City
Wealth management firms in Tampa, Florida
As of October 2, 2026, 106 wealth management firms, including broker-dealer firms, with their main office in Tampa, Florida reported $64.2 billion in regulatory assets under management; the largest by assets was Independent Financial Partners, with $16.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 106
- Regulatory assets under management
- $64.2 billion
- Average per firm
- $606.1 million
- SEC-registered, of those listed
- 50 of 100 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Independent Financial Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $16.3 billion | 54,154 |
| 2 | Concurrent Investment Advisors, LLC | SEC | $15.7 billion | 41,105 |
| 3 | J. W. Cole Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $8.2 billion | 31,247 |
| 4 | Jaffe Tilchin Investment Partners, LLC | SEC | $2.4 billion | 5,136 |
| 5 | Fidelis Capital | SEC | $2.3 billion | 1,228 |
| 6 | Suncoast Equity Management, LLC | SEC | $2.1 billion | 1,951 |
| 7 | Agw Capital Advisors | SEC | $1.7 billion | 2,044 |
| 8 | Calton & Associates, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.6 billion | 6,969 |
| 9 | Unique Wealth, LLC | SEC | $965.6 million | 846 |
| 10 | Compass Financial Management LLC | SEC | $893.8 million | 3,799 |
| 11 | Psi Advisors, LLC | SEC | $800.9 million | 3,237 |
| 12 | Darwin Wealth Management | SEC | $614.5 million | 2,341 |
| 13 | Instrumental Wealth, LLC | SEC | $508.0 million | 2,128 |
| 14 | Markowski Investments | SEC | $473.9 million | 1,924 |
| 15 | Capco Asset Management, LLC | SEC | $468.6 million | 139 |
| 16 | Wealth Advisors of Tampa Bay | SEC | $456.8 million | 401 |
| 17 | Florida Financial Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $456.1 million | 4,295 |
| 18 | Quantum Private Wealth, LLC | SEC | $418.0 million | 372 |
| 19 | Clearwell Group | SEC | $413.5 million | 57 |
| 20 | Northbridge Financial Group, LLC | SEC | $413.1 million | 1,354 |
| 21 | Code Waechter LLC | SEC | $409.0 million | 1,168 |
| 22 | Genoa Wealth, LLC | SEC | $376.7 million | 71 |
| 23 | Walser Wealth Management Company, A Limited Liability Company | SEC | $339.2 million | 4,648 |
| 24 | Brightwater Advisory, LLC | SEC | $303.8 million | 718 |
| 25 | Opinicus | SEC | $297.1 million | 1,330 |
| 26 | Dominion Portfolio Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $277.1 million | 782 |
| 27 | Private Wealth Group, LLC | SEC | $274.0 million | 600 |
| 28 | E. Batoff & Co., Inc. | SEC | $249.2 million | 33 |
| 29 | Cassedy Financial Group, Inc. | SEC | $248.4 million | 459 |
| 30 | Golden Road Advisors LLC | SEC | $237.7 million | 459 |
| 31 | The Tenret Company, LLC | SEC | $225.4 million | 158 |
| 32 | Ffo Investments LLC | SEC | $207.1 million | 160 |
| 33 | Upper Left Wealth Management, LLC | SEC | $201.1 million | 370 |
| 34 | Rei Wealth Management | SEC | $196.8 million | 60 |
| 35 | Grand Central Investment Group, LLC | SEC | $196.2 million | 343 |
| 36 | SFG Wealth Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $187.7 million | 779 |
| 37 | Sandy Morris Financial & Estate Planning Services, LLC | SEC | $183.1 million | 1,024 |
| 38 | Rutherford Asset Planning, Inc. | SEC | $181.3 million | 254 |
| 39 | Stronghold Wealth Management L.L.C. | SEC | $172.9 million | 579 |
| 40 | Structure Wealth Management, LLC | SEC | $165.7 million | 714 |
| 41 | Wisdom Financial Planning | SEC | $165.6 million | 492 |
| 42 | Truadvisors | SEC | $132.7 million | 346 |
| 43 | Conscious Capital Wealth Management, LLC | SEC | $131.3 million | 566 |
| 44 | Solist Financial | SEC | $130.1 million | 216 |
| 45 | Craft Wealth Services | SEC | $120.8 million | 478 |
| 46 | Symphony Wealth Management | SEC | $111.7 million | 7 |
| 47 | Baytrust Wealth Management, LLC | SEC | $97.7 million | 299 |
| 48 | DJP Wealth Management, LLC | State | $91.3 million | 138 |
| 49 | Vectorwealth | State | $77.8 million | 118 |
| 50 | Your Financial Advocate, LLC | State | $77.1 million | 187 |
| 51 | Pelion Investment Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $61.6 million | 43 |
| 52 | Mutual Trust Asset MGMT., Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $58.4 million | 120 |
| 53 | Bay Capital | State | $56.1 million | 239 |
| 54 | Southshore Financial Planning | State | $53.8 million | 146 |
| 55 | Jordan Financial LLC | State | $53.1 million | 125 |
| 56 | O'Connor Portfolio Management LLC | State | $50.7 million | 209 |
| 57 | Sickle Hunter Financial Advisors | State | $45.0 million | 100 |
| 58 | American Family Legacy Group | State | $44.7 million | 153 |
| 59 | True Life Wealth Management, LLC | State | $38.8 million | 190 |
| 60 | Powell Wealth | State | $37.0 million | 280 |
| 61 | Legacy Wealth Planning Group | State | $34.4 million | 56 |
| 62 | Highstreet Financial, LLC | State | $29.7 million | 75 |
| 63 | Garrison Asset Management, Inc. | State | $28.5 million | 99 |
| 64 | Cirrus Capital Management, LLC | State | $25.6 million | 59 |
| 65 | Caliber Wealth Advisory | State | $24.1 million | 59 |
| 66 | Zeniki Wealth | State | $20.7 million | 14 |
| 67 | Aft Financial Planning | State | $20.0 million | 154 |
| 68 | Great Blue Financial | State | $19.6 million | 94 |
| 69 | Homestead Financial Partners | State | $18.2 million | 23 |
| 70 | Cleartree Asset Management, Inc. | State | $17.3 million | 133 |
| 71 | Insurawealth, LLC | State | $17.1 million | 228 |
| 72 | Retiresharp Wealth Management, LLC | State | $16.3 million | 135 |
| 73 | TKG Financial LLC | State | $15.5 million | 84 |
| 74 | Ironwood Capital Management, LLC | State | $12.8 million | 55 |
| 75 | Level Up Wealth Management | State | $11.5 million | 14 |
| 76 | Intrust Advisors, Inc. | State | $11.4 million | 75 |
| 77 | Modified Investments | State | $10.1 million | 22 |
| 78 | Hivest Financial LLC | State | $7.7 million | 47 |
| 79 | S.Mart Advising Inc | State | $7.0 million | 28 |
| 80 | O'Grady Financial LLC | State | $6.2 million | 28 |
| 81 | Sealex Advisory, LLC | State | $5.8 million | 40 |
| 82 | Orr Financial, LLC | State | $5.2 million | 23 |
| 83 | CPA Synced Financial | State | $3.5 million | 5 |
| 84 | Navigar Advisors, Inc. | State | $3.2 million | 16 |
| 85 | Guardian Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $2.9 million | 2 |
| 86 | Union Grove Capital, LLC | State | $2.4 million | 5 |
| 87 | Wealth Warden Partners | State | $1.6 million | 6 |
| 88 | Hunt Wealth | State | $1.2 million | 11 |
| 89 | Dtcarson Asset Management | State | $550,000 | 7 |
| 90 | Carbon Wealth Management | State | $5,000 | 5 |
| 91 | Axiom Paragon Services LLC | State | $0 | 0 |
| 92 | Blade Financial | State | $0 | 0 |
| 93 | Hyde Park Wealth LLC | State | $0 | 0 |
| 94 | Interest Financial, LLC | SEC | $0 | 0 |
| 95 | Investors Choice | State | $0 | 0 |
| 96 | Kevin Investments | State | $0 | 0 |
| 97 | Live Oak Family Offices LLC | SEC | $0 | 0 |
| 98 | Moneypacer | State | $0 | 0 |
| 99 | National Retirement Plan Services, Inc. | State | $0 | 0 |
| 100 | Off the Bay Wealth LLC | State | $0 | 0 |
Showing the 100 largest of 106 firms. Search by name to find another.
Wealth management firms 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.