Research Report · 2026-06-30
Institutional Registered Investment Advisers in Tampa
SEC-registered investment advisers in Tampa ranked by reported institutional client assets.
Firms
42
Total AUM
$223.62B
Median AUM
$654.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 2 | DOUBLELINE CAPITAL LP | TAMPA | 152606 | $93.32B | 258 | 2026-03-31 | → |
| 3 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 4 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 5 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 6 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 7 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 8 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 9 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 10 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 11 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 12 | FIDELIS CAPITAL PARTNERS, LLC | TAMPA | 322287 | $2.28B | 22 | 2026-04-30 | → |
| 13 | JONATHAN ROBERTS ADVISORY GROUP, INC. | TAMPA | 112294 | $8.25B | 550 | 2026-03-31 | → |
| 14 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | TAMPA | 150570 | $1.73B | 21 | 2026-03-31 | → |
| 15 | MTC WEALTH MANAGEMENT LLC | TAMPA | 305308 | $329.0M | 16 | 2026-03-31 | → |
| 16 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 17 | CALTON & ASSOCIATES, INC. | TAMPA | 20999 | $1.58B | 373 | 2026-05-31 | → |
| 18 | BAYSHORE CAPITAL ADVISORS, LLC | TAMPA | 110209 | $879.2M | 12 | 2026-06-30 | → |
| 19 | OPINICUS CAPITAL, INC. | TAMPA | 168344 | $297.1M | 7 | 2026-03-31 | → |
| 20 | SUNCOAST EQUITY MANAGEMENT, LLC | TAMPA | 108289 | $2.11B | 12 | 2026-03-31 | → |
| 21 | COMPASS FINANCIAL MANAGEMENT LLC | TAMPA | 156345 | $893.8M | 33 | 2026-05-31 | → |
| 22 | UNIQUE WEALTH, LLC | TAMPA | 312462 | $965.6M | 15 | 2026-03-31 | → |
| 23 | PSI ADVISORS, LLC | TAMPA | 285880 | $800.9M | 22 | 2026-03-31 | → |
| 24 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 25 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 26 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | TAMPA | 335307 | $435.6M | 9 | 2026-03-31 | → |
| 27 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
| 28 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 29 | SOLIST WEALTH, LLC | TAMPA | 329317 | $130.1M | 1 | 2026-06-30 | → |
| 30 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 31 | BRIGHTWATER ADVISORY, LLC | TAMPA | 169806 | $303.8M | 5 | 2026-03-31 | → |
| 32 | THE AMBRUS GROUP LLC | TAMPA | 316761 | $485.1M | 5 | 2026-05-31 | → |
| 33 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 34 | GRAND CENTRAL INVESTMENT GROUP, LLC | TAMPA | 172537 | $196.2M | 5 | 2026-06-30 | → |
| 35 | CASSEDY FINANCIAL GROUP, INC. | TAMPA | 111446 | $248.4M | 4 | 2026-03-31 | → |
| 36 | GOLDEN ROAD ADVISORS LLC | TAMPA | 314077 | $237.7M | 4 | 2026-03-31 | → |
| 37 | QUANTUM PRIVATE WEALTH, LLC | TAMPA | 307358 | $418.0M | 6 | 2026-03-31 | → |
| 38 | SFG WEALTH ADVISORS, LLC | TAMPA | 307368 | $187.7M | 6 | 2026-03-31 | → |
| 39 | E. BATOFF & CO., INC. | TAMPA | 124815 | $249.2M | 1 | 2026-03-31 | → |
| 40 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 41 | CRAFT ASSET MANAGEMENT LLC | TAMPA | 289557 | $120.8M | 7 | 2026-05-31 | → |
| 42 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
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