Investment advisers in Clearwater, FL
14 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Csenge Advisory Group, LLC | $3.17 billion | 74 | 0 |
| Indivisible Partners | $2.08 billion | 24 | 0 |
| Provise Management Group, LLC | $2.03 billion | 22 | 6 |
| Flaharty Asset Management, LLC | $901.6 million | 10 | 0 |
| Deuterium Capital Management, LLC | $603.7 million | 8 | 0 |
| Noble Family Wealth | $527.5 million | 9 | 0 |
| Agis Management LLC | $428.7 million | 16 | 0 |
| The Holland Group, Retirement Wealth Advisors, LLC | $286.1 million | 10 | 1 |
| Successful Portfolios LLC | $281.5 million | 3 | 0 |
| Chronos Wealth Management, L.L.C. | $274.0 million | 3 | 0 |
| Nightview Capital, LLC | $171.9 million | 4 | 0 |
| Unify Financial Advisors | $155.8 million | 3 | 1 |
| Personalized Financial Solutions LLC | $142.6 million | 4 | 3 |
| Kahn Financial Group | $122.6 million | 2 | 0 |