Top 10 financial advisor firms in Clearwater

11 SEC-registered financial advisor firms are headquartered in Clearwater, FL, with $9.97B in combined regulatory assets under management. The largest by assets are Csenge Advisory Group ($3.17B), Indivisible Partners ($2.08B) and ProVise Management Group ($2.03B).

11
Financial advisor firms: $9.97B
Their combined AUM: $286M
Median firm AUM: 11,843
Clients of the top 10

The 10 largest by assets

1
Csenge Advisory Group
RIA
$3.17B
Up to 2.35% a year
2
Indivisible Partners
RIA
$2.08B
Up to 1.50%
3
ProVise Management Group
RIA
$2.03B
0.20% to 1.50% a year
4
Flaharty Asset Management
RIA
$902M
Up to 2.00% a year
5
Noble Family Wealth
RIA
$527M
Up to 1.00% a year
6
The Holland Group, Retirement Wealth Advisors
RIA
$286M
1.05% to 1.25% a year
7
Successful Portfolios
RIA
$282M
Regulatory AUM
8
Chronos Wealth Management
RIA
$274M
0.65% to 1.50% a year
9
Unify Financial
RIA
$156M
Up to 1.25% a year
10
Personalized Financial Solutions
RIA
$143M
0.50% to 2.00% a year

Profiles of the top 10

No. 1 · RIA

Csenge Advisory Group

Csenge Advisory Group is an investment adviser based in Clearwater, FL, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $3.17 billion, as filed on 24 July 2026.

Csenge Advisory Group charges up to 2.35% a year for its Asset Management Program.

Regulatory AUM: $3.17B
Clients: 7,199
Advisory staff: 67
Fee schedule: Up to 2.35% a year
Custodians: Pershing, Fidelity, Charles Schwab
Headquarters: 4755 East Bay Drive, Clearwater, FL 33764
Phone: 727-437-6000
Website: csenge.com

No. 2 · RIA

Indivisible Partners

Indivisible Partners is an investment adviser based in Clearwater, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $2.08 billion, as filed on 22 September 2026.

Indivisible Partners charges up to 1.50% for its Portfolio Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.08B
Clients: 676
Advisory staff: 13
Fee schedule: Up to 1.50%
Custodians: Fidelity, Charles Schwab
Headquarters: 114 Turner Street, Clearwater, FL 33756
Phone: 732-306-5490
Website: somersetadvisory.com

No. 3 · RIA

ProVise Management Group

ProVise Management Group is an investment adviser based in Clearwater, FL, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.03 billion, as filed on 17 August 2026.

ProVise Management Group charges 0.20%–1.50% a year for its Investment advisory services.

Regulatory AUM: $2.03B
Clients: 1,190
Advisory staff: 16
Founded: 1988
Fee schedule: 0.20% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 300 Park Place BLVD., Suite 210, Clearwater, FL 33759
Phone: 727-441-9022
Website: provise.com

No. 4 · RIA

Flaharty Asset Management

Flaharty Asset Management is an investment adviser based in Clearwater, FL, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $902 million, as filed on 19 March 2026.

Flaharty Asset Management charges up to 2.00% a year for its Flaharty Investment Management (IM) wrap program.

Regulatory AUM: $902M
Clients: 1,130
Advisory staff: 9
Founded: 2013
Fee schedule: Up to 2.00% a year
Minimum account: $250,000
Custodians: LPL Financial, Charles Schwab
Headquarters: 311 Park Place BLVD., Suite 150, Clearwater, FL 33759
Phone: 727-252-1050
Website: flahartyllc.com

No. 5 · RIA

Noble Family Wealth

Noble Family Wealth is an investment adviser based in Clearwater, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $527 million, as filed on 27 May 2026.

Noble Family Wealth charges up to 1.00% a year for its Asset management fees.

Regulatory AUM: $527M
Clients: 124
Advisory staff: 5
Fee schedule: Up to 1.00% a year
Minimum account: $2,000,000
Custodians: Pershing
Headquarters: 2475 Enterprise RD., Clearwater, FL 33763
Phone: 727-674-1462
Website: noblefamilywealth.com

No. 6 · RIA

The Holland Group, Retirement Wealth Advisors

The Holland Group, Retirement Wealth Advisors is an investment adviser based in Clearwater, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $286 million, as filed on 18 March 2026.

The Holland Group, Retirement Wealth Advisors charges 1.05%–1.25% a year for its Investment Management Services.

Regulatory AUM: $286M
Clients: 755
Advisory staff: 3
Fee schedule: 1.05% to 1.25% a year
Minimum account: $100,000
Custodians: Fidelity, Charles Schwab
Headquarters: 2637 MC Cormick Drive, Suite 101, Clearwater, FL 33759
Phone: 727-734-3334
Website: thehollandgrp.com

No. 7 · RIA

Successful Portfolios

Successful Portfolios is an investment adviser based in Clearwater, FL, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $282 million, as filed on 27 March 2026.

Regulatory AUM: $282M
Clients: 206
Advisory staff: 3
Founded: 2010
Custodians: Interactive Brokers, Charles Schwab
Headquarters: 611 Druid Road East, Suite 407, Clearwater, FL 33756
Phone: 727-744-3614
Website: successfulportfolios.com

No. 8 · RIA

Chronos Wealth Management

Chronos Wealth Management is an investment adviser based in Clearwater, FL, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $274 million, as filed on 19 February 2026.

Chronos Wealth Management charges 0.65%–1.50% a year for its Portfolio management.

Regulatory AUM: $274M
Clients: 223
Advisory staff: 2
Founded: 2017
Fee schedule: 0.65% to 1.50% a year
Custodians: Raymond James
Headquarters: 1432 Court Street, Clearwater, FL 33756
Phone: 727-446-2306
Website: chronoswm.com

No. 9 · RIA

Unify Financial

Unify Financial is an investment adviser based in Clearwater, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $156 million, as filed on 16 April 2026.

Unify Financial charges up to 1.25% a year for its Portfolio Management Fee.

Regulatory AUM: $156M
Clients: 196
Advisory staff: 2
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 1465 South Fort Harrison Avenue, Suite 201, Clearwater, FL 33756
Phone: 727-306-0299
Website: unifyfa.com

No. 10 · RIA

Personalized Financial Solutions

Personalized Financial Solutions is an investment adviser based in Clearwater, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $143 million, as filed on 15 September 2026.

Personalized Financial Solutions charges 0.50%–2.00% a year for its Advisory Services.

Regulatory AUM: $143M
Clients: 144
Advisory staff: 2
Fee schedule: 0.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 28163 US Highway 19 North, Suite 205, Clearwater, FL 33761
Phone: 727-754-4401

Questions about financial advisors in Clearwater

How many financial advisor firms are headquartered in Clearwater?

11 SEC-registered financial advisor firms report their principal office in Clearwater, FL, managing $9.97B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Clearwater?

Csenge Advisory Group, with $3.17B in regulatory assets under management on its latest Form ADV. The next largest are Indivisible Partners ($2.08B) and ProVise Management Group ($2.03B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Clearwater?

The median firm manages $286M in regulatory assets. That is the midpoint of the 11 firms headquartered in Clearwater.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Clearwater charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.35% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Clearwater?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Clearwater has 11 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Clearwater

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