DOUBLELINE CAPITAL LP
Tampa, FL
AUM
$93.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
89 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-791-7333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL, TAMPA
36 advisers found
AUM
$27.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
813-934-2743
INDEPENDENT FINANCIAL PARTNERS
Tampa, FL
AUM
$16.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Wealth MgmtRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
813-314-6100
J. W. COLE ADVISORS, INC.
Tampa, FL
AUM
$8.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
468 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813) 935-6776
ASSUREDPARTNERS INVESTMENT ADVISORS
Tampa, FL
AUM
$3.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
407-708-0050
AUM
$2.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
813-963-2500
FIDELIS CAPITAL
Tampa, FL
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-934-6246
SUNCOAST EQUITY MANAGEMENT, LLC
Tampa, FL
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM
(813) 963-0502
AGW CAPITAL ADVISORS
Tampa, FL
AUM
$1.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
813-254-4700
CALTON & ASSOCIATES, INC.
Tampa, FL
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
221 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
813-264-0440
UNIQUE WEALTH, LLC
Tampa, FL
AUM
$965.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
813-816-2030
COMPASS FINANCIAL MANAGEMENT LLC
Tampa, FL
AUM
$893.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM
813-597-6400
PSI ADVISORS, LLC
Tampa, FL
AUM
$800.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813)343-3860
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
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
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
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
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
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
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
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
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