Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Tampa, United States

Name: Financial planning consulting firms based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 134 companies tracked

RevenueBase identified 134 company matches for financial planning consulting firms associated with Tampa, United States as of September 2026 and tracks 1,249 professional contacts across them, including 382 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Tampa has 134.

This list covers company matches for financial planning consulting firms 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 30, 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 30, 2026 How this list was built

134Companies

1,249Contacts tracked

382Verified emails

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The 25 largest financial planning consulting firms based in Tampa, United States

Ranked by team size

Top 25 of 134 company matches for financial planning consulting firms based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	51-200	487 contacts →
	Exact match “Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm dedicated to building lasting relationships with clients while providing…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Mezrah Consulting	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
3	Adcock Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	11-50	21 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 · Sep 30, 2026 · View company records in RevenueBase
4	Unique Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
5	LLIS	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “Insurance is all we do.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	ALL Seasons Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
7	Adventum	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	1-10	14 contacts →
	Exact match “We are a trusted partner for leaders of emerging companies.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Sandy Morris Financial And Estate Planning Services, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
9	Opinicus	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	1-10	11 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 · Sep 30, 2026 · View company records in RevenueBase
10	Platinum Wealth Venture	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	11-50	10 contacts →
	Exact match “Creative Capital for Growth + Innovative Entrepreneurs At Platinum Wealth Venture we work in a consultative way with businesses to help them clarify their story, properly…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Taylor Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	11-50	9 contacts →
	Exact match “A full comprehensive financial planning firm” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Craft Wealth Services	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
13	Pathway Consulting LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “Pathway Business Advisors specialize in helping small to medium size entrepreneurial businesses to plan and operate for strategic business success.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Signature Financial Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	51-200	8 contacts →
	Exact match “We design customized financial strategies to improve your life, including- Financial Planning - Investments - Insurance Our affiliated advisors collectively serve households…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	Wealth Advisors Of Tampa BAY	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
16	Generations TAX And Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	11-50	7 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 · Sep 30, 2026 · View company records in RevenueBase
17	Code Waechter, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	11-50	7 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 · Sep 30, 2026 · View company records in RevenueBase
18	ONE Team Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	1-10	7 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 · Sep 30, 2026 · View company records in RevenueBase
19	Golden Road Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
20	Smarter Retirement Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
21	SFG Wealth Advisors, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
22	Prove Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
23	Cassedy Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
24	Bella Hermida Valiente, PA	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	Brightwater Advisory	Exact match	Tampa, FL, United StatesHQ recorded Sep 30, 2026	1-10	3 contacts →
	Exact match “Helping people follow through on good money decisions.” Recorded in the RevenueBase company graph · Sep 30, 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 “financial planning consulting firms”. 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 25 of 134 financial planning consulting firms based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 382 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Tampa, United States at a glance

As of Sep 30, 2026

30.6%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

107

11-50

51-200

501-1,000

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 134 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 “financial planning consulting firms” 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 382 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 30, 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.

Financial planning consulting firms 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 “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Tampa, United States?

RevenueBase identified 134 company matches for financial planning consulting firms 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?

Florida Financial Advisors 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 financial planning consulting firms?

New York leads the United States with 424 company records, followed by Houston (278) and Atlanta (231). Tampa has 134.

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 382 professional contacts with verified work emails tracked across these 134 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 30, 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.