GOLDEN ROAD ADVISORS LLC
Tampa, FL
AUM
$237.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
813-491-1593
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
105 advisers found
THE TENRET COMPANY, LLC
Tampa, FL
AUM
$225.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
727-599-6201
FFO INVESTMENTS LLC
Tampa, FL
AUM
$207.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(302) 584-3415
GRAND CENTRAL INVESTMENT GROUP, LLC
Tampa, FL
AUM
$196.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-251-4200
SFG WEALTH ADVISORS, LLC
Tampa, FL
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(813) 251-9095
AUM
$183.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-443-0879
RUTHERFORD ASSET PLANNING, INC.
Tampa, FL
AUM
$181.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
813-343-4501
STRONGHOLD WEALTH MANAGEMENT L.L.C.
Tampa, FL
AUM
$172.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
813-775-7099
CHESAPEAKE CAPITAL CORPORATION
Tampa, FL
AUM
$171.9M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
804-836-1617
WISDOM FINANCIAL PLANNING
Tampa, FL
AUM
$165.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
813-254-9500
TRUADVISORS
Tampa, FL
AUM
$132.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(813) 212-4000
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
860-659-8299
SOLIST FINANCIAL
Tampa, FL
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
8132943737
CRAFT WEALTH SERVICES
Tampa, FL
AUM
$120.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
813-337-7747
MANOLE CAPITAL MANAGEMENT LLC
Tampa, FL
AUM
$108.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
813-728-3344
BAYTRUST WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$97.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-820-0069
DJP WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
800-595-4042
VECTORWEALTH
Tampa, FL
AUM
$77.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
813-578-4658
PELION INVESTMENT ADVISORS, INC.
Tampa, FL
AUM
$61.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
917-639-5451
BAY CAPITAL
Tampa, FL
AUM
$56.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
813-286-1553
SICKLE HUNTER FINANCIAL ADVISORS
Tampa, FL
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8133216423
AMERICAN FAMILY LEGACY GROUP
Tampa, FL
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
405-245-8340
TRUE LIFE WEALTH MANAGEMENT, LLC
Tampa, FL
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(800) 683-7343