Company lists · Data refreshed September 2026

Top 25 Investment firms based in Tampa, United States

RevenueBase identified 112 investment firms headquartered in Tampa, United States as of September 2026 and tracks 684 professional contacts across them, including 276 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
112Companies
684Contacts tracked
276Verified emails
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The 25 largest investment firms based in Tampa, United States

Ranked by team size
Top 25 of 112 investment firms based in Tampa, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Tampa, FL, United StatesHQ checked Sep 4, 202651-20051

“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: company website · checked Sep 4, 2026
2Tampa, FL, United StatesHQ checked Sep 4, 202611-5045

“Skyway Capital is a leading middle-market investment bank specializing in mergers & acquisitions, capital markets, and private capital advisory services.”

Source: company website · checked Sep 4, 2026
3
Thomas FinancialIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-5024

“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: company website · checked Sep 4, 2026
4
Third Lake Partners, LLCStrong evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-5022

“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: company website · checked Sep 4, 2026
5
Adcock Financial GroupIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-5021

“For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.”

Source: company website · checked Sep 4, 2026
6Tampa, FL, United StatesHQ checked Sep 4, 202611-5014

“At Sandy Morris Financial Services, we believe your financial journey deserves personal attention, clear strategies, and long-term partnership.”

Source: company website · checked Sep 4, 2026
7
First Liberties FinancialIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202651-20013

“First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…”

Source: company website · checked Sep 4, 2026
8
Param Hansa Values LLCStrong evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-1012

“Param Hansa Values LLC is a private investment firm that manages the assets of Dheeraj Pandey - Chairman/CEO of DevRev, founder and erstwhile Chairman/CEO of Nutanix…”

Source: company website · checked Sep 4, 2026
9Tampa, FL, United StatesHQ checked Sep 4, 20261-1012

“Aspen Provides financial advisory and investment banking services to small to medium sized businesses.”

Source: company website · checked Sep 4, 2026
10
OpinicusStrong evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-1011

“Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs.”

Source: company website · checked Sep 4, 2026
11
Taylor FinancialIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-509

“A full comprehensive financial planning firm”

Source: company website · checked Sep 4, 2026
12Tampa, FL, United StatesHQ checked Sep 4, 20261-108

“Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.”

Source: company website · checked Sep 4, 2026
13Tampa, FL, United StatesHQ checked Sep 4, 202651-2008

“We design customized financial strategies to improve your life, including- Financial Planning - Investments - Insurance Our affiliated advisors collectively serve households…”

Source: company website · checked Sep 4, 2026
14
Validus GroupStrong evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-107

“Validus Group Partners is a private investment firm based in Tampa, Florida.”

Source: company website · checked Sep 4, 2026
15
BT Wealth AdvisorsIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-107

“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: company website · checked Sep 4, 2026
16
Code Waechter, LLCStrong evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-507

“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: company website · checked Sep 4, 2026
17
Riverwalk Wealth AdvisorsIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-507

“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: company website · checked Sep 4, 2026
18
The Highstreet GroupStrong evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-107

“The Highstreet Group is a collection of independent companies that offer investment strategies designed to meet the needs of our clientele in today’s ever changing financial…”

Source: company website · checked Sep 4, 2026
19Tampa, FL, United StatesHQ checked Sep 4, 20261-107

“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: company website · checked Sep 4, 2026
20
Golden Road AdvisorsIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-106

“At Golden Road Advisors, our mission is to help you gain the financial confidence you need to live the life you want.”

Source: company website · checked Sep 4, 2026
21
Suncoast Equity ManagementIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-506

“Suncoast Equity Management LLC.”

Source: company website · checked Sep 4, 2026
22
SFG Wealth Advisors, LLCIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
23
Gator Capital ManagementIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-105

“Gator Capital Management manages Financials sector long/short portfolios for private partnerships and mutual funds.”

Source: company website · checked Sep 4, 2026
24
Cassedy Financial GroupIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 202611-505

“Cassedy Financial Group is a financial services company based out of 113 S Boulevard, Tampa, Florida, United States.”

Source: company website · checked Sep 4, 2026
25
Canopy Capital PartnersIndirect evidence
Tampa, FL, United StatesHQ checked Sep 4, 20261-105

“We are an experienced private equity firm headquartered in Tampa, Florida.”

Source: company website · checked Sep 4, 2026

Showing 25 of 112 investment firms based in Tampa, United States

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Investment firms based in Tampa, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
80
11-50
27
51-200
4
10001+
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Tampa, over 112 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 276 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Tampa, United States?

RevenueBase identified 112 investment firms 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?

Jaffe Tilchin Wealth Management, headquartered in Tampa, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 276 verified decision-maker contacts tracked across these 112 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 4, 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.