The Schwartz Law Firm

What The Schwartz Law Firm does

The Schwartz Law Firm, P.A. is a Tampa, Florida-based plaintiff-side boutique law firm founded in 2021 by Matthew Schwartz, a former FINRA staff attorney and former defense counsel at Florida's largest securities defense firm who now also serves as a sitting FINRA arbitrator. The firm concentrates on securities fraud and investment loss recovery, representing individual investors in state and federal court and in FINRA arbitration proceedings, with additional practice areas spanning professional malpractice (against accountants, lawyers, insurance agents, financial advisors, and engineers), property damage and hurricane insurance claims, residential real estate fraud (Johnson v. Davis claims), and consumer credit-report disputes.

The firm operates on a contingency fee basis ("No Recovery, No Fee") and enforces a minimum loss threshold of $50,000 to accept cases, with free initial consultations offered. There is no proprietary technology platform; the firm's "platform" is effectively its content-driven BrokerLoss.com website, which publishes educational blog articles, maintains an "Active Investigations" page naming brokers under scrutiny, and drives inbound plaintiff leads via search engine optimization. Distribution is direct, via phone, contact form, and in-person consultations at the Tampa headquarters (1646 W. Snow Ave., Suite 46) and a St. Petersburg satellite office (260 1st Ave. South, Suite 200-168).

Customer acquisition is sales-led and content-led, leaning on earned media coverage (notably WINK News investigative reporting on the Michael James Watkins Ponzi scheme case in Lee County) and peer-reviewed rankings (Best Lawyers in America 2024-2026; U.S. News Best Law Firms 2023, 2025, 2026) to establish credibility with high-net-worth investors. Documented recent outcomes include over $1.2 million in judgments in Fort Myers Ponzi scheme cases between July 2025 and January 2026, and $2.5 million in default judgments against the Watkins unlicensed investment scheme with total claims approaching $4 million across 13 plaintiffs. The practice is structured as a single-attorney boutique with Matthew Schwartz handling securities litigation matters directly.

Name

The Schwartz Law Firm

Legal name

The Schwartz Law Firm, P.A.

Website

https://brokerloss.com

Company type

Private

Founded year

2021

Operating status

Operating

Short description

The Schwartz Law Firm is a Tampa-based plaintiff-side boutique law firm founded in 2021 by Matthew Schwartz, representing individual investors in securities fraud, FINRA arbitration, and investment loss recovery on a contingency fee basis, with additional practice areas in professional malpractice, property insurance, and consumer claims throughout Florida and nationwide for FINRA matters.

Ownership category

akta.pro rank

Product category

Securities Litigation

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Personal Injury & Insurance Defense (BPAHAAAM)

akta.pro secondary industries

Legal Collections Support (Pre-Lit, Litigation Admin, Judgment Recovery) (BPAAAEAH), Class Actions, Claims & Entitlements Recovery (FSACAKAK)

Keywords

• Securities litigation
• FINRA arbitration
• Investment fraud recovery
• Professional malpractice claims
• Property damage claims

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Contingency Fee Legal Services: The firm operates on a contingency fee basis for investment fraud and securities litigation cases. Cases are taken with no upfront cost to the client; the firm collects a fee only upon successful recovery (settlement or judgment). In some litigated matters, the firm advances costs and expenses, recovering them from the gross recovery of any verdict or settlement. This aligns the firm's interests with clients and enables representation without upfront financial barriers.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

The Schwartz Law Firm is a Tampa-based boutique legal practice that represents investors and consumers in contingency-fee matters, with a primary focus on securities fraud and investment loss recovery through FINRA arbitration and state/federal court litigation. Secondary practice areas include professional malpractice claims against lawyers, accountants, insurance agents, and engineers; property damage and hurricane insurance claims; residential real estate fraud claims; and consumer credit report dispute representation. Cases are accepted on a "No Recovery, No Fee" basis with a $50,000 minimum loss threshold, and free initial case evaluations are offered.

Product overview

The Schwartz Law Firm is a Tampa-based legal practice specializing in securities fraud and investment loss recovery. The firm operates primarily through its core service offering of securities fraud legal representation, which encompasses FINRA arbitration, combined with specialized practice areas including professional malpractice claims (against lawyers, accountants, insurance agents, financial advisors, and engineers), property insurance claims, residential real estate fraud, consumer credit disputes, and hurricane insurance claims. The practice serves individual investors and institutions throughout Florida with FINRA arbitration capability nationwide.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Over $1.2 million in judgments obtained between July 2025 and January 2026 in Fort Myers Ponzi scheme cases
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Pomerantz LLP: Established plaintiff securities litigation firm handling class actions and individual investor recovery matters. Indirect competitor for high-value securities fraud work, with materially more resources and broader geographic footprint than the boutique Schwartz Law Firm.
• Robbins Geller Rudman & Dowd: National plaintiff securities class action and complex litigation firm with an extensive investor recovery practice. Overlaps with the Schwartz Law Firm in representing investors harmed by securities fraud, though predominantly operating at much larger scale and primarily through class actions.
• Shepherd, Finkelman, Miller & Shah: Multi-office plaintiff firm with established securities and investment fraud practice that competes for similar investor-side cases and class action work. Larger and more diversified than the Schwartz Law Firm, but overlapping in core securities litigation offerings.

Direct peers

• Meyer Wilson: Boutique securities fraud and investor loss recovery firm operating on contingency with a national FINRA arbitration practice. Direct competitor in marketing investment fraud recovery services to retail investors, with overlapping practice areas including variable annuity and Ponzi scheme cases.
• Halling & Cayo, S.C. Plaintiff securities arbitration and litigation boutique with established FINRA Dispute Resolution practice. Comparable in focus on brokerage-related investor disputes and use of contingency-fee engagement for individual investor plaintiffs.
• Kurta Law: Plaintiff-side securities fraud and FINRA arbitration firm concentrating on investment loss recovery for individual investors. Comparable business model (contingency fees, no recovery/no fee) and service offerings (broker misconduct, unsuitable investments, churning claims).
• Dimond Kaplan & Pastin: Boutique plaintiff securities arbitration and investment loss recovery firm focused on FINRA arbitration and broker misconduct claims. Comparable in size, contingency-fee model, and target clientele (individual investors harmed by brokers and financial advisors).
• Stoltmann Law Offices: National plaintiff-side securities fraud and FINRA arbitration firm with a contingency-fee model targeting investors who suffered broker misconduct. Highly comparable in service mix (securities fraud, variable annuity claims, Ponzi scheme recovery) and direct competition for the same individual-investor segment.
• The Law Offices of David Krangle: Boutique plaintiff securities arbitration and investment loss recovery firm with a national FINRA arbitration practice. Direct competitor targeting retail investors with broker misconduct, negligence, and unsuitable investment claims on contingency.
• Aidala Bertuna & Kamins: Plaintiff-side securities fraud and FINRA arbitration firm pursuing broker misconduct, unsuitable investment, and Ponzi scheme cases on contingency. Comparable boutique positioning and target customer base of victimized retail investors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/schwartzlawfirmpa
• LinkedInlinkedin.com/company/kass-shuler-investor-advocates

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Schwartz Law Firm