Florida · 105 advisers
Financial Advisors in Tampa, Florida
Looking for a financial advisor in Tampa, Florida? Falists indexes 105 SEC-registered and state-registered investment advisers in Tampa — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 96 firms list a website you can visit directly. Firms in this directory manage up to $93.32B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
105
With website
96
Largest AUM
$93.32B
Financial planning
54
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Tampa
Ranked by AUM · Fees, team & specialties at a glance
DOUBLELINE CAPITAL LP
Tampa, FL
AUM
$93.32B
Team
89 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-791-7333
AUM
$27.28B
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
813-934-2743
DEEP BLUE INVESTMENT ADVISORS
Tampa, FL
AUM
$18.16B
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-238-4800
INDEPENDENT FINANCIAL PARTNERS
Tampa, FL
AUM
$16.29B
Team
302 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
813-341-0960
CONCURRENT INVESTMENT ADVISORS, LLC
Tampa, FL
AUM
$15.73B
Team
161 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-709-8800
KOPERNIK GLOBAL INVESTORS, LLC
Tampa, FL
AUM
$10.18B
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-314-6100
J. W. COLE ADVISORS, INC.
Tampa, FL
AUM
$8.25B
Team
468 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 935-6776
THIRD LAKE PARTNERS, LLC
Tampa, FL
AUM
$5.97B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(813) 497-8100
ASSUREDPARTNERS INVESTMENT ADVISORS
Tampa, FL
AUM
$3.88B
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
407-708-0050
DOUBLELINE ALTERNATIVES LP
Tampa, FL
AUM
$3.47B
Team
9 advisors
Clients
0
Fees
Percentage of AUM
813-791-7333
CONCURRENT ASSET MANAGEMENT, LLC
Tampa, FL
AUM
$2.49B
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
813-575-2652
AUM
$2.45B
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-963-2500
FIDELIS CAPITAL
Tampa, FL
AUM
$2.28B
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-934-6246
DOUBLELINE ETF ADVISER LP
Tampa, FL
AUM
$2.13B
Team
89 advisors
Clients
0
Fees
Percentage of AUM
(813)791-7333
SUNCOAST EQUITY MANAGEMENT, LLC
Tampa, FL
AUM
$2.11B
Team
7 advisors
Clients
0
Fees
Percentage of AUM
(813) 963-0502
AGW CAPITAL ADVISORS
Tampa, FL
AUM
$1.73B
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
813-254-4700
CALTON & ASSOCIATES, INC.
Tampa, FL
AUM
$1.58B
Team
221 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
813-264-0440
ANZU PARTNERS, LLC
Tampa, FL
AUM
$1.08B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
202 742 5870
WEATHERFORD CAPITAL MANAGEMENT
Tampa, FL
AUM
$1.05B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(813) 443-0499
UNIQUE WEALTH, LLC
Tampa, FL
AUM
$965.6M
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-816-2030
MAC ALPHA CAPITAL MANAGEMENT, LP
Tampa, FL
AUM
$937.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-556-9704
COMPASS FINANCIAL MANAGEMENT LLC
Tampa, FL
AUM
$893.8M
Team
31 advisors
Clients
0
Fees
Percentage of AUM
813-597-6400
BAYSHORE CAPITAL
Tampa, FL
AUM
$879.2M
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
(813) 221-3400
PSI ADVISORS, LLC
Tampa, FL
AUM
$800.9M
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813)343-3860
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Common questions
- How many financial advisors are in Tampa, Florida?
- 105 registered investment advisers are listed in our Tampa directory, sourced from public SEC filings.
- What types of advisors are in Tampa?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Tampa?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.