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Fidelon
← All firms
Market Standing · 2026

The most transparent firms in Tampa-St. Petersburg-Clearwater.

379 scored firmsTop 10 recognizedfidelon.com/markets/tampa-st-petersburg-clearwater-fl
1IA-only—93Arank within Top 10; below the 80 standard
2
Ffo Investments
CRD 338887
IA-only$207M92.5ARecognized · Top 10
3
Portfoliolab
CRD 339763
IA-only—92.5Arank within Top 10; below the 80 standard
4IA-only—91.9Arank within Top 10; below the 80 standard
5IA-only$151M91.1ARecognized · Top 10
6IA-only—91Arank within Top 10; below the 80 standard
7IA-only$3.7M91ARecognized · Top 10
8IA-only—91Arank within Top 10; below the 80 standard
9IA-only—91Arank within Top 10; below the 80 standard
10IA-only—91Arank within Top 10; below the 80 standard
11IA-only$1.6M91A—
12IA-only—91A—
13IA-only—91A—
14IA-only—91A—
15IA-only—91A—
16IA-only—91A—
17IA-only—91A—
18IA-only—90.9A—
19IA-only—90.9A—
20IA-only$11.5M90.7A—
21
Hunt Wealth
CRD 336648
IA-only$1.2M90.5A—
22IA-only—90.1A—
23IA-only$163M90.1A—
24IA-only—90A—
25IA-only$6M89.9A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.

Top advisers in Tampa-St. Petersburg-Clearwater

Ranked by TransparencyScore, computed from public SEC and FINRA filings. Every adviser in the metro is scored; none can pay to appear here.

  1. 1
    Bradley James Sorensen
    U.S. CHERRY LLC · St. Petersburg, FL
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  2. 2
    JOHN DAVID HARPER
    SAGACE WEALTH MANAGEMENT · St. Petersburg, FL
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  3. 3
    PETER CASEY GAYLE
    STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
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  4. 4
    ALAN CLARK ASHWORTH
    THE LONDON COMPANY OF VIRGINIA · Tampa, FL
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  5. 5
    Brian Thomas Ecker
    MÉTIER CAPITAL, LLC · Palm Harbor, FL
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  6. 6
    KENNETH DONALD OUELLETTE
    ORCA WEALTH MANAGEMENT, LLC · Kitty Hawk, NC
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  7. 7
    Jeremy Louis Leeds
    BLBB ADVISORS · Tampa, FL
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  8. 8
    ALAN KEITH GOLDFARB
    NOVAK & POWELL FINANCIAL SERVICES, INC. · St. Petersburg, FL
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  9. 9
    AMY ALLEN LORD
    SUNCOAST EQUITY MANAGEMENT, LLC · Tampa, FL
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  10. 10
    RANDY DAVID KURTZ
    UPPER LEFT WEALTH MANAGEMENT, LLC · Tampa, FL
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