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 Trusts & Estates advisors in FL, TAMPA
63 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
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
DOUBLELINE ALTERNATIVES LP
Tampa, FL
AUM
$3.47B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
813-791-7333
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
BAYSHORE CAPITAL
Tampa, FL
AUM
$879.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(813)343-3860
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
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
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
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
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