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Data / Investment advisers / Florida / Tampa

Investment advisers in Tampa, FL: 80 firms, $235 billion in AUM

80 investment advisers have their main office in Tampa, Florida: 72 SEC registered and 8 exempt reporting. The registered advisers report $235 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Doubleline Capital LP with $93.3 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 80Advisers
  • 72SEC registered
  • 8Exempt reporting
  • $235 billionTotal AUM
  • 68Advisers over $100 million
  • 29Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Doubleline Capital LPTampa$93.32 billion1332588(813) 791-7333adviserinfo.sec.gov
The Baldwin Group Wealth Advisors, LLCTampa$27.28 billion2,65150Not listed(813) 934-2743baldwin.comadviserinfo.sec.gov
Deep Blue Investment AdvisorsTampa$18.16 billion3320Not listed(813) 238-4800deepblue-inv.comadviserinfo.sec.gov
Independent Financial PartnersTampa$16.29 billion54,154328Not listed(813) 341-0960stonelakewealthmgmt.comadviserinfo.sec.gov
Concurrent Investment Advisors, LLCTampa$15.73 billion41,105187Not listed(813) 709-8800cornerstonepw.comadviserinfo.sec.gov
Kopernik Global Investors, LLCTampa$10.18 billion13443(813) 314-6100adviserinfo.sec.gov
J. W. Cole Advisors, Inc.Tampa$8.25 billion31,247550Not listed(813) 935-6776jw-cole.comadviserinfo.sec.gov
Third Lake Partners, LLCTampa$5.97 billion531646(813) 497-8100adviserinfo.sec.gov
Doubleline Alternatives LPTampa$3.47 billion7171Not listed(813) 791-7333doubleline.comadviserinfo.sec.gov
Concurrent Asset Management, LLCTampa$2.49 billion7,20432(813) 575-2652adviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLCTampa$2.45 billion5,136391(813) 963-2500jaffetilchin.comadviserinfo.sec.gov
Fidelis CapitalTampa$2.28 billion1,22822Not listed(813) 934-6246fideliscapital.comadviserinfo.sec.gov
Doubleline ETF Adviser LPTampa$2.13 billion9259Not listed(813) 791-7333adviserinfo.sec.gov
Suncoast Equity Management, LLCTampa$2.11 billion1,95112Not listed(813) 963-0502suncoastequity.comadviserinfo.sec.gov
Agw Capital AdvisorsTampa$1.73 billion2,044211(813) 254-4700agwcapital.comadviserinfo.sec.gov
Calton & Associates, Inc.Tampa$1.58 billion6,969373Not listed(813) 264-0440calton.comadviserinfo.sec.gov
Anzu Partners, LLCTampa$1.08 billion224922(202) 742-5870adviserinfo.sec.gov
Weatherford Capital ManagementTampa$1.05 billion211421(813) 443-0499weatherfordcapital.comadviserinfo.sec.gov
Unique Wealth, LLCTampa$965.6 million84615Not listed(813) 816-2030uniquewealth.comadviserinfo.sec.gov
Mac Alpha Capital Management, LPTampa$937.8 million1686(813) 556-9704adviserinfo.sec.gov
Compass Financial Management LLCTampa$893.8 million3,79933Not listed(813) 597-6400adviserinfo.sec.gov
Bayshore CapitalTampa$879.2 million381210(813) 221-3400bayshorecap.comadviserinfo.sec.gov
Fai Capital ManagementTampa$842.1 million125Not listed(813) 874-6621adviserinfo.sec.gov
Psi Advisors, LLCTampa$800.9 million3,23722Not listed(813) 444-0337ericeatonfinancial.comadviserinfo.sec.gov
KLH CapitalTampa$773.9 million3203(813) 222-0160adviserinfo.sec.gov
Gator Capital Management, LLCTampa$751.1 million4972(813) 282-7870gatorcapital.comadviserinfo.sec.gov
Darwin Wealth ManagementTampa$717.8 million5,72510Not listed(813) 579-4074adviserinfo.sec.gov
Polar Capital (America) CorporationTampa$656.1 million5121011442072272700polarcapital.co.ukadviserinfo.sec.gov
Silverview Credit Partners LPTampa$577.3 million16143(646) 205-6225silverview.comadviserinfo.sec.gov
Instrumental Wealth, LLCTampa$508 million2,12812Not listed(813) 578-7001adviserinfo.sec.gov
The Ambrus Group LLCTampa$485.1 million653(917) 270-6563ambrusgroup.comadviserinfo.sec.gov
Capco Asset Management, LLCTampa$468.6 million13951(813) 805-0777capcovalue.comadviserinfo.sec.gov
Mangrove Equity PartnersTampa$468.1 million7147(813) 868-4500adviserinfo.sec.gov
Wealth Advisors of Tampa BayTampa$456.8 million4018Not listed(813) 642-7730adviserinfo.sec.gov
Florida Financial Advisors, LLCTampa$456.1 million4,295667Not listed(813) 333-1683adviserinfo.sec.gov
Quantum Private Wealth, LLCTampa$418 million3725Not listed(847) 474-1400quantumprivatewealth.comadviserinfo.sec.gov
Clearwell GroupTampa$413.5 million57923(813) 435-5600clearwellgroup.comadviserinfo.sec.gov
Northbridge Financial Group, LLCTampa$413.1 million1,35411Not listed(813) 877-8000adviserinfo.sec.gov
Code Waechter LLCTampa$409 million1,1689Not listed(813) 287-8775adviserinfo.sec.gov
Walser Wealth Management Company, a Limited Liability CompanyTampa$339.2 million4,64826Not listed(866) 929-3258adviserinfo.sec.gov
Power Financial Partners, LLCTampa$329.1 million4524Not listed(813) 212-2125powerfinancialpartners.comadviserinfo.sec.gov
MTC Wealth ManagementTampa$329 million216Not listed(888) 727-9191adviserinfo.sec.gov
Healthedge Investment PartnersTampa$325.8 million595(813) 490-7100adviserinfo.sec.gov
Osceola Capital ManagementTampa$322.3 million393(813) 792-6559osceola.comadviserinfo.sec.gov
Brightwater Advisory, LLCTampa$303.8 million7185Not listed(813) 251-6310adviserinfo.sec.gov
OpinicusTampa$297.1 million1,3307Not listed(813) 443-4767adviserinfo.sec.gov
Dominion Portfolio Management, Inc.Tampa$277.1 million78218Not listed(813) 264-0440adviserinfo.sec.gov
Private Wealth Group, LLCTampa$274 million6002Not listed(813) 226-1900privatewealthgroup.comadviserinfo.sec.gov
E. Batoff & Co., Inc.Tampa$249.2 million331Not listed(813) 248-3467adviserinfo.sec.gov
Cassedy Financial Group, Inc.Tampa$248.4 million4594Not listed(813) 251-0004cassedyfinancialgroup.comadviserinfo.sec.gov
DFN Management LLC.Tampa$241.4 million262(866) 296-4420adviserinfo.sec.gov
Golden Road Advisors LLCTampa$237.7 million4594Not listed(813) 491-1593goldenroadadvisors.comadviserinfo.sec.gov
The Tenret Company, LLCTampa$225.4 million1581Not listed(727) 599-6201adviserinfo.sec.gov
PFS Signature WealthTampa$211.6 million5737Not listed(877) 642-6110pfsfirm.comadviserinfo.sec.gov
Ffo Investments LLCTampa$207.1 million1605Not listed(302) 584-3415thefractionalfamilyoffice.comadviserinfo.sec.gov
Grand Central Investment Group, LLCTampa$196.2 million3435Not listed(813) 251-4200adviserinfo.sec.gov
SFG Wealth Advisors, LLCTampa$187.7 million7796Not listed(813) 251-9095sfgtampa.comadviserinfo.sec.gov
Sandy Morris Financial & Estate Planning Services, LLCTampa$183.1 million1,0248Not listed(813) 443-0879adviserinfo.sec.gov
Rutherford Asset Planning, Inc.Tampa$181.3 million2542Not listed(813) 343-4501rutherfordasset.comadviserinfo.sec.gov
Stronghold Wealth Management L.L.C.Tampa$172.9 million5792Not listed(813) 775-7099adviserinfo.sec.gov
Chesapeake Capital CorporationTampa$171.9 million46Not listed(804) 836-1617adviserinfo.sec.gov
Structure Wealth Management, LLCTampa$165.7 million7142Not listed(813) 295-8906structurewm.comadviserinfo.sec.gov
Wisdom Financial PlanningTampa$165.6 million4923Not listed(813) 254-9500wisdomfp.comadviserinfo.sec.gov
TruadvisorsTampa$132.7 million3464Not listed(813) 212-4000truadvisors.comadviserinfo.sec.gov
Conscious Capital Wealth Management, LLCTampa$131.3 million5665Not listed(860) 659-8299adviserinfo.sec.gov
Solist FinancialTampa$130.1 million2161Not listed(813) 294-3737adviserinfo.sec.gov
Craft Wealth ServicesTampa$120.8 million4788Not listed(813) 337-7747adviserinfo.sec.gov
Peakshares LLCTampa$110 million24Not listed(877) 577-3257peaksharesfunds.comadviserinfo.sec.gov
Baytrust Wealth Management, LLCTampa$97.7 million2995Not listed(813) 820-0069baytrust.comadviserinfo.sec.gov
Mutual Trust Asset MGMT., Inc.Tampa$58.4 million1204Not listed(813) 264-0440adviserinfo.sec.gov
FF Capital Partners, LLCTampaNot listedNot listedNot listed31(813) 775-6990adviserinfo.sec.gov
Ballast Point VenturesTampaNot listedNot listedNot listed8(813) 906-8500ballastpointventures.comadviserinfo.sec.gov
Loci Capital Group, LLCTampaNot listedNot listedNot listed5(720) 409-2820locicapital.comadviserinfo.sec.gov
WRB Serra PartnersTampaNot listedNot listedNot listed3(813) 251-3737adviserinfo.sec.gov
Society Hill CapitalTampaNot listedNot listedNot listed2(813) 513-9683societyhillcapital.comadviserinfo.sec.gov
KC Capital Management LLCTampaNot listedNot listedNot listed1(318) 608-2420kccapitalmgmt.comadviserinfo.sec.gov
Shadow Lake Partners, LLCTampaNot listedNot listedNot listed1(727) 776-7465shadowlakepartners.comadviserinfo.sec.gov
Tampa Bay Ventures, LLCTampaNot listedNot listedNot listed1(727) 238-5265adviserinfo.sec.gov
Interest Financial, LLCTampaNot listed04Not listed(813) 421-5704medium.comadviserinfo.sec.gov
Verdara PPP LLCTampaNot listed02Not listed(813) 395-9515adviserinfo.sec.gov

Advisers in Tampa that manage private funds

29 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Third Lake Partners, LLCTampaFL46Not listed6322$2.47 billion$5.97 billionadviserinfo.sec.gov
FF Capital Partners, LLCTampaFL31Not listedNot listed31Not listed$181.2 millionNot listedadviserinfo.sec.gov
Clearwell GroupTampaFL23Not listed14Not listed8$197.8 million$413.5 millionadviserinfo.sec.gov
Anzu Partners, LLCTampaFL22Not listedNot listed22Not listed$1.08 billion$1.08 billionadviserinfo.sec.gov
Weatherford Capital ManagementTampaFL21Not listed18Not listedNot listed$931.9 million$1.05 billionadviserinfo.sec.gov
Bayshore CapitalTampaFL1010Not listedNot listedNot listed$364.5 million$879.2 millionadviserinfo.sec.gov
Doubleline Capital LPTampaFL84Not listedNot listedNot listed$2.30 billion$93.32 billionadviserinfo.sec.gov
Ballast Point VenturesTampaFL8Not listedNot listed8Not listed$499.6 millionNot listedadviserinfo.sec.gov
Mangrove Equity PartnersTampaFL7Not listed7Not listedNot listed$468.1 million$468.1 millionadviserinfo.sec.gov
Mac Alpha Capital Management, LPTampaFL66Not listedNot listedNot listed$141.3 million$937.8 millionadviserinfo.sec.gov
Healthedge Investment PartnersTampaFL5Not listed5Not listedNot listed$325.8 million$325.8 millionadviserinfo.sec.gov
Loci Capital Group, LLCTampaFL5Not listedNot listedNot listed5$149 millionNot listedadviserinfo.sec.gov
Kopernik Global Investors, LLCTampaFL321Not listedNot listed$881 million$10.18 billionadviserinfo.sec.gov
KLH CapitalTampaFL3Not listed3Not listedNot listed$387.5 million$773.9 millionadviserinfo.sec.gov
Silverview Credit Partners LPTampaFL3Not listed3Not listedNot listed$559.2 million$577.3 millionadviserinfo.sec.gov
The Ambrus Group LLCTampaFL33Not listedNot listedNot listed$457.7 million$485.1 millionadviserinfo.sec.gov
Osceola Capital ManagementTampaFL3Not listed3Not listedNot listed$322.3 million$322.3 millionadviserinfo.sec.gov
WRB Serra PartnersTampaFL3Not listed3Not listedNot listed$32.6 millionNot listedadviserinfo.sec.gov
Concurrent Asset Management, LLCTampaFL2Not listed2Not listedNot listed$43.8 million$2.49 billionadviserinfo.sec.gov
Gator Capital Management, LLCTampaFL22Not listedNot listedNot listed$452 million$751.1 millionadviserinfo.sec.gov
DFN Management LLC.TampaFL22Not listedNot listedNot listed$241.4 million$241.4 millionadviserinfo.sec.gov
Society Hill CapitalTampaFL2Not listedNot listedNot listed2$27.5 millionNot listedadviserinfo.sec.gov
Jaffe Tilchin Investment Partners, LLCTampaFL1Not listed1Not listedNot listed$1.7 million$2.45 billionadviserinfo.sec.gov
Agw Capital AdvisorsTampaFL1Not listedNot listedNot listedNot listed$4.2 million$1.73 billionadviserinfo.sec.gov
Polar Capital (America) CorporationTampaFL11Not listedNot listedNot listed$13.2 million$656.1 millionadviserinfo.sec.gov
Capco Asset Management, LLCTampaFL11Not listedNot listedNot listed$160.4 million$468.6 millionadviserinfo.sec.gov
KC Capital Management LLCTampaFL11Not listedNot listedNot listed$15,627Not listedadviserinfo.sec.gov
Shadow Lake Partners, LLCTampaFL1Not listed1Not listedNot listed$58.4 millionNot listedadviserinfo.sec.gov
Tampa Bay Ventures, LLCTampaFL1Not listedNot listed1Not listed$25.8 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Tampa

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Structure Wealth Management, LLCTampaFLAugust 17, 2026$165.7 millionstructurewm.comadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.