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Find Best Financial Advisors in Tampa, Florida

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Tampa is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Tampa & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Tampa?

Looking for a qualified financial advisor in Tampa? We can help you by narrowing down your options & listing the best financial advisors in Tampa as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Tampa near you with the list of certified and vetted Tampa financial advisors.

List of Qualified Financial Advisors in Tampa, Florida

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Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa, FL 33609

813-770-9864

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Nathan Helms

LPL Financial

1001 S Macdill Ave
Suite 700

Tampa, FL 33629

813-334-6500

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Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511

813-305-0411

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Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor Tampa, FL 33602
152606 $133,887,255,413 158 A percentage of AUM
Fixed fees
Performance Based
DEEP BLUE INVESTMENT ADVISORS
5502 North Nebraska Ave, Tampa, FL 33604
115344 $9,985,779,183 24 A percentage of AUM
Hourly charges
Fixed fees
Other (SHAREHOLDER/DEPOSITOR ADMINISTRATIVE FEES)
AGW CAPITAL ADVISORS
511 W. Bay Street, Suite 310 Tampa, FL 33606
150570 $3,046,270,503 981 A percentage of AUM
Fixed fees
Other (PROJECT BASED FEES)
SUNCOAST EQUITY MANAGEMENT, LLC
5550 W Executive Dr, Suite 320 Tampa, FL 33609
108289 $1,091,588,569 1272 A percentage of AUM
DOUBLELINE ALTERNATIVES LP
2002 N. Tampa Street, Suite 200 Tampa, FL 33602
175212 $907,804,250 8 A percentage of AUM
UNIQUE WEALTH, LLC
732 S. Village Circle, Tampa, FL 33606
312462 $528,480,456 1535 A percentage of AUM
Hourly charges
Fixed fees
BAYSHORE CAPITAL
1700 South Macdill Avenue, Suite 340 Tampa, FL 33629
110209 $412,976,958 38 A percentage of AUM
Performance Based
WEALTH ADVISORS OF TAMPA BAY
777 South Harbour Island Boulevard, Suite 370 Tampa, FL 33602
162724 $344,948,235 328 A percentage of AUM
Hourly charges
Fixed fees
COMPASS FINANCIAL MANAGEMENT LLC
2422 W. Sunset Drive, Tampa, FL 33629
156345 $220,916,896 892 A percentage of AUM
PRIVATE WEALTH GROUP, LLC
4902 Eisenhower Blvd, Suite 150 Tampa, FL 33634
128560 $219,475,431 509 A percentage of AUM
FF CAPITAL PARTNERS, LLC
1311 N. Westshore Boulevard, Suite 101 Tampa, FL 33607
316997 $146,042,843 62 A percentage of AUM
Fixed fees
Performance Based
CASSEDY FINANCIAL GROUP, INC.
113 South Blvd, Suite 200 Tampa, FL 33606
111446 $145,559,802 231 A percentage of AUM
Hourly charges
Fixed fees
STRONGHOLD WEALTH MANAGEMENT L.L.C.
1005 West Cleveland Street, Tampa, FL 33606
161194 $126,955,462 513 A percentage of AUM
Hourly charges
Fixed fees
GRAND CENTRAL INVESTMENT GROUP, LLC
324 S. Hyde Park Ave., Suite 390 Tampa, FL 33606
172537 $124,458,905 416 A percentage of AUM
Hourly charges
Fixed fees
FIDELIS CAPITAL
4221 W Boy Scout Blvd, Suite 730 Tampa, FL 33607
322287 $0 0 A percentage of AUM

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alan Edwards
Inquire with Alan
12653 Telecom Drive, Tampa, FL 33637 813-663-2022
Andre Doucette
Inquire with Andre
4890 W Kennedy Blvd, Ste 700 Tampa, FL 33609 813-286-5636
Brent Hulling
Inquire with Brent
100 N Tampa St, Ste 3000 Tampa, FL 33602 813-227-2170
Atlantic Coast Financial Advisors, Inc.
Inquire with Atlantic
3800 West Bay To Bay Boulevard, Suite 23 Tampa, FL 33629 813-835-8801
Brandon Schoeppler
Inquire with Brandon
420 S Cedar Ave, Tampa, FL 33606 813-253-3171
Andrew S Whitmore
Inquire with Andrew
7432 Monika Manor Dr, Tampa, FL 33625 813-448-7080
Brendan Donoghue
Inquire with Brendan
4890 W Kennedy Blvd, Ste 700 Tampa, FL 33609 813-286-5652
Ameen Amin
Inquire with Ameen
4890 W Kennedy Blvd, Ste 700 Tampa, FL 33609 813-286-5619
Adam J. Hall
Inquire with Adam
100 N Tampa St, Ste 3000 Tampa, FL 33602 813-227-2127
21st Century Financial
Inquire with 21st
4300 W Cypress St., Suite 800 Tampa, FL 33607 813-281-9200

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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