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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 6 vetted financial advisors and 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 21 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 | $91,220,415,301 | 151 | A Percentage of AUM, Fixed Fees, Performance Based |
| DEEP BLUE INVESTMENT ADVISORS 5502 North Nebraska Ave, Tampa, FL, 33604 | 115344 | $10,900,581,226 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
| INDEPENDENT FINANCIAL PARTNERS 3030 North Rocky Point Drive West, Suite 700 Tampa, FL, 33607 | 125112 | $8,915,756,449 | 34487 | 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 | $6,045,530,000 | 17385 | 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 | $5,654,853,917 | 14 | A Percentage of AUM, Performance Based |
| J. W. COLE ADVISORS, INC. 4301 Anchor Plaza Parkway, Suite # 450 Tampa, FL, 33634 | 112294 | $4,854,030,147 | 24060 | A Percentage of AUM, Hourly charges, Fixed Fees |
| DOUBLELINE ALTERNATIVES LP 2002 N. Tampa Street, Suite 200 Tampa, FL, 33602 | 175212 | $4,680,786,637 | 9 | A Percentage of AUM |
| AGW CAPITAL ADVISORS 511 W. Bay Street, Suite 310 Tampa, FL, 33606 | 150570 | $2,858,777,816 | 1088 | A Percentage of AUM, Fixed Fees, Other (PROJECT BASED FEES) |
| THIRD LAKE PARTNERS, LLC 1600 E 8th Ave, Suite A132-A Tampa, FL, 33605 | 299961 | $2,167,397,704 | 44 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC 15350 N. Florida Ave., Tampa, FL, 33613 | 143608 | $1,235,384,117 | 3488 | A Percentage of AUM, Fixed Fees |
| DARWIN ASSET MANAGEMENT, LLC 4601 West North A Street, Tampa, FL, 33609 | 310174 | $1,007,166,261 | 5 | A Percentage of AUM, Fixed Fees |
| GREYFELL CAPITAL MANAGEMENT 100 South Ashley Drive, Suite 1130 Tampa, FL, 33602 | 315480 | $1,000,000,000 | 1 | Fixed Fees, Other (ADVISER PERCENTAGE) |
| ANZU PARTNERS, LLC 12610 Race Track Road, Suite 250 Tampa, FL, 33626 | 288985 | $974,925,553 | 17 | A Percentage of AUM, Performance Based |
| CALTON & ASSOCIATES, INC. 2701 N. Rocky Point Drive, Suite 1000 Tampa, FL, 33607 | 20999 | $970,466,410 | 6750 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based |
| FAI CAPITAL MANAGEMENT 109 S. Macdill Avenue, Tampa, FL, 33609 | 147025 | $914,830,661 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES) |
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