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
David Ryan Thatcher
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES, INC.
Kevin Angers Caldwell
Registered Affiliation(s):GOLDEN ROAD ADVISORS LLC
Richard Noah Dunsford
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Dana Marie Thor
Registered Affiliation(s):MORGAN STANLEY
John Patrick Generalli
Registered Affiliation(s):WELLS FARGO SECURITIES, LLC
Jeffrey Paul James
Registered Affiliation(s):ERNST & YOUNG INVESTMENT ADVISERS LLP
Mahmud Jetha
Registered Affiliation(s):ERNST & YOUNG INVESTMENT ADVISERS LLP
Sherrie Ann Rutland
Registered Affiliation(s):ERNST & YOUNG INVESTMENT ADVISERS LLP
Ruth Delis Jordan
Registered Affiliation(s):MORGAN STANLEY
Jean Ann Brown
Registered Affiliation(s):CAPTRUST
Kimberly Victoria Rian Haupin
Registered Affiliation(s):BNY MELLON SECURITIES CORPORATION
Robin Lynn Mason
Registered Affiliation(s):MORGAN STANLEY
Crystal Meredith Bahr
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Zachary Christiaan Neward
Registered Affiliation(s):CIBC PRIVATE WEALTH ADVISORS, INC.
Evan James Patterson
Registered Affiliation(s):MORGAN STANLEY
Richard Hamilton Alley
Registered Affiliation(s):STRONGHOLD WEALTH MANAGEMENT L.L.C.
Cameron Anderson Cassedy
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
James Irvin Taylor
Registered Affiliation(s):OAKFORD PARK CAPITAL
Hope Marie Clough
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Isramil Pichardo
Registered Affiliation(s):PFS INVESTMENTS INC.
Desiree Trader
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Meghan Horan
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Sofia Marie Benitez
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Mary Patricia Gunn
Registered Affiliation(s):INTERNATIONAL ASSETS ADVISORY, 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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