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Best financial advisors in Tampa, FL

Registered advisers within 25 miles of Tampa, FL.

Offices
1,434
Firms
503
Combined AUM
$24.0T
Firm-wide filings, not assets booked only here
Clients
5.40M
5,398,415 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
PORTFOLIO MEDICS, LLC
CERRALVO
WEALTH WARDEN PARTNERS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NAVIGAR ADVISORS, INC.
FIRST COMMAND ADVISORY SERVICES
POWELL WEALTH
AMERANT INVESTMENTS, INC.
CAPTRUST
FIFTH THIRD SECURITIES, INC.
TAMPA BAY VENTURES, LLC
BALLAST POINT VENTURES
TRUIST ADVISORY SERVICES, INC.
ERNST & YOUNG INVESTMENT ADVISERS LLP
IHT WEALTH MANAGEMENT LLC

Investors

Jefferson Craft
ROBERT JAMES STARK
SISSE SY FERGUSON-TOROK
PEDRO R DO NASCIMENTO TONIETTO
Nam Nguyen
VON DORCUS COOK
ERIC WILLARD ODUM
Jacob Warren Rayl
Matthew McKinley Hembree
STEPHANIE ARLEENE CARO
Brad Michael Randall
Michael Ray Creed
Claudio J Rodriguez
Troy Goss
Eric James Soto
Christopher D Smith
Christian Joseph Anderson
CEDRIC PERCELL POWELL
GLADYS MILAGROS LOPEZ
Jeffrey Scott Freiser
Franco Alfredo Biasi
David-Louis Browne
JAMES SCHAEFER
PATRICIA PICHARDO
Robert Frank Piccirilli
ROBERT GREGORY SCHOTT
Mathew Doyle
Jean Ann Brown
Shale William Latter
ANDREW RONALD KNUST
KORY DAVID LEE
Joseph John DeBello
Kyle Campbell
FRED JARRETT GATLING
Kipp Gordon Small
Eric Wilson Bailey
Samuel Lloyd Perry
Bruce Steamer
Robert Chase Burkhart
Michael Anthony Valone
Robert Scott Lowke
James Edward Graham
Timothy Barrett
Claudine Marsh
JENNIFER BETH WILLIAMS
STEVEN CRAIG NEWCOMB
CHRISTOPHER NEUNER
Lauren Marie Bradley
David Burkhardt
Shawn Rottink
JASON ZARDAVETS
BRITTANY MCNEALLY
TYRONE KWESI DEBIQUE
KARL WALTER HAMILTON
STEPHEN FRANCIS VALERI
JASON BRYANT HYSLOP
KENNETH GEORGE RASE
MICHAEL JOHN CICHON
JAMIE KAY TRIBBEY
DEJON TIFFANY SINGLETON
SHANDS DAMERON GREENLEE
Kelli Jo Stirna
MICHAEL HUGH FRANCK
Dennis Gafur
JEANNINE OCONNOR KLOS
Kenneth Rene Solis
JESSICA LIMTIACO ELMORE
JAMES EDWARD TUCKER
JONATHAN JAVIER SARQUIS
ANDREW LUIS FERRARI
John Bradley Murdock
Tanner Lewis
Sunil I Menezes
DAVID JONATHAN DOUGLAS
Johan Maurits Oeyen
Paul Raspitzi
CHRISTIE DARLENE Cherry
MICHAEL PHILIP JENSEN
JEAN PIERRE RULLIER

Within 25 miles of Tampa, FL, Best Investors lists 503 registered investment advisory firms with 1,434 offices nearby, managing about $24.0T in combined regulatory AUM across 5,398,415 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Tampa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM