AdvisorRanked

Best Financial Advisors in TAMPA, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

69
Registered Firms
0.95%
Median Fee
of assets/year
$468M
Median AUM
69
Firms Listed
in our database

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Top Rated Established Verified69 firms shown

Top-Ranked Advisors in TAMPA

Page 1 of 3 · 69 firms

#1
95

INDEPENDENT FINANCIAL PARTNERS

TAMPA, FL · Since 2008

$16.3B AUM302 clientsFee: 0%
FiduciaryFee-Only
#2
91

DEEP BLUE INVESTMENT ADVISORS

TAMPA, FL · Since 2001

$18.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#3
90

DOUBLELINE ALTERNATIVES LP

TAMPA, FL · Since 2015

$3.5B AUM9 clientsFee: 0%
FiduciaryFee-Only
#4
89

FAI CAPITAL MANAGEMENT

TAMPA, FL · Since 2008

$842M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
89

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TAMPA, FL · Since 2021

$27.3B AUM50 clientsFee: 0%
FiduciaryFee-Only
#6
89

DOUBLELINE ETF ADVISER LP

TAMPA, FL · Since 2022

$2.1B AUM89 clientsFee: 0%
FiduciaryFee-Only
#7
88

GATOR CAPITAL MANAGEMENT, LLC

TAMPA, FL · Since 2013

$751M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
88

PSI ADVISORS, LLC

TAMPA, FL · Since 2017

$801M AUM12 clientsFee: 0%
FiduciaryFee-Only
#9
88

FLORIDA FINANCIAL ADVISORS, LLC

TAMPA, FL · Since 2023

$456M AUM667 clientsFee: 0%
FiduciaryFee-Only
#10
87

E. BATOFF & CO., INC.

TAMPA, FL · Since 2003

$249M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
87

HEALTHEDGE INVESTMENT PARTNERS

TAMPA, FL · Since 2017

$326M AUM9 clientsFee: 0%
FiduciaryFee-Only
#12
87

DARWIN WEALTH MANAGEMENT

TAMPA, FL · Since 2014

$614M AUM6 clientsFee: 0%
FiduciaryFee-Only
#13
87

GRAND CENTRAL INVESTMENT GROUP, LLC

TAMPA, FL · Since 2015

$196M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
87

CONCURRENT ASSET MANAGEMENT, LLC

TAMPA, FL · Since 2024

$2.5B AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
86

MUTUAL TRUST ASSET MGMT., INC.

TAMPA, FL · Since 2017

$58M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
86

COMPASS FINANCIAL MANAGEMENT LLC

TAMPA, FL · Since 2020

$894M AUM31 clientsFee: 0%
FiduciaryFee-Only
#17
86

MTC WEALTH MANAGEMENT

TAMPA, FL · Since 2019

$329M AUM9 clientsFee: 0%
FiduciaryFee-Only
#18
86

NORTHBRIDGE FINANCIAL GROUP, LLC

TAMPA, FL · Since 2020

$413M AUM7 clientsFee: 0%
FiduciaryFee-Only
#19
85

WISDOM FINANCIAL PLANNING

TAMPA, FL · Since 2021

$166M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
85

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

TAMPA, FL · Since 2020

$131M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
85

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

TAMPA, FL · Since 2020

$183M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
85

CHESAPEAKE CAPITAL CORPORATION

TAMPA, FL · Since 2016

$172M AUM5 clientsFee: 0%
FiduciaryFee-Only
#23
85

THE TENRET COMPANY, LLC

TAMPA, FL · Since 2021

$225M AUM1 clientsFee: 0%
FiduciaryFee-Only
#24
85

MAC ALPHA CAPITAL MANAGEMENT, LP

TAMPA, FL · Since 2024

$938M AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
84

STRONGHOLD WEALTH MANAGEMENT L.L.C.

TAMPA, FL · Since 2022

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.