{ "path": "/advisors/fl/tampa", "url": "https://advisorcensus.com/advisors/fl/tampa/page/5", "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": 5, "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": 307212, "name": "Sagace Wealth Management", "name_as_filed": "SAGACE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212", "city": "St. Petersburg", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 187519, "name": "Sandy Morris Financial & Estate Planning Services, LLC", "name_as_filed": "SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC", "url": "https://advisorcensus.com/firm/sandy-morris-financial-and-estate-planning-services-llc-tampa-fl-187519", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 163637, "name": "Saturn Management LLC", "name_as_filed": "SATURN MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/saturn-management-llc-st-petersburg-fl-163637", "city": "St. Petersburg", "state": "FL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132450, "name": "SCS Asset Management, Inc", "name_as_filed": "SCS ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/scs-asset-management-inc-lutz-fl-132450", "city": "Lutz", "state": "FL", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333439, "name": "Secure Net Management LLC", "name_as_filed": "SECURE NET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/secure-net-management-llc-clearwater-fl-333439", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148975, "name": "Seminole Advisory Services, LLC", "name_as_filed": "SEMINOLE ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/seminole-advisory-services-llc-bellair-bluffs-fl-148975", "city": "Bellair Bluffs", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307368, "name": "SFG Wealth Advisors, LLC", "name_as_filed": "SFG WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sfg-wealth-advisors-llc-tampa-fl-307368", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325186, "name": "Shadow Lake Partners, LLC", "name_as_filed": "SHADOW LAKE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/shadow-lake-partners-llc-tampa-fl-325186", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339703, "name": "Shepherds of Capital", "name_as_filed": "SHEPHERDS OF CAPITAL", "url": "https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172256, "name": "Sickle Hunter Financial Advisors", "name_as_filed": "SICKLE HUNTER FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sickle-hunter-financial-advisors-tampa-fl-172256", "city": "Tampa", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 340481, "name": "Silver Screen Global LLC", "name_as_filed": "SILVER SCREEN GLOBAL LLC", "url": "https://advisorcensus.com/firm/silver-screen-global-llc-clearwater-fl-340481", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282955, "name": "Silverview Credit Partners LP", "name_as_filed": "SILVERVIEW CREDIT PARTNERS LP", "url": "https://advisorcensus.com/firm/silverview-credit-partners-lp-tampa-fl-282955", "city": "Tampa", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309014, "name": "Simplepath Wealth Management, LLC", "name_as_filed": "SIMPLEPATH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014", "city": "Palm Harbor", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 343633, "name": "Society Hill Capital", "name_as_filed": "SOCIETY HILL CAPITAL", "url": "https://advisorcensus.com/firm/society-hill-capital-tampa-fl-343633", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329317, "name": "Solist Financial", "name_as_filed": "SOLIST FINANCIAL", "url": "https://advisorcensus.com/firm/solist-financial-tampa-fl-329317", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311328, "name": "Southshore Financial Planning", "name_as_filed": "SOUTHSHORE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/southshore-financial-planning-tampa-fl-311328", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335139, "name": "Star Harbor Investments Inc", "name_as_filed": "STAR HARBOR INVESTMENTS INC", "url": "https://advisorcensus.com/firm/star-harbor-investments-inc-tampa-fl-335139", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150456, "name": "Sterling Advisory Services, LLC", "name_as_filed": "STERLING ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/sterling-advisory-services-llc-brandon-fl-150456", "city": "Brandon", "state": "FL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 304409, "name": "Sterling Bridge Financial Group LLC", "name_as_filed": "STERLING BRIDGE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/sterling-bridge-financial-group-llc-palm-harbor-fl-304409", "city": "Palm Harbor", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161194, "name": "Stronghold Wealth Management L.L.C.", "name_as_filed": "STRONGHOLD WEALTH MANAGEMENT L.L.C.", "url": "https://advisorcensus.com/firm/stronghold-wealth-management-l-l-c-tampa-fl-161194", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343156, "name": "Structure Wealth Management, LLC", "name_as_filed": "STRUCTURE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/structure-wealth-management-llc-tampa-fl-343156", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152429, "name": "Successful Portfolios LLC", "name_as_filed": "SUCCESSFUL PORTFOLIOS LLC", "url": "https://advisorcensus.com/firm/successful-portfolios-llc-clearwater-fl-152429", "city": "Clearwater", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 343434, "name": "SUM Zero Wealth", "name_as_filed": "SUM ZERO WEALTH", "url": "https://advisorcensus.com/firm/sum-zero-wealth-st-petersburg-fl-343434", "city": "St. Petersburg", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 108289, "name": "Suncoast Equity Management, LLC", "name_as_filed": "SUNCOAST EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/suncoast-equity-management-llc-tampa-fl-108289", "city": "Tampa", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325354, "name": "Tampa Bay Ventures, LLC", "name_as_filed": "TAMPA BAY VENTURES, LLC", "url": "https://advisorcensus.com/firm/tampa-bay-ventures-llc-tampa-fl-325354", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 129049, "name": "Targeted Financial Services, LLC", "name_as_filed": "TARGETED FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/targeted-financial-services-llc-seminole-fl-129049", "city": "Seminole", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121776, "name": "Taylor & Williams, Inc.", "name_as_filed": "TAYLOR & WILLIAMS, INC.", "url": "https://advisorcensus.com/firm/taylor-and-williams-inc-lutz-fl-121776", "city": "Lutz", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316761, "name": "The Ambrus Group LLC", "name_as_filed": "THE AMBRUS GROUP LLC", "url": "https://advisorcensus.com/firm/the-ambrus-group-llc-tampa-fl-316761", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312284, "name": "The Baldwin Group Wealth Advisors, LLC", "name_as_filed": "THE BALDWIN GROUP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-baldwin-group-wealth-advisors-llc-tampa-fl-312284", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 322350, "name": "The Grove, Realty and Services, Corp", "name_as_filed": "THE GROVE, REALTY AND SERVICES, CORP", "url": "https://advisorcensus.com/firm/the-grove-realty-and-services-corp-land-o-lakes-fl-322350", "city": "Land O'Lakes", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108552, "name": "The Herzfeld Group", "name_as_filed": "THE HERZFELD GROUP", "url": "https://advisorcensus.com/firm/the-herzfeld-group-largo-fl-108552", "city": "Largo", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326421, "name": "The Holland Group, Retirement Wealth Advisors, LLC", "name_as_filed": "THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-holland-group-retirement-wealth-advisors-llc-clearwater-fl-326421", "city": "Clearwater", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298570, "name": "The Tenret Company, LLC", "name_as_filed": "THE TENRET COMPANY, LLC", "url": "https://advisorcensus.com/firm/the-tenret-company-llc-tampa-fl-298570", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299961, "name": "Third Lake Partners, LLC", "name_as_filed": "THIRD LAKE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/third-lake-partners-llc-tampa-fl-299961", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333279, "name": "Three Oaks Partners Investment Counsel LLC", "name_as_filed": "THREE OAKS PARTNERS INVESTMENT COUNSEL LLC", "url": "https://advisorcensus.com/firm/three-oaks-partners-investment-counsel-llc-clearwater-fl-333279", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316609, "name": "Thursday Ventures Management LLC", "name_as_filed": "THURSDAY VENTURES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/thursday-ventures-management-llc-brandon-fl-316609", "city": "Brandon", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329417, "name": "Toring Financial Advisors, Inc.", "name_as_filed": "TORING FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/toring-financial-advisors-inc-palm-harbor-fl-329417", "city": "Palm Harbor", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170564, "name": "Truadvisors", "name_as_filed": "TRUADVISORS", "url": "https://advisorcensus.com/firm/truadvisors-tampa-fl-170564", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298899, "name": "True Life Wealth Management, LLC", "name_as_filed": "TRUE LIFE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/true-life-wealth-management-llc-tampa-fl-298899", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 311564, "name": "U.S. Cherry LLC", "name_as_filed": "U.S. CHERRY LLC", "url": "https://advisorcensus.com/firm/u-s-cherry-llc-st-petersburg-fl-311564", "city": "St. Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284553, "name": "Unified Wealth Management LLC", "name_as_filed": "UNIFIED WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/unified-wealth-management-llc-oldsmar-fl-284553", "city": "Oldsmar", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324120, "name": "Unify Financial Advisors", "name_as_filed": "UNIFY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/unify-financial-advisors-clearwater-fl-324120", "city": "Clearwater", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 312462, "name": "Unique Wealth, LLC", "name_as_filed": "UNIQUE WEALTH, LLC", "url": "https://advisorcensus.com/firm/unique-wealth-llc-tampa-fl-312462", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343178, "name": "Valor Private Advisory LLC", "name_as_filed": "VALOR PRIVATE ADVISORY LLC", "url": "https://advisorcensus.com/firm/valor-private-advisory-llc-clearwater-fl-343178", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312707, "name": "Vectorwealth", "name_as_filed": "VECTORWEALTH", "url": "https://advisorcensus.com/firm/vectorwealth-tampa-fl-312707", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339710, "name": "Verdara PPP LLC", "name_as_filed": "VERDARA PPP LLC", "url": "https://advisorcensus.com/firm/verdara-ppp-llc-tampa-fl-339710", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 320969, "name": "Veridis Management LLC", "name_as_filed": "VERIDIS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/veridis-management-llc-tampa-fl-320969", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343089, "name": "Vitesse One Wealth LLC", "name_as_filed": "VITESSE ONE WEALTH LLC", "url": "https://advisorcensus.com/firm/vitesse-one-wealth-llc-st-petersburg-fl-343089", "city": "St. Petersburg", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 206518, "name": "Walser Wealth Management Company, a Limited Liability Company", "name_as_filed": "WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY", "url": "https://advisorcensus.com/firm/walser-wealth-management-company-a-limited-liability-company-tampa-fl-206518", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", 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"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": "https://advisorcensus.com/advisors/fl/tampa.csv", "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" } }