Company lists · Data refreshed September 2026

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

Name: 401k plan advisors based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 55 companies tracked

RevenueBase identified 55 company matches for 401k plan advisors associated with Tampa, United States as of September 2026 and tracks 297 professional contacts across them, including 93 with verified work emails. Across the United States, New York is the largest hub for this category (126 companies); Tampa has 55.

This list covers company matches for 401k plan advisors associated with Tampa, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

55Companies

297Contacts tracked

93Verified emails

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

Ranked by team size

Top 20 of 55 company matches for 401k plan advisors based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Mezrah Consulting	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	11-50	50 contacts →
	Exact match “Mezrah Consulting is committed to providing services to public and privately-held companies as well as high net worth individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Unique Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	19 contacts →
	Exact match “Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	ALL Seasons Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Sandy Morris Financial And Estate Planning Services, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “At Sandy Morris Financial Services, we believe your financial journey deserves personal attention, clear strategies, and long-term partnership.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Taylor Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “A full comprehensive financial planning firm” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Craft Wealth Services	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Craft Asset Management, LLC DBA Craft Wealth Services is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and estate…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Smarter Retirement Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Smarter Retirement Solutions is committed to providing precise, comprehensive retirement income planning and thoughtful wealth management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Prove Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Finppass Financial Stewardship	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Behind every financial decision is a story, about security, fear, identity, and what truly matters.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Teague & Associates	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	AF Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	BIG Financial Services , LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Mosaic Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Retirement is complicated.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Kingsbury Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Bayshore Retirement Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Bayshore Retirement Solutions helps clients retire confidently by creating and managing tax-advantaged, Innovative, custom financial plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Chapman Financial Group LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Scott started his career in insurance and financial services in 1992.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Tampa Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “The Tampa Financial Group is dedicated to helping families in the Tampa Bay Area get the financial advice they deserve.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Client Centric Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Our premiere financial services experience is customized to every client’s unique needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	True Life Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “WE PROVIDE A TRUE RETIREMENT PLAN THAT HELPS YOU HAVE MORE MONEY and MORE INCOME IN RETIREMENT.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Karp And Associates	Exact match	Tampa, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “401k plan advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

See the full list, filter by size, metro and specialty, and access 93 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Tampa, United States whose business descriptions match “401k plan advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 93 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “401k plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 55 company matches for 401k plan advisors associated with Tampa, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Mezrah Consulting tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most 401k plan advisors?

New York leads the United States with 126 company records, followed by Houston (120) and Atlanta (108). Tampa has 55.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 93 professional contacts with verified work emails tracked across these 55 companies; direct dials are available where recorded.

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.

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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 SmartSearch, 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.