Adviser Record

Investment advisers in Tampa, FL

73 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Doubleline Capital LP$93.32 billion2580
The Baldwin Group Wealth Advisors, LLC$27.28 billion502
Deep Blue Investment Advisors$18.16 billion200
Independent Financial Partners$16.29 billion3285
Concurrent Investment Advisors, LLC$15.73 billion1870
Kopernik Global Investors, LLC$10.18 billion440
J. W. Cole Advisors, Inc.$8.25 billion5505
Third Lake Partners, LLC$5.97 billion160
Assuredpartners Investment Advisors$3.88 billion580
Doubleline Alternatives LP$3.47 billion1710
Concurrent Asset Management, LLC$2.49 billion30
Jaffe Tilchin Investment Partners, LLC$2.45 billion393
Fidelis Capital$2.28 billion220
Doubleline ETF Adviser LP$2.13 billion2590
Suncoast Equity Management, LLC$2.11 billion120
Agw Capital Advisors$1.73 billion210
Calton & Associates, Inc.$1.58 billion3737
Anzu Partners, LLC$1.08 billion490
Weatherford Capital Management$1.05 billion140
Unique Wealth, LLC$965.6 million150
Mac Alpha Capital Management, LP$937.8 million80
Compass Financial Management LLC$893.8 million331
Bayshore Capital$879.2 million120
Fai Capital Management$842.1 million50
Psi Advisors, LLC$800.9 million220
Klh Capital$773.9 million200
Gator Capital Management, LLC$751.1 million70
Polar Capital (America) Corporation$656.1 million120
Darwin Wealth Management$614.5 million100
Silverview Credit Partners LP$577.3 million140
Instrumental Wealth, LLC$508.0 million120
The Ambrus Group LLC$485.1 million50
Capco Asset Management, LLC$468.6 million50
Mangrove Equity Partners$468.1 million140
Wealth Advisors of Tampa Bay$456.8 million80
Florida Financial Advisors, LLC$456.1 million6671
Quantum Private Wealth, LLC$418.0 million50
Clearwell Group$413.5 million90
Northbridge Financial Group, LLC$413.1 million110
Code Waechter LLC$409.0 million90
Walser Wealth Management Company, a Limited Liability Company$344.1 million260
Power Financial Partners, LLC$329.1 million40
Mtc Wealth Management$329.0 million160
Healthedge Investment Partners$325.8 million90
Osceola Capital Management$322.3 million90
Brightwater Advisory, LLC$303.8 million50
Opinicus$297.1 million70
Dominion Portfolio Management, Inc.$277.1 million184
Private Wealth Group, LLC$274.0 million20
E. Batoff & Co., Inc.$249.2 million10
Cassedy Financial Group, Inc.$248.4 million40
Dfn Management LLC.$241.4 million60
Golden Road Advisors LLC$237.7 million40
The Tenret Company, LLC$225.4 million10
Ffo Investments LLC$207.1 million50
Grand Central Investment Group, LLC$196.2 million51
Sfg Wealth Advisors, LLC$187.7 million60
Sandy Morris Financial & Estate Planning Services, LLC$183.1 million80
Rutherford Asset Planning, Inc.$181.3 million20
Stronghold Wealth Management L.L.C.$172.9 million20
Chesapeake Capital Corporation$171.9 million60
Structure Wealth Management, LLC$165.7 million20
Wisdom Financial Planning$165.6 million30
Truadvisors$132.7 million40
Conscious Capital Wealth Management, LLC$131.3 million52
Solist Financial$130.1 million10
Craft Wealth Services$120.8 million70
Peakshares LLC$110.0 million48
Baytrust Wealth Management, LLC$97.7 million50
Mutual Trust Asset Mgmt., Inc.$58.4 million43
Pfs Signature Wealth$072
Verdara Ppp LLC$020
Interest Financial, LLC$040