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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Doubleline Capital LP | Tampa | $93.32 billion | 133 | 258 | 8 | (813) 791-7333 | adviserinfo.sec.gov | |
| The Baldwin Group Wealth Advisors, LLC | Tampa | $27.28 billion | 2,651 | 50 | Not listed | (813) 934-2743 | baldwin.com | adviserinfo.sec.gov |
| Deep Blue Investment Advisors | Tampa | $18.16 billion | 33 | 20 | Not listed | (813) 238-4800 | deepblue-inv.com | adviserinfo.sec.gov |
| Independent Financial Partners | Tampa | $16.29 billion | 54,154 | 328 | Not listed | (813) 341-0960 | stonelakewealthmgmt.com | adviserinfo.sec.gov |
| Concurrent Investment Advisors, LLC | Tampa | $15.73 billion | 41,105 | 187 | Not listed | (813) 709-8800 | cornerstonepw.com | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | $10.18 billion | 13 | 44 | 3 | (813) 314-6100 | adviserinfo.sec.gov | |
| J. W. Cole Advisors, Inc. | Tampa | $8.25 billion | 31,247 | 550 | Not listed | (813) 935-6776 | jw-cole.com | adviserinfo.sec.gov |
| Third Lake Partners, LLC | Tampa | $5.97 billion | 53 | 16 | 46 | (813) 497-8100 | adviserinfo.sec.gov | |
| Doubleline Alternatives LP | Tampa | $3.47 billion | 7 | 171 | Not listed | (813) 791-7333 | doubleline.com | adviserinfo.sec.gov |
| Concurrent Asset Management, LLC | Tampa | $2.49 billion | 7,204 | 3 | 2 | (813) 575-2652 | adviserinfo.sec.gov | |
| Jaffe Tilchin Investment Partners, LLC | Tampa | $2.45 billion | 5,136 | 39 | 1 | (813) 963-2500 | jaffetilchin.com | adviserinfo.sec.gov |
| Fidelis Capital | Tampa | $2.28 billion | 1,228 | 22 | Not listed | (813) 934-6246 | fideliscapital.com | adviserinfo.sec.gov |
| Doubleline ETF Adviser LP | Tampa | $2.13 billion | 9 | 259 | Not listed | (813) 791-7333 | adviserinfo.sec.gov | |
| Suncoast Equity Management, LLC | Tampa | $2.11 billion | 1,951 | 12 | Not listed | (813) 963-0502 | suncoastequity.com | adviserinfo.sec.gov |
| Agw Capital Advisors | Tampa | $1.73 billion | 2,044 | 21 | 1 | (813) 254-4700 | agwcapital.com | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | 6,969 | 373 | Not listed | (813) 264-0440 | calton.com | adviserinfo.sec.gov |
| Anzu Partners, LLC | Tampa | $1.08 billion | 22 | 49 | 22 | (202) 742-5870 | adviserinfo.sec.gov | |
| Weatherford Capital Management | Tampa | $1.05 billion | 21 | 14 | 21 | (813) 443-0499 | weatherfordcapital.com | adviserinfo.sec.gov |
| Unique Wealth, LLC | Tampa | $965.6 million | 846 | 15 | Not listed | (813) 816-2030 | uniquewealth.com | adviserinfo.sec.gov |
| Mac Alpha Capital Management, LP | Tampa | $937.8 million | 16 | 8 | 6 | (813) 556-9704 | adviserinfo.sec.gov | |
| Compass Financial Management LLC | Tampa | $893.8 million | 3,799 | 33 | Not listed | (813) 597-6400 | adviserinfo.sec.gov | |
| Bayshore Capital | Tampa | $879.2 million | 38 | 12 | 10 | (813) 221-3400 | bayshorecap.com | adviserinfo.sec.gov |
| Fai Capital Management | Tampa | $842.1 million | 12 | 5 | Not listed | (813) 874-6621 | adviserinfo.sec.gov | |
| Psi Advisors, LLC | Tampa | $800.9 million | 3,237 | 22 | Not listed | (813) 444-0337 | ericeatonfinancial.com | adviserinfo.sec.gov |
| KLH Capital | Tampa | $773.9 million | 3 | 20 | 3 | (813) 222-0160 | adviserinfo.sec.gov | |
| Gator Capital Management, LLC | Tampa | $751.1 million | 49 | 7 | 2 | (813) 282-7870 | gatorcapital.com | adviserinfo.sec.gov |
| Darwin Wealth Management | Tampa | $717.8 million | 5,725 | 10 | Not listed | (813) 579-4074 | adviserinfo.sec.gov | |
| Polar Capital (America) Corporation | Tampa | $656.1 million | 5 | 12 | 1 | 011442072272700 | polarcapital.co.uk | adviserinfo.sec.gov |
| Silverview Credit Partners LP | Tampa | $577.3 million | 16 | 14 | 3 | (646) 205-6225 | silverview.com | adviserinfo.sec.gov |
| Instrumental Wealth, LLC | Tampa | $508 million | 2,128 | 12 | Not listed | (813) 578-7001 | adviserinfo.sec.gov | |
| The Ambrus Group LLC | Tampa | $485.1 million | 6 | 5 | 3 | (917) 270-6563 | ambrusgroup.com | adviserinfo.sec.gov |
| Capco Asset Management, LLC | Tampa | $468.6 million | 139 | 5 | 1 | (813) 805-0777 | capcovalue.com | adviserinfo.sec.gov |
| Mangrove Equity Partners | Tampa | $468.1 million | 7 | 14 | 7 | (813) 868-4500 | adviserinfo.sec.gov | |
| Wealth Advisors of Tampa Bay | Tampa | $456.8 million | 401 | 8 | Not listed | (813) 642-7730 | adviserinfo.sec.gov | |
| Florida Financial Advisors, LLC | Tampa | $456.1 million | 4,295 | 667 | Not listed | (813) 333-1683 | adviserinfo.sec.gov | |
| Quantum Private Wealth, LLC | Tampa | $418 million | 372 | 5 | Not listed | (847) 474-1400 | quantumprivatewealth.com | adviserinfo.sec.gov |
| Clearwell Group | Tampa | $413.5 million | 57 | 9 | 23 | (813) 435-5600 | clearwellgroup.com | adviserinfo.sec.gov |
| Northbridge Financial Group, LLC | Tampa | $413.1 million | 1,354 | 11 | Not listed | (813) 877-8000 | adviserinfo.sec.gov | |
| Code Waechter LLC | Tampa | $409 million | 1,168 | 9 | Not listed | (813) 287-8775 | adviserinfo.sec.gov | |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | $339.2 million | 4,648 | 26 | Not listed | (866) 929-3258 | adviserinfo.sec.gov | |
| Power Financial Partners, LLC | Tampa | $329.1 million | 452 | 4 | Not listed | (813) 212-2125 | powerfinancialpartners.com | adviserinfo.sec.gov |
| MTC Wealth Management | Tampa | $329 million | 2 | 16 | Not listed | (888) 727-9191 | adviserinfo.sec.gov | |
| Healthedge Investment Partners | Tampa | $325.8 million | 5 | 9 | 5 | (813) 490-7100 | adviserinfo.sec.gov | |
| Osceola Capital Management | Tampa | $322.3 million | 3 | 9 | 3 | (813) 792-6559 | osceola.com | adviserinfo.sec.gov |
| Brightwater Advisory, LLC | Tampa | $303.8 million | 718 | 5 | Not listed | (813) 251-6310 | adviserinfo.sec.gov | |
| Opinicus | Tampa | $297.1 million | 1,330 | 7 | Not listed | (813) 443-4767 | adviserinfo.sec.gov | |
| Dominion Portfolio Management, Inc. | Tampa | $277.1 million | 782 | 18 | Not listed | (813) 264-0440 | adviserinfo.sec.gov | |
| Private Wealth Group, LLC | Tampa | $274 million | 600 | 2 | Not listed | (813) 226-1900 | privatewealthgroup.com | adviserinfo.sec.gov |
| E. Batoff & Co., Inc. | Tampa | $249.2 million | 33 | 1 | Not listed | (813) 248-3467 | adviserinfo.sec.gov | |
| Cassedy Financial Group, Inc. | Tampa | $248.4 million | 459 | 4 | Not listed | (813) 251-0004 | cassedyfinancialgroup.com | adviserinfo.sec.gov |
| DFN Management LLC. | Tampa | $241.4 million | 2 | 6 | 2 | (866) 296-4420 | adviserinfo.sec.gov | |
| Golden Road Advisors LLC | Tampa | $237.7 million | 459 | 4 | Not listed | (813) 491-1593 | goldenroadadvisors.com | adviserinfo.sec.gov |
| The Tenret Company, LLC | Tampa | $225.4 million | 158 | 1 | Not listed | (727) 599-6201 | adviserinfo.sec.gov | |
| PFS Signature Wealth | Tampa | $211.6 million | 573 | 7 | Not listed | (877) 642-6110 | pfsfirm.com | adviserinfo.sec.gov |
| Ffo Investments LLC | Tampa | $207.1 million | 160 | 5 | Not listed | (302) 584-3415 | thefractionalfamilyoffice.com | adviserinfo.sec.gov |
| Grand Central Investment Group, LLC | Tampa | $196.2 million | 343 | 5 | Not listed | (813) 251-4200 | adviserinfo.sec.gov | |
| SFG Wealth Advisors, LLC | Tampa | $187.7 million | 779 | 6 | Not listed | (813) 251-9095 | sfgtampa.com | adviserinfo.sec.gov |
| Sandy Morris Financial & Estate Planning Services, LLC | Tampa | $183.1 million | 1,024 | 8 | Not listed | (813) 443-0879 | adviserinfo.sec.gov | |
| Rutherford Asset Planning, Inc. | Tampa | $181.3 million | 254 | 2 | Not listed | (813) 343-4501 | rutherfordasset.com | adviserinfo.sec.gov |
| Stronghold Wealth Management L.L.C. | Tampa | $172.9 million | 579 | 2 | Not listed | (813) 775-7099 | adviserinfo.sec.gov | |
| Chesapeake Capital Corporation | Tampa | $171.9 million | 4 | 6 | Not listed | (804) 836-1617 | adviserinfo.sec.gov | |
| Structure Wealth Management, LLC | Tampa | $165.7 million | 714 | 2 | Not listed | (813) 295-8906 | structurewm.com | adviserinfo.sec.gov |
| Wisdom Financial Planning | Tampa | $165.6 million | 492 | 3 | Not listed | (813) 254-9500 | wisdomfp.com | adviserinfo.sec.gov |
| Truadvisors | Tampa | $132.7 million | 346 | 4 | Not listed | (813) 212-4000 | truadvisors.com | adviserinfo.sec.gov |
| Conscious Capital Wealth Management, LLC | Tampa | $131.3 million | 566 | 5 | Not listed | (860) 659-8299 | adviserinfo.sec.gov | |
| Solist Financial | Tampa | $130.1 million | 216 | 1 | Not listed | (813) 294-3737 | adviserinfo.sec.gov | |
| Craft Wealth Services | Tampa | $120.8 million | 478 | 8 | Not listed | (813) 337-7747 | adviserinfo.sec.gov | |
| Peakshares LLC | Tampa | $110 million | 2 | 4 | Not listed | (877) 577-3257 | peaksharesfunds.com | adviserinfo.sec.gov |
| Baytrust Wealth Management, LLC | Tampa | $97.7 million | 299 | 5 | Not listed | (813) 820-0069 | baytrust.com | adviserinfo.sec.gov |
| Mutual Trust Asset MGMT., Inc. | Tampa | $58.4 million | 120 | 4 | Not listed | (813) 264-0440 | adviserinfo.sec.gov | |
| FF Capital Partners, LLC | Tampa | Not listed | Not listed | Not listed | 31 | (813) 775-6990 | adviserinfo.sec.gov | |
| Ballast Point Ventures | Tampa | Not listed | Not listed | Not listed | 8 | (813) 906-8500 | ballastpointventures.com | adviserinfo.sec.gov |
| Loci Capital Group, LLC | Tampa | Not listed | Not listed | Not listed | 5 | (720) 409-2820 | locicapital.com | adviserinfo.sec.gov |
| WRB Serra Partners | Tampa | Not listed | Not listed | Not listed | 3 | (813) 251-3737 | adviserinfo.sec.gov | |
| Society Hill Capital | Tampa | Not listed | Not listed | Not listed | 2 | (813) 513-9683 | societyhillcapital.com | adviserinfo.sec.gov |
| KC Capital Management LLC | Tampa | Not listed | Not listed | Not listed | 1 | (318) 608-2420 | kccapitalmgmt.com | adviserinfo.sec.gov |
| Shadow Lake Partners, LLC | Tampa | Not listed | Not listed | Not listed | 1 | (727) 776-7465 | shadowlakepartners.com | adviserinfo.sec.gov |
| Tampa Bay Ventures, LLC | Tampa | Not listed | Not listed | Not listed | 1 | (727) 238-5265 | adviserinfo.sec.gov | |
| Interest Financial, LLC | Tampa | Not listed | 0 | 4 | Not listed | (813) 421-5704 | medium.com | adviserinfo.sec.gov |
| Verdara PPP LLC | Tampa | Not listed | 0 | 2 | Not listed | (813) 395-9515 | adviserinfo.sec.gov |
Advisers in Tampa that manage private funds
29 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Third Lake Partners, LLC | Tampa | FL | 46 | Not listed | 6 | 3 | 22 | $2.47 billion | $5.97 billion | adviserinfo.sec.gov |
| FF Capital Partners, LLC | Tampa | FL | 31 | Not listed | Not listed | 31 | Not listed | $181.2 million | Not listed | adviserinfo.sec.gov |
| Clearwell Group | Tampa | FL | 23 | Not listed | 14 | Not listed | 8 | $197.8 million | $413.5 million | adviserinfo.sec.gov |
| Anzu Partners, LLC | Tampa | FL | 22 | Not listed | Not listed | 22 | Not listed | $1.08 billion | $1.08 billion | adviserinfo.sec.gov |
| Weatherford Capital Management | Tampa | FL | 21 | Not listed | 18 | Not listed | Not listed | $931.9 million | $1.05 billion | adviserinfo.sec.gov |
| Bayshore Capital | Tampa | FL | 10 | 10 | Not listed | Not listed | Not listed | $364.5 million | $879.2 million | adviserinfo.sec.gov |
| Doubleline Capital LP | Tampa | FL | 8 | 4 | Not listed | Not listed | Not listed | $2.30 billion | $93.32 billion | adviserinfo.sec.gov |
| Ballast Point Ventures | Tampa | FL | 8 | Not listed | Not listed | 8 | Not listed | $499.6 million | Not listed | adviserinfo.sec.gov |
| Mangrove Equity Partners | Tampa | FL | 7 | Not listed | 7 | Not listed | Not listed | $468.1 million | $468.1 million | adviserinfo.sec.gov |
| Mac Alpha Capital Management, LP | Tampa | FL | 6 | 6 | Not listed | Not listed | Not listed | $141.3 million | $937.8 million | adviserinfo.sec.gov |
| Healthedge Investment Partners | Tampa | FL | 5 | Not listed | 5 | Not listed | Not listed | $325.8 million | $325.8 million | adviserinfo.sec.gov |
| Loci Capital Group, LLC | Tampa | FL | 5 | Not listed | Not listed | Not listed | 5 | $149 million | Not listed | adviserinfo.sec.gov |
| Kopernik Global Investors, LLC | Tampa | FL | 3 | 2 | 1 | Not listed | Not listed | $881 million | $10.18 billion | adviserinfo.sec.gov |
| KLH Capital | Tampa | FL | 3 | Not listed | 3 | Not listed | Not listed | $387.5 million | $773.9 million | adviserinfo.sec.gov |
| Silverview Credit Partners LP | Tampa | FL | 3 | Not listed | 3 | Not listed | Not listed | $559.2 million | $577.3 million | adviserinfo.sec.gov |
| The Ambrus Group LLC | Tampa | FL | 3 | 3 | Not listed | Not listed | Not listed | $457.7 million | $485.1 million | adviserinfo.sec.gov |
| Osceola Capital Management | Tampa | FL | 3 | Not listed | 3 | Not listed | Not listed | $322.3 million | $322.3 million | adviserinfo.sec.gov |
| WRB Serra Partners | Tampa | FL | 3 | Not listed | 3 | Not listed | Not listed | $32.6 million | Not listed | adviserinfo.sec.gov |
| Concurrent Asset Management, LLC | Tampa | FL | 2 | Not listed | 2 | Not listed | Not listed | $43.8 million | $2.49 billion | adviserinfo.sec.gov |
| Gator Capital Management, LLC | Tampa | FL | 2 | 2 | Not listed | Not listed | Not listed | $452 million | $751.1 million | adviserinfo.sec.gov |
| DFN Management LLC. | Tampa | FL | 2 | 2 | Not listed | Not listed | Not listed | $241.4 million | $241.4 million | adviserinfo.sec.gov |
| Society Hill Capital | Tampa | FL | 2 | Not listed | Not listed | Not listed | 2 | $27.5 million | Not listed | adviserinfo.sec.gov |
| Jaffe Tilchin Investment Partners, LLC | Tampa | FL | 1 | Not listed | 1 | Not listed | Not listed | $1.7 million | $2.45 billion | adviserinfo.sec.gov |
| Agw Capital Advisors | Tampa | FL | 1 | Not listed | Not listed | Not listed | Not listed | $4.2 million | $1.73 billion | adviserinfo.sec.gov |
| Polar Capital (America) Corporation | Tampa | FL | 1 | 1 | Not listed | Not listed | Not listed | $13.2 million | $656.1 million | adviserinfo.sec.gov |
| Capco Asset Management, LLC | Tampa | FL | 1 | 1 | Not listed | Not listed | Not listed | $160.4 million | $468.6 million | adviserinfo.sec.gov |
| KC Capital Management LLC | Tampa | FL | 1 | 1 | Not listed | Not listed | Not listed | $15,627 | Not listed | adviserinfo.sec.gov |
| Shadow Lake Partners, LLC | Tampa | FL | 1 | Not listed | 1 | Not listed | Not listed | $58.4 million | Not listed | adviserinfo.sec.gov |
| Tampa Bay Ventures, LLC | Tampa | FL | 1 | Not listed | Not listed | 1 | Not listed | $25.8 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Tampa
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Structure Wealth Management, LLC | Tampa | FL | August 17, 2026 | $165.7 million | structurewm.com | adviserinfo.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.