Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Tampa, United States

Name: Retirement planning 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 19, 2026 99 companies tracked

RevenueBase identified 99 retirement planning companies headquartered in Tampa, United States as of September 2026 and tracks 1,112 professional contacts across them, including 327 with verified work emails. New York is the largest hub.

This list covers retirement planning companies 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

99Companies

1,112Contacts tracked

327Verified emails

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The 25 largest retirement planning companies based in Tampa, United States

Ranked by team size

Top 25 of 99 retirement planning companies 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 retirement planning companies: 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 19, 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 19, 2026
2	Adcock Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “For three generations Adcock Financial has been providing services to successful businesses and high net worth families in the Tampa Bay area.” Source: RevenueBase Database · checked Sep 19, 2026
3	Unique Wealth	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	19 contacts →
	Partial evidence “Unique Wealth, an independent registered investment advisor, works exclusively with successful individuals and business owners who are retired or considering retirement in the…” Source: RevenueBase Database · checked Sep 19, 2026
4	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
5	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
6	Opinicus	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial 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
7	Taylor Financial	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “A full comprehensive financial planning firm” Source: RevenueBase Database · checked Sep 19, 2026
8	Waller & WAX Advisors INC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Source: RevenueBase Database · checked Sep 19, 2026
9	Craft Wealth Services	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong 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
10	Sickle Hunter Financial Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Sickle Hunter Financial Advisors is a Financial Planning and Asset Management firm located in Tampa, Florida.” Source: RevenueBase Database · checked Sep 19, 2026
11	Signature Financial Solutions	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	51-200	8 contacts →
	Partial 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
12	Wealth Advisors Of Tampa BAY	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 19, 2026
13	Code Waechter, LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 19, 2026
14	ONE Team Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “As a provider for your family, it is natural to feel the responsibility of protecting your family’s financial future.” Source: RevenueBase Database · checked Sep 19, 2026
15	BT Wealth Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect 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 19, 2026
16	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
17	Smarter Retirement Solutions	Strong evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Smarter Retirement Solutions is committed to providing precise, comprehensive retirement income planning and thoughtful wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
18	SFG Wealth Advisors, LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect 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 19, 2026
19	Riverwalk Wealth Advisors	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect 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 19, 2026
20	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
21	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
22	Senior Insurance Representatives, INC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Retirement should be a time to enjoy the fruits of your labor-not to worry about healthcare, finances, or what you’ll leave behind.” Source: RevenueBase Database · checked Sep 19, 2026
23	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
24	American Family Legacy Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect 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 19, 2026
25	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

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: retirement planning companies. 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 retirement planning companies.
Partial evidence: Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning companies. 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 99 retirement planning companies based in Tampa, United States

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Retirement planning companies based in Tampa, United States at a glance

As of Sep 19, 2026

29.4%Verified-email coverage

11.2Average contacts per company

1-10Median size (employees)

244.4%Largest-city concentration · New York

Sep 19, 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 99 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 327 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.

Retirement planning companies 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 retirement planning companies, 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 retirement planning companies are there based in Tampa, United States?

RevenueBase identified 99 retirement planning companies 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 retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 327 verified decision-maker contacts tracked across these 99 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.