10+ Years · Tampa
Experienced Financial Advisors in Tampa, FL
Experience matters. These financial advisors in Tampa have years of proven work behind them — and the reviews to back it up.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Tampa, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Taylor Financial with a 4.9-star rating from 94 Google reviews and an RNM Score of 93/100. Also in the top tier: Kingsbury Financial Advisors and Water Street Wealth Management. The average rating across all listed financial advisors in Tampa is 4.9 stars from 32 reviews per business on average.
Financial advisors in Tampa typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Tampa, FL is home to a variety of financial advisors who offer investment management, retirement planning, and other wealth management services to local residents. Consumers should research an advisor's credentials, fees, and investment philosophy when selecting a financial professional to work with.
- ✓Investment management and portfolio planning
- ✓Retirement planning and income strategies
- ✓Tax planning and preparation services
Best Overall
Bosworth Financial Group, LLC
Bosworth Financial Group is consistently recognized as a top-ranked advisor in Tampa due to its comprehensive wealth management services and strong client satisfaction.
Most Reviewed
Unique Wealth
A high number of reviews indicates broad client experience and can help you gauge the firm's reliability and service quality.
When choosing a financial advisor in Tampa, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
How to Choose a Financial Advisor in Tampa
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credentials
- • Experience working with clients in the Tampa Bay area
- • Fee-only compensation structure (no commissions)
- • Fiduciary duty to act in your best interests
Questions to ask
- • What is your investment philosophy and approach?
- • How do you determine the appropriate asset allocation for my goals and risk tolerance?
- • What is your process for ongoing portfolio monitoring and rebalancing?
Red flags
- ⚠ Overly complex or opaque investment strategies
- ⚠ Pressure to invest in proprietary products or high-commission annuities
- ⚠ Lack of transparency around fees and conflicts of interest
In Florida, financial advisors must be registered with the state's Office of Financial Regulation and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
32
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
94 Google reviews give this Tampa financial advisor an exceptional 4.9-star rating.
5321 Memorial Hwy, Tampa, FL 33634, USARated 5.0 stars from 74 Google reviews by clients in Tampa.
3104 N Armenia Ave #2, Tampa, FL 33607, USAExceptional 5.0-star rating from 66 Google reviews in Tampa.
12191 W Linebaugh Ave #611, Tampa, FL 33626, USAFinancial Advisors Rankings in Tampa, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Taylor Financial5321 Memorial Hwy, Tampa, FL 33634, USA | 4.9★ | 94 |
| #2 | Kingsbury Financial Advisors3104 N Armenia Ave #2, Tampa, FL 33607, USA | 5.0★ | 74 |
| #3 | Water Street Wealth Management12191 W Linebaugh Ave #611, Tampa, FL 33626, USA | 5.0★ | 66 |
| #4 | Darwin Wealth Management4601 W North A St, Tampa, FL 33609, USA | 4.1★ | 14 |
| #5 | Ignite Financial Advisors3031 N Rocky Point Dr W Suite 600, Tampa, FL 33607, USA | 5.0★ | 2 |
| #6 | First Command Financial Advisor - Abby Randall, RICP®|CMFA™501 E Kennedy Blvd Suite 600, Tampa, FL 33602, USA | 5.0★ | 41 |
| #7 | Prescott Financial111 S Moody Ave, Tampa, FL 33609, USA | 5.0★ | 10 |
| #8 | Summit Wealth Advisors4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, USA | 5.0★ | 10 |
| #9 | Westshore Financial Group4200 W Cypress St Suite 700, Tampa, FL 33607, USA | 5.0★ | 20 |
| #10 | WealthKeel LLC615 Channelside Dr Suite 207, Tampa, FL 33602, USA | 5.0★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Tampa
Trusted Tampa financial advisor with a solid 4.1-star rating from 14 reviews.
4601 W North A St, Tampa, FL 33609, USA
Exceptional 5.0-star rating from a few Google reviews in Tampa.
3031 N Rocky Point Dr W Suite 600, Tampa, FL 33607, USA
Top-rated Tampa financial advisor with a perfect 5.0-star rating from 41 reviews.
501 E Kennedy Blvd Suite 600, Tampa, FL 33602, USA
A top-rated Tampa financial advisor with a perfect 5.0★ score from 10 reviews.
111 S Moody Ave, Tampa, FL 33609, USA
Earns a perfect 5.0-star rating from 10 local Google reviews.
4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, USA
Consistently earns a perfect 5.0-star rating from over 20 client reviews.
4200 W Cypress St Suite 700, Tampa, FL 33607, USA
Trusted by clients for a perfect 5.0 rating from 19 reviews in Tampa.
615 Channelside Dr Suite 207, Tampa, FL 33602, USA
Tampa financial advisor with a flawless 5.0-star rating from 15 customer reviews.
1646 W Snow Ave Suite 144, Tampa, FL 33606, USA
Highly rated Tampa financial advisor with a 4.5-star average from 8 reviews.
4830 W Kennedy Blvd #100, Tampa, FL 33609, USA
Top-rated Tampa financial advisor with a perfect 5.0★ rating from 60 reviews.
401 E Jackson St Ste 2340, Tampa, FL 33602, USA
Tampa financial advisor with a perfect 5.0-star rating from 46 reviews.
800 W Platt St # 8, Tampa, FL 33606, USA
A Tampa financial advisor with no client reviews yet to reference.
705 W Azeele St, Tampa, FL 33606, USA
Rated 5.0 stars from a small number of Google reviews.
3708 W Swann Ave STE 102, Tampa, FL 33609, USA
Rated 5.0 stars from 9 Google reviews by clients in Tampa.
401 E Jackson St Ste 3300, Tampa, FL 33602, USA
Earns a perfect 5.0-star rating from its early Google reviews in Tampa.
777 S Harbour Island Blvd #370, Tampa, FL 33602, USA
Trusted by clients with a 4.9-star rating from 91 reviews.
15350 N Florida Ave, Tampa, FL 33613, USA
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Financial Advisors in Tampa, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Taylor Financial | 93/100 | 4.9 ★ | 94 |
| 2 | Kingsbury Financial Advisors | 93/100 | 5.0 ★ | 74 |
| 3 | Water Street Wealth Management | 93/100 | 5.0 ★ | 66 |
| 4 | Darwin Wealth Management | 69/100 | 4.1 ★ | 14 |
| 5 | Ignite Financial Advisors | 76/100 | 5.0 ★ | 2 |
| 6 | First Command Financial Advisor - Abby Randall, RICP®|CMFA™ | 90/100 | 5.0 ★ | 41 |
| 7 | Prescott Financial | 83/100 | 5.0 ★ | 10 |
| 8 | Summit Wealth Advisors | 83/100 | 5.0 ★ | 10 |
| 9 | Westshore Financial Group | 87/100 | 5.0 ★ | 20 |
| 10 | WealthKeel LLC | 86/100 | 5.0 ★ | 19 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Tampa
What is a fiduciary financial advisor and why does it matter in Tampa?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Tampa, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Tampa?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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