AdvisorCensus / Financial advisors / Florida / Tampa, FL / Pershing Advisor Solutions LLC
Financial advisors in Tampa, FL using Pershing Advisor Solutions LLC
5 SEC-registered investment advisory firms headquartered in the Tampa, FL metro area name Pershing Advisor Solutions LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Csenge Advisory Group, LLC | Clearwater | SEC-registered investment adviser | $1 billion to $5 billion |
| Independent Financial Partners | Tampa | SEC-registered investment adviser | Over $5 billion |
| Noble Family Wealth | Clearwater | SEC-registered investment adviser | $500 million to $1 billion |
| Private Wealth Group, LLC | Tampa | SEC-registered investment adviser | $100 million to $500 million |
| Unique Wealth, LLC | Tampa | SEC-registered investment adviser | $500 million to $1 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. Pershing Advisor Solutions LLC nationwide
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AdvisorCensus. Financial advisors in Tampa, FL using Pershing Advisor Solutions LLC. https://advisorcensus.com/advisors/fl/tampa/custodians/pershing-advisor-solutions https://advisorcensus.com/advisors/fl/tampa/custodians/pershing-advisor-solutions