Skip to content

Wealth Managers in Tampa, FL: 2026 rankings

101 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Tampa: Jaffe Tilchin Wealth Management, RFA Score 71/100; 4.9★ from 97 Google reviews.

  2. 3

    Most-reviewed: Maggard Wealth Management, 175 Google reviews at 4.9★, the most of 101 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

101 Tampa wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 101 rated firms.

Top 10 wealth managers in Tampa at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Tampa at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Jaffe Tilchin Wealth Management714.9★ (97)TampaTop score
2Water Street Wealth Management705.0★ (74)Tampa—
3Maggard Wealth Management704.9★ (175)Wesley Chapel, 18 mi awayMost reviews
4Instrumental Wealth695.0★ (52)Tampa—
5Elevate Financial Planning & Wealth Management695.0★ (86)St. Petersburg, 13 mi away—
6The Holland Group Retirement Wealth Advisors694.9★ (124)Clearwater, 17 mi away—
7Beyer Wealth695.0★ (46)Tampa—
8Jazz Wealth at Steward Partners684.9★ (127)Largo, 19 mi away—
9Angle-Lau Wealth Management685.0★ (72)Oldsmar, 14 mi away—
10Structure Wealth Management675.0★ (29)Tampa—

All 101 wealth managers in Tampa, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Maggard Wealth Management

    Based in Wesley Chapel, 18 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 175 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 175 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL 33544
    View profile for Maggard Wealth Management(813) 723-0730

  4. #4 Instrumental Wealth

    Based in Tampa

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1 N Dale Mabry Hwy #1000, Tampa, FL 33609
    View profile for Instrumental Wealth(813) 578-7001

  7. #7 Beyer Wealth

    Based in Tampa

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    800 W Platt St #8, Tampa, FL 33606
    View profile for Beyer Wealth(813) 392-1051

  15. #15 WealthKeel LLC

    Based in Tampa

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    615 Channelside Dr Ste 207, Tampa, FL 33602
    View profile for WealthKeel LLC(267) 590-9533

  16. #16 Trajan Wealth

    Based in Tampa

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4830 W Kennedy Blvd Ste 600, Tampa, FL 33609
    View profile for Trajan Wealth(813) 550-1000

  18. #18 J & J Wealth Advisors

    Based in Bradenton, 39 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 110 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 110 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1:30 PM · Sat–Sun closed
    Address
    8470 Enterprise Cir Suite 301-F, Lakewood Ranch, FL 34202
    View profile for J & J Wealth Advisors(941) 265-2885

  19. #19 Praetego Private Wealth

    Based in Trinity, 20 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 42 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 42 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1805 Cypress Brook Dr Suite 103, Trinity, FL 34655
    View profile for Praetego Private Wealth(727) 788-4700

  24. #24 Wealth Advisors Who Care

    Based in Palm Harbor, 19 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    2934 Landing Way, Palm Harbor, FL 34684
    View profile for Wealth Advisors Who Care(727) 230-3800

Wealth managers ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 101 ranked wealth managers here; the rest are on their profiles.

wealth managers in Tampa, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Darwin Wealth Management634.2★ (15)In Tampa
27Zeniki Wealth635.0★ (9)In Tampa
28Tampa Bay Wealth Management635.0★ (9)In Tampa
29Advanced Wealth Planning Group635.0★ (9)In Tampa
30Wealth Warden Partners635.0★ (9)In Tampa
31Integrity Wealth A Division of Accurate Advisory Group635.0★ (53)35 mi
32Sarafian Wealth Management635.0★ (8)In Tampa
33Southshore Wealth Management625.0★ (17)17 mi
34IHT Wealth Management - Barret Roosa625.0★ (6)In Tampa
35Unique Wealth624.4★ (7)In Tampa
36PFG Private Wealth Management, LLC624.5★ (17)14 mi
37Lance Becatti - Private Wealth Advisor, Ameriprise Financial Services, LLC625.0★ (5)In Tampa
38Generations Tax and Wealth Management624.3★ (6)In Tampa
39Waters Wealth Management of Raymond James624.8★ (17)20 mi
40Aksala Wealth Advisors - Retirement Planning & Portfolio Management625.0★ (38)39 mi
41Wave Wealth LLC615.0★ (4)In Tampa
42Laura L Rehbein - Private Wealth Advisor, Ameriprise Financial Services, LLC615.0★ (4)In Tampa
43Wagner Wealth Management615.0★ (4)In Tampa
44Noble Tax Strategies & Wealth Planning, LLC614.4★ (28)24 mi
45Merrill Lynch Wealth Management613.2★ (9)In Tampa
46Powell Wealth614.2★ (5)In Tampa
47Legacy Wealth Partners - Tampa613.3★ (7)In Tampa
48Cassandra Smalley Wealth Management615.0★ (8)12 mi
49Wealth Express614.6★ (11)16 mi
50Wealth Enhancement Group614.9★ (23)32 mi

Also serving Tampa

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Tampa
BusinessGoogle ratingDistance
All County Tampa Bay Property Management3.4★ (244)In Tampa
American Nationwide Mortgage Company, Inc.4.7★ (106)In Tampa
Bank of America (with Drive-thru ATM)3.4★ (83)In Tampa
Bank of America (with Drive-thru ATM)3.0★ (83)In Tampa
Bank of America (with Drive-thru ATM)3.0★ (53)In Tampa
Bank of America Financial Center2.5★ (162)In Tampa
Bank of America Financial Center3.6★ (146)In Tampa
Bank of America Financial Center2.6★ (89)In Tampa
Bosworth Financial Group, LLC5.0★ (67)In Tampa
Florida Financial Advisors4.7★ (162)In Tampa
Frontline Investment Advisors5.0★ (63)In Tampa
Kingsbury Financial Advisors5.0★ (73)In Tampa
Lenzo R Canty, CPA, P.A.4.9★ (83)In Tampa
Mintco Financial5.0★ (102)In Tampa
Mosaic Financial Group4.9★ (53)In Tampa
Mutual of Omaha Mortgage4.9★ (142)In Tampa
Oxford Advisory Group4.9★ (84)In Tampa
Rise Management5.0★ (61)In Tampa
Taylor Financial4.9★ (98)In Tampa
Walter S Sanders & Associates4.9★ (179)In Tampa

How we ranked Tampa wealth managers

We scored 101 Tampa wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Tampa data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Tampa: frequently asked questions

Which wealth manager has the highest RFA Score in Tampa?

By RFA Score, the highest-ranked wealth manager in Tampa, FL is Jaffe Tilchin Wealth Management with an RFA Score of 71/100. It has 4.9★ from 97 Google reviews. Water Street Wealth Management (#2) and Maggard Wealth Management (#3) follow. We ranked 101 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Tampa?

RankedFinancialAdvisors ranks 101 wealth managers serving Tampa, FL. 28 of them are based in Tampa; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Tampa work on weekends?

2 of 101 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Bay Harbor Private Wealth Group (#17). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tampa wealth managers have?

The median Google rating among 101 rated wealth managers in Tampa is 5.0★, with a median of 8 reviews. Maggard Wealth Management has the most, 175 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Tampa count in this ranking?

Yes, if they are within 40 mi of the Tampa city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Tampa ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Tampa a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Tampa

  1. November 2026: RFA Scores recalculated for 101 wealth managers serving Tampa.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Tampa pages