{ "path": "/advisors/fl/tampa/for-charities", "url": "https://advisorcensus.com/advisors/fl/tampa/for-charities", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Tampa, FL", "filters": {}, "scope_total": 66, "faq": [ { "q": "Which financial advisors in Tampa, FL work with charitable organizations?", "a": "66 investment advisory firms with a principal office in the Tampa metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Tampa, FL?", "a": "AdvisorCensus lists 260 investment advisory firms with a principal office in the Tampa metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Tampa, FL?", "a": "56 of the 260 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Tampa, FL offer financial planning?", "a": "150 of the 234 firms in Tampa, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Tampa, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 56 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 66 investment advisory firms with a principal office in the Tampa metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Tampa has 260 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. 56 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 88 report under $100 million in regulatory assets under management. The metro area has 1,330,303 households, 149,056 of them with income of $200,000 or more, or 573 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for charitable organizations in Tampa, FL: 66 firms from Form ADV filings as of October 2026.", "total_firms": 66, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 47, "state": 19, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 14 }, { "code": "percentage_of_aum", "count": 65 }, { "code": "hourly", "count": 40 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 43 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 6 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 23 }, { "code": "5_to_9", "count": 17 }, { "code": "10_to_19", "count": 20 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 8 }, { "code": "25m_100m", "count": 9 }, { "code": "100m_500m", "count": 23 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 9 }, { "code": "over_5b", "count": 7 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 162858, "name": "AFT, Forsyth & Sober, LLC", "name_as_filed": "AFT, FORSYTH & SOBER, LLC", "url": "https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858", "city": "Valrico", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150570, "name": "AGW Capital Advisors", "name_as_filed": "AGW CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570", "city": "Tampa", "state": "FL", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 314882, "name": "ARS Wealth Advisors", "name_as_filed": "ARS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882", "city": "St. Petersburg", "state": "FL", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142396, "name": "Asset Management Financial Services Inc.", "name_as_filed": "ASSET MANAGEMENT FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396", "city": "Clearwater", "state": "FL", "years_registered": 36, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309550, "name": "Assuredpartners Investment Advisors", "name_as_filed": "ASSUREDPARTNERS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/assuredpartners-investment-advisors-tampa-fl-309550", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330101, "name": "Aure Investments", "name_as_filed": "AURE INVESTMENTS", "url": "https://advisorcensus.com/firm/aure-investments-tampa-fl-330101", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113776, "name": "Bay Capital", "name_as_filed": "BAY CAPITAL", "url": "https://advisorcensus.com/firm/bay-capital-tampa-fl-113776", "city": "Tampa", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131666, "name": "Belleair Wealth Management, LLC", "name_as_filed": "BELLEAIR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleair-wealth-management-llc-belleair-bluffs-fl-131666", "city": "Belleair Bluffs", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175258, "name": "Bria Capital Group, LLC", "name_as_filed": "BRIA CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/bria-capital-group-llc-wesley-chapel-fl-175258", "city": "Wesley Chapel", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169806, "name": "Brightwater Advisory, LLC", "name_as_filed": "BRIGHTWATER ADVISORY, LLC", "url": "https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323321, "name": "Clarity Financial Advisors LLC", "name_as_filed": "CLARITY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321", "city": "St. Petersburg", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 306186, "name": "Clearwell Group", "name_as_filed": "CLEARWELL GROUP", "url": "https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 167790, "name": "Client 1st Advisory Group", "name_as_filed": "CLIENT 1ST ADVISORY GROUP", "url": "https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790", "city": "Dunedin", "state": "FL", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289372, "name": "Code Waechter LLC", "name_as_filed": "CODE WAECHTER LLC", "url": "https://advisorcensus.com/firm/code-waechter-llc-tampa-fl-289372", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323135, "name": "Concurrent Investment Advisors, LLC", "name_as_filed": "CONCURRENT INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129489, "name": "Crossplan Money Management", "name_as_filed": "CROSSPLAN MONEY MANAGEMENT", "url": "https://advisorcensus.com/firm/crossplan-money-management-seminole-fl-129489", "city": "Seminole", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131167, "name": "Csenge Advisory Group, LLC", "name_as_filed": "CSENGE ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167", "city": "Clearwater", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307781, "name": "Cyndeo Wealth Partners", "name_as_filed": "CYNDEO WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781", "city": "St. Petersburg", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294051, "name": "Deuterium Capital Management, LLC", "name_as_filed": "DEUTERIUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/deuterium-capital-management-llc-clearwater-fl-294051", "city": "Clearwater", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153663, "name": "DJP Wealth Management, LLC", "name_as_filed": "DJP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152606, "name": "Doubleline Capital LP", "name_as_filed": "DOUBLELINE CAPITAL LP", "url": "https://advisorcensus.com/firm/doubleline-capital-lp-tampa-fl-152606", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 142284, "name": "Dougherty Investment Advisors", "name_as_filed": "DOUGHERTY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/dougherty-investment-advisors-spring-hill-fl-142284", "city": "Spring Hill", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125738, "name": "Econologics Financial Advisors", "name_as_filed": "ECONOLOGICS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738", "city": "Largo", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306748, "name": "Financial Pathway LLC", "name_as_filed": "FINANCIAL PATHWAY LLC", "url": "https://advisorcensus.com/firm/financial-pathway-llc-san-antonio-fl-306748", "city": "San Antonio", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168495, "name": "Flaharty Asset Management, LLC", "name_as_filed": "FLAHARTY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/flaharty-asset-management-llc-clearwater-fl-168495", "city": "Clearwater", "state": "FL", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314077, "name": "Golden Road Advisors LLC", "name_as_filed": "GOLDEN ROAD ADVISORS LLC", "url": "https://advisorcensus.com/firm/golden-road-advisors-llc-tampa-fl-314077", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317084, "name": "Great Blue Financial", "name_as_filed": "GREAT BLUE FINANCIAL", "url": "https://advisorcensus.com/firm/great-blue-financial-tampa-fl-317084", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125112, "name": "Independent Financial Partners", "name_as_filed": "INDEPENDENT FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/independent-financial-partners-tampa-fl-125112", "city": "Tampa", "state": "FL", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332431, "name": "Indivisible Partners", "name_as_filed": "INDIVISIBLE PARTNERS", "url": "https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310788, "name": "Instrumental Wealth, LLC", "name_as_filed": "INSTRUMENTAL WEALTH, LLC", "url": "https://advisorcensus.com/firm/instrumental-wealth-llc-tampa-fl-310788", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147766, "name": "Integrity Advisors", "name_as_filed": "INTEGRITY ADVISORS", "url": "https://advisorcensus.com/firm/integrity-advisors-st-petersburg-fl-147766", "city": "St. Petersburg", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 112294, "name": "J. W. Cole Advisors, Inc.", "name_as_filed": "J. W. COLE ADVISORS, INC.", "url": "https://advisorcensus.com/firm/j-w-cole-advisors-inc-tampa-fl-112294", "city": "Tampa", "state": "FL", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143608, "name": "Jaffe Tilchin Investment Partners, LLC", "name_as_filed": "JAFFE TILCHIN INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jaffe-tilchin-investment-partners-llc-tampa-fl-143608", "city": "Tampa", "state": "FL", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 326848, "name": "LHG Advisory, LLC", "name_as_filed": "LHG ADVISORY, LLC", "url": "https://advisorcensus.com/firm/lhg-advisory-llc-st-petersburg-fl-326848", "city": "St Petersburg", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 137277, "name": "Lighthouse Financial", "name_as_filed": "LIGHTHOUSE FINANCIAL", "url": "https://advisorcensus.com/firm/lighthouse-financial-saint-petersburg-fl-137277", "city": "Saint Petersburg", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331681, "name": "MFP Financial Services, LLC", "name_as_filed": "MFP FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/mfp-financial-services-llc-safety-harbor-fl-331681", "city": "Safety Harbor", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338949, "name": "Moorgate Capital Management", "name_as_filed": "MOORGATE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/moorgate-capital-management-dunedin-fl-338949", "city": "Dunedin", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336501, "name": "Mozella Asset Management", "name_as_filed": "MOZELLA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501", "city": "St. Petersburg", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158936, "name": "Nathan G. Hanna, LLC", "name_as_filed": "NATHAN G. HANNA, LLC", "url": "https://advisorcensus.com/firm/nathan-g-hanna-llc-palm-harbor-fl-158936", "city": "Palm Harbor", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 310394, "name": "Northbridge Financial Group, LLC", "name_as_filed": "NORTHBRIDGE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/northbridge-financial-group-llc-tampa-fl-310394", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310053, "name": "Orca Wealth Management, LLC", "name_as_filed": "ORCA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053", "city": "New Port Richey", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138400, "name": "Pelion Investment Advisors, Inc.", "name_as_filed": "PELION INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/pelion-investment-advisors-inc-tampa-fl-138400", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 299043, "name": "Pelorus Financial, LLC", "name_as_filed": "PELORUS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/pelorus-financial-llc-trinity-fl-299043", "city": "Trinity", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282301, "name": "PFG Private Wealth Management, LLC", "name_as_filed": "PFG PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pfg-private-wealth-management-llc-lutz-fl-282301", "city": "Lutz", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155389, "name": "Polar Capital (America) Corporation", "name_as_filed": "POLAR CAPITAL (AMERICA) CORPORATION", "url": "https://advisorcensus.com/firm/polar-capital-america-corporation-tampa-fl-155389", "city": "Tampa", "state": "FL", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 335830, "name": "Powell Wealth", "name_as_filed": "POWELL WEALTH", "url": "https://advisorcensus.com/firm/powell-wealth-tampa-fl-335830", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331860, "name": "Premier Private Wealth Management, LLC", "name_as_filed": "PREMIER PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/premier-private-wealth-management-llc-palm-harbor-fl-331860", "city": "Palm Harbor", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128560, "name": "Private Wealth Group, LLC", "name_as_filed": "PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/private-wealth-group-llc-tampa-fl-128560", "city": "Tampa", "state": "FL", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105375, "name": "Provise Management Group, LLC", "name_as_filed": "PROVISE MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/provise-management-group-llc-clearwater-fl-105375", "city": "Clearwater", "state": "FL", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 285880, "name": "PSI Advisors, LLC", "name_as_filed": "PSI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "metro": { "path": "/advisors/fl/tampa", "label": "Financial advisors in Tampa, FL" }, "city_pages": [ { "path": "/advisors/fl/tampa/st-petersburg", "label": "Financial advisors in St. Petersburg, FL", "firm_count": 48 }, { "path": "/advisors/fl/tampa/clearwater", "label": "Financial advisors in Clearwater, FL", "firm_count": 27 }, { "path": "/advisors/fl/tampa/palm-harbor", "label": "Financial advisors in Palm Harbor, FL", "firm_count": 11 } ], "fee_pages": [ { "path": "/advisors/fl/tampa/fee-only", "label": "Fee-only financial advisors in Tampa, FL", "firm_count": 56 }, { "path": "/advisors/fl/tampa/flat-fee", "label": "Flat-fee financial advisors in Tampa, FL", "firm_count": 120 }, { "path": "/advisors/fl/tampa/hourly", "label": "Hourly financial advisors in Tampa, FL", "firm_count": 102 } ], "answer_pages": [ { "path": "/advisors/fl/tampa/for-high-net-worth-individuals", "firm_count": 153, "label": "Financial advisors for high-net-worth individuals in Tampa, FL" }, { "path": "/advisors/fl/tampa/for-retirement-plans", "firm_count": 67, "label": "Financial advisors for retirement plans in Tampa, FL" }, { "path": "/advisors/fl/tampa/for-businesses", "firm_count": 71, "label": "Financial advisors for businesses in Tampa, FL" }, { "path": "/advisors/fl/tampa/no-account-minimum", "firm_count": 21, "label": "Financial advisors with no account minimum in Tampa, FL" } ], "niche_pages": [ { "path": "/advisors/fl/tampa/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Tampa, FL" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }