{ "path": "/advisors/fl/tampa", "url": "https://advisorcensus.com/advisors/fl/tampa", "page_type": "metro", "title": "Financial advisors in Tampa, FL", "filters": {}, "scope_total": 260, "faq": [ { "q": "How many financial advisory firms are there in Tampa, FL?", "a": "AdvisorCensus lists 260 investment advisory firms with a principal office in the Tampa metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Tampa, FL?", "a": "56 of the 260 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Tampa, FL offer financial planning?", "a": "150 of the 234 firms in Tampa, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Tampa, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 56 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 260 investment advisory firms with a principal office in the Tampa metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Tampa has 260 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. 56 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 88 report under $100 million in regulatory assets under management. The metro area has 1,330,303 households, 149,056 of them with income of $200,000 or more, or 573 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Tampa, FL: 260 firms from Form ADV filings as of October 2026.", "total_firms": 260, "page": 1, "total_pages": 6, "sort": "name", "registration_types": { "sec": 140, "state": 94, "exempt": 26 }, "fee_model_mix": [ { "code": "fee-only", "count": 56 }, { "code": "percentage_of_aum", "count": 220 }, { "code": "hourly", "count": 102 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 120 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 36 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 26 } ], "years_registered_distribution": [ { "code": "under_5", "count": 108 }, { "code": "5_to_9", "count": 70 }, { "code": "10_to_19", "count": 59 }, { "code": "20_plus", "count": 22 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 60 }, { "code": "25m_100m", "count": 28 }, { "code": "100m_500m", "count": 75 }, { "code": "500m_1b", "count": 20 }, { "code": "1b_5b", "count": 18 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 44 } ], "firms": [ { "crd_number": 159015, "name": "1st Financial LLC", "name_as_filed": "1ST FINANCIAL LLC", "url": "https://advisorcensus.com/firm/1st-financial-llc-new-port-richey-fl-159015", "city": "New Port Richey", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 298137, "name": "Accurate Wealth Management, LLC", "name_as_filed": "ACCURATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/accurate-wealth-management-llc-wesley-chapel-fl-298137", "city": "Wesley Chapel", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325373, "name": "Acquira Capital", "name_as_filed": "ACQUIRA CAPITAL", "url": "https://advisorcensus.com/firm/acquira-capital-st-petersburg-fl-325373", "city": "St Petersburg", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325992, "name": "Advicemind LLC", "name_as_filed": "ADVICEMIND LLC", "url": "https://advisorcensus.com/firm/advicemind-llc-brandon-fl-325992", "city": "Brandon", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332477, "name": "Advisifi LLC", "name_as_filed": "ADVISIFI LLC", "url": "https://advisorcensus.com/firm/advisifi-llc-st-petersburg-fl-332477", "city": "St Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 162858, "name": "AFT, Forsyth & Sober, LLC", "name_as_filed": "AFT, FORSYTH & SOBER, LLC", "url": "https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858", "city": "Valrico", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172457, "name": "Agis Management LLC", "name_as_filed": "AGIS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agis-management-llc-clearwater-fl-172457", "city": "Clearwater", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150570, "name": "AGW Capital Advisors", "name_as_filed": "AGW CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570", "city": "Tampa", "state": "FL", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 333950, "name": "Altium Investment Strategies LLC", "name_as_filed": "ALTIUM INVESTMENT STRATEGIES LLC", "url": "https://advisorcensus.com/firm/altium-investment-strategies-llc-wesley-chapel-fl-333950", "city": "Wesley Chapel", "state": "FL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338063, "name": "Altura Capital Advisors LLC", "name_as_filed": "ALTURA CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/altura-capital-advisors-llc-st-petersburg-fl-338063", "city": "St Petersburg", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282816, "name": "American Dream", "name_as_filed": "AMERICAN DREAM", "url": "https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816", "city": "St. Petersburg", "state": "FL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154050, "name": "American Family Legacy Group", "name_as_filed": "AMERICAN FAMILY LEGACY GROUP", "url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 8365, "name": "Amuni Financial, Inc.", "name_as_filed": "AMUNI FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/amuni-financial-inc-st-petersburg-fl-8365", "city": "St Petersburg", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288985, "name": "Anzu Partners, LLC", "name_as_filed": "ANZU PARTNERS, LLC", "url": "https://advisorcensus.com/firm/anzu-partners-llc-tampa-fl-288985", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343735, "name": "ARK Capital Investments LLC", "name_as_filed": "ARK CAPITAL INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/ark-capital-investments-llc-st-petersburg-fl-343735", "city": "St Petersburg", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 169525, "name": "ARK Invest", "name_as_filed": "ARK INVEST", "url": "https://advisorcensus.com/firm/ark-invest-st-petersburg-fl-169525", "city": "St. Petersburg", "state": "FL", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314882, "name": "ARS Wealth Advisors", "name_as_filed": "ARS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882", "city": "St. Petersburg", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142396, "name": "Asset Management Financial Services Inc.", "name_as_filed": "ASSET MANAGEMENT FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396", "city": "Clearwater", "state": "FL", "years_registered": 36, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309550, "name": "Assuredpartners Investment Advisors", "name_as_filed": "ASSUREDPARTNERS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/assuredpartners-investment-advisors-tampa-fl-309550", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330101, "name": "Aure Investments", "name_as_filed": "AURE INVESTMENTS", "url": "https://advisorcensus.com/firm/aure-investments-tampa-fl-330101", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291219, "name": "Autonomous Capital Management LLC", "name_as_filed": "AUTONOMOUS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/autonomous-capital-management-llc-brandon-fl-291219", "city": "Brandon", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284332, "name": "Avid Planning", "name_as_filed": "AVID PLANNING", "url": "https://advisorcensus.com/firm/avid-planning-st-petersburg-fl-284332", "city": "St. Petersburg", "state": "FL", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332300, "name": "Axiom Paragon Services LLC", "name_as_filed": "AXIOM PARAGON SERVICES LLC", "url": "https://advisorcensus.com/firm/axiom-paragon-services-llc-tampa-fl-332300", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 162111, "name": "Ballast Point Ventures", "name_as_filed": "BALLAST POINT VENTURES", "url": "https://advisorcensus.com/firm/ballast-point-ventures-tampa-fl-162111", "city": "Tampa", "state": "FL", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298413, "name": "Barlas O'Reilly Wealth Management, LLC", "name_as_filed": "BARLAS O'REILLY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/barlas-o-reilly-wealth-management-llc-tarpon-springs-fl-298413", "city": "Tarpon Springs", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289419, "name": "Basile Financial Group, Inc.", "name_as_filed": "BASILE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419", "city": "Palm Harbor", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113776, "name": "Bay Capital", "name_as_filed": "BAY CAPITAL", "url": "https://advisorcensus.com/firm/bay-capital-tampa-fl-113776", "city": "Tampa", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110209, "name": "Bayshore Capital", "name_as_filed": "BAYSHORE CAPITAL", "url": "https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209", "city": "Tampa", "state": "FL", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 306105, "name": "Bayshore Financial Solutions, LLC", "name_as_filed": "BAYSHORE FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105", "city": "St. Petersburg", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338822, "name": "Baytrust Wealth Management, LLC", "name_as_filed": "BAYTRUST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baytrust-wealth-management-llc-tampa-fl-338822", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329073, "name": "Bayview Financial Planning", "name_as_filed": "BAYVIEW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318378, "name": "Bedinghaus Financial Group, Inc", "name_as_filed": "BEDINGHAUS FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/bedinghaus-financial-group-inc-clearwater-fl-318378", "city": "Clearwater", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290882, "name": "Belleair Asset Management, LLC", "name_as_filed": "BELLEAIR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882", "city": "Belleair Bluffs", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131666, "name": "Belleair Wealth Management, LLC", "name_as_filed": "BELLEAIR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleair-wealth-management-llc-belleair-bluffs-fl-131666", "city": "Belleair Bluffs", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304093, "name": "Beyond Investing LLC", "name_as_filed": "BEYOND INVESTING LLC", "url": "https://advisorcensus.com/firm/beyond-investing-llc-spring-hill-fl-304093", "city": "Spring Hill", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150240, "name": "Bionic Capital", "name_as_filed": "BIONIC CAPITAL", "url": "https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240", "city": "St. Petersburg", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326609, "name": "Bitcoin Standard", "name_as_filed": "BITCOIN STANDARD", "url": "https://advisorcensus.com/firm/bitcoin-standard-st-petersburg-fl-326609", "city": "St Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 332078, "name": "Blade Financial", "name_as_filed": "BLADE FINANCIAL", "url": "https://advisorcensus.com/firm/blade-financial-tampa-fl-332078", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323213, "name": "Blue Compass Wealth Management, LLC", "name_as_filed": "BLUE COMPASS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-compass-wealth-management-llc-brandon-fl-323213", "city": "Brandon", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284550, "name": "Blue Ocean Wealth Management, LLC", "name_as_filed": "BLUE OCEAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-ocean-wealth-management-llc-clearwater-fl-284550", "city": "Clearwater", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133220, "name": "Bradford Financial Services Corp", "name_as_filed": "BRADFORD FINANCIAL SERVICES CORP", "url": "https://advisorcensus.com/firm/bradford-financial-services-corp-tarpon-springs-fl-133220", "city": "Tarpon Springs", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175258, "name": "Bria Capital Group, LLC", "name_as_filed": "BRIA CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/bria-capital-group-llc-wesley-chapel-fl-175258", "city": "Wesley Chapel", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169806, "name": "Brightwater Advisory, LLC", "name_as_filed": "BRIGHTWATER ADVISORY, LLC", "url": "https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341479, "name": "Brothers Management Group, LLC", "name_as_filed": "BROTHERS MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/brothers-management-group-llc-clearwater-fl-341479", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290579, "name": "Burkart Financial Group, Inc.", "name_as_filed": "BURKART FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579", "city": "St. Petersburg", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289319, "name": "Caliber Wealth Advisory", "name_as_filed": "CALIBER WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319", "city": "Tampa", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 20999, "name": "Calton & Associates, Inc.", "name_as_filed": "CALTON & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/calton-and-associates-inc-tampa-fl-20999", "city": "Tampa", "state": "FL", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 341303, "name": "Campbell & Company Wealth Management, LLC", "name_as_filed": "CAMPBELL & COMPANY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/campbell-and-company-wealth-management-llc-spring-hill-fl-341303", "city": "Spring Hill", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 141325, "name": "Capco Asset Management, LLC", "name_as_filed": "CAPCO ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/capco-asset-management-llc-tampa-fl-141325", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329915, "name": "Capital Wise Advisory", "name_as_filed": "CAPITAL WISE ADVISORY", "url": "https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915", "city": "Wesley Chapel", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "metro": { "path": "/advisors/fl/tampa", "label": "Financial advisors in Tampa, FL" }, "city_pages": [ { "path": "/advisors/fl/tampa/st-petersburg", "label": "Financial advisors in St. Petersburg, FL", "firm_count": 48 }, { "path": "/advisors/fl/tampa/clearwater", "label": "Financial advisors in Clearwater, FL", "firm_count": 27 }, { "path": "/advisors/fl/tampa/palm-harbor", "label": "Financial advisors in Palm Harbor, FL", "firm_count": 11 } ], "fee_pages": [ { "path": "/advisors/fl/tampa/fee-only", "label": "Fee-only financial advisors in Tampa, FL", "firm_count": 56 }, { "path": "/advisors/fl/tampa/flat-fee", "label": "Flat-fee financial advisors in Tampa, FL", "firm_count": 120 }, { "path": "/advisors/fl/tampa/hourly", "label": "Hourly financial advisors in Tampa, FL", "firm_count": 102 } ], "niche_pages": [ { "path": "/advisors/fl/tampa/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Tampa, FL" } ] }, "csv": "https://advisorcensus.com/advisors/fl/tampa.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 15, "sec_registered_at_start": 122, "per_100_registered": 12.3, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 15 firms here registered with the SEC as investment advisers: 12.3 for every 100 already registered, against 10.0 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }