Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Tampa, United States

Name: Fractional cfp services agencies 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 66 companies tracked

RevenueBase identified 66 fractional cfp services agencies headquartered in Tampa, United States as of September 2026 and tracks 804 professional contacts across them, including 268 with verified work emails. New York is the largest hub.

This list covers fractional cfp services agencies 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

66Companies

804Contacts tracked

268Verified emails

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The 25 largest fractional cfp services agencies based in Tampa, United States

Ranked by team size

Top 25 of 66 fractional cfp services agencies 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 fractional cfp services agencies: 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	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	487 contacts →
	Indirect 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	ALL Seasons Wealth	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect 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
3	CFO Worx	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “CFO Worx is a Fractional CFO Company that offers tailored CFO, financial systems, Controller, and strategic Mergers and Acquisitions preparation advisory to US private companies…” Source: RevenueBase Database · checked Sep 19, 2026
4	Sandy Morris Financial And Estate Planning Services, LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect 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
5	Opinicus	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect 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
6	Taylor Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “A full comprehensive financial planning firm” Source: RevenueBase Database · checked Sep 19, 2026
7	Craft Wealth Services	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect 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
8	Signature Financial Solutions	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Indirect 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
9	Golden Road Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect 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
10	Smarter Retirement Solutions	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Smarter Retirement Solutions is committed to providing precise, comprehensive retirement income planning and thoughtful wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
11	Prove Wealth Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
12	Cassedy Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
13	Finppass Financial Stewardship	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
14	Carrera Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
15	AF Wealth Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect 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 19, 2026
16	MDL Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “MDL Wealth Management utilizes an individualized approach to financial planning that is tailored to your specific needs.” Source: RevenueBase Database · checked Sep 19, 2026
17	Suncoast Investment Services	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
18	Stronghold Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
19	Kingsbury Financial Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
20	Legacy Wealth Planning Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
21	Chief Perspective	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “We are a leading fractional CFO firm dedicated to providing strategic financial guidance and support to privately held businesses.” Source: RevenueBase Database · checked Sep 19, 2026
22	Tampa Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “The Tampa Financial Group is dedicated to helping families in the Tampa Bay Area get the financial advice they deserve.” Source: RevenueBase Database · checked Sep 19, 2026
23	Water Street Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Water Street Wealth Management at Farther is a fee-only Registered Investment Advisor headquartered in Tampa, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
24	Client Centric Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 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 19, 2026
25	Karp And Associates	Indirect evidence	Tampa, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence 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: fractional cfp services agencies. 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 fractional cfp services agencies.
Partial evidence: Its own public description names part of fractional cfp services agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fractional cfp services agencies. 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 66 fractional cfp services agencies based in Tampa, United States

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Fractional cfp services agencies based in Tampa, United States at a glance

As of Sep 19, 2026

33.3%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

242.4%Largest-city concentration · New York

Sep 19, 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 66 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 268 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.

Fractional cfp services agencies 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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Tampa, United States?

RevenueBase identified 66 fractional cfp services agencies 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 fractional cfp services agencies?

New York leads with 160 headquartered companies, followed by Atlanta (132) and Houston (113).

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 268 verified decision-maker contacts tracked across these 66 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.