Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in Tampa, United States

Name: Integrated wealth platforms based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 53 companies tracked

RevenueBase identified 53 integrated wealth platforms headquartered in Tampa, United States as of September 2026 and tracks 824 professional contacts across them, including 347 with verified work emails. Across the United States, New York is the largest hub for this category (229 companies); Tampa has 53.

This list covers integrated wealth platforms 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 28, 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 28, 2026 86% judged on-target in blind review

53Companies

824Contacts tracked

347Verified emails

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The 25 largest integrated wealth platforms based in Tampa, United States

Ranked by team size

Top 25 of 53 integrated wealth platforms based in Tampa, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to integrated wealth platforms: 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	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	51-200	487 contacts →
	Partial 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 28, 2026
2	Jaffe Tilchin Wealth Management	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	51-200	52 contacts →
	Partial evidence “Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management.” Source: RevenueBase Database · checked Sep 28, 2026
3	Thomas Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect 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 28, 2026
4	JWC Wealth Management	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “At JWC Wealth we believe time is your most valuable asset.” Source: RevenueBase Database · checked Sep 28, 2026
5	Fidelis Capital	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Fidelis Capital Partners is an advisor-owned wealth management firm dedicated to simplifying the complex investment and planning needs of ultra-high-net-worth individuals…” Source: RevenueBase Database · checked Sep 28, 2026
6	Darwin Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Our DNA is Different.” Source: RevenueBase Database · checked Sep 28, 2026
7	Opinicus	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
8	Waller & WAX Advisors INC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Source: RevenueBase Database · checked Sep 28, 2026
9	Sickle Hunter Financial Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 28, 2026
10	Signature Financial Solutions	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
11	BT Wealth Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
12	Golden Road Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
13	SFG Wealth Advisors, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Riverwalk Wealth Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Cassedy Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
16	Knight Family Wealth	Indirect evidence	Tampa, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
17	American Family Legacy Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial…” Source: RevenueBase Database · checked Sep 28, 2026
18	Quantum Private Wealth	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Wealth is more than money.” Source: RevenueBase Database · checked Sep 28, 2026
19	AF Wealth Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial 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 28, 2026
20	Suncoast Investment Services	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
21	Kingsbury Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 28, 2026
22	Legacy Wealth Planning Group	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We are a full service wealth management firm dedicated to helping you reach your life goals.” Source: RevenueBase Database · checked Sep 28, 2026
23	Insurawealth	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “With decades of combined experience, InsuraWealth specializes in comprehensive wealth management for individuals and families seeking long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026
24	Client Centric Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 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 28, 2026
25	Cleartree Asset Management, INC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 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: integrated wealth platforms. 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 integrated wealth platforms.
Partial evidence: Its own public description names part of integrated wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name integrated wealth platforms. 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 53 integrated wealth platforms based in Tampa, United States

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Integrated wealth platforms based in Tampa, United States at a glance

As of Sep 28, 2026

42.1%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 53 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 integrated wealth platforms, 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 “integrated wealth platforms”. 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 integrated wealth platforms), 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 integrated wealth platforms, 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, 347 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 28, 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.

Integrated wealth platforms 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 integrated wealth platforms, 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 integrated wealth platforms are there based in Tampa, United States?

RevenueBase identified 53 integrated wealth platforms 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 in the United States has the most integrated wealth platforms?

New York leads the United States with 229 headquartered companies, followed by Chicago (110) and Atlanta (102). Tampa has 53.

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 347 verified decision-maker contacts tracked across these 53 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 28, 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.