Company lists · Data refreshed September 2026

Top 25 Specialist investment managers based in Tampa, United States

Name: Specialist investment managers based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 91 companies tracked

RevenueBase identified 91 company matches for specialist investment managers associated with Tampa, United States as of September 2026 and tracks 1,206 professional contacts across them, including 588 with verified work emails. Across the United States, New York is the largest hub for this category (1,055 companies); Tampa has 91.

This list covers company matches for specialist investment managers 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 22, 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 22, 2026 How this list was built

91Companies

1,206Contacts tracked

588Verified emails

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The 25 largest specialist investment managers based in Tampa, United States

Ranked by team size

Top 25 of 91 company matches for specialist investment managers based in Tampa, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 22, 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 22, 2026 · View company records in RevenueBase
2	Doubleline	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
3	Jaffe Tilchin Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	51-200	52 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Thomas Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	25 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Third Lake Partners, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	21 contacts →
	Exact match “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Unique Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
7	Fidelis Capital	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Darwin Wealth Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “Our DNA is Different.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Oakpoint Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	17 contacts →
	Exact match “Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	ALL Seasons Wealth	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
11	First Liberties Financial	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Param Hansa Values LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
13	Opinicus	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
14	Waller & WAX Advisors INC	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
15	Chesapeake Capital Corporation	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Chesapeake has managed client assets for over 35 years.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Sickle Hunter Financial Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
17	Laurel Ridge	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “Laurel Ridge Investment Management focuses on making real estate, growth capital, and venture capital investments that provide shareholders with high-quality, risk-adjusted…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	BT Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
19	Suncoast Equity Management	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “Suncoast Equity Management LLC.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Smarter Retirement Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	SFG Wealth Advisors, LLC	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
22	Riverwalk Wealth Advisors	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Silverman Capital	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Silverman Capital is an alternative investment firm focused on private credit, operating businesses, and real assets.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Multiliving Solutions	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Let us help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Prometheus Alternative Investments	Exact match	Tampa, FL, United StatesHQ recorded Sep 22, 2026	11-50	4 contacts →
	Exact match “By Invitation.” Recorded in the RevenueBase company graph · Sep 22, 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 “specialist investment managers”. 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 91 specialist investment managers based in Tampa, United States

See the full list, filter by size, metro and specialty, and access 588 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Specialist investment managers based in Tampa, United States at a glance

As of Sep 22, 2026

48.8%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 91 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 “specialist investment managers” 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 588 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 22, 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.

Specialist investment managers 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 “specialist investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 91 company matches for specialist investment managers 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 specialist investment managers?

New York leads the United States with 1,055 company records, followed by Chicago (270) and Miami (238). Tampa has 91.

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 588 professional contacts with verified work emails tracked across these 91 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 22, 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.