AdvisorCensus / Financial advisors / Florida / Tampa, FL / Fidelity Investments
Financial advisors in Tampa, FL using Fidelity Investments
30 SEC-registered investment advisory firms headquartered in the Tampa, FL metro area name Fidelity Investments 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 |
| Assuredpartners Investment Advisors | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Bayshore Capital | Tampa | SEC-registered investment adviser | $500 million to $1 billion |
| Baytrust Wealth Management, LLC | Tampa | SEC-registered investment adviser | $25 million to $100 million |
| Calton & Associates, Inc. | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Capco Asset Management, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Clearwell Group | 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 |
| Csenge Advisory Group, LLC | Clearwater | SEC-registered investment adviser | $1 billion to $5 billion |
| Cyndeo Wealth Partners | St. Petersburg | SEC-registered investment adviser | $1 billion to $5 billion |
| Darwin Wealth Management | Tampa | SEC-registered investment adviser | $500 million to $1 billion |
| Dynasty Wealth Management, LLC | St. Petersburg | SEC-registered investment adviser | Over $5 billion |
| Elevate Financial Planning and Wealth Management | St. Petersburg | SEC-registered investment adviser | $100 million to $500 million |
| Fidelis Capital | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Florida Financial Advisors, LLC | Tampa | 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 |
| Instrumental Wealth, LLC | Tampa | SEC-registered investment adviser | $500 million to $1 billion |
| J. W. Cole Advisors, Inc. | Tampa | SEC-registered investment adviser | Over $5 billion |
| Jaffe Tilchin Investment Partners, LLC | Tampa | SEC-registered investment adviser | $1 billion to $5 billion |
| Maggi Investment Services, LLC | Oldmar | SEC-registered investment adviser | $100 million to $500 million |
| Northbridge Financial Group, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Quantum Private Wealth, 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 |
| Sterling Bridge Financial Group LLC | Palm Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Targeted Financial Services, LLC | Seminole | SEC-registered investment adviser | $100 million to $500 million |
| The Baldwin Group Wealth Advisors, LLC | Tampa | SEC-registered investment adviser | Over $5 billion |
| The Holland Group, Retirement Wealth Advisors, LLC | Clearwater | SEC-registered investment adviser | $100 million to $500 million |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Tampa, FL using Fidelity Investments. https://advisorcensus.com/advisors/fl/tampa/custodians/fidelity https://advisorcensus.com/advisors/fl/tampa/custodians/fidelity