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:
THE BALDWIN GROUP WEALTH ADVISORS, LLC
CRD#: 312284
Address: 4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607
Clients: 713
Average Clients per Advisor: 19
AUM: $ 21.0B
INDEPENDENT FINANCIAL PARTNERS
CRD#: 125112
Address: 3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607
Clients: 30,256
Average Clients per Advisor: 115
AUM: $ 12.5B
CONCURRENT INVESTMENT ADVISORS, LLC
CRD#: 323135
Address: 100 S. Ashley Drive Suite 830, Tampa, FL 33602
Clients: 8,113
Average Clients per Advisor: 58
AUM: $ 9.9B
J. W. COLE ADVISORS, INC.
CRD#: 112294
Address: 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Clients: 27,626
Average Clients per Advisor: 63
AUM: $ 7.2B
THIRD LAKE PARTNERS, LLC
CRD#: 299961
Address: 1600 E 8th Ave Suite A132-a, Tampa, FL 33605
AUM: $ 3.4B
ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550
Address: 4600 W. Cypress Street Suite 405, Tampa, FL 33607
Clients: 1,205
Average Clients per Advisor: 26
AUM: $ 3.3B
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
Mary Rose Zavaglia
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Jonathan David Wax
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Franklin Lefler
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Gerald Boyd Glick
Registered Affiliation(s):CALTON & ASSOCIATES, INC.
William Bond
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Martin Jay Mulligan
Registered Affiliation(s):PAYANT WEALTH MANAGEMENT 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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