Top Financial Advisors in Tampa, Florida
Finding the right financial advisor in Tampa is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Tampa, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Tampa, FL.
Find the Best Financial Advisor Firms in Tampa:
INDEPENDENT FINANCIAL PARTNERS
CRD#: 125112
Address: 3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607
Clients: 25,819
Average Clients per Advisor: 97
AUM: $ 8.9B
J. W. COLE ADVISORS, INC.
CRD#: 112294
Address: 4301 Anchor Plaza Parkway Suite # 450, Tampa, FL 33634
Clients: 21,750
Average Clients per Advisor: 50
AUM: $ 4.9B
THIRD LAKE PARTNERS, LLC
CRD#: 299961
Address: 1600 E 8th Ave Suite A132-a, Tampa, FL 33605
AUM: $ 2.2B
FIDELIS CAPITAL
CRD#: 322287
Address: 4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607
Clients: 24
Average Clients per Advisor: 2
AUM: $ 1.7B
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
CRD#: 143608
Address: 15350 N. Florida Ave., Tampa, FL 33613
Clients: 1,052
Average Clients per Advisor: 37
AUM: $ 1.2B
CALTON & ASSOCIATES, INC.
CRD#: 20999
Address: 2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607
Clients: 5,207
In Business for: 39 Years
Average Clients per Advisor: 15
AUM: $ 970M
Disclosures: 18
How We Chose the Top Financial Advisors in Tampa, Florida
To create this list of top financial advisor firms in Tampa, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Tampa has to offer.
Search Financial Advisors in Tampa, Florida
James Patrick Cox
Registered Affiliation(s):TRADE-PMR INC.
Greggory Charles Woodcock
Registered Affiliation(s):MORGAN STANLEY
Adam Pasquale Iosue
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Joshua Christopher Clark
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Joseph Salvatore Minutolo
Registered Affiliation(s):ROGAN & ASSOCIATES, INC.
Richard Albert Morsch
Registered Affiliation(s):SCS ASSET MANAGEMENT, INC
Tereza Tancau
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Shari Lynne
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Janak R Desai
Registered Affiliation(s):DMK ADVISOR GROUP, INC.
Connie Sue Mosley
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
James Radney Pitts Ii
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Srdjan Misic
Registered Affiliation(s):STRATEGIC ADVISERS LLC
James Andrew Kopco
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Carolyn Jean Brewer
Registered Affiliation(s):P.J. ROBB VARIABLE CORPORATION
Connie Jeannette Beerbohm
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Derek Clement
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Michael Beiter
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Douglas Edward Wilkinson
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Christopher Edward Csenge
Registered Affiliation(s):CSENGE ADVISORY GROUP, LLC
Kenneth Lee Weaver
Registered Affiliation(s):METLIFE INVESTORS DISTRIBUTION COMPANY
William M Marsh
Registered Affiliation(s):MORGAN STANLEY
Joel Morales
Registered Affiliation(s):OSAIC WEALTH, INC.
Anis Dridi
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Robert Edward Marsh
Registered Affiliation(s):COASTAL INVESTMENT ADVISORS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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