KLH CAPITAL
Tampa, FL
AUM
$773.9M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-222-0160
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
105 advisers found
GATOR CAPITAL MANAGEMENT, LLC
Tampa, FL
AUM
$751.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(813) 282-7870
DARWIN WEALTH MANAGEMENT
Tampa, FL
AUM
$614.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
813-579-4074
SILVERVIEW CREDIT PARTNERS LP
Tampa, FL
AUM
$577.3M
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-205-6225
INSTRUMENTAL WEALTH, LLC
Tampa, FL
AUM
$508.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
813-578-7001
POLAR CAPITAL (AMERICA) CORPORATION
Tampa, FL
AUM
$505.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
011442072272700
THE AMBRUS GROUP LLC
Tampa, FL
AUM
$485.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-270-6563
CAPCO ASSET MANAGEMENT, LLC
Tampa, FL
AUM
$468.6M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
813-805-0777
MANGROVE EQUITY PARTNERS
Tampa, FL
AUM
$468.1M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
813-868-4500
WEALTH ADVISORS OF TAMPA BAY
Tampa, FL
AUM
$456.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
813-642-7730
FLORIDA FINANCIAL ADVISORS, LLC
Tampa, FL
AUM
$456.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
667 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(813) 333-1683
QUANTUM PRIVATE WEALTH, LLC
Tampa, FL
AUM
$418.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
847-474-1400
CLEARWELL GROUP
Tampa, FL
AUM
$413.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(813) 435-5600
NORTHBRIDGE FINANCIAL GROUP, LLC
Tampa, FL
AUM
$413.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 877-8000
CODE WAECHTER LLC
Tampa, FL
AUM
$409.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
813-287-8775
AUM
$344.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-929-3258
POWER FINANCIAL PARTNERS, LLC
Tampa, FL
AUM
$329.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
813-212-2125
HEALTHEDGE INVESTMENT PARTNERS
Tampa, FL
AUM
$325.8M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
813-490-7100
OSCEOLA CAPITAL MANAGEMENT
Tampa, FL
AUM
$322.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-792-6559
BRIGHTWATER ADVISORY, LLC
Tampa, FL
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-251-6310
OPINICUS
Tampa, FL
AUM
$297.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
(813) 443-4767
PRIVATE WEALTH GROUP, LLC
Tampa, FL
AUM
$274.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
813-226-1900
CASSEDY FINANCIAL GROUP, INC.
Tampa, FL
AUM
$248.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
813-251-0004
DFN MANAGEMENT LLC.
Tampa, FL
AUM
$241.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(866) 296-4420