AdvisorCensus / Financial advisors / Florida / Tampa, FL / LPL Financial LLC
Financial advisors in Tampa, FL using LPL Financial LLC
7 SEC-registered investment advisory firms headquartered in the Tampa, FL metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Flaharty Asset Management, LLC | Clearwater | SEC-registered investment adviser | $500 million to $1 billion |
| MFP Financial Services, LLC | Safety Harbor | SEC-registered investment adviser | $100 million to $500 million |
| Northbridge Financial Group, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Opinicus | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| PSI Advisors, LLC | Tampa | SEC-registered investment adviser | $500 million to $1 billion |
| The Baldwin Group Wealth Advisors, LLC | Tampa | SEC-registered investment adviser | Over $5 billion |
| Wealth Advisors of Tampa Bay | Tampa | 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. LPL Financial LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Tampa, FL using LPL Financial LLC. https://advisorcensus.com/advisors/fl/tampa/custodians/lpl-financial https://advisorcensus.com/advisors/fl/tampa/custodians/lpl-financial