Latest update · June 13, 2026: Initial ranking published. 10 St. Petersburg-metro financial advisors businesses evaluated, top 8 ranked by Vetted Score.
In St. Petersburg, the importance of financial planning cannot be overstated. With a growing economy and a vibrant community, having a solid financial strategy is essential for both individuals and families.
We've ranked the top financial advisors in the area, evaluating ten providers and focusing on those with the highest Vetted Scores. The leader, Elevate Financial Planning & Wealth Management, shines with a perfect 5-star rating based on 82 reviews, while the competition remains promising but less established.
10financial advisors evaluated in St. Petersburg
4.99average rating across the field
164customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
To create this list, we analyzed the customer reviews and ratings of financial advisors in St. Petersburg, ensuring that no business pays for placement. This guarantees an unbiased ranking based solely on client satisfaction.
Our evaluations are refreshed monthly, allowing us to stay current with any changes in ratings or reviews. This transparency helps you make informed decisions when selecting a financial advisor.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
Elevate Financial Planning & Wealth Management holds a perfect 5-star rating from 82 reviews. Clients frequently commend their personalized approach to financial planning and wealth management. They excel in crafting tailored investment strategies that align with individual goals. However, with a growing clientele, appointment availability may vary. That is a substantial body of feedback for a local operator, enough to trust the rating rather than credit a lucky streak. Most of what reviewers hire it for is personalized financial planning. It serves St. Petersburg, FL, with $200 to $500 per hour pricing, and the honest trade-offs are appointment availability may vary.
Guided Financial Advisors also boasts a 5-star rating, backed by 39 reviews. Reviewers appreciate their transparent fee structure and dedication to educating clients about financial decisions. They are particularly well-suited for those seeking affordable yet comprehensive financial advice. Still, their smaller team may limit availability during peak times. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is affordable financial advice. It serves St. Petersburg, FL, with $150 to $400 per hour pricing, and the honest trade-offs are limited team size may affect availability.
Mangrove Financial Group has a 4.9-star rating from 15 reviews. Clients praise their attentive service and focus on retirement planning. They are ideal for those nearing retirement age who want tailored guidance. However, with fewer reviews than top competitors, trust is still forming in this relatively new firm. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is retirement planning. It serves St. Petersburg, FL, with $100 to $300 per hour pricing, and the honest trade-offs are fewer reviews may affect trust.
Northwestern Mutual has a strong 5-star rating from 12 reviews. Clients often highlight their comprehensive insurance options and financial planning services. They are particularly recommended for families looking for a one-stop shop for insurance and investment needs. However, some clients mention a more traditional approach that may not suit everyone.
Chris Hudson at Edward Jones holds a 5-star rating from 8 reviews. Clients appreciate his approachable style and willingness to explain complex financial concepts. He is best for individuals seeking a friendly and knowledgeable advisor. However, his limited number of reviews may leave some potential clients wanting more assurance. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is friendly financial advice. It serves St. Petersburg, FL, with $100 to $300 per hour pricing, and the honest trade-offs are limited number of reviews.
Morgan Stanley has a 5-star rating from 5 reviews. Clients value the firm's extensive resources and global reach. This is a solid choice for those who want access to a wide range of investment products. However, the larger firm structure may result in a less personalized experience for some clients.
Align Wealth Management has a perfect 5-star rating from 2 reviews. Clients appreciate their focused approach to wealth management and retirement planning. This firm is best for those seeking specialized services. However, with only two reviews, potential clients may find it hard to gauge reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is specialized wealth management. It serves St. Petersburg, FL, with $150 to $400 per hour pricing, and the honest trade-offs are very limited review base.
St. Pete Wealth Management Group of Raymond James has a 5-star rating from just 1 review. The reviewer praised their personalized service and attention to detail. While this could be a promising option for clients seeking dedicated support, the lack of reviews makes it hard to assess their overall reliability.
How to choose a Financial Advisor in St. Petersburg
Choosing the right financial advisor is crucial for achieving your financial goals. Here are key factors to consider when making your selection.
Review Ratings
Start by looking at the overall ratings. Providers with higher ratings and more reviews typically offer more reliable services.
Assess Specialties
Consider what type of financial services you need. Some advisors focus on wealth management, while others may specialize in retirement planning.
Check Client Feedback
Read through client reviews for insights on their experiences. Look for comments on communication, responsiveness, and overall satisfaction.
What it costs
What Financial Advisors cost in St. Petersburg
Understanding the cost of financial advisory services can help you budget effectively. Here’s what you can generally expect to pay in St. Petersburg.
Hourly RateTypically ranges from $150 to $300 per hour, depending on the advisor's experience and expertise.
Flat FeeSome advisors charge a flat fee for specific services, ranging from $1,000 to $5,000 for comprehensive planning.
Percentage of Assets Under ManagementMany advisors charge around 1% of assets under management annually, which can vary based on the total invested amount.
Consultation FeesInitial consultations may be free or cost between $100 and $300, allowing you to assess the advisor's fit without a significant commitment.
Frequently asked questions
How much does financial advising cost in St. Petersburg?
Costs vary by advisor, but you can expect fees to range from $100 to $300 per hour, depending on the complexity of your financial needs.
What should I look for in a financial advisor?
Look for experience, a solid track record of client satisfaction, and transparency in fees. Advisors with more reviews generally indicate established trust.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most St. Petersburg residents: <strong>Elevate Financial Planning & Wealth Management</strong>
Elevate Financial Planning & Wealth Management leads the pack with a perfect 5-star rating from 82 reviews, proving their reliability and client satisfaction. Following closely is Guided Financial Advisors, also rated 5 stars but with fewer reviews at 39, indicating they are a solid choice for those seeking personalized service. Lastly, Mangrove Financial Group offers a nearly perfect rating of 4.9 stars from 15 reviews, showcasing their expertise but with a thinner review base. For comprehensive service and proven results, Elevate Financial Planning & Wealth Management is the clear choice.
Cityvetted
