#1Jaffe Tilchin Investment Partners, LLC
JAFFE TILCHIN INVESTMENT PARTNERS, LLC
Based in Lake Magdalene, FL
Retirement Plan Advisors in Lake Magdalene, FL
The top-ranked retirement plan advisors serving Lake Magdalene, FL are Jaffe Tilchin Investment Partners, LLC, Structure Wealth Management, LLC and Pfg Private Wealth Management, LLC. We list 38 retirement plan advisors serving Lake Magdalene, 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 Lake Magdalene, 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 Lake Magdalene
#2Structure Wealth Management, LLC
STRUCTURE WEALTH MANAGEMENT, LLCBased in Lake Magdalene, FL#3Pfg Private Wealth Management, LLC
PFG PRIVATE WEALTH MANAGEMENT, LLCServes this area from Cheval, FL (4 mi)#4Fidelis Capital
FIDELIS CAPITAL PARTNERS, LLCServes this area from Tampa, FL (8 mi)#5The Baldwin Group Wealth Advisors, LLC
THE BALDWIN GROUP WEALTH ADVISORS, LLCServes this area from Tampa, FL (8 mi)#6Verdara Ppp LLC
VERDARA PPP LLCServes this area from Tampa, FL (9 mi)#7Northbridge Financial Group, LLC
NORTHBRIDGE FINANCIAL GROUP, LLCServes this area from Tampa, FL (9 mi)#8Assuredpartners Investment Advisors
ASSUREDPARTNERS INVESTMENT ADVISORS, LLCServes this area from Tampa, FL (9 mi)#9Quantum Private Wealth, LLC
QUANTUM PRIVATE WEALTH, LLCServes this area from Tampa, FL (9 mi)#10Solist Financial
SOLIST WEALTH, LLCServes this area from Tampa, FL (9 mi)
20 more providers serving this area
- Concurrent Investment Advisors, LLC, Tampa, FL (10 mi)
- Independent Financial Partners, Tampa, FL (10 mi)
- Stronghold Wealth Management L.L.C., Tampa, FL (10 mi)
- Darwin Wealth Management, Tampa, FL (10 mi)
- Golden Road Advisors LLC, Tampa, FL (10 mi)
- Agw Capital Advisors, Tampa, FL (10 mi)
- Calton & Associates, Inc., Tampa, FL (10 mi)
- Pfs Signature Wealth, Tampa, FL (10 mi)
- Psi Advisors, LLC, Westchase, FL (10 mi)
- Compass Financial Management LLC, Tampa, FL (10 mi)
- Maggi Investment Services, LLC, Oldsmar, FL (12 mi)
- Mfp Financial Services, LLC, Safety Harbor, FL (15 mi)
- Flaharty Asset Management, LLC, Clearwater, FL (17 mi)
- Provise Management Group, LLC, Clearwater, FL (17 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (18 mi)
- Raymond James Financial Services Advisors, Inc, St. Petersburg, FL (18 mi)
- Orca Wealth Management, LLC, New Port Richey East, FL (18 mi)
- Csenge Advisory Group, LLC, Largo, FL (19 mi)
- Indivisible Partners, Clearwater, FL (22 mi)
- Belleair Asset Management, LLC, Belleair Bluffs, FL (24 mi)
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Frequently asked questions
How many retirement plan advisors serve Lake Magdalene?
We list 38 retirement plan advisors serving Lake Magdalene, FL: 2 based there and 36 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 Lake Magdalene?
The top-ranked retirement plan advisors serving Lake Magdalene, FL are Jaffe Tilchin Investment Partners, LLC, Structure Wealth Management, LLC, Pfg Private Wealth Management, LLC, Fidelis Capital and The Baldwin Group Wealth Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lake Magdalene are verified against official records?
10 of the top 10 match an active official record: Jaffe Tilchin Investment Partners, LLC (U.S. Securities and Exchange Commission), Structure Wealth Management, LLC (U.S. Securities and Exchange Commission), Pfg Private Wealth Management, LLC (U.S. Securities and Exchange Commission), Fidelis Capital (U.S. Securities and Exchange Commission) and The Baldwin Group Wealth 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 .