Company lists · Data refreshed September 2026

Top 20 401k plan advisors based in Tampa, United States

RevenueBase identified 55 401k plan advisors headquartered in Tampa, United States as of September 2026 and tracks 297 professional contacts across them, including 93 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Tampa, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
55Companies
297Contacts tracked
93Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 20 largest 401k plan advisors based in Tampa, United States

Ranked by team size
Top 20 of 55 401k plan advisors based in Tampa, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 202611-5050 contacts →

Indirect evidence

“Mezrah Consulting is committed to providing services to public and privately-held companies as well as high net worth individuals.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-1019 contacts →

Partial evidence

“Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the…”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 202611-5017 contacts →

Partial evidence

“As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 202611-5014 contacts →

Indirect evidence

“At Sandy Morris Financial Services, we believe your financial journey deserves personal attention, clear strategies, and long-term partnership.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 202611-509 contacts →

Indirect evidence

“A full comprehensive financial planning firm”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Craft Asset Management, LLC DBA Craft Wealth Services is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and estate…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Smarter Retirement Solutions is committed to providing precise, comprehensive retirement income planning and thoughtful wealth management.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“Regardless of your current financial status, if you are motivated to take action towards maximizing your wealth, reducing taxes and/or providing financial security for you and…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Behind every financial decision is a story, about security, fear, identity, and what truly matters.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“AF Wealth Advisors was built by a leadership team with decades of experience and seasoned financial advisors who listen to their clients to understand and address their needs and…”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Retirement is complicated.”

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Bayshore Retirement Solutions helps clients retire confidently by creating and managing tax-advantaged, Innovative, custom financial plans.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Scott started his career in insurance and financial services in 1992.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“The Tampa Financial Group is dedicated to helping families in the Tampa Bay Area get the financial advice they deserve.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Our premiere financial services experience is customized to every client’s unique needs.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“WE PROVIDE A TRUE RETIREMENT PLAN THAT HELPS YOU HAVE MORE MONEY and MORE INCOME IN RETIREMENT.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceTampa, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 20 of 55 401k plan advisors based in Tampa, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 93 reachable decision-makers.

Free signup · no credit card

View the full list →

401k plan advisors based in Tampa, United States at a glance

As of Sep 19, 2026
31.3%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
229.1%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
10
51-200
1

Email recency for this list is measured across the whole United States list rather than for Tampa, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 55 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Tampa, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Tampa are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 93 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Tampa, United States?

RevenueBase identified 55 401k plan advisors headquartered in Tampa, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Mezrah Consulting, headquartered in Tampa, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 93 verified decision-maker contacts tracked across these 55 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 55 401k plan advisors based in Tampa, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.