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
Elson T Christian
Registered Affiliation(s):NEWEDGE ADVISORS
Gregory A Miller
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Christopher Thomas Wheatley
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Christopher Padrick Mann
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
John Heaton Hill
Registered Affiliation(s):HYDE PARK CAPITAL ADVISORS, LLC
Morris Lee Brill
Registered Affiliation(s):WA ASSET MANAGEMENT, LLC
Dawn M Fawcett
Registered Affiliation(s):MORGAN STANLEY
Leslie A Thornton
Registered Affiliation(s):MORGAN STANLEY
Peter Jon Marzo
Registered Affiliation(s):METRIC FINANCIAL, LLC
Verity San Souci
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ryan James Sladek
Registered Affiliation(s):PNC CAPITAL ADVISORS LLC
Paul Selby Dolcimascolo
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joseph Rice Spooner
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Stephanie Campbell Gibson
Registered Affiliation(s):ALLIANCEBERNSTEIN L.P.
John Wallace Collins
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Ana Ligia Dominguez
Registered Affiliation(s):MORGAN STANLEY
Kathryn Gonsalves Bryant
Registered Affiliation(s):AGW CAPITAL ADVISORS
Peter Justin Gardner
Registered Affiliation(s):AGW CAPITAL ADVISORS
Jeffrey Stuart Annis
Registered Affiliation(s):AGW CAPITAL ADVISORS
Ian Christopher Mcelreath
Registered Affiliation(s):EMERSON EQUITY LLC
Jeffrey Philip Zurek
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mario Alonzo Trevino
Registered Affiliation(s):NAVY FEDERAL INVESTMENT SERVICES, LLC
Eric Douglas Brown
Registered Affiliation(s):STILLPOINT CAPITAL, LLC
Susan Renee Gonzalez
Registered Affiliation(s):LPL FINANCIAL LLC
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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