Wealth manager, independent · Tampa, FL
Jaffe Tilchin Investment Partners, LLC
SEC-registered investment adviser · CRD 143608 · SEC 801-67720
At a glance
Jaffe Tilchin Investment Partners, LLC is an SEC-registered investment adviser based in Tampa, Florida, with $2.4B in regulatory assets under management as of its Form ADV filed July 1, 2026. It reports 1,704 individual clients, 391 of them high-net-worth, holding an average of about $1.0 million each, and 39 employees. That ranks it 461st among the nation’s 5,657 independent wealth management RIAs and 24th of 343 in Florida. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Raymond James and Charles Schwab.
Main office 813-963-2500jaffetilchin.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among independent wealth managers
- #461 of 5,657
- Rank among all SEC RIAs
- #3,219 of 17,210
- Rank in Florida
- #24 of 343
- Individual clients
- 1,704
- High-net-worth clients
- 391
- Accounts
- 5,136
- Discretionary
- 92% of AUM
- Employees
- 39
- Advisory staff
- 36
- Offices
- 3
Owners and executives on its Form ADV
- Louis M. TilchinPresident
- Michael S. JonesChief Compliance Officer
- Marc ArdizzoneChief Operating Officer / Partner / Investment Adviser Representative/ Chief Technology Officer
- Giancarlo TroncosoChief Executive Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Jaffe Tilchin Investment Partners, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 391 | $1.4B | 55% |
| Corporations or other businesses | 59 | $451M | 18% |
| Individuals | 1,313 | $358M | 15% |
| Pension and profit sharing plans | 117 | $236M | 10% |
| Charitable organizations | 10 | $39M | 2% |
| Other investment advisers | 1 | $5M | <1% |
| Pooled investment vehicles | 1 | $1M | <1% |
Private funds
Jaffe Tilchin Investment Partners, LLC reports 1 private funds with $2M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Jaffe Tilchin Investment Partners, LLC answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗jaffetilchin.com ↗
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Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| L 1 Global Wealth LLCCoconut Grove | $2.8B | 17 |
| LRI InvestmentsPalm Beach Gardens | $2.8B | 477 |
| International Assets Investment Management, LLCOrlando | $2.6B | 5,871 |
| Fidelis CapitalTampa | $2.3B | 218 |
| Koss-Olinger Consulting, LLC.Gainesville | $2.2B | 650 |
| Heritage Investment Group, Inc.Pompano Beach | $2.2B | 894 |
Background
Questions
How much does Jaffe Tilchin Investment Partners, LLC manage?
Jaffe Tilchin Investment Partners, LLC reports $2.4B in regulatory assets under management across 5,136 accounts, 92% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
How many clients does Jaffe Tilchin Investment Partners, LLC have?
It reports 1,704 individual clients: 391 high-net-worth individuals and 1,313 other individuals. Individuals account for about 70% of its regulatory assets.
Where is Jaffe Tilchin Investment Partners, LLC headquartered?
Its main office is in Tampa, Florida. It reports 3 offices in total and 39 employees, 36 of whom perform investment advisory functions.
How does Jaffe Tilchin Investment Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Jaffe Tilchin Investment Partners, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Raymond James and Charles Schwab. On Schedule D of its Form ADV filed July 1, 2026, it reports these amounts held: Fidelity ($1.9B); Raymond James ($191M); Charles Schwab ($175M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Jaffe Tilchin Investment Partners, LLC a hybrid RIA with a broker-dealer?
Jaffe Tilchin Investment Partners, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Jaffe Tilchin Investment Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Jaffe Tilchin Investment Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 3 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Jaffe Tilchin Investment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →