Investment adviser firms in TAMPA, Florida
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
72 firms · Source months shown: August 2026
- ANNIS GARDNER WHITING CAPITAL ADVISORS LLCCRD 150570 · TAMPA, FL$1,726,801,585.00Regulatory AUM · August 2026
- ANZU PARTNERS, LLCCRD 288985 · TAMPA, FL$1,080,874,904.00Regulatory AUM · August 2026
- ASSUREDPARTNERS INVESTMENT ADVISORS, LLCCRD 309550 · TAMPA, FL$3,878,842,674.00Regulatory AUM · August 2026
- BAYSHORE CAPITAL ADVISORS, LLCCRD 110209 · TAMPA, FL$879,243,015.00Regulatory AUM · August 2026
- BAYTRUST WEALTH MANAGEMENT, LLCCRD 338822 · TAMPA, FL$97,749,639.00Regulatory AUM · August 2026
- BRIGHTWATER ADVISORY, LLCCRD 169806 · TAMPA, FL$303,758,272.00Regulatory AUM · August 2026
- CALTON & ASSOCIATES, INC.CRD 20999 · TAMPA, FL$1,576,517,756.00Regulatory AUM · August 2026
- CAPCO ASSET MANAGEMENT, LLCCRD 141325 · TAMPA, FL$468,584,730.00Regulatory AUM · August 2026
- CASSEDY FINANCIAL GROUP, INC.CRD 111446 · TAMPA, FL$248,446,484.00Regulatory AUM · August 2026
- CHESAPEAKE CAPITAL CORPORATIONCRD 282099 · TAMPA, FL$171,860,247.00Regulatory AUM · August 2026
- CLEARWELL ADVISORS, LLCCRD 306186 · TAMPA, FL$413,513,497.00Regulatory AUM · August 2026
- CODE WAECHTER LLCCRD 289372 · TAMPA, FL$409,020,241.00Regulatory AUM · August 2026
- COMPASS FINANCIAL MANAGEMENT LLCCRD 156345 · TAMPA, FL$893,836,789.00Regulatory AUM · August 2026
- CONCURRENT ASSET MANAGEMENT, LLCCRD 330657 · TAMPA, FL$2,486,251,673.00Regulatory AUM · August 2026
- CONCURRENT INVESTMENT ADVISORS, LLCCRD 323135 · TAMPA, FL$15,727,990,844.00Regulatory AUM · August 2026
- CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLCCRD 174670 · TAMPA, FL$131,312,290.00Regulatory AUM · August 2026
- CRAFT ASSET MANAGEMENT LLCCRD 289557 · TAMPA, FL$120,844,771.00Regulatory AUM · August 2026
- DARWIN WEALTH MANAGEMENT, LLCCRD 166585 · TAMPA, FL$614,495,581.00Regulatory AUM · August 2026
- DFN MANAGEMENT LLC.CRD 285057 · TAMPA, FL$241,367,405.00Regulatory AUM · August 2026
- DOMINION PORTFOLIO MANAGEMENT, INC.CRD 106918 · TAMPA, FL$277,125,069.00Regulatory AUM · August 2026
- DOUBLELINE ALTERNATIVES LPCRD 175212 · TAMPA, FL$3,473,833,512.00Regulatory AUM · August 2026
- DOUBLELINE CAPITAL LPCRD 152606 · TAMPA, FL$93,321,790,052.00Regulatory AUM · August 2026
- DOUBLELINE ETF ADVISER LPCRD 317415 · TAMPA, FL$2,125,603,486.00Regulatory AUM · August 2026
- E. BATOFF & CO., INC.CRD 124815 · TAMPA, FL$249,200,000.00Regulatory AUM · August 2026
- FAI CAPITAL MANAGEMENTCRD 147025 · TAMPA, FL$842,109,549.00Regulatory AUM · August 2026
- FFO INVESTMENTS LLCCRD 338887 · TAMPA, FL$207,088,515.00Regulatory AUM · August 2026
- FIDELIS CAPITAL PARTNERS, LLCCRD 322287 · TAMPA, FL$2,284,448,461.00Regulatory AUM · August 2026
- FLORIDA FINANCIAL ADVISORS, LLCCRD 288811 · TAMPA, FL$456,133,125.00Regulatory AUM · August 2026
- GATOR CAPITAL MANAGEMENT, LLCCRD 147067 · TAMPA, FL$751,090,000.00Regulatory AUM · August 2026
- GOLDEN ROAD ADVISORS LLCCRD 314077 · TAMPA, FL$237,749,516.00Regulatory AUM · August 2026
- GRAND CENTRAL INVESTMENT GROUP, LLCCRD 172537 · TAMPA, FL$196,238,900.00Regulatory AUM · August 2026
- HEALTHEDGE INVESTMENT PARTNERS, LLCCRD 163421 · TAMPA, FL$325,787,500.00Regulatory AUM · August 2026
- IFP ADVISORS, LLCCRD 125112 · TAMPA, FL$16,291,865,537.00Regulatory AUM · August 2026
- INSTRUMENTAL WEALTH, LLCCRD 310788 · TAMPA, FL$507,996,008.00Regulatory AUM · August 2026
- INTEREST FINANCIAL, LLCCRD 300418 · TAMPA, FLNot availableRegulatory AUM · August 2026
- JAFFE TILCHIN INVESTMENT PARTNERS, LLCCRD 143608 · TAMPA, FL$2,445,435,755.00Regulatory AUM · August 2026
- JOHN BOYER, INC.CRD 145275 · TAMPA, FL$165,583,043.00Regulatory AUM · August 2026
- JONATHAN ROBERTS ADVISORY GROUP, INC.CRD 112294 · TAMPA, FL$8,247,916,891.00Regulatory AUM · August 2026
- KLH CAPITAL PARTNERS, L.P.CRD 304294 · TAMPA, FL$773,874,432.00Regulatory AUM · August 2026
- KOPERNIK GLOBAL INVESTORS, LLCCRD 168625 · TAMPA, FL$10,176,761,958.00Regulatory AUM · August 2026
- MAC ALPHA CAPITAL MANAGEMENT, LPCRD 311412 · TAMPA, FL$937,827,441.00Regulatory AUM · August 2026
- MANGROVE EQUITY PARTNERS, L.P.CRD 162429 · TAMPA, FL$468,101,399.00Regulatory AUM · August 2026
- MTC WEALTH MANAGEMENT LLCCRD 305308 · TAMPA, FL$329,006,989.00Regulatory AUM · August 2026
- MUTUAL TRUST ASSET MGMT., INC.CRD 121364 · TAMPA, FL$58,355,433.00Regulatory AUM · August 2026
- NORTHBRIDGE FINANCIAL GROUP, LLCCRD 310394 · TAMPA, FL$413,141,294.00Regulatory AUM · August 2026
- OPINICUS CAPITAL, INC.CRD 168344 · TAMPA, FL$297,062,482.00Regulatory AUM · August 2026
- OSCEOLA CAPITAL MANAGEMENT, LLCCRD 301565 · TAMPA, FL$322,280,610.00Regulatory AUM · August 2026
- PEAKSHARES LLCCRD 329193 · TAMPA, FL$110,000,000.00Regulatory AUM · August 2026
- PFS SIGNATURE WEALTH LLCCRD 342913 · TAMPA, FLNot availableRegulatory AUM · August 2026
- POLAR CAPITAL (AMERICA) CORPORATIONCRD 155389 · TAMPA, FL$656,147,243.00Regulatory AUM · August 2026
- POWER FINANCIAL PARTNERS, LLCCRD 324253 · TAMPA, FL$329,142,012.00Regulatory AUM · August 2026
- PRIVATE WEALTH GROUP, LLCCRD 128560 · TAMPA, FL$274,030,731.00Regulatory AUM · August 2026
- PSI ADVISORS, LLCCRD 285880 · TAMPA, FL$800,938,904.00Regulatory AUM · August 2026
- QUANTUM PRIVATE WEALTH, LLCCRD 307358 · TAMPA, FL$417,996,028.00Regulatory AUM · August 2026
- RUTHERFORD ASSET PLANNING, INC.CRD 128036 · TAMPA, FL$181,313,080.00Regulatory AUM · August 2026
- SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLCCRD 187519 · TAMPA, FL$183,125,945.00Regulatory AUM · August 2026
- SFG WEALTH ADVISORS, LLCCRD 307368 · TAMPA, FL$187,673,116.00Regulatory AUM · August 2026
- SILVERVIEW CREDIT PARTNERS LPCRD 282955 · TAMPA, FL$577,272,232.00Regulatory AUM · August 2026
- SOLIST WEALTH, LLCCRD 329317 · TAMPA, FL$130,131,318.00Regulatory AUM · August 2026
- STRONGHOLD WEALTH MANAGEMENT L.L.C.CRD 161194 · TAMPA, FL$172,917,911.00Regulatory AUM · August 2026
- SUNCOAST EQUITY MANAGEMENT, LLCCRD 108289 · TAMPA, FL$2,114,694,094.00Regulatory AUM · August 2026
- THE AMBRUS GROUP LLCCRD 316761 · TAMPA, FL$485,069,000.00Regulatory AUM · August 2026
- THE BALDWIN GROUP WEALTH ADVISORS, LLCCRD 312284 · TAMPA, FL$27,276,204,735.00Regulatory AUM · August 2026
- THE TENRET COMPANY, LLCCRD 298570 · TAMPA, FL$225,446,387.00Regulatory AUM · August 2026
- THIRD LAKE PARTNERS, LLCCRD 299961 · TAMPA, FL$5,970,075,889.00Regulatory AUM · August 2026
- TRUADVISORS FINANCIAL, LLCCRD 170564 · TAMPA, FL$132,731,351.00Regulatory AUM · August 2026
- UNIQUE WEALTH, LLCCRD 312462 · TAMPA, FL$965,627,008.00Regulatory AUM · August 2026
- VERDARA PPP LLCCRD 339710 · TAMPA, FLNot availableRegulatory AUM · August 2026
- WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANYCRD 206518 · TAMPA, FL$344,142,233.00Regulatory AUM · August 2026
- WEALTH ADVISORS OF TAMPA BAY LLCCRD 162724 · TAMPA, FL$456,772,774.00Regulatory AUM · August 2026
- WEATHERFORD CAPITAL MANAGEMENT LLCCRD 304514 · TAMPA, FL$1,045,821,873.00Regulatory AUM · August 2026
- WERTZ YORK CAPITAL MANAGEMENT GROUP, LLCCRD 115344 · TAMPA, FL$18,164,131,116.00Regulatory AUM · August 2026