#1Agw Capital Advisors
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC
Based in Tampa, FL
Retirement Plan Advisors in Tampa, FL
The top-ranked retirement plan advisors serving Tampa, FL are Agw Capital Advisors, Assuredpartners Investment Advisors and Calton & Associates, Inc.. We list 38 retirement plan advisors serving Tampa, 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 Tampa, 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 Tampa
#2Assuredpartners Investment Advisors
ASSUREDPARTNERS INVESTMENT ADVISORS, LLCBased in Tampa, FL#3Calton & Associates, Inc.
CALTON & ASSOCIATES, INC.Based in Tampa, FL#4Compass Financial Management LLC
COMPASS FINANCIAL MANAGEMENT LLCBased in Tampa, FL#5Concurrent Investment Advisors, LLC
CONCURRENT INVESTMENT ADVISORS, LLCBased in Tampa, FL#6Darwin Wealth Management
DARWIN WEALTH MANAGEMENT, LLCBased in Tampa, FL#7Fidelis Capital
FIDELIS CAPITAL PARTNERS, LLCBased in Tampa, FL#8Golden Road Advisors LLC
GOLDEN ROAD ADVISORS LLCBased in Tampa, FL#9Independent Financial Partners
IFP ADVISORS, LLCBased in Tampa, FL#10Northbridge Financial Group, LLC
NORTHBRIDGE FINANCIAL GROUP, LLCBased in Tampa, FL
20 more providers serving this area
- Pfs Signature Wealth, Tampa, FL
- Quantum Private Wealth, LLC, Tampa, FL
- Solist Financial, Tampa, FL
- Stronghold Wealth Management L.L.C., Tampa, FL
- The Baldwin Group Wealth Advisors, LLC, Tampa, FL
- Verdara Ppp LLC, Tampa, FL
- Structure Wealth Management, LLC, Lake Magdalene, FL (8 mi)
- Jaffe Tilchin Investment Partners, LLC, Lake Magdalene, FL (9 mi)
- Psi Advisors, LLC, Westchase, FL (12 mi)
- Pfg Private Wealth Management, LLC, Cheval, FL (12 mi)
- Maggi Investment Services, LLC, Oldsmar, FL (13 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (13 mi)
- Raymond James Financial Services Advisors, Inc, St. Petersburg, FL (13 mi)
- Mfp Financial Services, LLC, Safety Harbor, FL (14 mi)
- Flaharty Asset Management, LLC, Clearwater, FL (15 mi)
- Provise Management Group, LLC, Clearwater, FL (15 mi)
- Csenge Advisory Group, LLC, Largo, FL (16 mi)
- Indivisible Partners, Clearwater, FL (20 mi)
- Belleair Asset Management, LLC, Belleair Bluffs, FL (21 mi)
- Targeted Financial Services, LLC, Seminole, FL (22 mi)
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Frequently asked questions
How many retirement plan advisors serve Tampa?
We list 38 retirement plan advisors serving Tampa, FL: 16 based there and 22 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 Tampa?
The top-ranked retirement plan advisors serving Tampa, FL are Agw Capital Advisors, Assuredpartners Investment Advisors, Calton & Associates, Inc., Compass Financial Management LLC and Concurrent Investment Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tampa are verified against official records?
10 of the top 10 match an active official record: Agw Capital Advisors (U.S. Securities and Exchange Commission), Assuredpartners Investment Advisors (U.S. Securities and Exchange Commission), Calton & Associates, Inc. (U.S. Securities and Exchange Commission), Compass Financial Management LLC (U.S. Securities and Exchange Commission) and Concurrent Investment 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 .