Laurels
Best Financial
Advisors
in Tampa
2018

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Tampa, FL.

ReviewedCuratedTop Picks976519

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Doyle Wealth Management Inc.

Doyle Wealth Management Inc. brings decades of combined experience in financial planning to St. Petersburg clients. The fee-only Registered Investment Adviser employs a team Certified Financial Planners, Certified Public Accountants, and Chartered Financial Analysts who provide equity strategies, retirement planning, and financial planning for short as well as long-term goals. The group is also involved in giving back to the community and local nonprofits.

Saint Petersburg, FL(800) 932-8505

Website

Freedom Financial Planning

Freedom Financial Planning offers financial advice to the residents of Tampa. The group is known for affordable, unbiased, and personalized services for financial planning and coaching for individuals and couples, business owner needs, challenging life events, and retirement as well as semi-retirement options. The fee-only firm is a NAPFA-Registered Financial Advisor, Certified Financial Planner, and Member of the Garrett Planning Network.

Tampa, FL(727) 527-0565

Website

Graham Capital Advisors

Graham Capital Advisors offers financial planning advice in Tampa. The team aims to provide personalized services depending on each client's situation, and individuals, as well as business owners, hire the group for wealth preservation, estate planning, wealth management, retirement planning, and private funds through Regis Equity Partners, LLC. The founder is a Certified Estate Planner and a Million Dollar Round Table “Top of the Table” qualifier as well.

Tampa, FL(813) 645-1233

Website

Independent Financial Partners

Independent Financial Partners offers financial advisory services in Tampa. The firm is a multi-custodial RIA registered with the SEC that offers "concierge-level" service to 500 wealth management and retirement planning advisors in the US. Services include asset management, on-boarding assistance, compliance oversight and collaboration, business consulting and exams, licensing, retirement services, insurance, and advanced technology tools. The founder is a designated CFA, CFP, and CLU, and the firm also offers services through LPL Financial.

Tampa, FL(813) 341-0960

Website

KASE Wealth Advisors

KASE Wealth Advisors brings over 25 years of combined experience in financial advisory services to Tampa. Services include investment management, financial planning, 401ks, retirement plans, college plans, estate plans, business consulting, life, disability, and long-term care insurance products as well. The founders previously worked as financial advisors at Morgan Stanley and Merrill Lynch and today offer access to outside money managers via Fidelity Investments and J.W. Cole Financial.

Tampa, FL(813) 769-9914

Website

Lawrence Financial Planning

Lawrence Financial Planning is a financial advisory group in Tampa backed by almost 30 years of experience. Clients benefit from fee-only financial advice, planning for life now and retirement, college plans, investment management, and ongoing communication from a Certified Financial Planner and Registered Paraplanner. The owner and CFP is a member of NAPFA and has been quoted in the Chicago Tribune and the Saint Petersburg Times.

Tampa, FL(813) 961-4930

Website

M2 Financial Advisors Group of Raymond James

M2 Financial Advisors Group of Raymond James handles financial advice in Tampa and is backed by over 55 years of combined experience. Services include alternative investments, education planning, financial planning, investment solutions, longevity planning, portfolio management, retirement planning, and risk management. Clients have access to licensed insurance providers and a CFP as well as a ChFC, CLU, and a Chartered Advisor for Senior Living who is also a member of the Raymond James' Chairman's Council.

Tampa, FL(813) 221-4444

Website

Mintco Financial

Mintco Financial is a Tampa financial advisory firm with 50 years of combined experience. The firm offers fee-only financial planning, retirement planning, estate planning, life insurance, analysis and strategies, Medicare planning, and private wealth management. The Managing Partner is a Qualifying Member of the Million Dollar Round Table, wrote I-Plan, has been featured in US News & World Report, and has appeared on Fox and NBC.

Tampa, FL(813) 964-7100

Website

Prosperity Wealth Advisors, Inc.

Prosperity Wealth Advisors, Inc. is a Tampa financial advisory firm. The group specializes in helping clients who are going through major life transitions via guidance from Accredited Investment Fiduciaries who offer wealth management, business planning, risk management, insurance, and investment strategies. Potential clients can check the firm on BrokerCheck, and the team includes advisors who are designated as CRPC, AWMA, RFC, CSCP, CFA, and CFP.

Tampa, FL(813) 321-1572

Website

Rutherford Asset Planning

Rutherford Asset Planning brings over 25 years of experience in financial planning to Tampa. Services include wealth management, taxes, estate planning, charitable giving, insurance, cash flow, and 24/7 client access via a secure web portal. The CEO is a Chartered Financial Analyst, Certified Financial Planner, an Enrolled Agent tax expert, and an MBA who was previously a Managing Director at Morgan Stanley. The fee-only firm is a member of NAPFA as well.

Tampa, FL(813) 343-4501

Website

Sickle Hunter Financial Advisors

Sickle Hunter Financial Advisors is a financial advisory group in Tampa. The group provides financial planning, estate planning, 401k plans, tax planning, wealth and asset management, investments, and insurance solutions, and clients also have access to the all-digital platform XY Investments. The president is a CFP as well as a Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, Retirement Income Certified Professional, and Accredited Investment Fiduciary as well.

Tampa, FL(813) 321-6423

Website

Snyder Financial Group

Snyder Financial Group has been a financial advisory firm in Tampa for over 35 years. The team of professionals handles comprehensive and basic financial planning, investment/portfolio management, charitable giving strategies, estate planning review, and asset protection and tax mitigation. The president is a CFP and Certified Kingdom Advisor as well as a member of the Tampa Bay Estate Planning Council and Financial Services Institute. All security and advisory services are offered through The Strategic Financial Alliance, Inc., member FINRA/SIPC.

Tampa, FL(813) 251-9095

Website

Storace Wealth Services

Storace Wealth Services is a financial advisory firm serving the community of Valrico. The fee-based group focuses on investment and retirement planning for law enforcement officers, financial planning for professional athletes, personal financial planning, and strategies for business owners. Additional services include college planning, family planning, and retirement, and the owner has been seen in Investor’s Business Daily and Money Magazine. Securities and investment advisory services are offered through J.W. Cole Financial, Member FINRA/SIPC.

Valrico, FL(844) 752-6448

Website

Sutton Wealth Advisors, Inc.

Sutton Wealth Advisors, Inc. is a Tampa financial planning group with decades of practice in the field. The independent investment advisory firm is registered with the SEC and offers income planning, tax planning and strategies, estate planning, insurance, asset protection, investments from mutual funds to ETFs, and portfolio management. Clients can check the firm via FINRA's BrokerCheck, and the firm has a broker/dealer relationship with Securities Service Network, Inc. as well.

Tampa, FL(813) 514-1800

Website

Tampa Financial Group

Tampa Financial Group has been offering financial advice to clients in Tampa for over 15 years. The independent financial advisor is a Certified Financial Planner with services for financial planning, wealth management, investment services, insurance, college savings accounts, and IRAs and 401k rollovers. The group was the Gold Winner for Financial Planners in the Tampa Tribune’s “Best of North Tampa” Reader’s Poll in 2012.

Tampa, FL(813) 314-2294

Website

The Harwood Financial Group

The Harwood Financial Group has been serving the Tampa community with financial advice for almost 15 years. The team of professionals offers investment risk analysis, tax review and analysis, estate planning, financial planning, and retirement strategies as well. The president is a former USAF pilot and officer, wrote the book Investing for Retirement, and has appeared on CNBC and ABC. The firm is also a member of Inc. 5000 and holds an A+ rating with the BBB.

Tampa, FL(800) 989-1427

Website

Waddell & Reed

Waddell & Reed offers financial advice to the Tampa area. Clients hire the group for help with short and long-term goals via investment management, retirement and estate planning, risk management, and small business services. The financial advisor in Tampa has been working in the field for over 30 years, holds Series 7, 63, and 66 licenses, and has assisted individuals, families, small business, and large corporations. Waddell & Reed was first founded in 1937.

Tampa, FL(813) 804-7914

Website

Waller & Wax Advisors Inc.

Waller & Wax Advisors Inc. has been offering financial advice in Tampa for almost 35 years. Clients hire the group for wealth management, portfolio, risk, and investment management, and significant life planning, and interested parties can check the firm via FINRA's online BrokerCheck. The president is a CFP, holds various licenses as a registered representative, is a member of the FPI and FSI, and has been named multiple times to Raymond James Financial Services Chairman’s Council.

Tampa, FL(813) 221-1956

Website

Wealth Advisors of Tampa Bay

Wealth Advisors of Tampa Bay handles financial planning in Tampa and is backed by over 100 years of combined experience. Individuals, families, and businesses hire the team for comprehensive wealth management, retirement planning, and estate planning and wealth transfer, and the team includes Certified Financial Planners, an MBA, and a Certified Investment Management Analyst from The Wharton School. The president served as President and Chief Investment Officer of Florida Investment Advisors as well.

Tampa, FL(813) 642-7730

Website

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