# Financial advisors for charitable organizations in Tampa, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/tampa/for-charities

## At a glance

- Investment advisory firms: 66
- Registration: SEC-registered investment adviser: 47, State-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 14 (21%); Percentage of assets 65 (98%); Hourly charges 40 (61%); Fixed fees 43 (65%); Commissions 5 (8%); Performance-based fees 6 (9%); Other 7 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 8 (12%); $25 million to $100 million 9 (14%); $100 million to $500 million 23 (35%); $500 million to $1 billion 7 (11%); $1 billion to $5 billion 9 (14%); Over $5 billion 7 (11%); Not reported 3 (5%)
- Years registered: Under 5 years 23 (35%); 5 to 9 years 17 (26%); 10 to 19 years 20 (30%); 20 years or more 6 (9%)

## Firms (page 1 of 2, 1 to 50 of 66, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [AFT, Forsyth & Sober, LLC](https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858) ([md](https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858.md)) | 162858 | Valrico, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [AGW Capital Advisors](https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570) ([md](https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570.md)) | 150570 | Tampa, FL | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee, Other |
| [ARS Wealth Advisors](https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882) ([md](https://advisorcensus.com/firm/ars-wealth-advisors-st-petersburg-fl-314882.md)) | 314882 | St. Petersburg, FL | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets |
| [Asset Management Financial Services Inc.](https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396) ([md](https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396.md)) | 142396 | Clearwater, FL | State-registered investment adviser | $25 million to $100 million | 36 | % of assets, Hourly, Fixed fee |
| [Assuredpartners Investment Advisors](https://advisorcensus.com/firm/assuredpartners-investment-advisors-tampa-fl-309550) ([md](https://advisorcensus.com/firm/assuredpartners-investment-advisors-tampa-fl-309550.md)) | 309550 | Tampa, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee, Other |
| [Aure Investments](https://advisorcensus.com/firm/aure-investments-tampa-fl-330101) ([md](https://advisorcensus.com/firm/aure-investments-tampa-fl-330101.md)) | 330101 | Tampa, FL | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Bay Capital](https://advisorcensus.com/firm/bay-capital-tampa-fl-113776) ([md](https://advisorcensus.com/firm/bay-capital-tampa-fl-113776.md)) | 113776 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Belleair Wealth Management, LLC](https://advisorcensus.com/firm/belleair-wealth-management-llc-belleair-bluffs-fl-131666) ([md](https://advisorcensus.com/firm/belleair-wealth-management-llc-belleair-bluffs-fl-131666.md)) | 131666 | Belleair Bluffs, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Bria Capital Group, LLC](https://advisorcensus.com/firm/bria-capital-group-llc-wesley-chapel-fl-175258) ([md](https://advisorcensus.com/firm/bria-capital-group-llc-wesley-chapel-fl-175258.md)) | 175258 | Wesley Chapel, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Brightwater Advisory, LLC](https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806) ([md](https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806.md)) | 169806 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Clarity Financial Advisors LLC](https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321) ([md](https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321.md)) | 323321 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Commissions |
| [Clearwell Group](https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186) ([md](https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186.md)) | 306186 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee, Performance fee |
| [Client 1st Advisory Group](https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790) ([md](https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790.md)) | 167790 | Dunedin, FL | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Code Waechter LLC](https://advisorcensus.com/firm/code-waechter-llc-tampa-fl-289372) ([md](https://advisorcensus.com/firm/code-waechter-llc-tampa-fl-289372.md)) | 289372 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Concurrent Investment Advisors, LLC](https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135) ([md](https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135.md)) | 323135 | Tampa, FL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Crossplan Money Management](https://advisorcensus.com/firm/crossplan-money-management-seminole-fl-129489) ([md](https://advisorcensus.com/firm/crossplan-money-management-seminole-fl-129489.md)) | 129489 | Seminole, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Csenge Advisory Group, LLC](https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167) ([md](https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167.md)) | 131167 | Clearwater, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee |
| [Cyndeo Wealth Partners](https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781) ([md](https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781.md)) | 307781 | St. Petersburg, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Deuterium Capital Management, LLC](https://advisorcensus.com/firm/deuterium-capital-management-llc-clearwater-fl-294051) ([md](https://advisorcensus.com/firm/deuterium-capital-management-llc-clearwater-fl-294051.md)) | 294051 | Clearwater, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee, Performance fee |
| [DJP Wealth Management, LLC](https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663) ([md](https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663.md)) | 153663 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [Doubleline Capital LP](https://advisorcensus.com/firm/doubleline-capital-lp-tampa-fl-152606) ([md](https://advisorcensus.com/firm/doubleline-capital-lp-tampa-fl-152606.md)) | 152606 | Tampa, FL | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Dougherty Investment Advisors](https://advisorcensus.com/firm/dougherty-investment-advisors-spring-hill-fl-142284) ([md](https://advisorcensus.com/firm/dougherty-investment-advisors-spring-hill-fl-142284.md)) | 142284 | Spring Hill, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Econologics Financial Advisors](https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738) ([md](https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738.md)) | 125738 | Largo, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Financial Pathway LLC](https://advisorcensus.com/firm/financial-pathway-llc-san-antonio-fl-306748) ([md](https://advisorcensus.com/firm/financial-pathway-llc-san-antonio-fl-306748.md)) | 306748 | San Antonio, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Flaharty Asset Management, LLC](https://advisorcensus.com/firm/flaharty-asset-management-llc-clearwater-fl-168495) ([md](https://advisorcensus.com/firm/flaharty-asset-management-llc-clearwater-fl-168495.md)) | 168495 | Clearwater, FL | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Golden Road Advisors LLC](https://advisorcensus.com/firm/golden-road-advisors-llc-tampa-fl-314077) ([md](https://advisorcensus.com/firm/golden-road-advisors-llc-tampa-fl-314077.md)) | 314077 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Great Blue Financial](https://advisorcensus.com/firm/great-blue-financial-tampa-fl-317084) ([md](https://advisorcensus.com/firm/great-blue-financial-tampa-fl-317084.md)) | 317084 | Tampa, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Independent Financial Partners](https://advisorcensus.com/firm/independent-financial-partners-tampa-fl-125112) ([md](https://advisorcensus.com/firm/independent-financial-partners-tampa-fl-125112.md)) | 125112 | Tampa, FL | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Hourly, Fixed fee, Other |
| [Indivisible Partners](https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431) ([md](https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431.md)) | 332431 | Clearwater, FL | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Instrumental Wealth, LLC](https://advisorcensus.com/firm/instrumental-wealth-llc-tampa-fl-310788) ([md](https://advisorcensus.com/firm/instrumental-wealth-llc-tampa-fl-310788.md)) | 310788 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Integrity Advisors](https://advisorcensus.com/firm/integrity-advisors-st-petersburg-fl-147766) ([md](https://advisorcensus.com/firm/integrity-advisors-st-petersburg-fl-147766.md)) | 147766 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [J. W. Cole Advisors, Inc.](https://advisorcensus.com/firm/j-w-cole-advisors-inc-tampa-fl-112294) ([md](https://advisorcensus.com/firm/j-w-cole-advisors-inc-tampa-fl-112294.md)) | 112294 | Tampa, FL | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee |
| [Jaffe Tilchin Investment Partners, LLC](https://advisorcensus.com/firm/jaffe-tilchin-investment-partners-llc-tampa-fl-143608) ([md](https://advisorcensus.com/firm/jaffe-tilchin-investment-partners-llc-tampa-fl-143608.md)) | 143608 | Tampa, FL | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee, Performance fee |
| [LHG Advisory, LLC](https://advisorcensus.com/firm/lhg-advisory-llc-st-petersburg-fl-326848) ([md](https://advisorcensus.com/firm/lhg-advisory-llc-st-petersburg-fl-326848.md)) | 326848 | St Petersburg, FL | State-registered investment adviser | Not reported | 3 | Other |
| [Lighthouse Financial](https://advisorcensus.com/firm/lighthouse-financial-saint-petersburg-fl-137277) ([md](https://advisorcensus.com/firm/lighthouse-financial-saint-petersburg-fl-137277.md)) | 137277 | Saint Petersburg, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [MFP Financial Services, LLC](https://advisorcensus.com/firm/mfp-financial-services-llc-safety-harbor-fl-331681) ([md](https://advisorcensus.com/firm/mfp-financial-services-llc-safety-harbor-fl-331681.md)) | 331681 | Safety Harbor, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Moorgate Capital Management](https://advisorcensus.com/firm/moorgate-capital-management-dunedin-fl-338949) ([md](https://advisorcensus.com/firm/moorgate-capital-management-dunedin-fl-338949.md)) | 338949 | Dunedin, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly |
| [Mozella Asset Management](https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501) ([md](https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501.md)) | 336501 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Nathan G. Hanna, LLC](https://advisorcensus.com/firm/nathan-g-hanna-llc-palm-harbor-fl-158936) ([md](https://advisorcensus.com/firm/nathan-g-hanna-llc-palm-harbor-fl-158936.md)) | 158936 | Palm Harbor, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Northbridge Financial Group, LLC](https://advisorcensus.com/firm/northbridge-financial-group-llc-tampa-fl-310394) ([md](https://advisorcensus.com/firm/northbridge-financial-group-llc-tampa-fl-310394.md)) | 310394 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Orca Wealth Management, LLC](https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053) ([md](https://advisorcensus.com/firm/orca-wealth-management-llc-new-port-richey-fl-310053.md)) | 310053 | New Port Richey, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Pelion Investment Advisors, Inc.](https://advisorcensus.com/firm/pelion-investment-advisors-inc-tampa-fl-138400) ([md](https://advisorcensus.com/firm/pelion-investment-advisors-inc-tampa-fl-138400.md)) | 138400 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Other |
| [Pelorus Financial, LLC](https://advisorcensus.com/firm/pelorus-financial-llc-trinity-fl-299043) ([md](https://advisorcensus.com/firm/pelorus-financial-llc-trinity-fl-299043.md)) | 299043 | Trinity, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [PFG Private Wealth Management, LLC](https://advisorcensus.com/firm/pfg-private-wealth-management-llc-lutz-fl-282301) ([md](https://advisorcensus.com/firm/pfg-private-wealth-management-llc-lutz-fl-282301.md)) | 282301 | Lutz, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Polar Capital (America) Corporation](https://advisorcensus.com/firm/polar-capital-america-corporation-tampa-fl-155389) ([md](https://advisorcensus.com/firm/polar-capital-america-corporation-tampa-fl-155389.md)) | 155389 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Performance fee |
| [Powell Wealth](https://advisorcensus.com/firm/powell-wealth-tampa-fl-335830) ([md](https://advisorcensus.com/firm/powell-wealth-tampa-fl-335830.md)) | 335830 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Premier Private Wealth Management, LLC](https://advisorcensus.com/firm/premier-private-wealth-management-llc-palm-harbor-fl-331860) ([md](https://advisorcensus.com/firm/premier-private-wealth-management-llc-palm-harbor-fl-331860.md)) | 331860 | Palm Harbor, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Private Wealth Group, LLC](https://advisorcensus.com/firm/private-wealth-group-llc-tampa-fl-128560) ([md](https://advisorcensus.com/firm/private-wealth-group-llc-tampa-fl-128560.md)) | 128560 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets |
| [Provise Management Group, LLC](https://advisorcensus.com/firm/provise-management-group-llc-clearwater-fl-105375) ([md](https://advisorcensus.com/firm/provise-management-group-llc-clearwater-fl-105375.md)) | 105375 | Clearwater, FL | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Hourly, Fixed fee, Commissions |
| [PSI Advisors, LLC](https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880) ([md](https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880.md)) | 285880 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/fl/tampa/for-charities/page/2.md

## Questions people ask

**Which financial advisors in Tampa, FL work with charitable organizations?**
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.

**How many financial advisory firms are there in Tampa, FL?**
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.

**How many fee-only financial advisors are in Tampa, FL?**
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.

**How many financial advisors in Tampa, FL offer financial planning?**
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.

**Are the financial advisors in Tampa, FL fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Financial advisors in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [Fee-only financial advisors in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa/fee-only) (https://advisorcensus.com/advisors/fl/tampa/fee-only.md)
- [Flat-fee financial advisors in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa/flat-fee) (https://advisorcensus.com/advisors/fl/tampa/flat-fee.md)
- [Hourly financial advisors in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa/hourly) (https://advisorcensus.com/advisors/fl/tampa/hourly.md)
- [Financial advisors for business owners in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa/business-owners) (https://advisorcensus.com/advisors/fl/tampa/business-owners.md)
- [Financial advisors in St. Petersburg, FL](https://advisorcensus.com/advisors/fl/tampa/st-petersburg) (https://advisorcensus.com/advisors/fl/tampa/st-petersburg.md)
- [Financial advisors in Clearwater, FL](https://advisorcensus.com/advisors/fl/tampa/clearwater) (https://advisorcensus.com/advisors/fl/tampa/clearwater.md)
- [Financial advisors in Palm Harbor, FL](https://advisorcensus.com/advisors/fl/tampa/palm-harbor) (https://advisorcensus.com/advisors/fl/tampa/palm-harbor.md)
- [Financial advisors in Miami](https://advisorcensus.com/advisors/fl/miami) (https://advisorcensus.com/advisors/fl/miami.md)
- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in Jacksonville](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in Tampa, FL: 66 firms from Form ADV filings as of October 2026.