#1Concurrent Invest Advisors, LLC
Based in Tampa, FL
401(k) TPAs & Recordkeepers in Tampa, FL
The top-ranked 401(k) TPAs and recordkeepers serving Tampa, FL are Concurrent Invest Advisors, LLC, Continental Benefits and Hr Advocates. We list 25 401(k) TPAs and recordkeepers serving Tampa, FL. 25 of the providers shown match an active record from U.S. Department of Labor, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
401(k) TPAs & Recordkeepers serving Tampa, FL (Hillsborough County). 25 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked 401(k) TPAs and recordkeepers for Tampa
#2Continental Benefits
Based in Tampa, FL#3Hr Advocates
Based in Tampa, FL#4William E. Hamm And Associates, Inc
Based in Tampa, FL#5William K Willson
Serves this area from Tampa, FL (2 mi)#6Pcs Financial Services
Serves this area from Tampa, FL (3 mi)#7Raymond James
Serves this area from St. Petersburg, FL (13 mi)#8Raymond James Financial Service
Serves this area from St. Petersburg, FL (13 mi)#9Wells Fargo
Serves this area from St. Petersburg, FL (13 mi)#10Bsp Consulting, PLLC
Serves this area from Oldsmar, FL (13 mi)
15 more providers serving this area
- Janet A. Panebianco, CPA, PLLC, Oldsmar, FL (13 mi)
- American Pension Services, LLC., Safety Harbor, FL (15 mi)
- Penserv, Clearwater, FL (16 mi)
- Penservco, Inc., Clearwater, FL (16 mi)
- Raymond James, Clearwater, FL (16 mi)
- Wlt Software, Clearwater, FL (16 mi)
- Florida Retirement Consultants, FL
- Florida Retirement Consultants, FL
- Raymond James & Associates, Inc., St. Petersburg, FL (18 mi)
- Raymond James & Associates, Inc., St. Petersburg, FL (18 mi)
- Coastal Pension Consultants Inc, Palm Harbor, FL (19 mi)
- Kb Pension Services Inc, Lakewood Ranch, FL (40 mi)
- Kb Pension Services, Inc., Lakewood Ranch, FL (40 mi)
- Kb Pension Services, Inc., Lakewood Ranch, FL (40 mi)
- Charles Nechtem, Longboat Key, FL (40 mi)
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Frequently asked questions
How many 401(k) TPAs and recordkeepers serve Tampa?
We list 25 401(k) TPAs and recordkeepers serving Tampa, FL: 4 based there and 21 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which 401(k) TPAs and recordkeepers serve Tampa?
The top-ranked 401(k) TPAs and recordkeepers serving Tampa, FL are Concurrent Invest Advisors, LLC, Continental Benefits, Hr Advocates, William E. Hamm And Associates, Inc and William K Willson. The full ranked list, with the official records each provider matched, is on this page.
Which 401(k) TPAs and recordkeepers serving Tampa are verified against official records?
10 of the top 10 match an active official record: Concurrent Invest Advisors, LLC (U.S. Department of Labor), Continental Benefits (U.S. Department of Labor), Hr Advocates (U.S. Department of Labor), William E. Hamm And Associates, Inc (U.S. Department of Labor) and William K Willson (U.S. Department of Labor), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What does a 401(k) TPA do?
A third-party administrator handles plan compliance: nondiscrimination testing, Form 5500 preparation, contribution limits and plan documents. Recordkeepers track participant accounts; some firms do both.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .