisor firms report their principal office in St Petersburg, FL, managing $11.3B in regulatory assets between them. The other 9 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in St Petersburg?

Texas Yale Capital, with $5.62B in regulatory assets under management on its latest Form ADV. The next largest are Cyndeo Wealth Partners ($3.15B) and ARS Wealth Advisors Group ($1.64B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in St Petersburg?

The median firm manages $261M in regulatory assets. That is the midpoint of the 8 firms headquartered in St Petersburg.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in St Petersburg charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 2.25% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in St Petersburg?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

St Petersburg has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in St Petersburg

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