Top Picks · St. Petersburg
Best Financial Advisors in St. Petersburg, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 19 financial advisors in St. Petersburg, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is The Holland Group Retirement Wealth Advisors with a 4.9-star rating from 117 Google reviews and an RNM Score of 94/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
PMN Financial Associates
PMN Financial Associates stands out as the top-ranked advisor due to its consistent high ratings and comprehensive financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Andrew J Kocisky
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in St. Petersburg, consider both the advisor's specialization and client reviews to ensure they align with your financial goals. Always verify credentials and fee structures before committing.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
20
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with an exceptional 4.9-star rating on Google.
2637 McCormick Dr STE 101, Clearwater, FL 33759, USA4.9 stars from nearly 80 reviews for trusted financial guidance in St. Petersburg.
9400 4th St N #201, St. Petersburg, FL 33702, USATop-rated St. Petersburg financial advisor with a perfect 5.0-star rating from 37 reviews.
200 Central Ave 4th Floor, St. Petersburg, FL 33701, USAFinancial 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 | Northwestern Mutual700 Central Ave #300, St. Petersburg, FL 33701, USA | 5.0★ | 12 |
| #5 | Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS®150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA | 5.0★ | 7 |
| #6 | Edward Jones - Financial Advisor: Chris Hudson, AAMS®212 Pasadena Ave S, St. Petersburg, FL 33707, USA | 5.0★ | 7 |
| #7 | Goodrich Wealth Planning100 2nd Ave S Ste 704S, St. Petersburg, FL 33701, USA | 5.0★ | 4 |
| #8 | Keystone Financial Planning150 2nd Ave N Suite 660, St. Petersburg, FL 33701, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Andrew J Kocisky150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Nathaniel C Beaver100 2nd Ave S #705S, St. Petersburg, FL 33701, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in St. Petersburg
Rated 5.0 stars from 12 reviews, this St. Petersburg financial advisor is highly trusted.
700 Central Ave #300, St. Petersburg, FL 33701, USA
Consistently rated 5.0 stars from 7 Google reviews for trusted financial guidance.
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
Exceptional 5.0-star rating from 7 Google reviews.
212 Pasadena Ave S, St. Petersburg, FL 33707, USA
Boasts a perfect 5.0-star rating from several satisfied clients.
100 2nd Ave S Ste 704S, St. Petersburg, FL 33701, USA
Exceptional 5.0-star rating from a small number of local client reviews.
150 2nd Ave N Suite 660, St. Petersburg, FL 33701, USA
Exceptional 5.0-star rating from a small number of Google reviews.
150 2nd Ave N Suite 1780, St. Petersburg, FL 33701, USA
Consistently rated 5.0 stars across multiple positive client reviews.
100 2nd Ave S #705S, St. Petersburg, FL 33701, USA
Rated 5.0 stars from 35 Google reviews, this St. Petersburg financial advisor is highly trusted.
9303 Seminole Blvd STE A, Seminole, FL 33772, USA
Exceptional 5.0-star rating from 14 Google reviews for St. Petersburg financial advising.
6392 1st Ave N, St. Petersburg, FL 33710, USA
5.0-star rating from 2 Google reviews for financial advising.
125 5th St S #201, St. Petersburg, FL 33701, USA
5.0★ rating from 20 Google reviews reflects exceptional client satisfaction.
720 2nd Ave S, St. Petersburg, FL 33701, USA
Exceptional 5.0-star rating from 4 Google reviews for financial guidance.
2553 1st Ave N, St. Petersburg, FL 33713, USA
Exceptional 5.0-star rating from 25 Google reviews in St. Petersburg, FL.
615 9th St N, St. Petersburg, FL 33701, USA
Exceptional 5.0-star rating from 5 Google reviews for financial advising in St. Petersburg.
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701, USA
5.0 stars from early clients, reflecting exceptional service in St. Petersburg.
200 Central Ave 24th Floor, St. Petersburg, FL 33701, USA
5.0-star rating from one review, reflecting exceptional client satisfaction.
5454 Central Ave Suite B, St. Petersburg, FL 33707, USA
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Financial Advisors in St. Petersburg, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | The Holland Group Retirement Wealth Advisors | 94/100 | 4.9 ★ | 117 |
| 2 | Elevate Financial Planning & Wealth Management | 92/100 | 4.9 ★ | 79 |
| 3 | Guided Financial Advisors | 90/100 | 5.0 ★ | 37 |
| 4 | Northwestern Mutual | 84/100 | 5.0 ★ | 12 |
| 5 | Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS® | 73/100 | 5.0 ★ | 7 |
| 6 | Edward Jones - Financial Advisor: Chris Hudson, AAMS® | 73/100 | 5.0 ★ | 7 |
| 7 | Goodrich Wealth Planning | 79/100 | 5.0 ★ | 4 |
| 8 | Keystone Financial Planning | 78/100 | 5.0 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Andrew J Kocisky | 69/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Nathaniel C Beaver | 68/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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