September 22, 2025
RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our dakota marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Tampa that we thought you might like to know. For a more detailed list of RIAs in Tampa, click here to see for free.
1. Burnham Gibson Wealth Advisors
AUM: $21.04B
Burnham Gibson Wealth Advisors operates as a RIA with a specialization in Multi Family Office services. The firm is located at 4211 W Boy Scout Blvd, Suite 800, Tampa, FL, and serves the Tampa metro area. As a division of Baldwin Risk Partners, Burnham Gibson provides tailored wealth management solutions for individuals, families, and businesses, while leveraging the broader capabilities of the BRP network to enhance client support.
The firm manages an AUM of $21.04B, offering a range of services including retirement planning, investment management, estate planning, and corporate advisory. Burnham Gibson emphasizes fiduciary responsibility, ensuring that it acts in the best interest of its clients. The firm is experienced in managing corporate retirement plans and is committed to empowering clients through long-term planning and education.
AUM: $15.71B
Water Walker Investments is a Long-only fixed income-focused firm operating as a Multi Family Office. The firm is based at 5502 North Nebraska Avenue, Tampa, FL, within the Tampa metro area.
Water Walker Investments manages an AUM of $15.7B and specializes in public sector investment management. The firm provides tailored financial and fiduciary services to local governments and public agencies, reflecting its commitment to serving the unique needs of its clients.
AUM: $9.90B
Concurrent Advisors LLC is an RIA specializing in Multi Family Office services. The firm is situated at 100 South Ashley Drive Suite 620, Tampa, FL, operating within the Tampa metro area. Concurrent Advisors LLC transitioned from a brand under Raymond James to an independent RIA, utilizing Fidelity and SMArtX for UMA, managing approximately $9.9B in AUM. The firm's assets are divided between DC business in San Diego and Private Wealth in Tampa, with a nationwide network of advisors.
The firm, led by Eddy Augsten, focuses on platform development rather than manager selection, collaborating with Fiducient as an OCIO partner. Concurrent Advisors LLC is increasingly exploring alternative investments. Recent onboardings include Allegiant Wealth Partners, Danielson Tate Capital Partners, Spectrum Wealth Partners, Price Financial Management, and Engelstad Wealth Advisors, expanding its reach and service offerings.
AUM: $8.67B
Dynasty Financial Partners is an RIA specializing in Multi Family Office services. The firm is headquartered at 200 Central Avenue 15th Floor, St. Petersburg, FL, located in the Tampa metro area. With 53 partner firms and 300 advisors, Dynasty manages approximately $85 billion in assets under management (AUM). Dynasty offers a comprehensive wealth management and technology platform for independent financial advisory firms. Notably, they have established strategic partnerships with Envestnet Direct for SMA platform and FolioDynamix for UMA capabilities. In December 2022, Charles Schwab and Abry Partners acquired a minority stake in Dynasty, enhancing the firm's growth and market presence. Additionally, Dynasty collaborates with iCapital to provide private fund opportunities and operates a customized Dynasty select platform for alternative asset managers, showcasing a commitment to innovation and tailored solutions.
AUM: $4.043B
Yale Capital Corporation is an RIA that specializes in providing wealth and risk management, turn-key cash management, and family office services. Headquartered at 6475 1st Avenue South, St. Petersburg, FL, the firm caters to clients in the Tampa metro area. With a focus on clients with a minimum of $10 million in investable assets, Yale Capital offers clear and measured strategies for income generation and wealth preservation, especially following significant financial events like business sales or IPOs. Yale Capital manages an AUM of $4.04B and emphasizes personalized asset management based on modern portfolio theory and academic rigor. The firm's approach includes active monitoring of banking and investment transactions, dividend-focused securities, and avoidance of opaque investment vehicles. Quarterly reports tailored to client preferences are provided, with asset custody and transactional services facilitated through Charles Schwab & Co. to ensure independent verification of performance.
6. Assuredpartners Investment Advisors
AUM: $3.25B
Assuredpartners Investment Advisors operates as a Registered Investment Advisor (RIA) with a focus on delivering tailored wealth management and retirement plan services. The firm is located at 4600 West Cypress Street, Suite 405, Tampa, FL, and is associated with the Tampa metro area. Since its formation in January 2020, AssuredPartners Investment Advisors has integrated advisory services with broader capabilities in insurance and financial planning, enabling the succession of advisory practices.
The firm manages an AUM of approximately $3.25B. AssuredPartners Investment Advisors offers a comprehensive suite of services, including internal discretionary portfolio management and third-party advisor referrals. It provides customized financial plans, asset allocation, and ongoing portfolio oversight. Additionally, the firm delivers fiduciary training, compliance reviews, and participant education through its Retirement Concierge team, enhancing client experiences with technology-driven resources.
AUM: $2.88B
Csenge Advisory Group is an RIA specializing in Multi Family Office services. The firm is situated at 4755 East Bay Drive, Clearwater, FL, operating within the Tampa metro area. With nearly 30 years of experience, Csenge Advisory Group offers financial planning and asset management expertise, focusing on ETFs, equities, and offering 13 asset allocation models. Csenge Advisory Group manages an AUM of $2.88B, emphasizing a portfolio consisting solely of ETFs and equities with a diverse range of asset allocation models. The firm's commitment to providing tailored financial solutions is evident in its long-standing presence in the Tampa Bay area, catering to both individual and business clients with comprehensive financial planning and asset management services.
AUM: $2.66B
CPS Investment Advisors is an RIA specializing in TAMP services. Situated at 205 East Orange Street, Suite 310, Lakeland, FL, the firm offers comprehensive wealth management solutions, including financial planning, retirement account management, and investment advisory services. Established in 1975, CPS Investment Advisors has transformed from a traditional CPA practice into a holistic financial planning entity.
CPS Investment Advisors oversees an AUM of $2.66B and provides access to a diverse range of investments such as stocks, mutual funds, ETFs, treasuries, bonds, and real estate. Led by CIO Patrick Gauthier, the firm emphasizes a value-driven investment philosophy, primarily focusing on individual equities. Moreover, CPS Investment Advisors operates a TAMP program tailored for CPAs, offering portfolio management services and back-office support, enabling a network of professionals to deliver comprehensive financial planning services to their clients within the Tampa metro area.
AUM: $2.00B
Sabal Trust Company is an RIA organization providing trust services, investment management, family office, and estate settlement services. Located at 101 Central Ave., St. Petersburg, FL, Sabal Trust focuses on offering tailored financial solutions to individuals, families, and institutions. They prioritize a client-centric approach, aiming to build lasting relationships through personalized service and fiduciary responsibility. The firm manages an AUM of $2B and emphasizes customized investment management services for long-term growth, stability, and risk management. Sabal Trust's investment strategy includes tailored portfolio construction, asset allocation, diversification, and tax efficiency to align with client objectives. For equities, they target high-quality companies with stable cash flows and growing dividends. In fixed income, they use investment-grade bonds for diversification and stable cash flows, managing credit and duration risks. Their comprehensive suite of financial services includes trust administration, personalized investment management, retirement planning, estate settlement, and family office services, all tailored to meet clients' unique needs within the Tampa metro area.
AUM: $1.91B
Heritage Investment Group is an RIA specializing in Multi Family Office services. Situated at 2480 NE 23rd Street, Pompano Beach, FL, the firm caters to high-net-worth individuals, families, charitable foundations, and qualified plans within the Tampa metro area. Since 1993, Heritage Investment Group has prioritized ethical wealth management practices, emphasizing integrity and client-centered service.
The firm oversees an AUM of $1.91B, reflecting its commitment to fiduciary responsibility and client-centric financial guidance. With a foundation built on strong relationships and ethical principles, Heritage Investment Group serves its clients as independent advisors, bound by law to prioritize client interests. The firm's approach underscores respect for the legacies entrusted to their care and the dedication put into building them.
To see a full list of RIAs in Tampa or other metros, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
