Top Financial Advisors in Tampa, FL

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With billions in client assets under management, AssuredPartners Investment Advisors is the top-rated advisory practice in Tampa. 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, retirement plan advisory under ERISA, 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 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, partnerships, endowments, unified managed accounts (UMAs) 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. The advisory team holds a variety of professional credentials, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), chartered retirement planning counselor (CRPC), certified trust and financial advisor (CTFA), among others. 

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 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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Florida Financial Advisors is a fee-based firm that mainly provides portfolio management services to individuals and high-net-worth indivdiuals.

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 consitutes 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. It also recommends a range of products and services offered through turnkey asset management programs (TAMPs). In analyzing investment opportunities that fit with a client's goals, timeline and risk profile, the firm employs such tools as cyclical, fundamental, technical analysis as well as modern portfolio theory.

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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 in areas such as accounting, trust services, and tax preparation.

While based in Tampa, Fidelis Capital has offices in Dallas, Washington D.C., St. Louis, Greenwich, Connectict, and Columbia, South Carolina. It's team features advisors and analysts who hold the Certified Financial Planner™ (CFP®), 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. While they may recommend margin loans through their custodian, they fully disclose related risks. 

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Bayshore Capital Advisors by far has the highest account minimum on this list: $20 million for individual clients. However, the firm is willing to waive this requirement under certain circumstances.

Bayshore Capital Advisors was founded in 2001, making it the second-oldest firm on this list after Suncoast Equity Management. The firm provides investment supervisory services to individual clients and also serves as the manager of several of its own investment funds. Bayshore also offers some financial planning services, such as estate planning, insurance selection and more.

The Bayshore team features certified public accountants (CPAs), chartered financial analysts (CFAs), chartered alternative investment analysts (CAIAs) and a Certified Financial Planner™ (CFP®).

In addition to high-net-worth individuals, the firm also manages the assets of pooled investment vehicles, as well as other investment advisors and insurance companies. As a fee-only practice, the firm and its advisors earns income only from clients, not through third-party sales commissions. 

The firm adheres to a multi-strategy investment approach tailored to each client’s objectives. The firm invests in a mix of pooled vehicles, including mutual funds, ETFs and private funds, as well as direct investments in individual securities. The firm emphasizes selecting top-tier outside managers for each asset class.

Bayshore Capital Advisors may also use short sales, covered call options and forward currency contracts to reduce risk and occasionally for opportunistic purposes. All investments undergo due diligence and must receive unanimous approval from the firm's investment committee.

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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 on-staff 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.

Eric Damien Eaton founded PSI Advisors in 2016, However, Eaton has been providing financial advice to clients for more than 20 years. Eaton is the sole owner of PSI Advisors.

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

PSI Advisors relies on may different methods of analysis when examining securities, including charting, fundamental analysis, technical analysis, cyclical analysis and quantitative analysis. When it comes to actual investment strategies, the firm takes part in long-term purchases, options trading and margin transactions.

PSI Advisors tailors its strategies to its clients, factoring in the client’s risk tolerance, time horizon, long-term objectives and financial preferences before determining the best path forward. Then, once your investment plan is implemented, the firm will work to constantly update it to meet your changing needs.

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Darwin Wealth Management manages assets primarily for individuals 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 Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), chartered financial consultant (ChFC) and chartered life underwriter (CLU) designations.

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 both 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, risk management and financial goal setting.

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Clearwell Advisors is a fee-only practice with a $10 million minimum account size. As a result, the firm's clients are primarily high-net-worth individuals, pooled investment vehicles and charitable organizations. Although the firm's legal name is Clearwell Advisors, it markets itself as the Clearwell Group.

Several members of the Clearwell Advisors team hold specialized financial certifications, including the chartered financial analyst (CFA), certified public accountant (CPA) and financial risk manager (FRM) designations. The firm's services include financial planning, portfolio management and ongoing investment supervision. Clearwell Advisors typically manages client assets on a discretionary basis but may also provide non-discretionary services when appropriate.

Founded in 2019, Clearwell Advisors utilizes a long-term investment strategy focused on asset allocation tailored to each client’s goals, time horizon and risk profile. They primarily invest in mutual funds and exchange-traded funds (ETFs), as well as individual equities and fixed income securities. 

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Instrumental Wealth, founded in 2020, is a fee-based registered investment advisor that specializes in working with business owners and executives. While it charges advisory fees for its services, its advisors also receive commissions from selling insurance products. Although this creates a potential conflict of interest, the firm is a fiduciary and must act in its clients’ best interests. 

The firm works with individuals, families, business owners, trusts, estates, corporations and retirement plans, typically requiring a $250,000 minimum to open an account (though this may be waived). The team at Instrumental Wealth comprises advisors and analysts who hold the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), certified exit planning adivsor (CEPA) and chartered financial consultant (ChFC) designations, among others. 

Instrumental Wealth offers comprehensive financial services, including financial planning, consulting, investment management and retirement plan consulting. Its planning services cover areas such as retirement, tax, estate, education, insurance, business planning and bill payment support. 

The firm’s investment philosophy emphasizes a holistic understanding of a client’s financial picture (particularly for high-net-worth clients and business owners) by incorporating tax, legal, insurance and banking considerations. Investment strategies vary by client and typically include mutual funds, ETFs, individual stocks and bonds, fee-based annuities and life insurance, private placements, alternative investments and digital assets. 

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Founded in 2015, Walser Wealth Management Company is a fee-based practice that rounds out our list of the top-rated advisors in Tampa. The firm, which has a $250,000 minimum account size requirement, currently only works with individuals and high-net-worth individuals. 

As a fee-based firm, advisors on staff may earn commissions when selling insurance to advisory clients. While this is a conflict of interest, Walser Wealth has a fiduciary duty to act in its clients' best interests and disclose these conflicts. 

The firm has a handful of advisors on staff who hold the Certified Financial Planner™ (CFP®), signaling a specialty in comprehensive financial planning. The firm helps clients address needs such as retirement planning, tax planning, education savings, as well as investment planning and ongoing portfolio oversight. 

Walser Wealth Management follows a long-term, research-driven investment philosophy centered on passive investing and broad diversification across asset classes. However, the firm also uses tactical asset allocation to capitalize on market conditions while maintaining a focus on managing risk and cost. The firm primarily invests in mutual funds and ETFs selected through internal due diligence to build customized portfolios. Its strategy emphasizes asset allocation over market timing.