Company lists · Data refreshed November 2026

Top 21 Chartered financial planners based in Tampa, United States

Name: Chartered financial planners based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 118 companies tracked

RevenueBase identified 118 company matches for chartered financial planners associated with Tampa, United States as of November 2026 and tracks 1,112 professional contacts across them, including 387 with verified work emails. Across the United States, New York is the largest hub for this category (312 companies); Tampa has 118.

This list covers company matches for chartered financial planners 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 November 6, 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 Nov 6, 2026 How this list was built

118Companies

1,112Contacts tracked

387Verified emails

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The 21 largest chartered financial planners based in Tampa, United States

Ranked by team size

Top 21 of 118 company matches for chartered financial planners based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Thomas Financial	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	28 contacts →
	Exact match “Thomas Financial is one of a select number of financial service firms chosen to be a member of M Financial Group, a network of more than 140 independent members, all dedicated to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Adcock Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match “For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	ALL Seasons Wealth	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	18 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 · Nov 6, 2026 · View company records in RevenueBase
4	Sandy Morris Financial And Estate Planning Services, LLC	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	15 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 · Nov 6, 2026 · View company records in RevenueBase
5	Taylor Financial	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “At Taylor Financial, we go beyond traditional wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	ONE Team Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “As a provider for your family, it is natural to feel the responsibility of protecting your family’s financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Waller & WAX Advisors INC	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Opinicus	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Craft Wealth Services	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	9 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 · Nov 6, 2026 · View company records in RevenueBase
10	Riverwalk Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Generations TAX And Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “We offer the ability to assist you in planning for every aspect of your financial life, including but not limited to-Personal & Corporate Income Tax Planning & Preparation…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Code Waechter, LLC	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Sickle Hunter Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Wealth Advisors Of Tampa BAY	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Whether you seek assistance in managing your personal finances, estate planning or trust services, or seek to capture efficiencies across both personal and business planning, we…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	BT Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Golden Road Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “At Golden Road Advisors, our mission is to help you gain the financial confidence you need to live the life you want.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	SFG Wealth Advisors, LLC	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “A full-service wealth management firm, SFG Wealth Advisors specializes in creating financial strategies that allow our clients the opportunity to pursue their goals and dreams…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Smarter Retirement Solutions	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	5 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 · Nov 6, 2026 · View company records in RevenueBase
19	Prove Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
20	Cassedy Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	11-50	5 contacts →
	Exact match “Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Trinity Wealth Management Group, INC	Exact match	Tampa, FL, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “A Veteran owned and operated Wealth Management group, committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect…” Recorded in the RevenueBase company graph · Nov 6, 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 “chartered financial planners”. 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 21 of 118 chartered financial planners based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 387 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Chartered financial planners based in Tampa, United States at a glance

As of Nov 6, 2026

34.8%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

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 118 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 “chartered financial planners” 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 387 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 November 6, 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.

Chartered financial planners 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 “chartered financial planners”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many chartered financial planners are there based in Tampa, United States?

RevenueBase identified 118 company matches for chartered financial planners associated with Tampa, United States as of November 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?

Thomas Financial 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 chartered financial planners?

New York leads the United States with 312 company records, followed by Houston (220) and Atlanta (205). Tampa has 118.

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 387 professional contacts with verified work emails tracked across these 118 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 November 6, 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.