Company lists · Data refreshed September 2026

Top 25 Advisor-led investment platforms based in Tampa, United States

Name: Advisor-led investment platforms based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 65 companies tracked

RevenueBase identified 65 advisor-led investment platforms headquartered in Tampa, United States as of September 2026 and tracks 421 professional contacts across them, including 165 with verified work emails. New York is the largest hub.

This list covers advisor-led investment platforms 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 27, 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 27, 2026 86% judged on-target in blind review

65Companies

421Contacts tracked

165Verified emails

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The 25 largest advisor-led investment platforms based in Tampa, United States

Ranked by team size

Top 25 of 65 advisor-led investment platforms based in Tampa, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to advisor-led investment platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Concurrent	Strong evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	51-200	80 contacts →
	Strong evidence “Concurrent Investment Advisors is a leading independent registered investment adviser platform providing the capital, consulting services and comprehensive support advisors need…” Source: RevenueBase Database · checked Sep 27, 2026
2	JWC Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	21 contacts →
	Indirect evidence “At JWC Wealth we believe time is your most valuable asset.” Source: RevenueBase Database · checked Sep 27, 2026
3	Unique Wealth	Strong evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	19 contacts →
	Strong 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 27, 2026
4	Darwin Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	18 contacts →
	Indirect evidence “Our DNA is Different.” Source: RevenueBase Database · checked Sep 27, 2026
5	ALL Seasons Wealth	Strong evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	17 contacts →
	Strong evidence “As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program.” Source: RevenueBase Database · checked Sep 27, 2026
6	Opinicus	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	11 contacts →
	Partial evidence “Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.” Source: RevenueBase Database · checked Sep 27, 2026
7	Craft Wealth Services	Strong evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Strong 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 27, 2026
8	Sickle Hunter Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	8 contacts →
	Partial evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 27, 2026
9	Signature Financial Solutions	Strong evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	51-200	8 contacts →
	Strong evidence “We design customized financial strategies to improve your life, including- Financial Planning - Investments - Insurance Our affiliated advisors collectively serve households…” Source: RevenueBase Database · checked Sep 27, 2026
10	Code Waechter, LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	7 contacts →
	Strong evidence “As an independent Registered Investment Advisor (RIA), we are a multigenerational, highly credentialed team who strive to be your trusted financial advisor, helping you maximize…” Source: RevenueBase Database · checked Sep 27, 2026
11	BT Wealth Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “BT Wealth Advisors is committed to taking the time to understand your financial goals and objectives while working closely with you to achieve comprehensive wealth management.” Source: RevenueBase Database · checked Sep 27, 2026
12	Golden Road Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “At Golden Road Advisors, our mission is to help you gain the financial confidence you need to live the life you want.” Source: RevenueBase Database · checked Sep 27, 2026
13	Suncoast Equity Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “Suncoast Equity Management LLC.” Source: RevenueBase Database · checked Sep 27, 2026
14	Riverwalk Wealth Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “We believe effective wealth management is the ongoing process of helping our clients accumulate, manage, and distribute assets for a lifetime of financial independence and legacy…” Source: RevenueBase Database · checked Sep 27, 2026
15	Cassedy Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	5 contacts →
	Indirect evidence “Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.” Source: RevenueBase Database · checked Sep 27, 2026
16	Multiliving Solutions	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “Let us help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 27, 2026
17	Capco Asset Management	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	4 contacts →
	Partial evidence “Capco Asset Management is an investment management company based out of 101 E Kennedy Blvd, Tampa, Florida, United States.” Source: RevenueBase Database · checked Sep 27, 2026
18	Finppass Financial Stewardship	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Behind every financial decision is a story, about security, fear, identity, and what truly matters.” Source: RevenueBase Database · checked Sep 27, 2026
19	Carrera Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Indirect evidence “Our first priority is to take time to identify, and understand your financial dreams and aspirations.” Source: RevenueBase Database · checked Sep 27, 2026
20	AF Wealth Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	3 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 27, 2026
21	Grand Central Investment Group, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	3 contacts →
	Partial evidence “Grand Central Investment Group, LLC is a new partnership built from the foundation of Cooper Capital Management's forty-two year history serving the financial needs of individuals…” Source: RevenueBase Database · checked Sep 27, 2026
22	Suncoast Investment Services	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	11-50	2 contacts →
	Indirect evidence “When you’re making important financial decisions you want sound, personalized advice from someone who knows you.” Source: RevenueBase Database · checked Sep 27, 2026
23	Stronghold Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “Stronghold Wealth Management is a planning and asset management firm that believes in developing long-term, personal relationships with clients based on mutual respect and a…” Source: RevenueBase Database · checked Sep 27, 2026
24	Legacy Wealth Planning Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “We are a full service wealth management firm dedicated to helping you reach your life goals.” Source: RevenueBase Database · checked Sep 27, 2026
25	Client Centric Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 27, 2026	1-10	1 contacts →
	Indirect evidence “Our premiere financial services experience is customized to every client’s unique needs.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisor-led investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisor-led investment platforms.
Partial evidence: Its own public description names part of advisor-led investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisor-led investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 65 advisor-led investment platforms based in Tampa, United States

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Advisor-led investment platforms based in Tampa, United States at a glance

As of Sep 27, 2026

39.2%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

569.2%Largest-city concentration · New York

Sep 27, 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 65 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 advisor-led investment platforms, 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 “advisor-led investment platforms”. 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 advisor-led investment platforms), 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 advisor-led investment platforms, 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, 165 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 27, 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.

Advisor-led investment platforms 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 advisor-led investment platforms, 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 advisor-led investment platforms are there based in Tampa, United States?

RevenueBase identified 65 advisor-led investment platforms 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?

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

Which city has the most advisor-led investment platforms?

New York leads with 370 headquartered companies, followed by Atlanta (150) and Chicago (143).

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 165 verified decision-maker contacts tracked across these 65 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 27, 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 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.