Tampa, Florida, is one of the top 10 most popular cities to retire in the U.S. With a cost of living that is 5% lower than the national average, and no state income taxes, over 390,000 Tampa residents truly benefit financially in this sunny city. Working with a financial advisor may also help individuals like you take advantage of the lower cost of living to make the right financial plans and investments for you and your family. With over 2,170 advisors in the city to choose from, FinancialAdvisor.net makes finding top professional advisors in Tampa less intimidating, so you can use the best retirement and investment strategies based on your unique needs.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Tampa, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 241 non-vetted financial advisors in Tampa, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tampa, Florida have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Serving the Tampa Bay, FL and Libertyville, IL Areas
727-603-8890
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 |
INDEPENDENT FINANCIAL PARTNERS 3030 North Rocky Point Drive West, Suite 700 Tampa, FL, 33607 | 125112 | $10,518,811,867 | 46506 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
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) |
KOPERNIK GLOBAL INVESTORS, LLC Two Harbour Place, 302 Knights Run Avenue, Suite 1225 Tampa, FL, 33602 | 168625 | $6,230,111,486 | 14 | A percentage of AUM, Performance Based |
J. W. COLE ADVISORS, INC. 4301 Anchor Plaza Parkway, Suite # 450 Tampa, FL, 33634 | 112294 | $5,456,689,881 | 21164 | A percentage of AUM, Hourly charges, Fixed 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) |
JAFFE TILCHIN INVESTMENT PARTNERS, LLC 15350 N. Florida Ave., Tampa, FL, 33613 | 143608 | $1,366,597,149 | 3217 | A percentage of AUM, Fixed fees |
CALTON & ASSOCIATES, INC. 2701 N. Rocky Point Drive, Suite 1000 Tampa, FL, 33607 | 20999 | $1,290,950,297 | 10644 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based |
SUNCOAST EQUITY MANAGEMENT, LLC 5550 W Executive Dr, Suite 320 Tampa, FL, 33609 | 108289 | $1,091,588,569 | 1272 | A percentage of AUM |
ANZU PARTNERS, LLC 12610 Race Track Road, Suite 250 Tampa, FL, 33626 | 288985 | $1,030,581,474 | 18 | A percentage of AUM, Performance Based |
THIRD LAKE PARTNERS, LLC 1600 E 8th Ave, Suite A132-A Tampa, FL, 33605 | 299961 | $1,025,194,296 | 36 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
GREYFELL CAPITAL MANAGEMENT 100 South Ashley Drive, Suite 1130 Tampa, FL, 33602 | 315480 | $1,000,000,000 | 1 | Fixed fees, Other (ADVISER PERCENTAGE) |
DOUBLELINE ALTERNATIVES LP 2002 N. Tampa Street, Suite 200 Tampa, FL, 33602 | 175212 | $907,804,250 | 8 | A percentage of AUM |
DARWIN WEALTH MANAGEMENT 4601 W North A Street, Tampa, FL, 33609-1909 | 166585 | $752,986,662 | 3286 | A percentage of AUM, Hourly charges, Fixed fees |
TCWP LLC 5300 W. Cypress Street, Suite 200 Tampa, FL, 33607 | 305145 | $726,770,463 | 2352 | A percentage of AUM, Fixed fees |
* 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 |
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