# Financial advisors for high-net-worth individuals in Tampa, FL

> AdvisorCensus lists 153 investment advisory firms with a principal office in the Tampa metro area that report high-net-worth individuals 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-high-net-worth-individuals

## At a glance

- Investment advisory firms: 153
- Registration: SEC-registered investment adviser: 95, State-registered investment adviser: 58
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 39 (25%); Percentage of assets 150 (98%); Hourly charges 77 (50%); Fixed fees 90 (59%); Commissions 10 (7%); Performance-based fees 16 (10%); Other 21 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 29 (19%); $25 million to $100 million 26 (17%); $100 million to $500 million 58 (38%); $500 million to $1 billion 13 (8%); $1 billion to $5 billion 13 (8%); Over $5 billion 10 (7%); Not reported 4 (3%)
- Years registered: Under 5 years 51 (33%); 5 to 9 years 48 (31%); 10 to 19 years 36 (24%); 20 years or more 17 (11%); Not reported 1 (1%)

## Firms (page 1 of 4, 1 to 50 of 153, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1st Financial LLC](https://advisorcensus.com/firm/1st-financial-llc-new-port-richey-fl-159015) ([md](https://advisorcensus.com/firm/1st-financial-llc-new-port-richey-fl-159015.md)) | 159015 | New Port Richey, FL | State-registered investment adviser | Under $25 million | 14 | % of assets, Other |
| [Accurate Wealth Management, LLC](https://advisorcensus.com/firm/accurate-wealth-management-llc-wesley-chapel-fl-298137) ([md](https://advisorcensus.com/firm/accurate-wealth-management-llc-wesley-chapel-fl-298137.md)) | 298137 | Wesley Chapel, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [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 |
| [American Family Legacy Group](https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050) ([md](https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050.md)) | 154050 | Tampa, FL | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Amuni Financial, Inc.](https://advisorcensus.com/firm/amuni-financial-inc-st-petersburg-fl-8365) ([md](https://advisorcensus.com/firm/amuni-financial-inc-st-petersburg-fl-8365.md)) | 8365 | St Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [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 |
| [Avid Planning](https://advisorcensus.com/firm/avid-planning-st-petersburg-fl-284332) ([md](https://advisorcensus.com/firm/avid-planning-st-petersburg-fl-284332.md)) | 284332 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Axiom Paragon Services LLC](https://advisorcensus.com/firm/axiom-paragon-services-llc-tampa-fl-332300) ([md](https://advisorcensus.com/firm/axiom-paragon-services-llc-tampa-fl-332300.md)) | 332300 | Tampa, FL | State-registered investment adviser | Not reported | 1 | Other |
| [Barlas O'Reilly Wealth Management, LLC](https://advisorcensus.com/firm/barlas-o-reilly-wealth-management-llc-tarpon-springs-fl-298413) ([md](https://advisorcensus.com/firm/barlas-o-reilly-wealth-management-llc-tarpon-springs-fl-298413.md)) | 298413 | Tarpon Springs, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Basile Financial Group, Inc.](https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419) ([md](https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419.md)) | 289419 | Palm Harbor, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [Bayshore Capital](https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209) ([md](https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209.md)) | 110209 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee, Performance fee, Other |
| [Bayshore Financial Solutions, LLC](https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105) ([md](https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105.md)) | 306105 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Baytrust Wealth Management, LLC](https://advisorcensus.com/firm/baytrust-wealth-management-llc-tampa-fl-338822) ([md](https://advisorcensus.com/firm/baytrust-wealth-management-llc-tampa-fl-338822.md)) | 338822 | Tampa, FL | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Bayview Financial Planning](https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073) ([md](https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073.md)) | 329073 | Tampa, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Bedinghaus Financial Group, Inc](https://advisorcensus.com/firm/bedinghaus-financial-group-inc-clearwater-fl-318378) ([md](https://advisorcensus.com/firm/bedinghaus-financial-group-inc-clearwater-fl-318378.md)) | 318378 | Clearwater, FL | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Belleair Asset Management, LLC](https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882) ([md](https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882.md)) | 290882 | Belleair Bluffs, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [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 |
| [Bionic Capital](https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240) ([md](https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240.md)) | 150240 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Blue Ocean Wealth Management, LLC](https://advisorcensus.com/firm/blue-ocean-wealth-management-llc-clearwater-fl-284550) ([md](https://advisorcensus.com/firm/blue-ocean-wealth-management-llc-clearwater-fl-284550.md)) | 284550 | Clearwater, FL | State-registered investment adviser | Under $25 million | 10 | % 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 |
| [Burkart Financial Group, Inc.](https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579) ([md](https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579.md)) | 290579 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Caliber Wealth Advisory](https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319) ([md](https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319.md)) | 289319 | Tampa, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Other |
| [Calton & Associates, Inc.](https://advisorcensus.com/firm/calton-and-associates-inc-tampa-fl-20999) ([md](https://advisorcensus.com/firm/calton-and-associates-inc-tampa-fl-20999.md)) | 20999 | Tampa, FL | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Capco Asset Management, LLC](https://advisorcensus.com/firm/capco-asset-management-llc-tampa-fl-141325) ([md](https://advisorcensus.com/firm/capco-asset-management-llc-tampa-fl-141325.md)) | 141325 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee |
| [Capital Wise Advisory](https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915) ([md](https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915.md)) | 329915 | Wesley Chapel, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Cassedy Financial Group, Inc.](https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446) ([md](https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446.md)) | 111446 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Chronos Wealth Management, L.L.C.](https://advisorcensus.com/firm/chronos-wealth-management-l-l-c-clearwater-fl-299782) ([md](https://advisorcensus.com/firm/chronos-wealth-management-l-l-c-clearwater-fl-299782.md)) | 299782 | Clearwater, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [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 |
| [Client Focused Financial](https://advisorcensus.com/firm/client-focused-financial-saint-petersburg-fl-289929) ([md](https://advisorcensus.com/firm/client-focused-financial-saint-petersburg-fl-289929.md)) | 289929 | Saint Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, 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 |
| [Cohen, Steven J CFA](https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027) ([md](https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027.md)) | 280027 | St Petersburg, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Commissions, Performance fee |
| [Compass Financial Management LLC](https://advisorcensus.com/firm/compass-financial-management-llc-tampa-fl-156345) ([md](https://advisorcensus.com/firm/compass-financial-management-llc-tampa-fl-156345.md)) | 156345 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [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 |
| [Conscious Capital Wealth Management, LLC](https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670) ([md](https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670.md)) | 174670 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Craft Wealth Services](https://advisorcensus.com/firm/craft-wealth-services-tampa-fl-289557) ([md](https://advisorcensus.com/firm/craft-wealth-services-tampa-fl-289557.md)) | 289557 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, 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 |
| [Darwin Wealth Management](https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585) ([md](https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585.md)) | 166585 | Tampa, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Dipaolo Financial Group, Inc.](https://advisorcensus.com/firm/dipaolo-financial-group-inc-lutz-fl-309637) ([md](https://advisorcensus.com/firm/dipaolo-financial-group-inc-lutz-fl-309637.md)) | 309637 | Lutz, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed 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 |
| [DMK Advisor Group, Inc.](https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067) ([md](https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067.md)) | 41067 | Lutz, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |

- Next page: https://advisorcensus.com/advisors/fl/tampa/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Tampa, FL work with high-net-worth individuals?**
153 investment advisory firms with a principal office in the Tampa metro area report high-net-worth individuals 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 high-net-worth individuals in Tampa, FL: 153 firms from Form ADV filings as of October 2026.