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 Lee Dolan
Registered Affiliation(s):LPL FINANCIAL LLC
Olivia Mary Schulz
Registered Affiliation(s):MORGAN STANLEY
Barry L Cantrell
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Gregory Wayne Hardin
Registered Affiliation(s):FISHER INVESTMENTS
Anthony Massimo Falco
Registered Affiliation(s):FINANCIAL ENGINES ADVISORS L.L.C.
Michael Stephen Ellis
Registered Affiliation(s):FISHER INVESTMENTS
Juan Felipe Vega
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Salvatore Joseph Timperio
Registered Affiliation(s):FISHER INVESTMENTS
Denise Ann Rivera - Sanchez
Registered Affiliation(s):MBS CAPITAL MARKETS, LLC
Gerard James Coughlin
Registered Affiliation(s):OAKPOINT SOLUTIONS, LLC
William Kirk Shea
Registered Affiliation(s):SKYWAY CAPITAL MARKETS, LLC
Reginald Raynard Simmons
Registered Affiliation(s):CETERA INVESTMENT SERVICES LLC
David Jonathan Douglas
Registered Affiliation(s):ERNST & YOUNG INVESTMENT ADVISERS LLP
Christopher Drew Pilecki
Registered Affiliation(s):GATOR CAPITAL MANAGEMENT, LLC
Joseph Anthony Lopez
Registered Affiliation(s):LOPEZ & LOPEZ, P.A.
Michael Brent Wertz
Registered Affiliation(s):WATER WALKER INVESTMENTS
Eric R Tolle
Registered Affiliation(s):OAKFORD PARK CAPITAL
William Brooks Doepke
Registered Affiliation(s):STILLPOINT CAPITAL, LLC
Debra Linda Davis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Julio Antonio Soto
Registered Affiliation(s):PFS INVESTMENTS INC.
Kenneth Bruce Ingraham
Registered Affiliation(s):PFS INVESTMENTS INC.
George Henry Lindner
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Wade Chester Deremer
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Sherry Lynn Morgan
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
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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