Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Tampa, Florida, known for its beautiful white sand beaches and warm year round sunny weather, is a great place to retire. The low cost of living in Tampa is approximately 5% lower than the national average and there are no state income taxes. If you are looking for a financial advisor in Tampa for your retirement planning or your investment planning needs, look no further than WiserAdvisor. There are over 2170 financial advisors to choose from in the Tampa area and finding the right advisor that meets your specific needs, understands your goals and helps you grow your finances transparently could be difficult. That's why we are here to help. Connecting people to vetted financial advisors in our mission.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Tampa, Florida.
Tampa
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Tampa,
Florida
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
Tampa,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Tampa, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Dynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA 200 Central Avenue 15th Floor, Saint Petersburg, FL 33701 |
30 Years | $91,678,782,200 | $0 | Fee-Based |
|
Evan R. Guido
Wealth Management Specialist (WMS) THE EVAN GUIDO GROUP I WEALTH 6260 Lake Osprey Dr, Lakewood Ranch, FL 34240 |
20 Years | $625,000,000 | $250,000 | Fee-Based |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Based
Office Location
10150 Highland Manor Drive, Suite 200-232,
Tampa,
FL
33610
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4221 West Boy Scout Blvd,
Suite 190,
Tampa,
FL
33607
Phone Number
877-208-7414
Get a free financial plan » What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us. Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
200 Central Avenue 15th Floor,
Saint Petersburg,
FL
33701
Phone Number
727-498-5548
Navigating significant wealth requires trusted and expert financial advice. Dynasty Connect is a concierge service dedicated to understanding your family's unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs. This is protecting your independence. This is owning your future.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4418691
Firm CRD# 39-1236032
Series 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
6260 Lake Osprey Dr,
Lakewood Ranch,
FL
34240
Phone Number
941-500-5122
Who we serve, what we do for you and how we do it. Who We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work. Our services help many people with a focus on the needs of retirees or (those about to retire). What We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level. How We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events. Find out more at: evanguidogroup. com List of Services Client Experience Sample Client Reports
Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group. As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals. Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology. We have a strategic business alliance HD Vest Financial Servicesý the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience. Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investmentsý company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 264 | 146 | $92,968,371,160 | A percentage of AUM, Fixed fees, Performance Based |
|
| 14 | 25 | $13,054,420,667 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 267 | 37391 | $9,761,355,350 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
|
| 146 | 18097 | $6,256,967,921 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 512 | 25612 | $5,735,868,013 | A percentage of AUM, Hourly charges, Fixed fees |
|
KOPERNIK GLOBAL INVESTORS, LLC
Two Harbour Place, 302 Knights Run Avenue, Suite 1225, Tampa, FL 33602 |
42 | 13 | $5,490,380,153 | A percentage of AUM, Performance Based |
| 42 | 1915 | $4,807,690,865 | A percentage of AUM, Hourly charges, Fixed fees, Other (VALUE OF PLAN ASSETS) |
|
| 175 | 8 | $4,718,476,274 | A percentage of AUM |
|
| 16 | 52 | $3,185,787,024 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
|
| 21 | 957 | $1,679,491,291 | A percentage of AUM, Fixed fees |
|
| 30 | 1443 | $1,466,774,635 | A percentage of AUM, Fixed fees |
|
| 16 | 1361 | $1,364,799,575 | A percentage of AUM |
|
| 515 | 7559 | $1,216,021,701 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based |
|
| 14 | 975 | $1,150,280,809 | A percentage of AUM, Fixed fees, Other (PROJECT BASED FEES) |
|
| 62 | 19 | $1,038,441,111 | A percentage of AUM, Performance Based |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
