City
Independent RIAs in Tampa, Florida
As of October 2, 2026, 97 independent wealth management RIAs with their main office in Tampa, Florida reported $37.1 billion in regulatory assets under management; the largest by assets was Concurrent Investment Advisors, LLC, with $15.7 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 97
- Regulatory assets under management
- $37.1 billion
- Average per firm
- $382.3 million
- SEC-registered, of those listed
- 45 of 97 (46.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Concurrent Investment Advisors, LLC | SEC | $15.7 billion | 41,105 |
| 2 | Jaffe Tilchin Investment Partners, LLC | SEC | $2.4 billion | 5,136 |
| 3 | Fidelis Capital | SEC | $2.3 billion | 1,228 |
| 4 | Suncoast Equity Management, LLC | SEC | $2.1 billion | 1,951 |
| 5 | Agw Capital Advisors | SEC | $1.7 billion | 2,044 |
| 6 | Unique Wealth, LLC | SEC | $965.6 million | 846 |
| 7 | Compass Financial Management LLC | SEC | $893.8 million | 3,799 |
| 8 | Psi Advisors, LLC | SEC | $800.9 million | 3,237 |
| 9 | Darwin Wealth Management | SEC | $614.5 million | 2,341 |
| 10 | Instrumental Wealth, LLC | SEC | $508.0 million | 2,128 |
| 11 | Markowski Investments | SEC | $473.9 million | 1,924 |
| 12 | Capco Asset Management, LLC | SEC | $468.6 million | 139 |
| 13 | Wealth Advisors of Tampa Bay | SEC | $456.8 million | 401 |
| 14 | Quantum Private Wealth, LLC | SEC | $418.0 million | 372 |
| 15 | Clearwell Group | SEC | $413.5 million | 57 |
| 16 | Northbridge Financial Group, LLC | SEC | $413.1 million | 1,354 |
| 17 | Code Waechter LLC | SEC | $409.0 million | 1,168 |
| 18 | Genoa Wealth, LLC | SEC | $376.7 million | 71 |
| 19 | Walser Wealth Management Company, A Limited Liability Company | SEC | $339.2 million | 4,648 |
| 20 | Brightwater Advisory, LLC | SEC | $303.8 million | 718 |
| 21 | Opinicus | SEC | $297.1 million | 1,330 |
| 22 | Private Wealth Group, LLC | SEC | $274.0 million | 600 |
| 23 | E. Batoff & Co., Inc. | SEC | $249.2 million | 33 |
| 24 | Cassedy Financial Group, Inc. | SEC | $248.4 million | 459 |
| 25 | Golden Road Advisors LLC | SEC | $237.7 million | 459 |
| 26 | The Tenret Company, LLC | SEC | $225.4 million | 158 |
| 27 | Ffo Investments LLC | SEC | $207.1 million | 160 |
| 28 | Upper Left Wealth Management, LLC | SEC | $201.1 million | 370 |
| 29 | Rei Wealth Management | SEC | $196.8 million | 60 |
| 30 | Grand Central Investment Group, LLC | SEC | $196.2 million | 343 |
| 31 | Sandy Morris Financial & Estate Planning Services, LLC | SEC | $183.1 million | 1,024 |
| 32 | Rutherford Asset Planning, Inc. | SEC | $181.3 million | 254 |
| 33 | Stronghold Wealth Management L.L.C. | SEC | $172.9 million | 579 |
| 34 | Structure Wealth Management, LLC | SEC | $165.7 million | 714 |
| 35 | Wisdom Financial Planning | SEC | $165.6 million | 492 |
| 36 | Truadvisors | SEC | $132.7 million | 346 |
| 37 | Conscious Capital Wealth Management, LLC | SEC | $131.3 million | 566 |
| 38 | Solist Financial | SEC | $130.1 million | 216 |
| 39 | Craft Wealth Services | SEC | $120.8 million | 478 |
| 40 | Symphony Wealth Management | SEC | $111.7 million | 7 |
| 41 | Baytrust Wealth Management, LLC | SEC | $97.7 million | 299 |
| 42 | DJP Wealth Management, LLC | State | $91.3 million | 138 |
| 43 | Vectorwealth | State | $77.8 million | 118 |
| 44 | Your Financial Advocate, LLC | State | $77.1 million | 187 |
| 45 | Bay Capital | State | $56.1 million | 239 |
| 46 | Southshore Financial Planning | State | $53.8 million | 146 |
| 47 | Jordan Financial LLC | State | $53.1 million | 125 |
| 48 | O'Connor Portfolio Management LLC | State | $50.7 million | 209 |
| 49 | Sickle Hunter Financial Advisors | State | $45.0 million | 100 |
| 50 | American Family Legacy Group | State | $44.7 million | 153 |
| 51 | True Life Wealth Management, LLC | State | $38.8 million | 190 |
| 52 | Powell Wealth | State | $37.0 million | 280 |
| 53 | Legacy Wealth Planning Group | State | $34.4 million | 56 |
| 54 | Highstreet Financial, LLC | State | $29.7 million | 75 |
| 55 | Garrison Asset Management, Inc. | State | $28.5 million | 99 |
| 56 | Cirrus Capital Management, LLC | State | $25.6 million | 59 |
| 57 | Caliber Wealth Advisory | State | $24.1 million | 59 |
| 58 | Zeniki Wealth | State | $20.7 million | 14 |
| 59 | Aft Financial Planning | State | $20.0 million | 154 |
| 60 | Great Blue Financial | State | $19.6 million | 94 |
| 61 | Homestead Financial Partners | State | $18.2 million | 23 |
| 62 | Cleartree Asset Management, Inc. | State | $17.3 million | 133 |
| 63 | Insurawealth, LLC | State | $17.1 million | 228 |
| 64 | Retiresharp Wealth Management, LLC | State | $16.3 million | 135 |
| 65 | TKG Financial LLC | State | $15.5 million | 84 |
| 66 | Ironwood Capital Management, LLC | State | $12.8 million | 55 |
| 67 | Level Up Wealth Management | State | $11.5 million | 14 |
| 68 | Intrust Advisors, Inc. | State | $11.4 million | 75 |
| 69 | Modified Investments | State | $10.1 million | 22 |
| 70 | Hivest Financial LLC | State | $7.7 million | 47 |
| 71 | S.Mart Advising Inc | State | $7.0 million | 28 |
| 72 | O'Grady Financial LLC | State | $6.2 million | 28 |
| 73 | Sealex Advisory, LLC | State | $5.8 million | 40 |
| 74 | Orr Financial, LLC | State | $5.2 million | 23 |
| 75 | CPA Synced Financial | State | $3.5 million | 5 |
| 76 | Navigar Advisors, Inc. | State | $3.2 million | 16 |
| 77 | Union Grove Capital, LLC | State | $2.4 million | 5 |
| 78 | Wealth Warden Partners | State | $1.6 million | 6 |
| 79 | Hunt Wealth | State | $1.2 million | 11 |
| 80 | Dtcarson Asset Management | State | $550,000 | 7 |
| 81 | Carbon Wealth Management | State | $5,000 | 5 |
| 82 | Axiom Paragon Services LLC | State | $0 | 0 |
| 83 | Blade Financial | State | $0 | 0 |
| 84 | Hyde Park Wealth LLC | State | $0 | 0 |
| 85 | Interest Financial, LLC | SEC | $0 | 0 |
| 86 | Investors Choice | State | $0 | 0 |
| 87 | Kevin Investments | State | $0 | 0 |
| 88 | Live Oak Family Offices LLC | SEC | $0 | 0 |
| 89 | Moneypacer | State | $0 | 0 |
| 90 | National Retirement Plan Services, Inc. | State | $0 | 0 |
| 91 | Off the Bay Wealth LLC | State | $0 | 0 |
| 92 | PFS Signature Wealth | SEC | $0 | 0 |
| 93 | Portfoliolab | State | $0 | 0 |
| 94 | Retirevest Financial, LLC | State | $0 | 0 |
| 95 | Star Harbor Investments Inc | SEC | $0 | 0 |
| 96 | Trigsted Wealth Advisory | State | $0 | 0 |
| 97 | Varney Wealth Management | State | $0 | 0 |
Independent RIAs in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.