Wealth manager, independent · St. Petersburg, FL
ARS Wealth Advisors
ARS Wealth Advisors Group, LLC · SEC-registered investment adviser · CRD 314882 · SEC 801-121501
At a glance
ARS Wealth Advisors is an SEC-registered investment adviser based in St. Petersburg, Florida, with $1.6B in regulatory assets under management as of its Form ADV filed March 26, 2026. It reports 1,044 individual clients, 459 of them high-net-worth, holding an average of about $1.5 million each, and 24 employees. That ranks it 662nd among the nation’s 5,657 independent wealth management RIAs and 37th of 343 in Florida. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 727-322-7681arswealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #662 of 5,657
- Rank among all SEC RIAs
- #4,059 of 17,210
- Rank in Florida
- #37 of 343
- Individual clients
- 1,044
- High-net-worth clients
- 459
- Accounts
- 2,750
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 16
- Offices
- 5
Owners and executives on its Form ADV
- Anthony A. AndersonManaging Partner, SR. Wealth Advisor
- Andrew J. SwensonCCO
- Michael W. MurrayCEO
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 459 | $1.4B | 83% |
| Individuals | 585 | $212M | 13% |
| Corporations or other businesses | 26 | $71M | 4% |
| Charitable organizations | 1 | $1M | <1% |
Disciplinary disclosures
ARS Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗arswealth.com ↗
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The full record on ARS Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,354 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | $1.8B | 138 |
| A&m Private Wealth Partners, LLCWest Palm Beach | $1.8B | 34 |
| Slatestone Wealth LLCJupiter | $1.8B | 558 |
| Sierra Capital LLCMiami | $1.6B | 76 |
| Ciccarelli Advisory Services IncNaples | $1.6B | 3,553 |
| Evertern Wealth, LLCNaples | $1.6B | 233 |
Background
Questions
How much does ARS Wealth Advisors manage?
ARS Wealth Advisors reports $1.6B in regulatory assets under management across 2,750 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
How many clients does ARS Wealth Advisors have?
It reports 1,044 individual clients: 459 high-net-worth individuals and 585 other individuals. Individuals account for about 96% of its regulatory assets.
Where is ARS Wealth Advisors headquartered?
Its main office is in St. Petersburg, Florida. It reports 5 offices in total and 24 employees, 16 of whom perform investment advisory functions.
How does ARS Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does ARS Wealth Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 26, 2026, it reports these amounts held: Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is ARS Wealth Advisors a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is ARS Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, ARS Wealth Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is ARS Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →