Best Financial Advisors in CLEARWATER, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in CLEARWATER
CSENGE ADVISORY GROUP, LLC
CLEARWATER, FL · Since 2011
SUCCESSFUL PORTFOLIOS LLC
CLEARWATER, FL · Since 2015
KAHN FINANCIAL GROUP
CLEARWATER, FL · Since 2021
FLAHARTY ASSET MANAGEMENT, LLC
CLEARWATER, FL · Since 2013
AGIS MANAGEMENT LLC
CLEARWATER, FL · Since 2015
NIGHTVIEW CAPITAL, LLC
CLEARWATER, FL · Since 2016
DEUTERIUM CAPITAL MANAGEMENT, LLC
CLEARWATER, FL · Since 2018
CHRONOS WEALTH MANAGEMENT, L.L.C.
CLEARWATER, FL · Since 2019
NOBLE FAMILY WEALTH
CLEARWATER, FL · Since 2021
UNIFY FINANCIAL ADVISORS
CLEARWATER, FL · Since 2024
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
CLEARWATER, FL · Since 2023
INDIVISIBLE PARTNERS
CLEARWATER, FL · Since 2024
PROVISE MANAGEMENT GROUP, LLC
CLEARWATER, FL · Since 1988
PERSONALIZED FINANCIAL SOLUTIONS LLC
CLEARWATER, FL · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CLEARWATER?
The median advisory fee in CLEARWATER, FL is 0.95% of assets under management per year, based on Form ADV filings from 14 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.