Vault-13

Managers in Safety Harbor, FL

United States · 101 asset managers within 25 km (1 in Safety Harbor itself) · 184 wealth managers, banks and others

Safety HarborWest Palm BeachPalm Beach GardensTampaOrlandoMaitlandLake MaryBrandonOcoeeSarasota
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Tampa, FL 88 · Saint Petersburg, FL 26 · Clearwater, FL 10 · Wesley Chapel, FL 4 · Brandon, FL 3 · Largo, FL 2 · Tarpon Springs, FL 1 · Belleair Beach, FL 1 · Sun City Center, FL 1

Asset managers in and around Safety Harbor

#Manager People here Assets Visa salary
51 CONCURRENT ASSET MANAGEMENT, LLC private equity · Tampa $2.5bn about 1main office $2.5bn
52 ELECTRA CAPITAL Tampa $1.5bn 1 $1.5bn
53 FIRST TRYON ADVISORS institutions · Tampa $1.0bn 1 $1.0bn
54 AMERANT INVESTMENTS, INC. institutions · Tampa $782.4m 1 $782.4m
55 DAN THORNSBERRY CAPITAL ADVISORS, LLC Belleair Beach about 1main office
56 INTEREST FINANCIAL, LLC Tampa about 1main office
57 USI SECURITIES, INC. Tampa 1
58 VERDARA PPP LLC Tampa about 1main office
59 PERMIRA INVESTMENT ADVISERS LIMITED hedge funds, private equity · Tampa 1
60 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Tampa MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
61 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Clearwater EDWARD JONES · 4 related pages $1.0tn office $1.0tn
62 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Tampa NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
63 WELLS FARGO & COMPANY/MN wealth · Tarpon Springs WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
64 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Tampa PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
65 Fisher Asset Management, LLC wealth · Tampa FISHER INVESTMENTS · 2 related pages $386.7bn · visa salary $156,000 office $386.7bn $156,0007 filings
66 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Tampa Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
67 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Tampa SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
68 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Tampa VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
69 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Tampa W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
70 DOUBLELINE CAPITAL LP hedge funds, mutual funds, futures · Tampa $93.3bn office $93.3bn
71 Canadian Imperial Bank of Commerce wealth, bank or insurer · Tampa CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
72 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Tampa OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
73 THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Tampa $27.3bn office $27.3bn
74 Pinnacle Financial Partners, Inc. wealth · Tampa Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
75 J.W. COLE ADVISORS, INC. Tampa $5.8bn based here $5.8bn
76 DOUBLELINE ALTERNATIVES LP mutual funds, futures · Tampa $3.5bn office $3.5bn
77 DoubleLine ETF Adviser LP mutual funds, futures · Tampa $2.1bn office $2.1bn
78 ANZU PARTNERS, LLC venture · Tampa $1.1bn office $1.1bn
79 AssuredPartners Investment Advisors, LLC Tampa $1.0bn based here $1.0bn
80 UNIQUE WEALTH, LLC Tampa $858.1m based here $858.1m
81 Deuterium Capital Management, LLC hedge funds, futures · Clearwater $603.7m office $603.7m
82 THE AMBRUS GROUP LLC hedge funds · Tampa $485.1m office $485.1m
83 PSI Advisors, LLC Tampa $430.5m based here $430.5m
84 Capco Asset Management, LLC Tampa $365.9m based here $365.9m
85 NORTHBRIDGE FINANCIAL GROUP, LLC Tampa $260.3m based here $260.3m
86 Tenret Co LLC Tampa $207.0m based here $207.0m
87 Sutton Wealth Advisors Inc. Tampa $203.3m based here $203.3m
88 Code Waechter LLC Tampa $193.3m based here $193.3m
89 Lighthouse Financial LLC Largo $192.7m based here $192.7m
90 Brightwater Advisory LLC Tampa $158.3m based here $158.3m
91 Unify Financial Advisors Clearwater $108.3m based here $108.3m
92 BROTHERS MANAGEMENT GROUP, LLC hedge funds · Clearwater office
93 Concurrent Asset Management, LLC Tampa based here
94 Darwin Asset Management, LLC Tampa based here
95 FF CAPITAL PARTNERS, LLC venture · Tampa office
96 LOCI CAPITAL GROUP, LLC real estate · Tampa office
97 SECURE NET MANAGEMENT LLC Clearwater office
98 SHADOW LAKE PARTNERS, LLC private equity · Tampa office
99 SOCIETY HILL CAPITAL real estate · Tampa office
100 TAMPA BAY VENTURES, LLC venture · Tampa office

101 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.