Top 9 advisors in St Petersburg
We’ve curated a list of the best financial advisors in St Petersburg, take a look at it below
Find an advisor in St Petersburg1. Ark Invest
Assets under management
$13,883,813,829
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
2. Ci Doyle Private Wealth, LLC
Assets under management
$1,615,012,524
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Tax Preparation Services
3. Ars Wealth Advisors
Assets under management
$1,087,535,360
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax Preparation And Consulting Services And Credit And Cash Management Solutions And Insurance Solutions
4. Dynasty Wealth Management, LLC
Assets under management
$697,559,795
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Swm Advisors
Assets under management
$633,829,518
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
Advisory Srv To Corp 401(k) Plans
6. Directed Capital Advisors
Assets under management
$313,462,490
Fee structure
A PERCENTAGE OF LP UNRETURNED CAPITAL CONTRIBUTIONS
Services offered
Portfolio Management For Pooled Investment Vehicles
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7. Novak & Powell Financial Services, Inc.
Assets under management
$256,267,569
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
8. Onefund, LLC
Assets under management
$98,462,916
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
9. Howland And Associates, LLC
Assets under management
$80,290,613
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
How we came up with this list
To generate our top financial advisors list in St Petersburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Petersburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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