Best Financial Advisors in TAMPA, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TAMPA
DEEP BLUE INVESTMENT ADVISORS
TAMPA, FL · Since 2001
MUTUAL TRUST ASSET MGMT., INC.
TAMPA, FL · Since 2017
E. BATOFF & CO., INC.
TAMPA, FL · Since 2003
INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL · Since 2008
WISDOM FINANCIAL PLANNING
TAMPA, FL · Since 2021
FAI CAPITAL MANAGEMENT
TAMPA, FL · Since 2008
GATOR CAPITAL MANAGEMENT, LLC
TAMPA, FL · Since 2013
COMPASS FINANCIAL MANAGEMENT LLC
TAMPA, FL · Since 2020
STRONGHOLD WEALTH MANAGEMENT L.L.C.
TAMPA, FL · Since 2022
HEALTHEDGE INVESTMENT PARTNERS
TAMPA, FL · Since 2017
DARWIN WEALTH MANAGEMENT
TAMPA, FL · Since 2014
OPINICUS
TAMPA, FL · Since 2021
GRAND CENTRAL INVESTMENT GROUP, LLC
TAMPA, FL · Since 2015
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
TAMPA, FL · Since 2020
DOUBLELINE ALTERNATIVES LP
TAMPA, FL · Since 2015
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
TAMPA, FL · Since 2020
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
TAMPA, FL · Since 2023
CHESAPEAKE CAPITAL CORPORATION
TAMPA, FL · Since 2016
PSI ADVISORS, LLC
TAMPA, FL · Since 2017
FLORIDA FINANCIAL ADVISORS, LLC
TAMPA, FL · Since 2023
CRAFT WEALTH SERVICES
TAMPA, FL · Since 2024
THE TENRET COMPANY, LLC
TAMPA, FL · Since 2021
INTEREST FINANCIAL, LLC
TAMPA, FL · Since 2019
OSCEOLA CAPITAL MANAGEMENT
TAMPA, FL · Since 2021
MTC WEALTH MANAGEMENT
TAMPA, FL · Since 2019
NORTHBRIDGE FINANCIAL GROUP, LLC
TAMPA, FL · Since 2020
MAC ALPHA CAPITAL MANAGEMENT, LP
TAMPA, FL · Since 2024
THE BALDWIN GROUP WEALTH ADVISORS, LLC
TAMPA, FL · Since 2021
THE AMBRUS GROUP LLC
TAMPA, FL · Since 2026
DOUBLELINE ETF ADVISER LP
TAMPA, FL · Since 2022
POWER FINANCIAL PARTNERS, LLC
TAMPA, FL · Since 2023
CONCURRENT ASSET MANAGEMENT, LLC
TAMPA, FL · Since 2024
FFO INVESTMENTS LLC
TAMPA, FL · Since 2025
VERDARA PPP LLC
TAMPA, FL · Since 2026
SUNCOAST EQUITY MANAGEMENT, LLC
TAMPA, FL · Since 2003
BAYSHORE CAPITAL
TAMPA, FL · Since 2001
CASSEDY FINANCIAL GROUP, INC.
TAMPA, FL · Since 2021
RUTHERFORD ASSET PLANNING, INC.
TAMPA, FL · Since 2003
PRIVATE WEALTH GROUP, LLC
TAMPA, FL · Since 2007
CAPCO ASSET MANAGEMENT, LLC
TAMPA, FL · Since 2017
AGW CAPITAL ADVISORS
TAMPA, FL · Since 2009
DOUBLELINE CAPITAL LP
TAMPA, FL · Since 2009
MANGROVE EQUITY PARTNERS
TAMPA, FL · Since 2014
WEALTH ADVISORS OF TAMPA BAY
TAMPA, FL · Since 2012
KOPERNIK GLOBAL INVESTORS, LLC
TAMPA, FL · Since 2013
BRIGHTWATER ADVISORY, LLC
TAMPA, FL · Since 2017
TRUADVISORS
TAMPA, FL · Since 2025
DFN MANAGEMENT LLC.
TAMPA, FL · Since 2024
ANZU PARTNERS, LLC
TAMPA, FL · Since 2020
CODE WAECHTER LLC
TAMPA, FL · Since 2020
THIRD LAKE PARTNERS, LLC
TAMPA, FL · Since 2019
KLH CAPITAL
TAMPA, FL · Since 2019
WEATHERFORD CAPITAL MANAGEMENT
TAMPA, FL · Since 2020
CLEARWELL GROUP
TAMPA, FL · Since 2024
QUANTUM PRIVATE WEALTH, LLC
TAMPA, FL · Since 2020
ASSUREDPARTNERS INVESTMENT ADVISORS
TAMPA, FL · Since 2019
INSTRUMENTAL WEALTH, LLC
TAMPA, FL · Since 2020
UNIQUE WEALTH, LLC
TAMPA, FL · Since 2021
GOLDEN ROAD ADVISORS LLC
TAMPA, FL · Since 2021
FIDELIS CAPITAL
TAMPA, FL · Since 2022
CONCURRENT INVESTMENT ADVISORS, LLC
TAMPA, FL · Since 2022
BAYTRUST WEALTH MANAGEMENT, LLC
TAMPA, FL · Since 2025
POLAR CAPITAL (AMERICA) CORPORATION
TAMPA, FL · Since 2010
SILVERVIEW CREDIT PARTNERS LP
TAMPA, FL · Since 2016
SFG WEALTH ADVISORS, LLC
TAMPA, FL · Since 2021
J. W. COLE ADVISORS, INC.
TAMPA, FL · Since 2001
PEAKSHARES LLC
TAMPA, FL · Since 2024
CALTON & ASSOCIATES, INC.
TAMPA, FL · Since 2009
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
TAMPA, FL · Since 2007
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in TAMPA?
The median advisory fee in TAMPA, FL is 0.95% of assets under management per year, based on Form ADV filings from 69 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.