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
Kevin Lee Whittington
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jeffrey Douglas Perry
Registered Affiliation(s):PFG PRIVATE WEALTH MANAGEMENT, LLC
James Thomas Nelson
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Jose Miguel Lopez
Registered Affiliation(s):LINCOLN INVESTMENT
Richard Baker Sharpe
Registered Affiliation(s):LINCOLN INVESTMENT
Jill Marie Matthews
Registered Affiliation(s):MORGAN STANLEY
Carissa Maria Barney
Registered Affiliation(s):MORGAN STANLEY
Dushan V Borota
Registered Affiliation(s):MORGAN STANLEY
Henry Alan Mart
Registered Affiliation(s):LPL FINANCIAL LLC
Jeffrey Scott Michaels
Registered Affiliation(s):PFS INVESTMENTS INC.
Debra Ann Barton
Registered Affiliation(s):PFS INVESTMENTS INC.
Andrea Nolan Mullins
Registered Affiliation(s):SWM ADVISORS
Mark Donald Sherwin
Registered Affiliation(s):SAGE CAPITAL CONCEPTS
Rebecca Ann Leary
Registered Affiliation(s):MORGAN STANLEY
David Curtis Turner
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
John Scott Heinrich
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Edward Palacios
Registered Affiliation(s):PNC INVESTMENTS
Lona M Crawford
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Bradley Gene Pagliaro
Registered Affiliation(s):LPL FINANCIAL LLC
Charles Howard Fisher
Registered Affiliation(s):REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC.
Timothy Patrick Brand
Registered Affiliation(s):FISHER INVESTMENTS
Jesse A Smith
Registered Affiliation(s):LINCOLN INVESTMENT
Christina A Cardone
Registered Affiliation(s):MORGAN STANLEY
Amber Kristin Rogers
Registered Affiliation(s):VISIONPOINT ADVISORY GROUP
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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