4.5+ Stars · St. Petersburg
Highly Rated Financial Advisors in St. Petersburg, FL
Only the best make this list. These financial advisors in St. Petersburg have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 19 financial advisors in St. Petersburg, FL by verified customer ratings and review volume. The highest-rated is The Holland Group Retirement Wealth Advisors with a 4.9-star rating from 117 verified reviews. Also in the top tier: Elevate Financial Planning & Wealth Management and Guided Financial Advisors. The average rating across all listed financial advisors in St. Petersburg is 5 stars from 20 reviews per business on average.
Financial advisors in St. 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
19
Businesses listed
5★
Avg rating
20
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
The Holland Group Retirement Wealth Advisors
2637 McCormick Dr STE 101, Clearwater, FL 33759, USA
Elevate Financial Planning & Wealth Management
9400 4th St N #201, St. Petersburg, FL 33702, USA
Guided Financial Advisors
200 Central Ave 4th Floor, St. Petersburg, FL 33701, USA
Financial Advisors Rankings in St. Petersburg, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Holland Group Retirement Wealth Advisors2637 McCormick Dr STE 101, Clearwater, FL 33759, USA | 4.9★ | 117 |
| #2 | Elevate Financial Planning & Wealth Management9400 4th St N #201, St. Petersburg, FL 33702, USA | 4.9★ | 79 |
| #3 | Guided Financial Advisors200 Central Ave 4th Floor, St. Petersburg, FL 33701, USA | 5.0★ | 37 |
| #4 | Morgan Stanley Financial Advisors150 2nd Ave N Suite 1400, St. Petersburg, FL 33701, USA | 5.0★ | 5 |
| #5 | St. Pete Wealth Management Group of Raymond James200 Central Ave 24th Floor, St. Petersburg, FL 33701, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Nathaniel C Beaver100 2nd Ave S #705S, St. Petersburg, FL 33701, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Jennifer K Brown, CFP®|CPWA®5454 Central Ave Suite B, St. Petersburg, FL 33707, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS®150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA | 5.0★ | 7 |
| #9 | Vernick Financial9303 Seminole Blvd STE A, Seminole, FL 33772, USA | 5.0★ | 35 |
| #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 St. Petersburg
Morgan Stanley Financial Advisors
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701, USA
St. Pete Wealth Management Group of Raymond James
200 Central Ave 24th Floor, St. Petersburg, FL 33701, USA
Edward Jones - Financial Advisor: Nathaniel C Beaver
100 2nd Ave S #705S, St. Petersburg, FL 33701, USA
Edward Jones - Financial Advisor: Jennifer K Brown, CFP®|CPWA®
5454 Central Ave Suite B, St. Petersburg, FL 33707, USA
Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS®
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
Northwestern Mutual
700 Central Ave #300, St. Petersburg, FL 33701, USA
Align Wealth Management : Financial Planners, Wealth Retirement
125 5th St S #201, St. Petersburg, FL 33701, USA
Waters Wealth Management of Raymond James
6392 1st Ave N, St. Petersburg, FL 33710, USA
Edward Jones - Financial Advisor: Andrew J Kocisky
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
Retirement Solutions
2553 1st Ave N, St. Petersburg, FL 33713, USA
Goodrich Wealth Planning
100 2nd Ave S Ste 704S, St. Petersburg, FL 33701, USA
PMN Financial Associates
615 9th St N, St. Petersburg, FL 33701, USA
Keystone Financial Planning
150 2nd Ave N Suite 660, St. Petersburg, FL 33701, USA
Edward Jones - Financial Advisor: Chris Hudson, AAMS®
212 Pasadena Ave S, St. Petersburg, FL 33707, USA
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Frequently Asked Questions — Financial Advisors in St. Petersburg
What is a fiduciary financial advisor and why does it matter in St. 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 St. 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 St. 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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