Company lists · Data refreshed September 2026

Top 25 Portfolio management companies based in Tampa, United States

Name: Portfolio management companies 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 58 companies tracked

RevenueBase identified 58 company matches for portfolio management companies associated with Tampa, United States as of September 2026 and tracks 1,001 professional contacts across them, including 486 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Tampa has 58.

This list covers company matches for portfolio management companies 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

58Companies

1,001Contacts tracked

486Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest portfolio management companies based in Tampa, United States

Ranked by team size

Top 25 of 58 company matches for portfolio management companies 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	Florida Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
2	Doubleline	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	201-500	241 contacts →
	Exact match “DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Unique Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Darwin Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Our DNA is Different.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	ALL Seasons Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	First Liberties Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	51-200	13 contacts →
	Exact match “First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Param Hansa Values LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	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
9	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
10	Waller & WAX Advisors INC	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Craft Wealth Services	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	Sickle Hunter Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Code Waechter, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	BT Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Golden Road Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	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
17	SFG Wealth Advisors, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	Cassedy Financial Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
19	Multiliving Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Let us help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Capco Asset Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Capco Asset Management is an investment management company based out of 101 E Kennedy Blvd, Tampa, Florida, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Tampa BAY Trust Company	Exact match	Tampa, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “The Tampa Bay Trust Company is a division of the Sanibel Captiva Trust Company (SCTC) based in Sanibel, FL - a privately-owned independent Trust Company whose wealth management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	American Family Legacy Group	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Carrera Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our first priority is to take time to identify, and understand your financial dreams and aspirations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	AF Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Grand Central Investment Group, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Grand Central Investment Group, LLC is a new partnership built from the foundation of Cooper Capital Management's forty-two year history serving the financial needs of individuals…” 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 “portfolio management companies”. 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 58 portfolio management companies based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 486 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio management companies based in Tampa, United States at a glance

As of Sep 20, 2026

48.6%Verified-email coverage

17.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 58 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 “portfolio management companies” 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 486 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.

Portfolio management companies 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 “portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management companies are there based in Tampa, United States?

RevenueBase identified 58 company matches for portfolio management companies 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 portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). Tampa has 58.

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 486 professional contacts with verified work emails tracked across these 58 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.

Ready to reach these companies? Verified emails and direct dials for all 58 portfolio management companies based in Tampa, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management companies by geography

Browse the directory

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.