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Top advisors in Saint Petersburg

Top advisors in Saint Petersburg

We’ve curated a list of the best financial advisors in Saint Petersburg, take a look at it below

Find an advisor in Saint Petersburg
# Financial advisor Assets under management Number of advisors
1 $122,500,000 2 advisors

How we came up with this list

To generate our top financial advisors list in Saint 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 Saint 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.

  • Holifield Financial Advisory Services/prosper Financial Advisers

    Holifield Financial Advisory Services/prosper Financial Advisers is a financial advisory firm based in Saint Petersburg, Florida. It currently has approximately $122,500,000 of assets under management and employs about 2 people. Holifield Financial Advisory Services/prosper Financial Advisers uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

    Assets under management

    $122,500,000

    Headcount

    2 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    SEC number

    801-116854

    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

    See full profile

    Meet the advisor

    9455 Koger Blvd. N,
    Suite 102,
    Saint Petersburg,
    Florida,
    33702

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