Firms by city
Registered investment advisers in Tampa, FL
6 SEC-registered advisers headquartered in Tampa, listed by regulatory assets under management as reported on Form ADV.
6 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Doubleline CapitalCRD 152606 | Tampa, FL | $93.32B | 89 | 102 |
| The Baldwin Group Wealth AdvisorsCRD 312284 | Tampa, FL | $27.28B | 50 | 2,134 |
| Wertz York Capital Management GroupCRD 115344 | Tampa, FL | $18.16B | 9 | 33 |
| Ifp AdvisorsCRD 125112 | Tampa, FL | $16.29B | 302 | 54,154 |
| Concurrent Investment AdvisorsCRD 323135 | Tampa, FL | $15.73B | 160 | 13,277 |
| Kopernik Global InvestorsCRD 168625 | Tampa, FL | $10.18B | 22 | 13 |
Doubleline CapitalCRD 152606$93.32B
- Headquarters
- Tampa, FL
- Advisory staff
- 89
- Clients
- 102
The Baldwin Group Wealth AdvisorsCRD 312284$27.28B
- Headquarters
- Tampa, FL
- Advisory staff
- 50
- Clients
- 2,134
Wertz York Capital Management GroupCRD 115344$18.16B
- Headquarters
- Tampa, FL
- Advisory staff
- 9
- Clients
- 33
Ifp AdvisorsCRD 125112$16.29B
- Headquarters
- Tampa, FL
- Advisory staff
- 302
- Clients
- 54,154
Concurrent Investment AdvisorsCRD 323135$15.73B
- Headquarters
- Tampa, FL
- Advisory staff
- 160
- Clients
- 13,277
Kopernik Global InvestorsCRD 168625$10.18B
- Headquarters
- Tampa, FL
- Advisory staff
- 22
- Clients
- 13
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Tampa on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.