Firms by city
Registered investment advisers in Clearwater, FL
14 SEC-registered advisers headquartered in Clearwater, listed by regulatory assets under management as reported on Form ADV.
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14 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Csenge Advisory Group | Clearwater, FL | $3.17B |
| Indivisible Partners | Clearwater, FL | $2.08B |
| ProVise Management Group | Clearwater, FL | $2.03B |
| Flaharty Asset Management | Clearwater, FL | $902M |
| Deuterium Capital Management | Clearwater, FL | $604M |
| Noble Family Wealth | Clearwater, FL | $527M |
| The Holland Group, Retirement Wealth Advisors | Clearwater, FL | $286M |
| Successful Portfolios | Clearwater, FL | $282M |
| Chronos Wealth Management | Clearwater, FL | $274M |
| Agis Management | Clearwater, FL | $220M |
| Nightview Capital | Clearwater, FL | $172M |
| Unify Financial | Clearwater, FL | $156M |
| Personalized Financial Solutions | Clearwater, FL | $143M |
| Kahn Financial Group | Clearwater, FL | $123M |
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $3.17B
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $2.08B
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $2.03B
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $902M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $604M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $527M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $286M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $282M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $274M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $220M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $172M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $156M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $143M
- Headquarters
- Clearwater, FL
- Regulatory AUM
- $123M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Clearwater on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.