Top Financial Advisors in Tampa, FL

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The Baldwin Group Wealth Advisors, a fee-based advisory firm founded in 2011, is the No. 1 advisory firm in Tampa. With more than $27 billion in assets under management, The Baldwin Group manages more money than any other firm on this list. 

The firm works with individuals, families, business owners, corporations, retirement plans, trusts, estates and charitable organizations. It does not have a minimum account size for its own investment management services, though third-party managers that the firm works with may have separate minimums.

As a fee-based firm, representatives of The Baldwin Group may receive commissions or other third-party compensation in separate capacities. This creates a potential conflict of interest, but the firm has a fiduciary duty to act in its clients' best interests and disclose these conflicts.

The firm provides asset management, independent manager selection, financial planning, estate planning, retirement planning, investment planning, pension investment consulting and retirement plan consulting. It also offers services related to business succession planning, risk management, executive benefits, employee benefits and insurance planning. 

While based in Tampa, the firm also has offices in Jacksonville; Houston; Irvine, California; Bethesda, Maryland; and Leesburg, Virginia. Advisors at the firm hold credentials that may include the chartered financial analyst (CFA), Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC®), chartered life underwriter (CLU®), qualified 401(k) administrator (QKA) and certified plan fiduciary advisor (CPFA) designations.

The Baldwin Group generally uses asset allocation, diversification, fundamental analysis and cyclical analysis when developing or reviewing portfolios. Like many advisory firms, The Baldwin Group typically aligns its investment strategies with the client's objectives, risk tolerance, time horizon and financial situation.

Client assets may be invested through separately managed accounts, model portfolios, mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, collective investment trusts, variable annuities and alternative investments when appropriate. The firm may also use options, hedging strategies, non-U.S. investments, leveraged or inverse products and third-party money managers. The firm lists two regulatory disclosures in its Form ADV.

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Florida Financial Advisors is a fee-based firm that mainly provides portfolio management services to individuals who do not have a high net worth. However, the firm does work with some high-net-worth individuals, as well. 

The firm was founded in 2017 by Jason Mickool, who remains its president. The firm helps clients address a wide range of financial needs including taxes, insurance, debt, retirement savings, and business planning. Services may also include selecting and monitoring investment managers, offering held-away account advice, and recommending affiliated insurance or brokerage solutions.

As a fee-based firm, some of its advisors are also agents of Florida Financial Insurance, an affiliated company (common ownership and control) and can earn commissions from the sale of insurance products. This constitutes a conflict of interest. However, as a fiduciary, Florida Financial Advisors is obligated to put its clients' interests first, at all times.

Florida Financial Advisors also shares common ownership and control with Trinity Wealth Securities, an affiliated SEC registered broker-dealer that offers mutual funds and variable products.

The firm typically invests client assets in a mix of mutual funds, exchange-traded funds (ETFs) and individual stocks. In analyzing investment opportunities that fit with a client's goals, timeline and risk profile, the firm may use cyclical, fundamental and technical methods of analysis, as well as modern portfolio theory.

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With billions in client assets under management, AssuredPartners Investment Advisors manages the second-most money on this list. The firm works with businesses, individuals, high-net-worth individuals, pension and profit-sharing plans, state and municipal government entities and charities. There is no minimum investment or account size requirement. 

AssuredPartners is considered a fee-based firm because its advisors may earn additional compensation from third parties for selling insurance or securities. This creates a conflict of interest, because advisors have a financial incentive to recommend certain products and services over others that may be more appropriate for advisory clients. However, AssuredPartners has a fiduciary duty to disclose its conflicts and always act in clients' best interests. 

Founded in 2020, AssuredPartners offers internal and third-party portfolio management, ERISA retirement plan advisory, financial planning and consulting, as well as general financial education. Advice is tailored to each client's goals, risk tolerance and investment preferences. While the firm is based in Tampa, it has advisors all over the country with locations in 13 different states. 

AssuredPartners relies on a long-term investment philosophy tailored to each client's goals, time horizon and risk tolerance. It uses fundamental analysis (which evaluates financial health and company value), technical analysis (which studies price trends) and modern portfolio theory, which aims to maximize returns for a given level of risk through diversification. Portfolios may include mutual funds, equities, ETFs, fixed income securities, annuities and inflation-protected bonds, with additional diversification through other securities when appropriate.

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Founded in 2007, Jaffe Tilchin Investment Partners is a fee-based advisory firm that works with individuals, trusts, estates, charitable organizations, corporations, pension plans and pooled investment vehicles. There is no stated account minimum, though third-party managers may have their own minimums and private fund investors must meet applicable investor qualification requirements.

As a fee-based firm, certain advisors at Jaffe Tilchin Investment Partners may earn commissions from selling investment or insurance products. This creates a potential conflict of interest, because advisors have a financial incentive to recommend certain products and services over others. However, Jaffe Tilchin Investment Partners has a fiduciary duty to act in its clients' best interests.

Jaffe Tilchin Investment Partners offers asset management, model portfolios, third-party asset manager services, private placement due diligence, pooled investment vehicle management, financial planning and institutional consulting. Its institutional services may include consulting for 401(k), 403(b), defined contribution and defined benefit plans, cash management accounts, non-qualified deferred compensation plans, endowments and foundations. The firm also maintains a wrap fee program for legacy clients, though it is no longer offered to new clients.

The Jaffe Tilchin team includes advisors with the CFP®, CLU and certified public accountant (CPA) designations, among others. 

Jaffe Tilchin Investment Partners generally uses both long-term and short-term purchases, along with strategic asset allocation across stocks, bonds and cash equivalents. The firm may also use fundamental, technical, charting, cyclical and economic analysis. For certain qualified investors, the firm manages the 3D Tech Strategy, an actively managed private investment fund that may use options, common stocks, fixed income, commodities, ETFs, index instruments and short-term instruments.

Lastly, the firm has two regulatory disclosures on its record with the SEC, which you can learn more about by accessing its Form ADV.

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Founded in 2011, Compass Financial Management is a fee-based registered investment advisor that typically requires a minimum of $250,000 assets under management or a $1,200 annual fee. The firm works with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates and certain institutions. 

The firm provides discretionary investment advisory services, retirement plan consulting, financial planning-related consulting and hourly advisory services. Consulting services may include estate planning, tax planning and insurance needs. Compass may also refer clients to outside attorneys, accountants or insurance professionals when needed.

Like other fee-based firms, certain advisors at Compass may earn commissions from selling insurance products in addition to advisory fees. This creates a potential conflict of interest, as advisors may have a financial incentive to recommend certain products or services. However, as a fiduciary, Compass is required to act in its clients' best interests.

The advisory team includes professionals who hold the the CFP® and ChFC designations.

Compass uses charting, fundamental analysis, technical analysis and cyclical analysis when evaluating investments. The firm may use both long-term and short-term purchases in client portfolios, depending on the client’s needs.

Client portfolios may include individual stocks, bonds and other fixed income securities, mutual funds and ETFs. Compass also manages several internal portfolio strategies, including All Seasons Smart Beta, Alpha Seekers, All Seasons Smart ETF, All Seasons Smart Rotation, Dividend Achievers and Smart Fixed Income portfolios.

Lastly, Compass has one regulatory disclosure attributed to an advisory affiliate listed on its Form ADV. 

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PSI Advisors manages assets primarily for non-high-net-worth individuals. Other typical clients of the firm include high-net-worth individuals, retirement plans, charitable organizations and businesses. While there is no minimum account size at PSI, there may be a minimum for the individual investment programs that clients may enroll in through PSI. 

As a fee-based firm, certain advisors can sell insurance products or securities on a separate commission basis. Despite the conflict of interest this creates, the firm is bound by fiduciary duty to act in clients' best interests.

Founded in 2016, the firm provides financial planning services including investment planning, retirement planning, college planning, debt/credit planning, insurance planning and tax planning. Additionally, PSI offers consulting services to pension plans and other employee-sponsored benefit plans.

PSI may use charting, fundamental analysis, technical analysis, cyclical analysis and quantitative analysis when evaluating and selecting securiteis. When it comes to actual investment strategies, the firm takes part in long-term purchases, options trading and margin transactions. Portfolios may include a mix of ETFs, mutual funds, real estate funds, Treasury inflation-protected or inflation-linked bonds and alternative assets. 

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Founded in 1998, Suncoast Equity Management is the oldest firm on this list. Suncoast manages assets for both high-net-worth and non-high-net-worth individuals. Institutional clients also include pension and profit-sharing plans, ETFs, other investment advisors and businesses. New clients must have a minimum of $250,000 in investable assets, though this requirement is waivable.

Investment management is the main offering at Suncoast, as it features investment portfolio customization for clients. Financial planning services may touch on a client's investment portfolio, education funding plan, retirement strategy and more. Suncoast remains a fee-only firm, so all of its compensation comes from client-paid fees.

Suncoast primarily invests client assets in large-cap equities. When selecting stocks to invest in, the firm looks for securities that are favorably priced rather than trying to "predict or outmaneuver daily stock market movements," according to its website. Furthermore, the firm prefers to hone in on what specifically makes an individual company attractive to invest in rather than solely looking at price movements.

Despite its affinity for large-cap stocks, Suncoast is willing to invest in other types of securities as well. These include government securities, fixed-income securities and mutual funds. Specific investments are chosen based on the client's risk tolerance, time horizon and financial goals.

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Fidelis Capital Partners is a fee-only SEC-registered investment advisor founded in 2022. The firm does not receive commissions for selling financial products and is not affiliated with a broker-dealer. Fidelis serves a range of clients, including individuals and high-net-worth individuals, family offices, trusts, estates, nonprofit organizations and business entities. 

There is no minimum account size required to engage their services, which include portfolio management (discretionary and non-discretionary), financial planning, retirement planning and the selection of third-party sub-managers. Additionally, Fidelis provides business consulting and helps clients coordinate with third-party professionals for accounting, tax preparation and trust services.

While based in Tampa, Fidelis Capital has offices in Dallas, Washington, D.C., St. Louis, Greenwich, Connecticut, and Columbia, South Carolina. Its team features advisors and analysts who hold the CFP® marks, as well as the chartered financial analyst (CFA), certified trust and financial advisor (CTFA) and accredited investment fiduciary (AIF) designations. 

Fidelis uses a blend of quantitative, fundamental, technical, cyclical and economic analysis to select investments. Its investment strategies include long-term and short-term purchases and strategic asset allocation, tailored to individual client goals and risk tolerance. Client portfolios may include stocks, bonds, mutual funds, ETFs, options, derivatives, and alternative investments. The firm uses both in-house management and external sub-managers, depending on client needs. 

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Founded in 2021, Unique Wealth is a fee-based advisory firm that works with individuals, high-net-worth individuals, small businesses, retirement plans and nonprofit organizations. There is no minimum account size required to engage the firm’s services, though Unique Wealth may terminate accounts it determines are too small to manage effectively.

As a fee-based firm, representatives of Unique Wealth may earn commissions from the sale of insurance products through an affiliated insurance entity. This creates a potential conflict of interest, because advisors have a financial incentive to recommend certain products or services over others. However, Unique Wealth is a fiduciary and must act in its clients' best interests.

The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, retirement plan services, IRA rollover guidance, held-away account management and referrals to third-party money managers. Its planning services may cover areas such as retirement planning, business planning, philanthropy, wealth protection and wealth transition.

Advisors on staff hold a wide variety of professional credentials, including the CFP®, CLU, ChFC and retirement income certified professional (RICP) designations, among others. 

Unique Wealth uses an investment approach tailored to each client’s goals, time horizon and risk tolerance. In analyzing investments, the firm may use fundamental, technical, charting, cyclical, quantitative and qualitative analysis, as well as modern portfolio theory. The firm may also use long-term purchases, model portfolio strategies, third-party money managers and active or passive management through its outsourced chief investment officer program.

Client portfolios may include separately managed accounts, mutual fund and ETF allocation strategies and unified managed accounts through the Dynasty platform. Certain accounts may also include margin transactions when appropriate.

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Darwin Wealth Management concludes our list of the top 10 financial advisors in Tampa. The firm primarily manages assets for individual clients, both above and below the high-net-worth threshold. The firm is also open to working with corporations and retirement plans. As a fee-based firm, advisors can earn commissions from third parties for selling insurance products. But those advisors are still bound to act in the client's best interest despite this potential conflict of interest.

Founded in 2012, the Darwin team holds multiple certifications, including the CFP®, CFA, ChFC and CLU marks. In general, Darwin does not require an account minimum. However, it may terminate an account if it’s too small to manage effectively.

Darwin Wealth Management relies on technical analysis, fundamental analysis, cyclical analysis, long-term and short-term purchases, short sales, option writing and trading, among other strategies and investments to manage and evaluate client portfolios. 

The firm offers traditional portfolio management (on a discretionary or non-discretionary basis) as well as web-based portfolio management through Betterment. The firm also recommends third-party money managers and assists clients with managing held-away assets like 401(k)s. It helps address needs such as retirement planning, investment allocation and risk management.