Company lists · Data refreshed September 2026

Top 17 Financial planning recruiters based in Tampa, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 43 companies tracked

RevenueBase identified 43 company matches for financial planning recruiters associated with Tampa, United States as of September 2026 and tracks 487 professional contacts across them, including 115 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Tampa has 43.

This list covers company matches for financial planning recruiters 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 20, 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 20, 2026 How this list was built

43Companies

487Contacts tracked

115Verified emails

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The 17 largest financial planning recruiters based in Tampa, United States

Ranked by team size

Top 17 of 43 company matches for financial planning recruiters based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Taylor White	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	11-50	74 contacts →
	Exact match “Taylor White is a recruitment firm focused exclusively on placing those in the accounting and finance field.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Thomas Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	11-50	25 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 · Sep 20, 2026 · View company records in RevenueBase
3	Sandy Morris Financial And Estate Planning Services, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Fintrust Connect	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	13 contacts →
	Exact match “Welcome to FinTrust Connect, a leading Staffing and Consulting firm in the Financial Services, Information Technology and Data Management industries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Rello Search Partners	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Rello Search Partners is a professional and executive search firm that focuses on Accounting, Finance, HR and C Level talent.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Opinicus	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Taylor Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “A full comprehensive financial planning firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Bayside Search Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “At Bayside Search Group, our mission is to be your trusted partner for your recruiting search needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Smarter Retirement Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	MDL Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “MDL Wealth Management utilizes an individualized approach to financial planning that is tailored to your specific needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Stronghold Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Talentwealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At TalentWealth, we consider ourselves an extension of our Client’s practice by offering full-cycle recruiting from sourcing to hire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Kingsbury Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Clear Source Recruiting	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	51-200	1 contacts →
	Exact match “Recruiting & Consulting Services for the Insurance & Financial Services industries” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Client Centric Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	The Strategic Recruiter	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “The Strategic Recruiter Criterion Executive Search With a passion for insurance staffing, I facilitate "the right candidate for the right opportunity at the right time" through…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Karp And Associates	Exact match	Tampa, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 recruiters”. 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 17 of 43 financial planning recruiters based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 115 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

23.6%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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 43 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 recruiters” 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 115 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 20, 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 recruiters 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 recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 43 company matches for financial planning recruiters 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?

Taylor White 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 recruiters?

New York leads the United States with 243 company records, followed by Atlanta (93) and Houston (91). Tampa has 43.

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 115 professional contacts with verified work emails tracked across these 43 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 20, 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.