Financial advisers in Tampa , FL

AUM: $93.3B
Per adviser: $1.0B
Advisers: 89

No reported disclosures

The Baldwin Group Wealth Advisors, LLC

Tampa, FL · Est. 2021

AUM: $27.3B
Per adviser: $546M
Advisers: 50

Deep Blue Investment Advisors

Tampa, FL · Est. 2001

AUM: $18.2B
Per adviser: $2.0B
Advisers: 9

No reported disclosures

Independent Financial Partners

Tampa, FL · Est. 2008

National

AUM: $16.3B
Per adviser: $54M
Advisers: 302

Concurrent Investment Advisors, LLC

Tampa, FL · Est. 2022

AUM: $15.7B
Per adviser: $98M
Advisers: 161

Kopernik Global Investors, LLC

Tampa, FL · Est. 2013

RegionalInternational

AUM: $10.2B
Per adviser: $463M
Advisers: 22

No reported disclosures

J. W. Cole Advisors, INC.

Tampa, FL · Est. 2001

AUM: $8.2B
Per adviser: $18M
Advisers: 468

Third Lake Partners, LLC

Tampa, FL · Est. 2019

AUM: $6.0B
Per adviser: $459M
Advisers: 13

No reported disclosures

Assuredpartners Investment Advisors

Tampa, FL · Est. 2019

AUM: $3.9B
Per adviser: $102M
Advisers: 38

No reported disclosures

Doubleline Alternatives LP

Tampa, FL · Est. 2015

RegionalInternational

AUM: $3.5B
Per adviser: $386M
Advisers: 9

No reported disclosures

Concurrent Asset Management, LLC

Tampa, FL · Est. 2024

AUM: $2.5B
Per adviser: $1.2B
Advisers: 2

No reported disclosures

Jaffe Tilchin Investment Partners, LLC

Tampa, FL · Est. 2007

AUM: $2.4B
Per adviser: $68M
Advisers: 36

No reported disclosures

Fidelis Capital

Tampa, FL · Est. 2022

AUM: $2.3B
Per adviser: $190M
Advisers: 12

No reported disclosures

Doubleline Etf Adviser LP

Tampa, FL · Est. 2022

AUM: $2.1B
Per adviser: $24M
Advisers: 89

No reported disclosures

Suncoast Equity Management, LLC

Tampa, FL · Est. 2003

AUM: $2.1B
Per adviser: $302M
Advisers: 7

No reported disclosures

Agw Capital Advisors

Tampa, FL · Est. 2009

AUM: $1.7B
Per adviser: $123M
Advisers: 14

No reported disclosures

Calton & Associates, INC.

Tampa, FL · Est. 2009

AUM: $1.6B
Per adviser: $7M
Advisers: 221

Anzu Partners, LLC

Tampa, FL · Est. 2020

RegionalInternational

AUM: $1.1B
Per adviser: $120M
Advisers: 9

No reported disclosures

Weatherford Capital Management

Tampa, FL · Est. 2020

AUM: $1.0B
Per adviser: $87M
Advisers: 12

No reported disclosures

Unique Wealth, LLC

Tampa, FL · Est. 2021

AUM: $966M
Per adviser: $80M
Advisers: 12

No reported disclosures

Mac Alpha Capital Management, LP

Tampa, FL · Est. 2024

AUM: $938M
Per adviser: $234M
Advisers: 4

No reported disclosures

Compass Financial Management LLC

Tampa, FL · Est. 2020

National

AUM: $894M
Per adviser: $29M
Advisers: 31

No reported disclosures

Bayshore Capital

Tampa, FL · Est. 2001

AUM: $879M
Per adviser: $98M
Advisers: 9

No reported disclosures

Fai Capital Management

Tampa, FL · Est. 2008

AUM: $842M
Per adviser: $281M
Advisers: 3

No reported disclosures

Psi Advisors, LLC

Tampa, FL · Est. 2017

AUM: $801M
Per adviser: $67M
Advisers: 12

No reported disclosures

Klh Capital

Tampa, FL · Est. 2019

AUM: $774M
Per adviser: $97M
Advisers: 8

No reported disclosures

Gator Capital Management, LLC

Tampa, FL · Est. 2013

AUM: $751M
Per adviser: $250M
Advisers: 3

No reported disclosures

Polar Capital (America) Corporation

Tampa, FL · Est. 2010

AUM: $656M
Per adviser: $109M
Advisers: 6

No reported disclosures

Darwin Wealth Management

Tampa, FL · Est. 2014

AUM: $614M
Per adviser: $102M
Advisers: 6

No reported disclosures

Silverview Credit Partners LP

Tampa, FL · Est. 2016

AUM: $577M
Per adviser: $64M
Advisers: 9

No reported disclosures

Instrumental Wealth, LLC

Tampa, FL · Est. 2020

AUM: $508M
Per adviser: $102M
Advisers: 5

No reported disclosures

The Ambrus Group LLC

Tampa, FL · Est. 2026

AUM: $485M
Per adviser: $162M
Advisers: 3

No reported disclosures

Capco Asset Management, LLC

Tampa, FL · Est. 2017

AUM: $469M
Per adviser: $94M
Advisers: 5

No reported disclosures

Mangrove Equity Partners

Tampa, FL · Est. 2014

AUM: $468M
Per adviser: $47M
Advisers: 10

No reported disclosures

Wealth Advisors Of Tampa Bay

Tampa, FL · Est. 2012

AUM: $457M
Per adviser: $152M
Advisers: 3

No reported disclosures

Florida Financial Advisors, LLC

Tampa, FL · Est. 2023

National

AUM: $456M
Per adviser: $683,857.759
Advisers: 667

No reported disclosures

Quantum Private Wealth, LLC

Tampa, FL · Est. 2020

AUM: $418M
Per adviser: $104M
Advisers: 4

No reported disclosures

Clearwell Group

Tampa, FL · Est. 2024

AUM: $414M
Per adviser: $69M
Advisers: 6

No reported disclosures

Northbridge Financial Group, LLC

Tampa, FL · Est. 2020

AUM: $413M
Per adviser: $59M
Advisers: 7

No reported disclosures

Code Waechter LLC

Tampa, FL · Est. 2020

AUM: $409M
Per adviser: $82M
Advisers: 5

No reported disclosures

Walser Wealth Management Company, A Limited Liability Company

Tampa, FL · Est. 2023

AUM: $344M
Per adviser: $26M
Advisers: 13

No reported disclosures

Power Financial Partners, LLC

Tampa, FL · Est. 2023

AUM: $329M
Per adviser: $110M
Advisers: 3

No reported disclosures

Mtc Wealth Management

Tampa, FL · Est. 2019

AUM: $329M
Per adviser: $37M
Advisers: 9

No reported disclosures

Healthedge Investment Partners

Tampa, FL · Est. 2017

AUM: $326M
Per adviser: $36M
Advisers: 9

No reported disclosures

Osceola Capital Management

Tampa, FL · Est. 2021

AUM: $322M
Per adviser: $40M
Advisers: 8

No reported disclosures

Brightwater Advisory, LLC

Tampa, FL · Est. 2017

AUM: $304M
Per adviser: $152M
Advisers: 2

No reported disclosures

Opinicus

Tampa, FL · Est. 2021

AUM: $297M
Per adviser: $59M
Advisers: 5

No reported disclosures

Private Wealth Group, LLC

Tampa, FL · Est. 2007

AUM: $274M
Per adviser: $274M
Advisers: 1

No reported disclosures

E. Batoff & Co., INC.

Tampa, FL · Est. 2003

AUM: $249M
Per adviser: $249M
Advisers: 1

No reported disclosures

Cassedy Financial Group, INC.

Tampa, FL · Est. 2021

AUM: $248M
Per adviser: $83M
Advisers: 3

No reported disclosures

Dfn Management LLC.

Tampa, FL · Est. 2024

AUM: $241M
Per adviser: $121M
Advisers: 2

No reported disclosures

Golden Road Advisors LLC

Tampa, FL · Est. 2021

AUM: $238M
Per adviser: $79M
Advisers: 3

No reported disclosures

The Tenret Company, LLC

Tampa, FL · Est. 2021

AUM: $225M
Per adviser: $225M
Advisers: 1

No reported disclosures

Ffo Investments LLC

Tampa, FL · Est. 2025

AUM: $207M
Per adviser: $41M
Advisers: 5

No reported disclosures

Grand Central Investment Group, LLC

Tampa, FL · Est. 2015

AUM: $196M
Per adviser: $98M
Advisers: 2

Sfg Wealth Advisors, LLC

Tampa, FL · Est. 2021

AUM: $188M
Per adviser: $47M
Advisers: 4

No reported disclosures

Sandy Morris Financial & Estate Planning Services, LLC

Tampa, FL · Est. 2020

AUM: $183M
Per adviser: $61M
Advisers: 3

No reported disclosures

Rutherford Asset Planning, INC.

Tampa, FL · Est. 2003

AUM: $181M
Per adviser: $181M
Advisers: 1

No reported disclosures

Stronghold Wealth Management L.L.C.

Tampa, FL · Est. 2022

AUM: $173M
Per adviser: $86M
Advisers: 2

No reported disclosures

Chesapeake Capital Corporation

Tampa, FL · Est. 2016

AUM: $172M
Per adviser: $34M
Advisers: 5

No reported disclosures

Wisdom Financial Planning

Tampa, FL · Est. 2021

AUM: $166M
Per adviser: $55M
Advisers: 3

No reported disclosures

Truadvisors

Tampa, FL · Est. 2025

AUM: $133M
Per adviser: $33M
Advisers: 4

No reported disclosures

Conscious Capital Wealth Management, LLC

Tampa, FL · Est. 2020

AUM: $131M
Per adviser: $44M
Advisers: 3

Craft Wealth Services

Tampa, FL · Est. 2024

AUM: $121M
Per adviser: $17M
Advisers: 7

No reported disclosures

Peakshares LLC

Tampa, FL · Est. 2024

AUM: $110M
Per adviser: $37M
Advisers: 3

No reported disclosures

Baytrust Wealth Management, LLC

Tampa, FL · Est. 2025

AUM: $98M
Per adviser: $98M
Advisers: 1

No reported disclosures

Mutual Trust Asset Mgmt., INC.

Tampa, FL · Est. 2017

AUM: $58M
Per adviser: $15M
Advisers: 4

Interest Financial, LLC

Tampa, FL · Est. 2019

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Verdara Ppp LLC

Tampa, FL · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Pfs Signature Wealth

Tampa, FL · Est. 2026