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Find The Best Financial Advisors in Tampa, Florida
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.
How To Find The Best Financial Advisors in Tampa, Florida
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 16 vetted financial advisors and 64 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 20 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.
List of Qualified Financial Advisors in Tampa, Florida
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Top Financial Advisor Firms in Tampa, 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 | $92,968,371,160 | 146 | A percentage of AUM, Fixed fees, Performance Based |
| DEEP BLUE INVESTMENT ADVISORS 5502 North Nebraska Ave, Tampa, FL, 33604 | 115344 | $13,054,420,667 | 25 | A percentage of AUM, Hourly charges, Fixed fees |
| INDEPENDENT FINANCIAL PARTNERS 3030 North Rocky Point Drive West, Suite 700 Tampa, FL, 33607 | 125112 | $9,761,355,350 | 37391 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| CONCURRENT INVESTMENT ADVISORS, LLC 100 S. Ashley Drive, Suite 830 Tampa, FL, 33602 | 323135 | $6,256,967,921 | 18097 | A percentage of AUM, Hourly charges, Fixed fees |
| J. W. COLE ADVISORS, INC. 4301 Anchor Plaza Parkway, Suite # 450 Tampa, FL, 33634 | 112294 | $5,735,868,013 | 25612 | A percentage of AUM, Hourly charges, Fixed fees |
| KOPERNIK GLOBAL INVESTORS, LLC Two Harbour Place, 302 Knights Run Avenue, Suite 1225 Tampa, FL, 33602 | 168625 | $5,490,380,153 | 13 | A percentage of AUM, Performance Based |
| THE BALDWIN GROUP WEALTH ADVISORS, LLC 4211 W. Boy Scout Blvd., Suite 800 Tampa, FL, 33607 | 312284 | $4,807,690,865 | 1915 | A percentage of AUM, Hourly charges, Fixed fees, Other (VALUE OF PLAN ASSETS) |
| DOUBLELINE ALTERNATIVES LP 2002 N. Tampa Street, Suite 200 Tampa, FL, 33602 | 175212 | $4,718,476,274 | 8 | A percentage of AUM |
| THIRD LAKE PARTNERS, LLC 1600 E 8th Ave, Suite A132-A Tampa, FL, 33605 | 299961 | $3,185,787,024 | 52 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| FIDELIS CAPITAL 4221 W Boy Scout Blvd, Suite 730 Tampa, FL, 33607 | 322287 | $1,679,491,291 | 957 | A percentage of AUM, Fixed fees |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC 15350 N. Florida Ave., Tampa, FL, 33613 | 143608 | $1,466,774,635 | 1443 | A percentage of AUM, Fixed fees |
| SUNCOAST EQUITY MANAGEMENT, LLC 5550 W Executive Dr, Suite 320 Tampa, FL, 33609 | 108289 | $1,364,799,575 | 1361 | A percentage of AUM |
| CALTON & ASSOCIATES, INC. 2701 N. Rocky Point Drive, Suite 1000 Tampa, FL, 33607 | 20999 | $1,216,021,701 | 7559 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based |
| AGW CAPITAL ADVISORS 511 W. Bay Street, Suite 310 Tampa, FL, 33606 | 150570 | $1,150,280,809 | 975 | A percentage of AUM, Fixed fees, Other (PROJECT BASED FEES) |
| ANZU PARTNERS, LLC 12610 Race Track Road, Suite 250 Tampa, FL, 33626 | 288985 | $1,038,441,111 | 19 | A percentage of AUM, Performance Based |
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