AdvisorCensus / Financial advisors / Florida / Tampa, FL / Branch offices
Advisory firms with an office in Tampa, FL, headquartered elsewhere
186 investment advisory firms with a principal office outside the Tampa, FL metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Aegis Capital Corp. | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Aegis Wealth Management, Inc. | Palm Harbor, FL | Guthrie Center, IA | SEC-registered investment adviser |
| Alliancebernstein L.P. | Tampa, FL | Nashville, TN | SEC-registered investment adviser |
| Alpha Capital Family Office, LLC | Tampa, FL | Greenwood Village, CO | SEC-registered investment adviser |
| Amerant Investments, Inc. | Tampa, FL | Coral Gables, FL | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Tampa, FL | Minneapolis, MN | SEC-registered investment adviser |
| Amerity Wealth Management, LLC | Tampa, FL | Lakeland, FL | SEC-registered investment adviser |
| Andersen | Tampa, FL | McLean, VA | SEC-registered investment adviser |
| Antonetti Capital Management, LLC | St. Petersburg, FL | Naples, FL | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Tampa, FL | Mount Pleasant, SC | SEC-registered investment adviser |
| Aptus Capital Advisors, LLC | St. Petersburg, FL | Fairhope, AL | SEC-registered investment adviser |
| Arax Advisory Partners | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Atticus Wealth Management | Tampa, FL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| B. Riley Wealth Advisors, Inc. | Tampa, FL | Memphis, TN | SEC-registered investment adviser |
| Bakeravenue | Tampa, FL | San Francisco, CA | SEC-registered investment adviser |
| Base Wealth Management | Lutz, FL | Lakewood Ranch, FL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Tampa, FL | Newport Beach, CA | SEC-registered investment adviser |
| Bluedoor Private Wealth, LLC | St. Petersburg, FL | Beverly, MA | SEC-registered investment adviser |
| Boyd Watterson Asset Management, LLC | Tampa, FL | Cleveland, OH | SEC-registered investment adviser |
| Brighton Jones LLC | Tampa, FL | Seattle, WA | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Palm Harbor, FL | Wheaton, IL | SEC-registered investment adviser |
| CAM Investor Solutions | Wesley Chapel, FL | Austin, TX | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Clearwater, FL | Fairfield, IA | SEC-registered investment adviser |
| Capital Analysts | Land O Lakes, FL | Fort Washington, PA | SEC-registered investment adviser |
| Capital Investment Advisors, LLC | Tampa, FL | Atlanta, GA | SEC-registered investment adviser |
| Capital Markets IQ, LLC | St. Petersburg, FL | Wilmington, DE | SEC-registered investment adviser |
| Capitol Securities Management, Inc. | Tampa, FL | Glen Allen, VA | SEC-registered investment adviser |
| Captrust | Tampa, FL | Raleigh, NC | SEC-registered investment adviser |
| Cary Street Partners | Tampa, FL | Richmond, VA | SEC-registered investment adviser |
| Chacon Diaz & DI Virgilio Wealth Management, LLC | Tampa, FL | Gainesville, FL | SEC-registered investment adviser |
| Chandler Asset Management Inc | Clearwater, FL | San Diego, CA | SEC-registered investment adviser |
| Christian Financial Advisors | Land O Lakes, FL | New Braunfels, TX | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Tampa, FL | Chicago, IL | SEC-registered investment adviser |
| CL Wealth Management LLC | Dunedin, FL | Schaumburg, IL | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Tampa, FL | Minneapolis, MN | SEC-registered investment adviser |
| Clover Leaf Financial LLC | Dade City, FL | Fairport, NY | SEC-registered investment adviser |
| Continuum Advisory, LLC | Tampa, FL | Eagle, ID | SEC-registered investment adviser |
| Corecap Advisors | Palm Harbor, FL | Southfield, MI | SEC-registered investment adviser |
| Corient | St. Petersburg, FL | Miami, FL | SEC-registered investment adviser |
| Corinthian Partners Asset Management LLC | Clearwater, FL | New York, NY | SEC-registered investment adviser |
| Cornerstone Financial Group | St. Petersburg, FL | Appleton, WI | SEC-registered investment adviser |
| Cornerstone Wealth | Tampa, FL | Huntersville, NC | SEC-registered investment adviser |
| CPC Advisors, LLC | Tampa, FL | Atlanta, GA | SEC-registered investment adviser |
| Creative Planning | Tampa, FL | Overland Park, KS | SEC-registered investment adviser |
| Duncan Financial Planning Advisors | Clearwater, FL | Irwin, PA | SEC-registered investment adviser |
| Edward Jones | Clearwater, FL | St. Louis, MO | SEC-registered investment adviser |
| Electra Capital | Tampa, FL | Conshohocken, PA | SEC-registered investment adviser |
| Ernst & Young Investment Advisers LLP | Tampa, FL | Secaucus, NJ | SEC-registered investment adviser |
| Evercore Wealth Management, LLC | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Faithward Advisors, LLC | Tampa, FL | Lancaster, PA | SEC-registered investment adviser |
| Fifth Third Securities, Inc. | Tampa, FL | Cincinnati, OH | SEC-registered investment adviser |
| Fifth Third Wealth Advisors LLC | Tampa, FL | Cincinnati, OH | SEC-registered investment adviser |
| First Command Advisory Services | Tampa, FL | Fort Worth, TX | SEC-registered investment adviser |
| First Tryon Advisors | Tampa, FL | Charlotte, NC | SEC-registered investment adviser |
| Firstrust | Tampa, FL | Daytona Beach, FL | SEC-registered investment adviser |
| Fisher Investments | Tampa, FL | Plano, TX | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Tampa, FL | Phoenix, AZ | SEC-registered investment adviser |
| Founders Financial Alliance, LLC | St. Petersburg, FL | Raleigh, NC | SEC-registered investment adviser |
| Frisch Financial Group, Inc. | Tampa, FL | Melville, NY | SEC-registered investment adviser |
| G. A. Repple & Company | Apollo Beach, FL | Casselberry, FL | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Tampa, FL | Rolling Meadows, IL | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Clearwater, FL | Alpharetta, GA | SEC-registered investment adviser |
| Gladstone Management Corporation | Brandon, FL | McLean, VA | SEC-registered investment adviser |
| Good Life Advisors, LLC | Tampa, FL | Celebration, FL | SEC-registered investment adviser |
| Gradient Wealth Management | New Port Richey, FL | Arden Hills, MN | SEC-registered investment adviser |
| Graham Capital Wealth Management, LLC | Tampa, FL | Washington, DC | SEC-registered investment adviser |
| Great Lakes Advisors, LLC | Tampa, FL | Chicago, IL | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Tampa, FL | Charleston, SC | SEC-registered investment adviser |
| Grimes & Company | Tampa, FL | Westborough, MA | SEC-registered investment adviser |
| Harmony Asset Management LLC | Tampa, FL | Scottsdale, AZ | SEC-registered investment adviser |
| HB Wealth | Tampa, FL | Atlanta, GA | SEC-registered investment adviser |
| HD Money, Inc. | St. Petersburg, FL | Sarasota, FL | SEC-registered investment adviser |
| Heritage Investment Group, Inc. | Tampa, FL | Pompano Beach, FL | SEC-registered investment adviser |
| Hightower Advisors, LLC | Tampa, FL | Chicago, IL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Tampa, FL | Springfield, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Tampa, FL | Conshohocken, PA | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Spring Hill, FL | Omaha, NE | SEC-registered investment adviser |
| IHT Wealth Management LLC | Land O'Lakes, FL | Chicago, IL | SEC-registered investment adviser |
| Impact Partnership Wealth, LLC | Odessa, FL | Marietta, GA | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Tampa, FL | Charlotte, NC | SEC-registered investment adviser |
| Infinity Tax & Financial Planning | Seminole, FL | Huntsville, AL | SEC-registered investment adviser |
| Inspire Advisors, LLC | Largo, FL | Meridian, ID | SEC-registered investment adviser |
| Integrity Advisory Solutions | Tampa, FL | Dallas, TX | SEC-registered investment adviser |
| Integrity Alliance, LLC | Tampa, FL | Urbandale, IA | SEC-registered investment adviser |
| Invst, LLC | Tampa, FL | Indianapolis, IN | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Dunedin, FL | Charlotte, NC | SEC-registered investment adviser |
| KCD Financial, Inc. | St.petersburgh, FL | Green Bay, WI | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Clearwater, FL | San Diego, CA | SEC-registered investment adviser |
| Lanark Financial, Inc. | Tampa, FL | Birmingham, AL | SEC-registered investment adviser |
| Lido | Tampa, FL | Los Angeles, CA | SEC-registered investment adviser |
| Lifemark Securities Corp. | Clearwater, FL | Rochester, NY | SEC-registered investment adviser |
| Lincoln Investment | Land O Lakes, FL | Fort Washington, PA | SEC-registered investment adviser |
| Lombard Advisers Incorporated | Tampa, FL | Baltimore, MD | SEC-registered investment adviser |
| LVZ, Inc. | Belleair, FL | Holland, MI | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Tampa, FL | Portland, OR | SEC-registered investment adviser |
| MAI Capital Management, LLC | Clearwater, FL | Cleveland, OH | SEC-registered investment adviser |
| Maiden Cove Capital | Tampa, FL | Yarmouth, ME | SEC-registered investment adviser |
| Manning & Napier Advisors, LLC | St. Petersburg, FL | Fairport, NY | SEC-registered investment adviser |
| Mariner | Tampa, FL | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Tampa, FL | Overland Park, KS | SEC-registered investment adviser |
| Marshall Investment Management, LLC | Largo, FL | Greenwood Village, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Tampa, FL | Boston, MA | SEC-registered investment adviser |
| Mission Wealth Management, LP | Tampa, FL | Santa Barbara, CA | SEC-registered investment adviser |
| Modera Wealth Management, LLC | St. Petersburg, FL | Westwood, NJ | SEC-registered investment adviser |
| Moisand Fitzgerald Tamayo, LLC | Tampa, FL | Orlando, FL | SEC-registered investment adviser |
| Monticelloam, LLC | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Morgan Stanley | Tampa, FL | Purchase, NY | SEC-registered investment adviser |
| Mutual Advisors, LLC | St. Petersburg, FL | Omaha, NE | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Tampa, FL | Omaha, NE | SEC-registered investment adviser |
| Navy Federal Investment Services, LLC | Tampa, FL | Vienna, VA | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Newedge Advisors | Tampa, FL | New Orleans, LA | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Tampa, FL | Chicago, IL | SEC-registered investment adviser |
| One Day in July LLC | St. Petersburg, FL | Burlington, VT | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Tampa, FL | Indianapolis, IN | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Lutz, FL | Parsippany, NJ | SEC-registered investment adviser |
| Oneseven | Clearwater, FL | Beachwood, OH | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Optivise Advisory Services LLC | Spring Hill, FL | Franklin, TN | SEC-registered investment adviser |
| Oxford Wealth Group, LLC | Spring Hill, FL | Orlando, FL | SEC-registered investment adviser |
| Park Avenue Securities LLC | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Permira Investment Advisers Limited | Tampa, FL | St Peter Port, Guernsey | Exempt reporting adviser |
| Pinnacle Advisors | Tierra Verde, FL | Mansfield, OH | SEC-registered investment adviser |
| Pinnacle Wealth Advisors | St. Petersburg, FL | Clackamas, OR | SEC-registered investment adviser |
| PNC Real Estate | Tampa, FL | Louisville, KY | SEC-registered investment adviser |
| Polar Capital | Tampa, FL | London, United Kingdom | SEC-registered investment adviser |
| Post Oak Private Wealth Advisors | Clearwater, FL | Houston, TX | SEC-registered investment adviser |
| Prime Capital Financial | Tampa, FL | Overland Park, KS | SEC-registered investment adviser |
| Principal Securities, Inc. | Tampa, FL | Des Moines, IA | SEC-registered investment adviser |
| Prosperity Capital Advisors | Clearwater, FL | Westlake, OH | SEC-registered investment adviser |
| Rainier Investment Management LLC | St. Petersburg, FL | Seattle, WA | SEC-registered investment adviser |
| RAM Realty Advisors LLC | Tampa, FL | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Wesley Chapel, FL | Kentwood, MI | SEC-registered investment adviser |
| Retirement Plan Advisors, LLC | St. Petersburg, FL | Chicago, IL | SEC-registered investment adviser |
| RFG Advisory, LLC | St. Petersburg, FL | Vestavia Hills, AL | SEC-registered investment adviser |
| Robinhood Asset Management | Clearwater, FL | Menlo Park, CA | SEC-registered investment adviser |
| Royal Fund Management, LLC | Tampa, FL | Lady Lake, FL | SEC-registered investment adviser |
| Saltmarsh Financial Advisors, LLC | Tampa, FL | Pensacola, FL | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Trinity, FL | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Tampa, FL | Nashville, TN | SEC-registered investment adviser |
| Savant Wealth Management | Tampa, FL | Rockford, IL | SEC-registered investment adviser |
| Savvy | Saint Petersburg, FL | New York, NY | SEC-registered investment adviser |
| Schorn Wealth | Wesley Chapel, FL | Englewood, FL | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Tampa, FL | San Francisco, CA | SEC-registered investment adviser |
| SCS Capital Management LLC | Tampa, FL | Boston, MA | SEC-registered investment adviser |
| Seia | Tampa, FL | Los Angeles, CA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Tampa, FL | Akron, OH | SEC-registered investment adviser |
| Severin Investments LLC | Clearwater, FL | St. Louis, MO | SEC-registered investment adviser |
| Sharp Financial | St Petersburg, FL | Horsham, PA | SEC-registered investment adviser |
| Siebert Advisornxt, LLC. | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Silvant Capital Management LLC | Tampa, FL | Atlanta, GA | SEC-registered investment adviser |
| Simplicity Wealth | Clearwater, FL | Summit, NJ | SEC-registered investment adviser |
| Simplyria Advisor Network | Tampa, FL | Brighton, MI | SEC-registered investment adviser |
| Singer Wealth Advisors LLC | Tampa, FL | Boca Raton, FL | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Tampa, FL | Fort Lauderdale, FL | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Clearwater, FL | Stamford, CT | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | St. Petersburg, FL | St Louis, MO | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Tampa, FL | Louisville, KY | SEC-registered investment adviser |
| Summit Financial, LLC | St. Petersburg, FL | Parsippany, NJ | SEC-registered investment adviser |
| Summit Wealth Group, LLC | Tampa, FL | Tulsa, OK | SEC-registered investment adviser |
| Synovus Securities, Inc. | Tampa, FL | Columbus, GA | SEC-registered investment adviser |
| Talon LLC | St. Petersburg, FL | San Juan, PR | SEC-registered investment adviser |
| Terracap Management LLC | Tampa, FL | Naples, FL | SEC-registered investment adviser |
| The Mather Group, LLC | Tampa, FL | Chicago, IL | SEC-registered investment adviser |
| Towers Watson Investment Services, Inc. | Tampa, FL | Chicago, IL | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Tampa, FL | Scottsdale, AZ | SEC-registered investment adviser |
| Truvestments Capital LLC | Oldsmar, FL | Sarasota, FL | SEC-registered investment adviser |
| United Advisor Group | Tampa, FL | Cincinnati, OH | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Clearwater, FL | Scottsdale, AZ | SEC-registered investment adviser |
| USAA Investment Services Company | Tampa, FL | San Antonio, TX | SEC-registered investment adviser |
| USI Securities, Inc. | Tampa, FL | Glastonbury, CT | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Tampa, FL | Houston, TX | SEC-registered investment adviser |
| Valley Wealth Managers, Inc. | St. Petersburg, FL | Paramus, NJ | SEC-registered investment adviser |
| Vanderbilt Advisory Services | New Port Richey, FL | Woodbury, NY | SEC-registered investment adviser |
| Vesey Street Capital Partners | Tampa, FL | New York, NY | SEC-registered investment adviser |
| Vicus Capital, Inc. | St. Petersburg, FL | State College, PA | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Tarpon Springs, FL | Brentwood, TN | SEC-registered investment adviser |
| Visionary Horizons, LLC | Tampa, FL | Knoxville, TN | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Tampa, FL | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Tampa, FL | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | St. Petersburg, FL | Plymouth, MN | SEC-registered investment adviser |
| Wealthplan Partners | Tampa, FL | Omaha, NE | SEC-registered investment adviser |
| Wells Fargo Advisors | Tarpon Springs, FL | St. Louis, MO | SEC-registered investment adviser |
| William Joseph Capital Management, Inc. | Tampa, FL | Bristol, CT | SEC-registered investment adviser |
| Your IA, LLC | Clearwater, FL | St. George, UT | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 6 firms list an office in Tampa, FL on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Fmsa | Tampa, FL | SEC-registered investment adviser |
| Latitude Advisors, LLC | Largo, FL | SEC-registered investment adviser |
| Oasis Wealth Planning Advisors | Tampa, FL | SEC-registered investment adviser |
| Skyview Pinnacle | Sun City Center, FL | State-registered investment adviser |
| Tuttle Capital Management, LLC | Clearwater, FL | SEC-registered investment adviser |
| Zero Day Capital Enterprises LLC | Tampa, FL | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Tampa, FL, headquartered elsewhere. https://advisorcensus.com/advisors/fl/tampa/branch-offices https://advisorcensus.com/advisors/fl/tampa/branch-offices