Top 10 financial advisors in Tampa, FL
We’ve curated a list of the best financial advisors in Tampa, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$91,220,415,301
Number of advisors
284 advisors
| $91,220,415,301 | 284 advisors | |
| 2 |
Assets under management
$8,081,273,181
Number of advisors
273 advisors
| $8,081,273,181 | 273 advisors | |
| 3 |
Assets under management
$5,654,853,917
Number of advisors
43 advisors
| $5,654,853,917 | 43 advisors | |
| 4 |
Assets under management
$4,680,786,637
Number of advisors
181 advisors
| $4,680,786,637 | 181 advisors | |
| 5 |
Assets under management
$4,088,960,900
Number of advisors
111 advisors
| $4,088,960,900 | 111 advisors | |
| 6 |
Assets under management
$3,451,150,789
Number of advisors
521 advisors
| $3,451,150,789 | 521 advisors | |
| 7 |
Assets under management
$1,944,101,807
Number of advisors
19 advisors
| $1,944,101,807 | 19 advisors | |
| 8 |
Assets under management
$1,031,842,109
Number of advisors
515 advisors
| $1,031,842,109 | 515 advisors | |
| 9 |
Assets under management
$974,925,553
Number of advisors
63 advisors
| $974,925,553 | 63 advisors | |
| 10 |
Assets under management
$840,639,208
Number of advisors
16 advisors
| $840,639,208 | 16 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Tampa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tampa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Doubleline Capital Lp
Doubleline Capital Lp is a financial advisory firm based in Tampa, Florida. It currently has approximately $91,220,415,301 of assets under management and employs about 284 people. Doubleline Capital Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$91,220,415,301 under management
284 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Independent Financial Partners
Independent Financial Partners is a financial advisory firm based in Tampa, Florida. It currently has approximately $8,081,273,181 of assets under management and employs about 273 people. Independent Financial Partners uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of assets under advisement.
$8,081,273,181 under management
273 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsNon-discretionary Investment AdviceKopernik Global Investors, LLC
Kopernik Global Investors, LLC is a financial advisory firm based in Tampa, Florida. It currently has approximately $5,654,853,917 of assets under management and employs about 43 people. Kopernik Global Investors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$5,654,853,917 under management
43 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Advisory Only ServicesDoubleline Alternatives Lp
Doubleline Alternatives Lp is a financial advisory firm based in Tampa, Florida. It currently has approximately $4,680,786,637 of assets under management and employs about 181 people. Doubleline Alternatives Lp uses a fee structure of and a percentage of assets under your management.
$4,680,786,637 under management
181 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC is a financial advisory firm based in Tampa, Florida. It currently has approximately $4,088,960,900 of assets under management and employs about 111 people. Concurrent Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$4,088,960,900 under management
111 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersJ. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. is a financial advisory firm based in Tampa, Florida. It currently has approximately $3,451,150,789 of assets under management and employs about 521 people. J. W. Cole Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$3,451,150,789 under management
521 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersEducational Seminars/workshopsHourly & Fixed Rate ConsultingThird Lake Partners, LLC
Third Lake Partners, LLC is a financial advisory firm based in Tampa, Florida. It currently has approximately $1,944,101,807 of assets under management and employs about 19 people. Third Lake Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$1,944,101,807 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersPublication Of Periodicals Or NewslettersEducational Seminars/workshopsCalton & Associates, Inc.
Calton & Associates, Inc. is a financial advisory firm based in Tampa, Florida. It currently has approximately $1,031,842,109 of assets under management and employs about 515 people. Calton & Associates, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and performance-based fees.
$1,031,842,109 under management
515 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersAnzu Partners, LLC
Anzu Partners, LLC, established in September 2014, specializes in investing in industrial technologies. The firm collaborates with entrepreneurs to develop and commercialize technological innovations by providing capital and expertise in business development, market positioning, global connectivity, and operations. Anzu Partners manages investments on behalf of advisory clients through privately offered pooled investment funds and special purpose vehicles. The firm's regulatory assets under management were $975,853,540 as of December 31, 2024, managed on a discretionary basis. Anzu Partners receives management fees from funds, typically up to 2.5% annually, with the ability to reduce or waive fees. Incentive fees or performance-based distributions may also apply. The firm does not participate in wrap fee programs. Investment discretion is granted to the firm, which conducts due diligence on potential targets and provides ongoing assistance to portfolio companies. Anzu Partners addresses conflicts of interest through its Code of Ethics and compliance manual. The firm engages third-party placement agents for investor referrals, with costs offset against management fees. Anzu Partners complies with custody rules, has discretionary authority over client accounts, and votes proxies diligently in the best interests of clients. The firm has no disciplinary events and maintains financial stability. For more information, contact the Chief Compliance Officer at (202) 742-5870 or [email protected].
$974,925,553 under management
63 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesSuncoast Equity Management, LLC
Suncoast Equity Management, LLC, established in 1998 and reorganized in 2015, is led by principal owner Donald Robert Jowdy and President Dan McNichol. The firm specializes in individual selection of Large Cap equities, with additional investment options including fixed income and mutual funds. Clients may grant discretionary authority for securities selection and transactions. SEM offers financial planning services, including investment, retirement, and education planning. Alternative investments are available to accredited investors and qualified clients meeting specific net worth criteria. SEM charges a negotiable 1% annual fee based on assets under management, paid quarterly. Clients are responsible for third-party fees. The firm does not accept performance-based fees and generally serves individuals, high-net-worth individuals, and various entities. There is a $250,000 minimum account size, potentially waived based on client needs. SEM primarily uses fundamental analysis and long-term trading strategies, emphasizing risk management. The firm does not vote proxies for client securities and does not have financial conditions impairing client commitments. Clients receive regular account reports and may request non-periodic reviews based on significant events. SEM does not participate in wrap fee programs and does not accept compensation for selling securities. The firm's custody practices involve limited client asset custody through fee deductions with written authorization.
$840,639,208 under management
16 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Tampa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tampa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.