Every new Florida filing, every day18 financial advisory businesses recently registered in St. Petersburg, Florida.
Updated July 23, 2026 · Most recent filing Jul 15, 2026

Every new Florida filing, every day
See how it worksThis page lists new financial advisory businesses registered in St. Petersburg, Florida. We currently track 18, sourced directly from the Florida Division of Corporations and refreshed daily as new financial advisory companies file.
Recent additions include Gray Oak Advisory, Clarity Advisory Group, and O2O Labs. The most recent financial advisory filing was on Jul 15, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in St. Petersburg, this is one of the freshest prospect lists in the market.
6 new financial advisory businesses filed in St. Petersburg in the last 30 days, and 19 over the last 90 days. DayOneLead tracks 19 in total, refreshed daily from Florida state filing records.
Every new financial advisory business in St. Petersburg registers with the state before it shows up anywhere else, and those filings are public. DayOneLead detects them daily and adds a verified owner name, phone, email, and website status to each one, so you can reach new financial advisory businesses in their first week, before they appear in other directories.
A new filing is not always a new business. Some registrations are re-filings, name changes, or holding entities. To separate them, DayOneLead cross-references every filing against domain registration records. Of the 6 new financial advisory filings in St. Petersburg in the last 30 days, 1 launched a website on a domain registered within the last 12 months, a strong signal of a genuinely new operation.
New verified leads every morning, and an AI-built email campaign ready to go. We build it, you hit send.
Build My Campaign Free ›We refresh this page every day from Florida state filing records. The most recent financial advisory filing we recorded in St. Petersburg was on Jul 15, 2026.
Gray Oak Advisory LLC is a financial advisory firm founded by manager Melody Laven, based in St. Petersburg, Florida. The firm provides advisory services, likely in capital markets or investment management, as indicated by the related website Gray Oak Capital. The business is registered in Florida and operates in the financial services sector.
Clarity Advisory Group provides capital planning, underwriting analysis, and investment advisory services to business owners and professional advisors. The firm is based in St. Petersburg, Florida, and is led by Oup Vanguard Holdings Gr. The website emphasizes structured capital strategy and a different approach from traditional lenders or marketplaces.
O2O Labs advises institutions on moving off-chain capital to onchain markets, focusing on structuring, modeling, and DeFi delivery for tokenized RWA allocation. The LLC is headquartered in St. Petersburg, FL, and is represented by authorized member Peter Gaffney.
Clear Path Advisory Group is a financial advisory firm based in Tampa and St. Petersburg, Florida, offering insurance and financial planning services. The LLC manager John Cornetta and the St. Petersburg location align with the filing. Their website provides contact information and details on their advisory services.
The business appears to be a credit repair and advisory firm. The filing lists authorized members including Robert P. Waite, and the site mentions a 'Robert' as a team member, though not explicitly matched. However, the LLC is registered in St. Petersburg, FL, while the website shows a New York address (399 Knollwood Rd, Sparkill, NY 10976), suggesting possible multi-state operations.
Sexton Advisory Group is a financial advisory firm based in St. Petersburg, FL, specializing in wealth management, tax planning, retirement planning, estate planning, and Estate Transitioning Planning. The firm is led by Steve Sexton and also associated with Taylor Sexton, and hosts the 'Saving With Steve' podcast. The website provides contact information and details on their services.
Buckley Advisors LLC is a financial advisory firm based in St. Petersburg, Florida, as indicated by its filing address and the associated financial advisor Amy Buck. The advisor operates under Edward Jones but the LLC may represent her independent practice.
Generational Group is a business advisory and M&A firm with a Tampa office. The LLC filing suggests a Florida-based wealth management or advisory entity, possibly serving high-net-worth clients. The website lists a local phone number and mentions a team member named John, aligning with the LLC's authorized member John Davila.
Cedarwood Advisory Group is a financial advisory and consulting firm, likely operating as Cedarwood Advisors, based in St. Petersburg, Florida. The firm provides international advisory and consulting services as indicated by the candidate website. The principal officer is Shawn M. Kerry.
Blue Marlin Advisors is a fiduciary wealth management firm offering financial advisory and tax-related services. The website mentions a physical office in West Palm Beach, FL, and provides a phone number and email for client contact. The firm has a client login portal, indicating ongoing client relationships.
This business provides advisory services, including life insurance, Medicare, and annuities, as indicated by W2 and W4 descriptions. It serves clients in Florida, with contact information and officer names found on the site. The LLC name suggests a focus on executive-level guidance.
Provides accounting and advisory services to help business owners with financial growth and management.
Obsidian Wealth Management appears to be a financial advisory firm offering wealth management services. The website mentions 'Do what the Wealthy Do' and includes sections on tax planning, asset protection, and virtual CFO services. The site uses WooCommerce, suggesting possible product sales or subscriptions.
Blueprint Wealth Management is a financial advisory firm based in The Villages, Florida, offering wealth management and investment services. The firm appears on advisor directories and has a website describing investment management and financial planning.
The site offers consultations and lists contact information including a phone number and email. It appears to be a small financial services business.
Victory Wealth Management is a financial advisory firm serving corporate employees, executives, and high-net-worth families. The website describes a client-focused approach and lists Daniel Basinger as a member, matching the LLC filing.
Abood Wealth Management is a financial advisory firm that helps investors gain confidence with a personalized and holistic approach to their finances. The website mentions a 'Simplicity Digital Advisor' and offers financial planning services. The business is located in DeLand, FL, and is led by Corey W. Abood.
IFR Advisors offers financial advisory services including interim CFO, capital management, and professionalization for founder-led and PE-backed companies. The business is based in Miami, FL, and led by Alex Villanueva.
Sign up to see verified contact details for this business and 18 others in St. Petersburg
Build My Campaign Free