AdvisorCensus / Financial advisors / Florida / Tampa, FL / Charles Schwab
Financial advisors in Tampa, FL using Charles Schwab
59 SEC-registered investment advisory firms headquartered in the Tampa, FL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Accurate Wealth Management, LLC | Wesley Chapel | SEC-registered investment adviser | $1 billion to $5 billion |
| AFT, Forsyth & Sober, LLC | Valrico | SEC-registered investment adviser | $100 million to $500 million |
| AGW Capital Advisors | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Altium Investment Strategies LLC | Wesley Chapel | SEC-registered investment adviser | $500 million to $1 billion |
| ARS Wealth Advisors | St. Petersburg | SEC-registered investment adviser | $1 billion to $5 billion |
| Assuredpartners Investment Advisors | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Belleair Asset Management, LLC | Belleair Bluffs | SEC-registered investment adviser | $100 million to $500 million |
| Belleair Wealth Management, LLC | Belleair Bluffs | SEC-registered investment adviser | $100 million to $500 million |
| Bria Capital Group, LLC | Wesley Chapel | SEC-registered investment adviser | $100 million to $500 million |
| Brightwater Advisory, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Calton & Associates, Inc. | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Cassedy Financial Group, Inc. | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Client 1st Advisory Group | Dunedin | SEC-registered investment adviser | $500 million to $1 billion |
| Code Waechter LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Compass Financial Management LLC | Tampa | SEC-registered investment adviser | $500 million to $1 billion |
| Concurrent Asset Management, LLC | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Concurrent Investment Advisors, LLC | Tampa | SEC-registered investment adviser | Over $5 billion |
| Conscious Capital Wealth Management, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Craft Wealth Services | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Csenge Advisory Group, LLC | Clearwater | SEC-registered investment adviser | $1 billion to $5 billion |
| Darwin Wealth Management | Tampa | SEC-registered investment adviser | $500 million to $1 billion |
| Dipaolo Financial Group, Inc. | Lutz | SEC-registered investment adviser | $100 million to $500 million |
| Dougherty Investment Advisors | Spring Hill | SEC-registered investment adviser | $100 million to $500 million |
| Dynasty Wealth Management, LLC | St. Petersburg | SEC-registered investment adviser | Over $5 billion |
| E. Batoff & Co., Inc. | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Edmp, Inc. | Lutz | SEC-registered investment adviser | $100 million to $500 million |
| Flaharty Asset Management, LLC | Clearwater | SEC-registered investment adviser | $500 million to $1 billion |
| Florida Financial Advisors, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Howland and Associates, LLC | St Petersburg | SEC-registered investment adviser | $100 million to $500 million |
| Independent Financial Partners | Tampa | SEC-registered investment adviser | Over $5 billion |
| Indivisible Partners | Clearwater | SEC-registered investment adviser | $1 billion to $5 billion |
| Jaffe Tilchin Investment Partners, LLC | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Lighthouse Financial | Saint Petersburg | SEC-registered investment adviser | $500 million to $1 billion |
| Maggi Investment Services, LLC | Oldmar | SEC-registered investment adviser | $100 million to $500 million |
| Mutual Trust Asset MGMT., Inc. | Tampa | SEC-registered investment adviser | $25 million to $100 million |
| Northbridge Financial Group, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Novak & Powell Financial Services, Inc. | St. Petersburg | SEC-registered investment adviser | $100 million to $500 million |
| Personalized Financial Solutions LLC | Clearwater | SEC-registered investment adviser | $100 million to $500 million |
| PFG Private Wealth Management, LLC | Lutz | SEC-registered investment adviser | $100 million to $500 million |
| Power Financial Partners, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Premier Private Wealth Management, LLC | Palm Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Provise Management Group, LLC | Clearwater | SEC-registered investment adviser | $1 billion to $5 billion |
| Rogan & Associates | Safety Harbor | SEC-registered investment adviser | $500 million to $1 billion |
| Rutherford Asset Planning, Inc. | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Sagace Wealth Management | St. Petersburg | SEC-registered investment adviser | $100 million to $500 million |
| Sandy Morris Financial & Estate Planning Services, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| SFG Wealth Advisors, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Solist Financial | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Stronghold Wealth Management L.L.C. | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Successful Portfolios LLC | Clearwater | SEC-registered investment adviser | $100 million to $500 million |
| Suncoast Equity Management, LLC | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| The Holland Group, Retirement Wealth Advisors, LLC | Clearwater | SEC-registered investment adviser | $100 million to $500 million |
| The Tenret Company, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Truadvisors | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| U.S. Cherry LLC | St. Petersburg | SEC-registered investment adviser | Under $25 million |
| Unified Wealth Management LLC | Oldsmar | SEC-registered investment adviser | $100 million to $500 million |
| Unify Financial Advisors | Clearwater | SEC-registered investment adviser | $100 million to $500 million |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Yale Capital Corp. | St. Petersburg | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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