Company lists · Data refreshed September 2026

Top 25 Wealth management staffing based in Tampa, United States

Name: Wealth management staffing based in Tampa, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 53 companies tracked

RevenueBase identified 53 wealth management staffing headquartered in Tampa, United States as of September 2026 and tracks 810 professional contacts across them, including 362 with verified work emails. New York is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review

53Companies

810Contacts tracked

362Verified emails

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The 25 largest wealth management staffing based in Tampa, United States

Ranked by team size

Top 25 of 53 wealth management staffing based in Tampa, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	51-200	487 contacts →
	Strong 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 14, 2026
2	Jaffe Tilchin Wealth Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	51-200	52 contacts →
	Strong 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 14, 2026
3	Thomas Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 14, 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 14, 2026
4	Adcock Financial Group	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 14, 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 14, 2026
5	Fidelis Capital	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Strong 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 14, 2026
6	Darwin Wealth Management	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “Our DNA is Different.” Source: RevenueBase Database · checked Sep 14, 2026
7	Fintrust Connect	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	13 contacts →
	Strong evidence “Welcome to FinTrust Connect, a leading Staffing and Consulting firm in the Financial Services, Information Technology and Data Management industries.” Source: RevenueBase Database · checked Sep 14, 2026
8	First Liberties Financial	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	51-200	13 contacts →
	Indirect evidence “First Liberties Financial representatives service institutions, corporations, alternative asset managers, and high-net-worth individuals providing a diverse range of services…” Source: RevenueBase Database · checked Sep 14, 2026
9	Opinicus	Partial evidence	Tampa, FL, United StatesHQ checked Sep 14, 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 14, 2026
10	Waller & WAX Advisors INC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “Wealth management is not a one-time event, but an ongoing process that will last throughout your life.” Source: RevenueBase Database · checked Sep 14, 2026
11	Trinity Wealth Management Group, INC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “A Veteran owned and operated Wealth Management group, committed to understanding our clients in order to design personalized tax strategies to accumulate, preserve, and protect…” Source: RevenueBase Database · checked Sep 14, 2026
12	BT Wealth Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong 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 14, 2026
13	Smarter Retirement Solutions	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 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 14, 2026
14	SFG Wealth Advisors, LLC	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong 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 14, 2026
15	Riverwalk Wealth Advisors	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Strong 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 14, 2026
16	Tampa BAY Trust Company	Strong evidence	Tampa, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
17	Intrust Advisors	Partial evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “Welcome to InTrust Advisors At InTrust Advisors, we understand that managing wealth can be complex and overwhelming.” Source: RevenueBase Database · checked Sep 14, 2026
18	American Family Legacy Group	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong 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 14, 2026
19	Solist Wealth Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Solist Wealth Management is a SEC registered investment advisor boutique.” Source: RevenueBase Database · checked Sep 14, 2026
20	Teague & Associates	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
21	Quantum Private Wealth	Partial evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “Wealth is more than money.” Source: RevenueBase Database · checked Sep 14, 2026
22	Grand Central Investment Group, LLC	Partial evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
23	MDL Wealth Management	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “MDL Wealth Management utilizes an individualized approach to financial planning that is tailored to your specific needs.” Source: RevenueBase Database · checked Sep 14, 2026
24	Kana Private Wealth Group, A Veteran Owned Business	Strong evidence	Tampa, FL, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “KANA Private Wealth Group is a comprehensive family wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
25	Suncoast Investment Services	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 14, 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 14, 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: wealth management staffing. 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 wealth management staffing.
Partial evidence: Its own public description names part of wealth management staffing, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing. 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 wealth management staffing based in Tampa, United States

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Wealth management staffing based in Tampa, United States at a glance

As of Sep 14, 2026

44.7%Verified-email coverage

15.3Average contacts per company

1-10Median size (employees)

503.8%Largest-city concentration · New York

Sep 14, 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 wealth management staffing, 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 “wealth management staffing”. 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 wealth management staffing), 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 wealth management staffing, 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, 362 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 14, 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.

Wealth management staffing 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 wealth management staffing, 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 wealth management staffing are there based in Tampa, United States?

RevenueBase identified 53 wealth management staffing 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 wealth management staffing?

New York leads with 267 headquartered companies, followed by Atlanta (120) and Houston (116).

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 362 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 14, 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.