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Best financial advisors in ST.PETERSBURG, FL

Registered advisers within 25 miles of ST.PETERSBURG, FL.

Offices
4
Firms
4
Combined AUM
$1.48T
Firm-wide filings, not assets booked only here
Clients
218K
218,132 clients when Item 5C has a number
Avg / client
$6.79M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRANSAMERICA RETIREMENT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

MICHAEL DAVID COLLINS
JAMES BARRETT SPICER
DAVID LEONARD ZACCAGNINO
ROBERT VINCENT TORRIS
GARY PATRICK HUMMEL
MARK ALAN WOLF
STEVEN THOMAS LAESSER
Ryan Allen Roy
Logan Patrick Wolf
STEPHEN EDWARD KRUCHTEN
John Francis Myers
William James Counsman

Within 25 miles of ST.PETERSBURG, FL, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.48T in combined regulatory AUM across 218,132 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in ST.PETERSBURG

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 4 TRANSAMERICA RETIREMENT ADVISORS, LLC 322 advisers $18.8B AUM