Top 10 financial advisor firms in Tampa

37 SEC-registered financial advisor firms are headquartered in Tampa, FL, with $20.2B in combined regulatory assets under management. The largest by assets are Jaffe Tilchin Investment Partners ($2.45B), Fidelis Capital Partners ($2.28B) and Suncoast Equity Management ($2.11B).

37
Financial advisor firms: $20.2B
Their combined AUM: $297M
Median firm AUM: 9,406
Clients of the top 10

The 10 largest by assets

1
Jaffe Tilchin Investment Partners
RIA
$2.45B
Up to 2.00% a year
2
Fidelis Capital Partners
RIA
$2.28B
0.15% to 1.00%
3
Suncoast Equity Management
RIA
$2.11B
Up to 1.00% a year
4
Annis Gardner Whiting Capital Advisors
RIA
$1.73B
Up to 1.00%
5
Unique Wealth
RIA
$966M
0.45% to 1.65% a year
6
Compass Financial Management
RIA
$894M
1.00% to 1.95% a year
7
Bayshore Capital Advisors
RIA
$879M
Regulatory AUM
8
Psi Advisors
RIA
$801M
Regulatory AUM
9
Darwin Wealth Management
RIA
$614M
Regulatory AUM
10
Instrumental Wealth
RIA
$508M
0.50% to 1.50% a year

Profiles of the top 10

No. 1 · RIA

Jaffe Tilchin Investment Partners

Jaffe Tilchin Investment Partners is an investment adviser based in Tampa, FL, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $2.45 billion, as filed on 1 July 2026.

Jaffe Tilchin Investment Partners charges up to 2.00% a year for its Jaffe Tilchin Asset Management Fees for Retail Clients.

Regulatory AUM: $2.45B
Clients: 1,892
Advisory staff: 36
Fee schedule: Up to 2.00% a year
Custodians: Raymond James, Charles Schwab, Fidelity
Headquarters: 15350 N. Florida Ave., Tampa, FL 33613
Phone: 813-963-2500
Website: jaffetilchin.com

No. 2 · RIA

Fidelis Capital Partners

Fidelis Capital Partners is an investment adviser based in Tampa, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $2.28 billion, as filed on 28 August 2026.

Fidelis Capital Partners charges 0.15%–1.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.28B
Clients: 232
Advisory staff: 12
Fee schedule: 0.15% to 1.00%
Custodians: Fidelity
Headquarters: 4221 W Boy Scout BLVD, Suite 730, Tampa, FL 33607
Phone: 813-934-6246
Website: fideliscapital.com

No. 3 · RIA

Suncoast Equity Management

Suncoast Equity Management is an investment adviser based in Tampa, FL, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include other clients, high-net-worth individuals and individual clients. Its regulatory assets under management total $2.11 billion, as filed on 25 March 2026.

Suncoast Equity Management charges up to 1.00% a year for its Investment Supervisory Services Fees.

Regulatory AUM: $2.11B
Clients: 870
Advisory staff: 7
Fee schedule: Up to 1.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 5550 W Executive DR, Suite 320, Tampa, FL 33609
Phone: 813-963-0502
Website: suncoastequity.com

No. 4 · RIA

Annis Gardner Whiting Capital Advisors

Annis Gardner Whiting Capital Advisors is an investment adviser based in Tampa, FL, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $1.73 billion, as filed on 13 March 2026.

Annis Gardner Whiting Capital Advisors charges up to 1.00% for its Investment Management and Consulting Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.73B
Clients: 142
Advisory staff: 14
Fee schedule: Up to 1.00%
Custodians: Charles Schwab
Headquarters: 511 W. Bay Street, Suite 310, Tampa, FL 33606
Phone: 813-254-4700
Website: agwcapital.com

No. 5 · RIA

Unique Wealth

Unique Wealth is an investment adviser based in Tampa, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $966 million, as filed on 6 August 2026.

Unique Wealth charges 0.45%–1.65% a year for its Portfolio Management Services.

Regulatory AUM: $966M
Clients: 846
Advisory staff: 12
Founded: 2021
Fee schedule: 0.45% to 1.65% a year
Custodians: Pershing
Headquarters: 4830 W Kennedy BLVD, Ste 100, Tampa, FL 33609
Phone: 813-816-2030
Website: uniquewealth.com

No. 6 · RIA

Compass Financial Management

Compass Financial Management is an investment adviser based in Tampa, FL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $894 million, as filed on 18 May 2026.

Compass Financial Management charges 1.00%–1.95% a year for its Investment advisory services.

Regulatory AUM: $894M
Clients: 2,228
Advisory staff: 31
Fee schedule: 1.00% to 1.95% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 2422 W. Sunset Drive, Tampa, FL 33629
Phone: 813-597-6400
Website: compassfmllc.com

No. 7 · RIA

Bayshore Capital Advisors

Bayshore Capital Advisors is an investment adviser based in Tampa, FL, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and other investment advisers. Its regulatory assets under management total $879 million, as filed on 26 June 2026.

Regulatory AUM: $879M
Clients: 43
Advisory staff: 9
Custodians: Fidelity, Fidelity
Headquarters: 1700 South Macdill Avenue, Suite 340, Tampa, FL 33629
Phone: 813-221-3400
Website: bayshorecap.com

No. 8 · RIA

Psi Advisors

Psi Advisors is an investment adviser based in Tampa, FL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $801 million, as filed on 18 September 2026.

Regulatory AUM: $801M
Clients: 1,745
Advisory staff: 12
Custodians: LPL Financial
Headquarters: 13059 W. Linebaugh Ave., Suite 102, Tampa, FL 33626
Phone: 813-444-0337

No. 9 · RIA

Darwin Wealth Management

Darwin Wealth Management is an investment adviser based in Tampa, FL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $614 million, as filed on 7 July 2026.

Regulatory AUM: $614M
Clients: 835
Advisory staff: 6
Founded: 2012
Custodians: Charles Schwab, Goldman Sachs & Co., Fidelity
Headquarters: 4601 W North A Street, Tampa, FL 33609-1909
Phone: 813-579-4074
Website: darwinwealth.com

No. 10 · RIA

Instrumental Wealth

Instrumental Wealth is an investment adviser based in Tampa, FL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $508 million, as filed on 28 March 2026.

Instrumental Wealth charges 0.50%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $508M
Clients: 573
Advisory staff: 5
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity
Headquarters: 1 N Dale Mabry Hwy., Ste #1000, Tampa, FL 33609
Phone: 813-578-7001
Website: instrumentalwealth.com

Questions about financial advisors in Tampa

How many financial advisor firms are headquartered in Tampa?

37 SEC-registered financial advisor firms report their principal office in Tampa, FL, managing $20.2B in regulatory assets between them. The other 31 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Tampa?

Jaffe Tilchin Investment Partners, with $2.45B in regulatory assets under management on its latest Form ADV. The next largest are Fidelis Capital Partners ($2.28B) and Suncoast Equity Management ($2.11B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Tampa?

The median firm manages $297M in regulatory assets. That is the midpoint of the 37 firms headquartered in Tampa.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Tampa charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Tampa?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Tampa has 37 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Tampa

Top financial advisor firms in other Florida cities