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Top Picks · Saint Petersburg
Best Financial Advisors in Saint Petersburg, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Saint Petersburg, FL by verified customer ratings and review volume. The highest-rated is St. Pete Wealth Management Group of Raymond James with a 5.0-star rating from 1 verified reviews. Also in the top tier: Guided Financial Advisors and Edward Jones - Financial Advisor: Andrew J Kocisky. The average rating across all listed financial advisors in Saint Petersburg is 5 stars from 24 reviews per business on average.
Financial advisors in Saint Petersburg typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
24
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
St. Pete Wealth Management Group of Raymond James
200 Central Ave 24th Floor, St. Petersburg, FL 33701, USA
Guided Financial Advisors
200 Central Ave 4th Floor, St. Petersburg, FL 33701, USA
Edward Jones - Financial Advisor: Andrew J Kocisky
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
Financial Advisors Rankings in Saint Petersburg, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | St. Pete Wealth Management Group of Raymond James200 Central Ave 24th Floor, St. Petersburg, FL 33701, USA | 5.0★ | 1 |
| #2 | Guided Financial Advisors200 Central Ave 4th Floor, St. Petersburg, FL 33701, USA | 5.0★ | 37 |
| #3 | Edward Jones - Financial Advisor: Andrew J Kocisky150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS®150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA | 5.0★ | 7 |
| #5 | Morgan Stanley Financial Advisors150 2nd Ave N Suite 1400, St. Petersburg, FL 33701, USA | 5.0★ | 5 |
| #6 | Keystone Financial Planning150 2nd Ave N Suite 660, St. Petersburg, FL 33701, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Nathaniel C Beaver100 2nd Ave S #705S, St. Petersburg, FL 33701, USA | 5.0★ | 2 |
| #8 | Goodrich Wealth Planning100 2nd Ave S Ste 704S, St. Petersburg, FL 33701, USA | 5.0★ | 4 |
| #9 | Align Wealth Management : Financial Planners, Wealth Retirement125 5th St S #201, St. Petersburg, FL 33701, USA | 5.0★ | 2 |
| #10 | Northwestern Mutual700 Central Ave #300, St. Petersburg, FL 33701, USA | 5.0★ | 12 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Saint Petersburg
Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS®
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
Morgan Stanley Financial Advisors
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701, USA
Keystone Financial Planning
150 2nd Ave N Suite 660, St. Petersburg, FL 33701, USA
Edward Jones - Financial Advisor: Nathaniel C Beaver
100 2nd Ave S #705S, St. Petersburg, FL 33701, USA
Goodrich Wealth Planning
100 2nd Ave S Ste 704S, St. Petersburg, FL 33701, USA
Align Wealth Management : Financial Planners, Wealth Retirement
125 5th St S #201, St. Petersburg, FL 33701, USA
Northwestern Mutual
700 Central Ave #300, St. Petersburg, FL 33701, USA
PMN Financial Associates
615 9th St N, St. Petersburg, FL 33701, USA
Retirement Solutions
2553 1st Ave N, St. Petersburg, FL 33713, USA
Edward Jones - Financial Advisor: Jennifer K Brown, CFP®|CPWA®
5454 Central Ave Suite B, St. Petersburg, FL 33707, USA
Waters Wealth Management of Raymond James
6392 1st Ave N, St. Petersburg, FL 33710, USA
Edward Jones - Financial Advisor: Chris Hudson, AAMS®
212 Pasadena Ave S, St. Petersburg, FL 33707, USA
Elevate Financial Planning & Wealth Management
9400 4th St N #201, St. Petersburg, FL 33702, USA
Integrity Financial Services
13129 66th St N, Largo, FL 33773, USA
Jazz Wealth Managers, Inc.
2300 Tall Pines Dr STE 126, Largo, FL 33771, USA
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Frequently Asked Questions — Financial Advisors in Saint Petersburg
What is a fiduciary financial advisor and why does it matter in Saint Petersburg?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Saint Petersburg, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Saint Petersburg?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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