Company lists · Data refreshed September 2026

Top 25 Financial planning consultants based in Tampa, United States

Name: Financial planning consultants 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 146 companies tracked

RevenueBase identified 146 financial planning consultants headquartered in Tampa, United States as of September 2026 and tracks 1,349 professional contacts across them, including 436 with verified work emails. New York is the largest hub.

This list covers financial planning consultants 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

146Companies

1,349Contacts tracked

436Verified emails

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The 25 largest financial planning consultants based in Tampa, United States

Ranked by team size

Top 25 of 146 financial planning consultants 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 financial planning consultants: 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	Florida Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	487 contacts →
	Strong evidence “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Source: RevenueBase Database · checked Sep 19, 2026
2	Thomas Financial	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
3	AGW Capital Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Partial evidence “AGW is an experienced, independent Capital Advisory Firm invested in you and your financial needs to confidently take on what lies ahead.” Source: RevenueBase Database · checked Sep 19, 2026
4	Third Lake Partners, LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Source: RevenueBase Database · checked Sep 19, 2026
5	JWC Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “At JWC Wealth we believe time is your most valuable asset.” Source: RevenueBase Database · checked Sep 19, 2026
6	Adcock Financial Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.” Source: RevenueBase Database · checked Sep 19, 2026
7	Unique Wealth	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	19 contacts →
	Indirect 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
8	Darwin Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Our DNA is Different.” Source: RevenueBase Database · checked Sep 19, 2026
9	Northbridge Financial Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Northbridge Financial Group is a financial services company that offers comprehensive and customized financial plans with a specialty in Asset Protection.” Source: RevenueBase Database · checked Sep 19, 2026
10	ALL Seasons Wealth	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	17 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
11	Sandy Morris Financial And Estate Planning Services, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial 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
12	Opinicus	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.” Source: RevenueBase Database · checked Sep 19, 2026
13	Taylor Financial	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “A full comprehensive financial planning firm” Source: RevenueBase Database · checked Sep 19, 2026
14	Waller & WAX Advisors INC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Source: RevenueBase Database · checked Sep 19, 2026
15	Craft Wealth Services	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
16	Sickle Hunter Financial Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
17	Signature Financial Solutions	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
18	Wealth Advisors Of Tampa BAY	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
19	Generations TAX And Wealth Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
20	Code Waechter, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial 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 19, 2026
21	ONE Team Financial Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “As a provider for your family, it is natural to feel the responsibility of protecting your family’s financial future.” Source: RevenueBase Database · checked Sep 19, 2026
22	Principal Financial Network Of West Central Florida	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	7 contacts →
	Partial evidence “The Principal® Financial Network of West Central Florida is part of the nationwide affiliated group of financial professionals who work with the Principal Financial Group®.” Source: RevenueBase Database · checked Sep 19, 2026
23	BT Wealth Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
24	Golden Road Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
25	Smarter Retirement Solutions	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Smarter Retirement Solutions is committed to providing precise, comprehensive retirement income planning and thoughtful wealth management.” Source: RevenueBase Database · checked Sep 19, 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: financial planning consultants. 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 financial planning consultants.
Partial evidence: Its own public description names part of financial planning consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning consultants. 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 146 financial planning consultants based in Tampa, United States

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Financial planning consultants based in Tampa, United States at a glance

As of Sep 19, 2026

32.3%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

277.4%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

112

11-50

51-200

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 146 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 financial planning consultants, 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 “financial planning consultants”. 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 financial planning consultants), 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 financial planning consultants, 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, 436 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.

Financial planning consultants 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 financial planning consultants, 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 financial planning consultants are there based in Tampa, United States?

RevenueBase identified 146 financial planning consultants 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?

Florida Financial Advisors, headquartered in Tampa, tops this list with the largest team on record.

Which city has the most financial planning consultants?

New York leads with 405 headquartered companies, followed by Houston (274) and Atlanta (268).

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 436 verified decision-maker contacts tracked across these 146 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.

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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.