Top 10 advisors in Tampa

Top 10 advisors in Tampa

We’ve curated a list of the best financial advisors in Tampa, take a look at it below

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# Financial advisor Assets under management Number of advisors
1 $91,220,415,301 284 advisors
2 $8,081,273,181 273 advisors
3 $5,654,853,917 43 advisors
4 $4,680,786,637 181 advisors
5 $4,088,960,900 111 advisors
6 $3,451,150,789 521 advisors
7 $1,944,101,807 19 advisors
8 $1,031,842,109 515 advisors
9 $974,925,553 63 advisors
10 $840,639,208 16 advisors

How we came up with this list

To generate our top financial advisors list in Tampa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tampa. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • 1. Doubleline Capital Lp

    Assets under management

    $91,220,415,301

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 2. Independent Financial Partners

    Assets under management

    $8,081,273,181

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    PERCENTAGE OF ASSETS UNDER ADVISEMENT

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

    Educational Seminars/workshops

    Non-discretionary Investment Advice

  • 3. Kopernik Global Investors, LLC

    Assets under management

    $5,654,853,917

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Advisory Only Services

  • 4. Doubleline Alternatives Lp

    Assets under management

    $4,680,786,637

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 5. Concurrent Investment Advisors, LLC

    Assets under management

    $4,088,960,900

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 6. J. W. Cole Advisors, Inc.

    Assets under management

    $3,451,150,789

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Educational Seminars/workshops

    Hourly & Fixed Rate Consulting

  • Not sure which one to choose?
    Use our smart matching tool

    7. Third Lake Partners, LLC

    Assets under management

    $1,944,101,807

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

  • 8. Calton & Associates, Inc.

    Assets under management

    $1,031,842,109

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Commissions

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

  • 9. Anzu Partners, LLC

    Assets under management

    $974,925,553

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Not sure which one to choose?
    Use our smart matching tool

    10. Suncoast Equity Management, LLC

    Assets under management

    $840,639,208

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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