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Assuredpartners Investment Advisors

EST. AUM
$3,878,842,674

CONTACTS
2

CLIENT ACCOUNTS
4,276

Firm Details

Metro area Tampa
CRD Number 309550
Website apadvisors.com
Client types

Overview

AssuredPartners Investment Advisors, LLC (APIA) is a Tampa-based investment advisory firm delivering tailored wealth management and retirement plan services. Offering both internal portfolio management and access to third-party advisors, APIA aligns client strategies with financial goals, risk tolerance, and time horizons. Since its formation in January 2020, it has grown by enabling succession of advisory practices and becoming a subsidiary of AssuredPartners Capital, Inc., integrating advisory services with wider capabilities in insurance and financial planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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