Rialytix insights
Top RIA Firms in Tampa, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Tampa, Florida. This hub covers 68 matching firms with $238.7B in total reported AUM and median AUM of $462.4M.
Firms
68
Matching current profiles
Total AUM
$238.7B
Reported regulatory AUM
Median AUM
$462.4M
Across firms with AUM
Largest firm
$93.3B
Doubleline Capital LP
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Doubleline Capital LP CRD 152606 · Limited Partnership | TAMPA, FL | $93.3B Mar 2026 | +$3.2B+3.6% | +$2.1B+2.3% | -$42.6B-31.3% | +$72.0B+338.3% | -26 employees-9.2% over 3Y | -18 accounts-11.9% over 3Y |
| 2. The Baldwin Group Wealth Advisors, LLC CRD 312284 · Limited Liability Company | TAMPA, FL | $27.3B Apr 2026 | +$6.2B+29.6% | +$24.1B+767.9% | +$24.3B+820.4% | +$24.3B+820.4% | +30 employees+150.0% over 3Y | +1,532 accounts+136.9% over 3Y |
| 3. Deep Blue Investment Advisors CRD 115344 · Limited Liability Company | TAMPA, FL | $18.2B Mar 2026 | +$5.1B+39.1% | +$8.2B+81.9% | +$10.2B+127.3% | +$17.9B+6910.9% | +6 employees+42.9% over 3Y | +9 accounts+37.5% over 3Y |
| 4. Independent Financial Partners CRD 125112 · Limited Liability Company | TAMPA, FL | $16.3B Mar 2026 | +$3.8B+29.9% | +$7.4B+82.7% | +$7.3B+81.2% | +$11.3B+225.8% | +55 employees+20.1% over 3Y | +19,667 accounts+57.0% over 3Y |
| 5. Concurrent Investment Advisors, LLC CRD 323135 · Limited Liability Company | TAMPA, FL | $15.7B May 2026 | +$5.8B+58.8% | +$15.6B+11143.5% | — | — | +131 employees+229.8% over 3Y | +40,251 accounts+4713.2% over 3Y |
| 6. Kopernik Global Investors, LLC CRD 168625 · Limited Liability Company | TAMPA, FL | $10.2B Mar 2026 | +$4.7B+84.5% | +$4.5B+80.0% | +$5.9B+136.6% | +$10.1B+34301.9% | +1 employees+2.3% over 3Y | -1 accounts-7.1% over 3Y |
| 7. J. W. Cole Advisors, INC. CRD 112294 · Corporation | TAMPA, FL | $8.2B Mar 2026 | +$1.1B+14.6% | +$3.4B+69.9% | +$4.3B+109.9% | +$7.7B+1521.9% | +29 employees+5.6% over 3Y | +7,187 accounts+29.9% over 3Y |
| 8. Third Lake Partners, LLC CRD 299961 · Limited Liability Company | TAMPA, FL | $6.0B Mar 2026 | +$2.6B+78.1% | +$3.8B+175.4% | +$5.7B+2214.2% | +$5.8B+4594.5% | -3 employees-15.8% over 3Y | +9 accounts+20.5% over 3Y |
| 9. Assuredpartners Investment Advisors CRD 309550 · Limited Liability Company | TAMPA, FL | $3.9B Apr 2026 | +$626.9M+19.3% | +$3.5B+942.7% | — | +$3.8B+3371.1% | +47 employees+427.3% over 3Y | +3,762 accounts+731.9% over 3Y |
| 10. Doubleline Alternatives LP CRD 175212 · Limited Partnership | TAMPA, FL | $3.5B Mar 2026 | -$756.2M-17.9% | -$1.2B-25.8% | +$2.9B+465.8% | +$3.5B+143945.8% | -10 employees-5.5% over 3Y | -2 accounts-22.2% over 3Y |
| 11. Concurrent Asset Management, LLC CRD 330657 · Limited Liability Company | TAMPA, FL | $2.5B May 2026 | +$2.5B+7466.2% | — | — | — | 0 employees+0.0% over 1Y | +7,202 accounts+360100.0% over 1Y |
| 12. Jaffe Tilchin Investment Partners, LLC CRD 143608 · Limited Liability Company | TAMPA, FL | $2.4B May 2026 | +$605.8M+32.9% | +$1.2B+97.9% | +$1.3B+112.4% | +$2.1B+710.7% | +8 employees+25.8% over 3Y | +1,648 accounts+47.2% over 3Y |
| 13. Fidelis Capital CRD 322287 · Limited Liability Company | TAMPA, FL | $2.3B Apr 2026 | +$624.1M+37.6% | +$1.9B+561.2% | — | +$2.2B+2161.8% | +6 employees+37.5% over 3Y | +888 accounts+261.2% over 3Y |
| 14. Doubleline ETF Adviser LP CRD 317415 · Limited Partnership | TAMPA, FL | $2.1B Mar 2026 | +$753.0M+54.9% | +$1.8B+553.4% | — | — | -25 employees-8.8% over 3Y | +7 accounts+350.0% over 3Y |
| 15. Suncoast Equity Management, LLC CRD 108289 · Limited Liability Company | TAMPA, FL | $2.1B Mar 2026 | +$248.0M+13.3% | +$1.3B+151.6% | +$1.3B+148.7% | +$2.0B+2697.2% | -4 employees-25.0% over 3Y | +769 accounts+65.1% over 3Y |
| 16. Agw Capital Advisors CRD 150570 · Limited Liability Company | TAMPA, FL | $1.7B Mar 2026 | +$576.5M+50.1% | -$1.3B-43.3% | -$404.6M-19.0% | +$1.3B+294.5% | +9 employees+75.0% over 3Y | +1,063 accounts+108.4% over 3Y |
| 17. Calton & Associates, INC. CRD 20999 · Corporation | TAMPA, FL | $1.6B May 2026 | +$360.5M+29.6% | +$606.1M+62.4% | +$134.1M+9.3% | +$1.5B+1963.8% | -113 employees-23.3% over 3Y | +219 accounts+3.2% over 3Y |
| 18. Anzu Partners, LLC CRD 288985 · Limited Liability Company | TAMPA, FL | $1.1B Mar 2026 | +$105.0M+10.8% | +$105.9M+10.9% | +$728.8M+207.0% | +$728.8M+207.0% | -14 employees-22.2% over 3Y | +5 accounts+29.4% over 3Y |
| 19. Weatherford Capital Management CRD 304514 · Limited Liability Company | TAMPA, FL | $1.0B Mar 2026 | +$125.8M+13.7% | +$347.5M+49.8% | +$819.4M+361.9% | +$819.4M+361.9% | -1 employees-6.7% over 3Y | +7 accounts+50.0% over 3Y |
| 20. Unique Wealth, LLC CRD 312462 · Limited Liability Company | TAMPA, FL | $965.6M Mar 2026 | +$339.1M+54.1% | +$479.0M+98.4% | — | — | +5 employees+50.0% over 3Y | -861 accounts-50.4% over 3Y |
| 21. Mac Alpha Capital Management, LP CRD 311412 · Limited Partnership | TAMPA, FL | $937.8M Mar 2026 | +$742.2M+379.4% | — | — | +$830.4M+773.1% | 0 employees+0.0% over 1Y | +4 accounts+33.3% over 1Y |
| 22. Compass Financial Management LLC CRD 156345 · Limited Liability Company | TAMPA, FL | $893.8M May 2026 | +$374.9M+72.2% | +$630.2M+239.0% | +$751.2M+526.7% | +$835.2M+1423.8% | +17 employees+106.3% over 3Y | +2,505 accounts+193.6% over 3Y |
| 23. Bayshore Capital CRD 110209 · Limited Liability Company | TAMPA, FL | $879.2M Apr 2026 | +$138.5M+18.7% | +$463.6M+111.5% | +$567.9M+182.4% | +$746.1M+560.4% | +3 employees+33.3% over 3Y | +4 accounts+11.8% over 3Y |
| 24. Fai Capital Management CRD 147025 · Corporation | TAMPA, FL | $842.1M Mar 2026 | -$41.8M-4.7% | +$277.2M+49.1% | +$231.2M+37.8% | +$379.1M+81.9% | 0 employees+0.0% over 3Y | +7 accounts+140.0% over 3Y |
| 25. Psi Advisors, LLC CRD 285880 · Limited Liability Company | TAMPA, FL | $800.9M Mar 2026 | +$104.2M+15.0% | +$250.2M+45.4% | +$383.8M+92.0% | — | +1 employees+4.8% over 3Y | +807 accounts+33.2% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.