#1 Verdara Ppp LLC
VERDARA PPP LLC
Serves this area from Tampa, FL (9 mi)
Call (813) 395-9515Retirement Plan Advisors in Brandon, FL
The top-ranked retirement plan advisors serving Brandon, FL are Verdara Ppp LLC, Concurrent Investment Advisors, LLC and Quantum Private Wealth, LLC. We list 38 retirement plan advisors serving Brandon, FL. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Brandon, FL (Hillsborough County). 38 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Brandon
#2 Concurrent Investment Advisors, LLC
CONCURRENT INVESTMENT ADVISORS, LLCServes this area from Tampa, FL (10 mi)Call (813) 709-8800 · Website#3 Quantum Private Wealth, LLC
QUANTUM PRIVATE WEALTH, LLCServes this area from Tampa, FL (10 mi)Call (847) 474-1400 · Website#4 Agw Capital Advisors
ANNIS GARDNER WHITING CAPITAL ADVISORS LLCServes this area from Tampa, FL (10 mi)Call (813) 254-4700 · Website#5 Golden Road Advisors LLC
GOLDEN ROAD ADVISORS LLCServes this area from Tampa, FL (10 mi)Call (813) 491-1593 · Website#6 Solist Financial
SOLIST WEALTH, LLCServes this area from Tampa, FL (10 mi)Call (813) 294-3737#7 Stronghold Wealth Management L.L.C.
STRONGHOLD WEALTH MANAGEMENT L.L.C.Serves this area from Tampa, FL (10 mi)Call (813) 775-7099 · Website#8 Pfs Signature Wealth
PFS SIGNATURE WEALTH LLCServes this area from Tampa, FL (11 mi)Call (877) 642-6110 · Website#9 Compass Financial Management LLC
COMPASS FINANCIAL MANAGEMENT LLCServes this area from Tampa, FL (11 mi)Call (813) 597-6400#10 Fidelis Capital
FIDELIS CAPITAL PARTNERS, LLCServes this area from Tampa, FL (13 mi)Call (813) 934-6246 · Website
20 more providers serving this area
- Northbridge Financial Group, LLC, Tampa, FL (13 mi)
- The Baldwin Group Wealth Advisors, LLC, Tampa, FL (13 mi)
- Assuredpartners Investment Advisors, Tampa, FL (14 mi)
- Darwin Wealth Management, Tampa, FL (14 mi)
- Jaffe Tilchin Investment Partners, LLC, Lake Magdalene, FL (15 mi)
- Structure Wealth Management, LLC, Lake Magdalene, FL (16 mi)
- Independent Financial Partners, Tampa, FL (17 mi)
- Calton & Associates, Inc., Tampa, FL (17 mi)
- Pfg Private Wealth Management, LLC, Cheval, FL (19 mi)
- Amerity Wealth Management, LLC, Lakeland, FL (22 mi)
- Psi Advisors, LLC, Westchase, FL (22 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (23 mi)
- Raymond James Financial Services Advisors, Inc, St. Petersburg, FL (23 mi)
- Maggi Investment Services, LLC, Oldsmar, FL (24 mi)
- Mfp Financial Services, LLC, Safety Harbor, FL (25 mi)
- Flaharty Asset Management, LLC, Clearwater, FL (26 mi)
- Provise Management Group, LLC, Clearwater, FL (26 mi)
- Csenge Advisory Group, LLC, Largo, FL (27 mi)
- Targeted Financial Services, LLC, Seminole, FL (31 mi)
- Indivisible Partners, Clearwater, FL (31 mi)
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Frequently asked questions
How many retirement plan advisors serve Brandon?
We list 38 retirement plan advisors serving Brandon, FL: 0 based there and 38 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Brandon?
The top-ranked retirement plan advisors serving Brandon, FL are Verdara Ppp LLC, Concurrent Investment Advisors, LLC, Quantum Private Wealth, LLC, Agw Capital Advisors and Golden Road Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Brandon are verified against official records?
10 of the top 10 match an active official record: Verdara Ppp LLC (U.S. Securities and Exchange Commission), Concurrent Investment Advisors, LLC (U.S. Securities and Exchange Commission), Quantum Private Wealth, LLC (U.S. Securities and Exchange Commission), Agw Capital Advisors (U.S. Securities and Exchange Commission) and Golden Road Advisors LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .