Fiduciary advisors in Tampa, FL

67 registered advisers

In Tampa, 67 investment advisory firms hold SEC registration and meet fiduciary standards. Fee-only firms account for 64 of the 67 registered practices, or about 96% of the local market. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

AGW CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #150570
Typical Fee--
AUM$1.5B
Minimum--
Clients1,257

ANZU PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #288985
Typical Fee--
AUM$976M
Minimum--
Clients19

ASSUREDPARTNERS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #309550
Typical Fee--
AUM$3.9B
Minimum--
Clients4,276

BAYSHORE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #110209
Typical Fee--
AUM$741M
Minimum--
Clients41

BRIGHTWATER ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #169806
Typical Fee--
AUM$277M
Minimum--
Clients712

CALTON & ASSOCIATES, INC.

Also Compensated via Brokerage
Tampa, FloridaCRD #20999
Typical Fee2.60%
AUM$1.6B
Minimum--
Clients6,969

CAPCO ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #141325
Typical Fee--
AUM$459M
Minimum--
Clients130

CASSEDY FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #111446
Typical Fee--
AUM$222M
Minimum--
Clients413

CHESAPEAKE CAPITAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #282099
Typical Fee--
AUM$201M
Minimum--
Clients4

CLEARWELL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #306186
Typical Fee--
AUM$351M
Minimum--
Clients55

CODE WAECHTER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #289372
Typical Fee--
AUM$409M
Minimum--
Clients1,168

COMPASS FINANCIAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #156345
Typical Fee--
AUM$519M
Minimum--
Clients1,350

CONCURRENT ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #330657
Typical Fee1.50%
AUM$2.5B
Minimum--
Clients7,202

CONCURRENT INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #323135
Typical Fee--
AUM$9.9B
Minimum--
Clients10,278

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #174670
Typical Fee--
AUM$122M
Minimum--
Clients609

CRAFT WEALTH SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #289557
Typical Fee--
AUM$92M
Minimum--
Clients746

DARWIN WEALTH MANAGEMENT

Clean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #166585
Typical Fee--
AUM$617M
Minimum--
Clients2,650

DEEP BLUE INVESTMENT ADVISORS

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #115344
Typical Fee--
AUM$15.7B
Minimum--
Clients28

DFN MANAGEMENT LLC.

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #285057
Typical Fee--
AUM$201M
Minimum--
Clients2

DOUBLELINE ALTERNATIVES LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #175212
Typical Fee--
AUM$4.2B
Minimum--
Clients10

DOUBLELINE CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #152606
Typical Fee--
AUM$90.1B
Minimum--
Clients141

DOUBLELINE ETF ADVISER LP

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #317415
Typical Fee--
AUM$1.4B
Minimum--
Clients7

E. BATOFF & CO., INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #124815
Typical Fee--
AUM$239M
Minimum--
Clients39

FAI CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #147025
Typical Fee--
AUM$884M
Minimum--
Clients6

FIDELIS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #322287
Typical Fee--
AUM$1.7B
Minimum--
Clients934

FLORIDA FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #288811
Typical Fee--
AUM$318M
Minimum--
Clients1,769

GATOR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #147067
Typical Fee--
AUM$368M
Minimum--
Clients25

GOLDEN ROAD ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #314077
Typical Fee--
AUM$170M
Minimum--
Clients396

GRAND CENTRAL INVESTMENT GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #172537
Typical Fee--
AUM$130M
Minimum--
Clients355

HEALTHEDGE INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #163421
Typical Fee--
AUM$329M
Minimum--
Clients5

INDEPENDENT FINANCIAL PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #125112
Typical Fee--
AUM$12.5B
Minimum--
Clients45,782

INSTRUMENTAL WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #310788
Typical Fee--
AUM$397M
Minimum--
Clients1,930

INTEREST FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #300418
Typical Fee--
AUM--
Minimum--
Clients--

J. W. COLE ADVISORS, INC.

Also Compensated via Brokerage
Tampa, FloridaCRD #112294
Typical Fee--
AUM$7.2B
Minimum--
Clients29,614

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #143608
Typical Fee--
AUM$1.8B
Minimum--
Clients4,235

KLH CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #304294
Typical Fee--
AUM$773M
Minimum--
Clients3

KOPERNIK GLOBAL INVESTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #168625
Typical Fee--
AUM$5.5B
Minimum--
Clients13

MAC ALPHA CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #311412
Typical Fee--
AUM$764M
Minimum--
Clients16

MANGROVE EQUITY PARTNERS

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #162429
Typical Fee--
AUM$298M
Minimum--
Clients6

MTC WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #305308
Typical Fee--
AUM$208M
Minimum--
Clients3

MUTUAL TRUST ASSET MGMT., INC.

Fee-OnlyAlso Compensated via Product Sales
Tampa, FloridaCRD #121364
Typical Fee--
AUM$57M
Minimum--
Clients92

NORTHBRIDGE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #310394
Typical Fee--
AUM$413M
Minimum--
Clients1,354

OPINICUS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #168344
Typical Fee--
AUM$256M
Minimum--
Clients610

OSCEOLA CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #301565
Typical Fee--
AUM$363M
Minimum--
Clients3

PEAKSHARES LLC

Fee-Only, No Conflicts
Tampa, FloridaCRD #329193
Typical Fee--
AUM$17M
Minimum--
Clients1

POLAR CAPITAL (AMERICA) CORPORATION

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #155389
Typical Fee--
AUM$506M
Minimum--
Clients5

POWER FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #324253
Typical Fee--
AUM$329M
Minimum--
Clients452

PRIVATE WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #128560
Typical Fee--
AUM$282M
Minimum--
Clients618

PSI ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #285880
Typical Fee--
AUM$697M
Minimum--
Clients3,249

QUANTUM PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #307358
Typical Fee--
AUM$376M
Minimum--
Clients360

QUESTMONT VIRTUAL FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #335307
Typical Fee--
AUM$310M
Minimum--
Clients435

RUTHERFORD ASSET PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #128036
Typical Fee--
AUM$181M
Minimum--
Clients254

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #187519
Typical Fee--
AUM$152M
Minimum--
Clients670

SFG WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #307368
Typical Fee--
AUM$163M
Minimum--
Clients766

SILVERVIEW CREDIT PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #282955
Typical Fee--
AUM$577M
Minimum--
Clients17

STRONGHOLD WEALTH MANAGEMENT L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #161194
Typical Fee--
AUM$150M
Minimum--
Clients572

SUNCOAST EQUITY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #108289
Typical Fee--
AUM$1.9B
Minimum--
Clients810

THE AMBRUS GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #316761
Typical Fee--
AUM$431M
Minimum--
Clients7

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #312284
Typical Fee--
AUM$21.0B
Minimum--
Clients2,356

THE TENRET COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #298570
Typical Fee--
AUM$185M
Minimum--
Clients152

THIRD LAKE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #299961
Typical Fee--
AUM$3.4B
Minimum--
Clients53

TRUADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #170564
Typical Fee--
AUM$133M
Minimum--
Clients346

UNIQUE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #312462
Typical Fee--
AUM$767M
Minimum--
Clients2,470

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #206518
Typical Fee--
AUM$220M
Minimum--
Clients582

WEALTH ADVISORS OF TAMPA BAY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #162724
Typical Fee--
AUM$401M
Minimum--
Clients381

WEATHERFORD CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Tampa, FloridaCRD #304514
Typical Fee--
AUM$928M
Minimum--
Clients19

WISDOM FINANCIAL PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tampa, FloridaCRD #145275
Typical Fee--
AUM$159M
Minimum--
Clients549
Fiduciary Advisors in Tampa, Florida | FiduciaryListings