Raymond James offers a robust suite of investment advisory services tailored for high-net-worth individuals. Their client-first approach and deep analytical research capabilities set them apart as a premier choice in the Tampa area.
Top Investment Advisors in Tampa Florida - June 2026
USA / Florida / Tampa
Discover the most reliable and expert investment advisors in Tampa, Florida to help secure your financial future. Our curated list highlights top-rated professionals specialized in wealth management and retirement planning.
Leading diversified financial services firm providing wealth management and investment banking.
Details
- Year Founded: 1962
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-727-567-1000
- Email: info@raymondjames.com
About the Company
Pros
- Comprehensive research
- Customized portfolios
Cons
- High minimum investment
- Complex fee structures
Personalized wealth management services focusing on long-term financial stability.
Details
- Year Founded: 1868
- Employees: 500-1000
- Price Range: $$$
- Phone: +1-800-67fd-8160
- Email: wealth@busey.com
About the Company
Busey Wealth Management excels in holistic financial planning. Their advisory team works closely with clients to navigate complex market conditions, ensuring that long-term legacy and retirement goals are consistently met.
Pros
- Holistic planning
- Responsive staff
Cons
- Limited online tools
- Regional focus
Private banking and investment advisory for affluent clients.
Details
- Year Founded: 1858
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-866-671-5353
- Email: contact@53.com
About the Company
Fifth Third provides sophisticated investment strategies and private banking solutions. Their team in Tampa is dedicated to delivering concierge-level service to help individuals grow and preserve their wealth effectively.
Pros
- Access to global markets
- Integrated banking services
Cons
- Standardized portfolio options
- Bank-centric approach
Custom wealth strategies including trust, estate, and investment services.
Details
- Year Founded: 1971
- Employees: 1000+
- Price Range: $$$
- Phone: +1-800-734-4667
- Email: wealth@regions.com
About the Company
Regions offers disciplined investment advice tailored to the specific needs of families and institutions. Their focus on risk management and consistent reporting makes them a reliable partner for wealth preservation.
Pros
- Strong trust services
- Disciplined risk management
Cons
- Corporate fee structure
- High account minimums
Strategic investment planning and wealth management for individuals and families.
Details
- Year Founded: 2019
- Employees: 1000+
- Price Range: $$$
- Phone: +1-844-487-8478
- Email: wealth@truist.com
About the Company
Truist combines digital financial tools with human expertise. Their advisors provide personalized guidance, focusing on tax-efficient strategies and broad asset allocation to reach diversified financial objectives.
Pros
- User-friendly technology
- Strong tax planning
Cons
- Bureaucratic processes
- High fee floor
High-end wealth management and investment advice for ultra-high-net-worth clients.
Details
- Year Founded: 1784
- Employees: 1000+
- Price Range: $$$$$
- Phone: +1-800-878-7878
- Email: support@bofa.com
About the Company
Specializing in complex portfolios, this firm offers an elite level of investment advisory service. They utilize extensive global resources to provide custom-tailored investment mandates for their Tampa clientele.
Pros
- Global reach
- Deep market intelligence
Cons
- Strict entry requirements
- Can feel impersonal
Specialized investment management for wealthy families and institutions.
Details
- Year Founded: 1889
- Employees: 1000+
- Price Range: $$$$$
- Phone: +1-800-621-8396
- Email: contact@ntrs.com
About the Company
Northern Trust is known for its conservative and professional approach to asset management. They excel in multi-generational wealth planning, offering stability and refined investment strategies for Tampa residents.
Pros
- Exceptional legacy planning
- Stable growth focus
Cons
- Traditional style
- High costs
Personalized investment guidance through local branches.
Details
- Year Founded: 1922
- Employees: 1000+
- Price Range: $$
- Phone: +1-800-803-3333
- Email: info@edwardjones.com
About the Company
With many local offices, Edward Jones offers a highly accessible advisory experience. They are excellent for retail investors looking for long-term planning and face-to-face relationship management in Tampa.
Pros
- Local accessibility
- Personal touch
Cons
- Limited proprietary product range
- Sales-driven culture
Comprehensive investment advice paired with robust banking services.
Details
- Year Founded: 1845
- Employees: 1000+
- Price Range: $$$
- Phone: +1-888-762-6226
- Email: wealth@pnc.com
About the Company
PNC Private Bank provides tailored investment solutions for professionals and business owners. Their strategy focuses on total-balance-sheet management, ensuring investments align with both liquid needs and long-term targets.
Pros
- Integrated wealth/banking
- Strong local expertise
Cons
- Rigid product offerings
- Banking-focused
Fee-only investment advisor with a global market perspective.
Details
- Year Founded: 1979
- Employees: 1000+
- Price Range: $$$
- Phone: +1-888-823-9566
- Email: info@fi.com
About the Company
Fisher Investments employs a distinctive top-down approach to market analysis. They provide clear, data-driven investment advice, making them a preferred choice for individuals seeking transparent, professional management.
Pros
- Data-driven research
- Fee-only structure
Cons
- High marketing intensity
- Standard portfolio allocation
Institutional-level advice for high-net-worth clients.
Details
- Year Founded: 1871
- Employees: 1000+
- Price Range: $$$$$
- Phone: +1-800-449-3422
- Email: contact@jpmorgan.com
About the Company
J.P. Morgan offers an unparalleled breadth of products and investment strategies. Their Tampa-based team leverages global insights to provide sophisticated advice to family offices and wealthy individuals.
Pros
- Global market access
- Institutional quality
Cons
- Extremely high minimums
- Exclusivity
Integrated investment and planning services for affluent individuals.
Details
- Year Founded: 1852
- Employees: 1000+
- Price Range: $$$
- Phone: +1-800-869-3557
- Email: support@wellsfargo.com
About the Company
Wells Fargo provides a solid structure for wealth management, offering everything from investment advisory to estate planning. Their local presence in Tampa ensures a personal touch backed by national power.
Pros
- Large resource network
- Integrated services
Cons
- Mixed service reputation
- Complex fee tiers
Global wealth manager focusing on customized investment solutions.
Details
- Year Founded: 1862
- Employees: 1000+
- Price Range: $$$$$
- Phone: +1-888-279-3343
- Email: advisors@ubs.com
About the Company
UBS delivers world-class investment advisory services with a focus on risk-managed portfolios. Their Tampa team is well-equipped to handle cross-border financial complexities for modern investors.
Pros
- International expertise
- Premium research
Cons
- Premium pricing
- Limited access for smaller accounts
Full-service investment advisory with a focus on comprehensive financial life management.
Details
- Year Founded: 1935
- Employees: 1000+
- Price Range: $$$$
- Phone: +1-888-454-3965
- Email: wealth@morganstanley.com
About the Company
Morgan Stanley provides a powerful mix of market research and individual planning. Their advisors are dedicated to creating bespoke investment programs, helping Tampa clients achieve long-term financial success.
Pros
- Superior analysis
- Digital integration
Cons
- Transactional fees
- Large institution feel
Investment advisory services ranging from digital-only to full-service management.
Details
- Year Founded: 1971
- Employees: 1000+
- Price Range: $$
- Phone: +1-800-435-4000
- Email: contact@schwab.com
About the Company
Schwab is a leader in low-cost, high-value investment advisory. Offering great flexibility, they are ideal for Tampa investors who want professional oversight combined with access to a massive platform.
Pros
- Low fees
- Excellent platform
Cons
- Varying advisor quality
- High automation dependency
Are you listed here?
Choose your badge style and add it to your website.
Preview
📋 Your Embed Code
Frequently Asked Questions
FAQ
- What services do investment advisors in Tampa provide? Investment advisors offer financial planning, wealth management, retirement strategies, and portfolio diversification.
- How do I choose the best advisor in Tampa? Look for credentials like CFP or CFA, transparent fee structures, and positive client testimonials.
- Are these investment advisors regulated? Yes, reputable advisors in Florida are regulated by the SEC or state authorities.
- How much do financial advisors charge? Fees typically range from 0.5% to 1.5% of assets under management, or flat hourly fees.
- Can an advisor help with tax planning? Many top-tier advisors integrate tax-efficient strategies into their overall investment plans.
- Is a fiduciary standard important? Absolutely; choosing a fiduciary ensures the advisor must act in your best interest at all times.