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 $4,680,786,637 Number of advisors 181 advisors	$4,680,786,637	181 advisors
4	Assets under management $4,088,960,900 Number of advisors 111 advisors	$4,088,960,900	111 advisors
5	Assets under management $3,451,150,789 Number of advisors 521 advisors	$3,451,150,789	521 advisors
6	Assets under management $1,944,101,807 Number of advisors 19 advisors	$1,944,101,807	19 advisors
7	Assets under management $1,031,842,109 Number of advisors 515 advisors	$1,031,842,109	515 advisors
8	Assets under management $840,639,208 Number of advisors 16 advisors	$840,639,208	16 advisors
9	Assets under management $785,177,116 Number of advisors 15 advisors	$785,177,116	15 advisors
10	Assets under management $687,348,000 Number of advisors 19 advisors	$687,348,000	19 advisors

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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.

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Methodology

To find the top financial advisors in Tampa, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

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 Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Non-discretionary Investment Advice
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Doubleline 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 Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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J. 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Hourly & Fixed Rate Consulting
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Third 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
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Calton & 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile
Suncoast 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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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Agw Capital Advisors
AGW Capital Advisors LLC, also known as AGW Capital Advisors, is a registered investment adviser based in Tampa, FL, established in 2009. The firm specializes in investment management and consulting, offering services to various clients, including corporations, high-net-worth individuals, and retirement plans. AGW manages over $3.6 billion in assets, with a focus on assisting clients in achieving their investment objectives within acceptable risk parameters. The firm provides services such as investment policy statements, asset allocation, investment manager selection, performance evaluation, and fiduciary/trustee services. AGW operates on a fee-only basis, charging advisory fees based on a tiered schedule linked to assets under management. The firm may also charge project-based fees and performance reporting fees. AGW acts as a fiduciary when providing investment advice, ensuring that clients' interests are prioritized. Clients have the option to grant discretionary authority to AGW for managing their accounts, with the firm having the ability to make investment decisions on their behalf. AGW offers investment strategies tailored to individual client objectives and risk profiles, utilizing software tools and analysis methods to construct and manage portfolios effectively. The firm emphasizes transparency, compliance with regulatory requirements, and maintaining independence in the investment decision-making process.
$785,177,116 under management
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PROJECT BASED FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Project Consulting Or Analysis
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Fidelis Capital
Fidelis Capital Partners, LLC, established in 2022, is a registered investment advisor specializing in investment advisory and non-investment advisory services for individuals, family offices, trusts, and businesses. The firm offers portfolio management services, financial planning, retirement accounts, and selection of sub-managers. Fidelis employs quantitative, fundamental, technical, and economic analysis to align client goals with investment models. Clients have the option for discretionary or non-discretionary portfolio management services. The firm does not guarantee results due to inherent risks in investing. Fidelis does not act as a custodian and places trades through a qualified custodian. Fees are based on a percentage of assets under management, typically ranging from 0.15% to 1.00%. The firm does not charge performance-based fees or engage in side-by-side management. Fidelis is a fiduciary, obligated to act in clients' best interests. The firm's investment strategies include long-term purchases, short-term purchases, strategic asset allocation, and risk of loss considerations. Fidelis does not have any disciplinary disclosures and does not require a minimum account size. The firm's code of ethics ensures fair and full disclosure, and employees are prohibited from trading the same security in personal accounts on the same day as client accounts. Fidelis does not have custody of client funds and securities directly. The firm votes proxies for clients and follows a Proxy Policy to vote in clients' best interests. Fidelis does not have any financial impairment or bankruptcy history.
$687,348,000 under management
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profile

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Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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