{ "path": "/advisors/fl/tampa", "url": "https://advisorcensus.com/advisors/fl/tampa/page/2", "page_type": "metro", "title": "Financial advisors in Tampa, FL", "filters": {}, "scope_total": 260, "faq": [ { "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 260 investment advisory firms with a principal office in the Tampa metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Tampa, FL: 260 firms from Form ADV filings as of October 2026.", "total_firms": 260, "page": 2, "total_pages": 6, "sort": "name", "registration_types": { "sec": 140, "state": 94, "exempt": 26 }, "fee_model_mix": [ { "code": "fee-only", "count": 56 }, { "code": "percentage_of_aum", "count": 220 }, { "code": "hourly", "count": 102 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 120 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 36 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 26 } ], "years_registered_distribution": [ { "code": "under_5", "count": 108 }, { "code": "5_to_9", "count": 70 }, { "code": "10_to_19", "count": 59 }, { "code": "20_plus", "count": 22 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 60 }, { "code": "25m_100m", "count": 28 }, { "code": "100m_500m", "count": 75 }, { "code": "500m_1b", "count": 20 }, { "code": "1b_5b", "count": 18 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 44 } ], "firms": [ { "crd_number": 331891, "name": "Carbon Wealth Management", "name_as_filed": "CARBON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/carbon-wealth-management-tampa-fl-331891", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111446, "name": "Cassedy Financial Group, Inc.", "name_as_filed": "CASSEDY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141583, "name": "Cathy A. Wagner, CFP, RIA", "name_as_filed": "CATHY A. WAGNER, CFP, RIA", "url": "https://advisorcensus.com/firm/cathy-a-wagner-cfp-ria-palm-harbor-fl-141583", "city": "Palm Harbor", "state": "FL", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340049, "name": "Certain Capital Advisors, LLC", "name_as_filed": "CERTAIN CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/certain-capital-advisors-llc-st-petersburg-fl-340049", "city": "St. Petersburg", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282099, "name": "Chesapeake Capital Corporation", "name_as_filed": "CHESAPEAKE CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/chesapeake-capital-corporation-tampa-fl-282099", "city": "Tampa", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315164, "name": "Chicago Equity Advisors, LLC", "name_as_filed": "CHICAGO EQUITY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/chicago-equity-advisors-llc-st-petersburg-fl-315164", "city": "St. Petersburg", "state": "FL", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299782, "name": "Chronos Wealth Management, L.L.C.", "name_as_filed": "CHRONOS WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/chronos-wealth-management-l-l-c-clearwater-fl-299782", "city": "Clearwater", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336646, "name": "Cima Sports & Wealth Management Inc", "name_as_filed": "CIMA SPORTS & WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 297415, "name": "Cleartree Asset Management, Inc.", "name_as_filed": "CLEARTREE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cleartree-asset-management-inc-tampa-fl-297415", "city": "Tampa", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 289929, "name": "Client Focused Financial", "name_as_filed": "CLIENT FOCUSED FINANCIAL", "url": "https://advisorcensus.com/firm/client-focused-financial-saint-petersburg-fl-289929", "city": "Saint Petersburg", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "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": 280027, "name": "Cohen, Steven J CFA", "name_as_filed": "COHEN, STEVEN J CFA", "url": "https://advisorcensus.com/firm/cohen-steven-j-cfa-st-petersburg-fl-280027", "city": "St Petersburg", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 169551, "name": "Commoncents Wealth Advisors, LLC", "name_as_filed": "COMMONCENTS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/commoncents-wealth-advisors-llc-new-port-richey-fl-169551", "city": "New Port Richey", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 156345, "name": "Compass Financial Management LLC", "name_as_filed": "COMPASS FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/compass-financial-management-llc-tampa-fl-156345", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330657, "name": "Concurrent Asset Management, LLC", "name_as_filed": "CONCURRENT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "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": 174670, "name": "Conscious Capital Wealth Management, LLC", "name_as_filed": "CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285131, "name": "Cortez Wealth Advisors LLC", "name_as_filed": "CORTEZ WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/cortez-wealth-advisors-llc-oldsmar-fl-285131", "city": "Oldsmar", "state": "FL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289557, "name": "Craft Wealth Services", "name_as_filed": "CRAFT WEALTH SERVICES", "url": "https://advisorcensus.com/firm/craft-wealth-services-tampa-fl-289557", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 305171, "name": "Cyber Hornet ETFS LLC", "name_as_filed": "CYBER HORNET ETFS LLC", "url": "https://advisorcensus.com/firm/cyber-hornet-etfs-llc-st-petersburg-fl-305171", "city": "St. Petersburg", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 343946, "name": "DAN Thornsberry Capital Advisors, LLC", "name_as_filed": "DAN THORNSBERRY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dan-thornsberry-capital-advisors-llc-belleair-beach-fl-343946", "city": "Belleair Beach", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166585, "name": "Darwin Wealth Management", "name_as_filed": "DARWIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585", "city": "Tampa", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335158, "name": "Dasein Partners LLC", "name_as_filed": "DASEIN PARTNERS LLC", "url": "https://advisorcensus.com/firm/dasein-partners-llc-tampa-fl-335158", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115344, "name": "Deep Blue Investment Advisors", "name_as_filed": "DEEP BLUE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/deep-blue-investment-advisors-tampa-fl-115344", "city": "Tampa", "state": "FL", "years_registered": 24, "raum_band": "over_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": 285057, "name": "DFN Management LLC.", "name_as_filed": "DFN MANAGEMENT LLC.", "url": "https://advisorcensus.com/firm/dfn-management-llc-tampa-fl-285057", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309637, "name": "Dipaolo Financial Group, Inc.", "name_as_filed": "DIPAOLO FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/dipaolo-financial-group-inc-lutz-fl-309637", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162277, "name": "Directed Capital Advisors", "name_as_filed": "DIRECTED CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/directed-capital-advisors-st-petersburg-fl-162277", "city": "St. Petersburg", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "other" ], "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": 41067, "name": "DMK Advisor Group, Inc.", "name_as_filed": "DMK ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067", "city": "Lutz", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170160, "name": "Dolphin Financial Group", "name_as_filed": "DOLPHIN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/dolphin-financial-group-clearwater-fl-170160", "city": "Clearwater", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 106918, "name": "Dominion Portfolio Management, Inc.", "name_as_filed": "DOMINION PORTFOLIO MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dominion-portfolio-management-inc-tampa-fl-106918", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175212, "name": "Doubleline Alternatives LP", "name_as_filed": "DOUBLELINE ALTERNATIVES LP", "url": "https://advisorcensus.com/firm/doubleline-alternatives-lp-tampa-fl-175212", "city": "Tampa", "state": "FL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 317415, "name": "Doubleline ETF Adviser LP", "name_as_filed": "DOUBLELINE ETF ADVISER LP", "url": "https://advisorcensus.com/firm/doubleline-etf-adviser-lp-tampa-fl-317415", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "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": 153377, "name": "Dynasty Wealth Management, LLC", "name_as_filed": "DYNASTY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dynasty-wealth-management-llc-st-petersburg-fl-153377", "city": "St. Petersburg", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 124815, "name": "E. Batoff & Co., Inc.", "name_as_filed": "E. 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