Financial advisers in Clearwater, FL
14 registered investment adviser firms in Clearwater managing $11.2B in assets, based on public SEC Form ADV filings.
Csenge Advisory Group, LLC
Clearwater, FL · Est. 2011
- AUM
- $3.2B
- Per adviser
- $47M
- Advisers
- 67
No reported disclosures
Indivisible Partners
Clearwater, FL · Est. 2024
- AUM
- $2.1B
- Per adviser
- $160M
- Advisers
- 13
No reported disclosures
Provise Management Group, LLC
Clearwater, FL · Est. 1988
- AUM
- $2.0B
- Per adviser
- $127M
- Advisers
- 16
Flaharty Asset Management, LLC
Clearwater, FL · Est. 2013
- AUM
- $902M
- Per adviser
- $100M
- Advisers
- 9
No reported disclosures
Deuterium Capital Management, LLC
Clearwater, FL · Est. 2018
- AUM
- $604M
- Per adviser
- $302M
- Advisers
- 2
No reported disclosures
Noble Family Wealth
Clearwater, FL · Est. 2021
- AUM
- $527M
- Per adviser
- $105M
- Advisers
- 5
No reported disclosures
Agis Management LLC
Clearwater, FL · Est. 2015
- AUM
- $429M
- Per adviser
- $27M
- Advisers
- 16
No reported disclosures
The Holland Group, Retirement Wealth Advisors, LLC
Clearwater, FL · Est. 2023
- AUM
- $286M
- Per adviser
- $95M
- Advisers
- 3
No reported disclosures
Successful Portfolios LLC
Clearwater, FL · Est. 2015
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Chronos Wealth Management, L.L.C.
Clearwater, FL · Est. 2019
- AUM
- $274M
- Per adviser
- $137M
- Advisers
- 2
No reported disclosures
Nightview Capital, LLC
Clearwater, FL · Est. 2016
- AUM
- $172M
- Per adviser
- $43M
- Advisers
- 4
No reported disclosures
Unify Financial Advisors
Clearwater, FL · Est. 2024
- AUM
- $156M
- Per adviser
- $78M
- Advisers
- 2
No reported disclosures
Personalized Financial Solutions LLC
Clearwater, FL · Est. 2025
- AUM
- $143M
- Per adviser
- $71M
- Advisers
- 2
Kahn Financial Group
Clearwater, FL · Est. 2021
- AUM
- $123M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures