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
Stephen James Csenge
Registered Affiliation(s):PROVISE MANAGEMENT GROUP, LLC
Matthew John Burger
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Sara Wides Nicholson
Registered Affiliation(s):MORGAN STANLEY
Ryan Owen Illingworth
Registered Affiliation(s):NUVEEN ASSET MANAGEMENT, LLC
Charles Ray Parks
Registered Affiliation(s):OSAIC WEALTH, INC.
Stephen Thomas Jerome
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
David C Parker IV
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Shane D O'hara
Registered Affiliation(s):PROVISE MANAGEMENT GROUP, LLC
Kory Lenz
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Jay Patrick Daily
Registered Affiliation(s):CALTON & ASSOCIATES, INC.
Sharon Marie Cirillo
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Johnathon Thomas Orben
Registered Affiliation(s):FISHER INVESTMENTS
John Gregory Beaulieu
Registered Affiliation(s):FISHER INVESTMENTS
Susan Elizabeth Rohe
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Matthew B. Roberts
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Brian E Beck
Registered Affiliation(s):STANCORP INVESTMENT ADVISERS, INC.
Waldo Julio Zayas
Registered Affiliation(s):IHT WEALTH MANAGEMENT LLC
David Angel Cruz
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Andrey Stefanov Niantchev
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sharon Lynn Dunaway-alt
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Maria Pisoni Daley
Registered Affiliation(s):CHOREO, LLC
Christopher James Harrell
Registered Affiliation(s):CAPCO ASSET MANAGEMENT, LLC
Jason Andrew Heinzelmann
Registered Affiliation(s):IHT WEALTH MANAGEMENT LLC
Michael Carey
Registered Affiliation(s):UBS FINANCIAL SERVICES 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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