Top Financial Advisors in Clearwater, Florida
Finding the right financial advisor in Clearwater is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Clearwater, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Clearwater, FL.
Find the Best Financial Advisor Firms in Clearwater:
CSENGE ADVISORY GROUP, LLC
CRD#: 131167
Address: 4755 East Bay Drive, Clearwater, FL 33764
Clients: 5,601
Average Clients per Advisor: 81
AUM: $ 2.3B
PROVISE MANAGEMENT GROUP, LLC
CRD#: 105375
Address: 611 Druid Rd E. Ste 105, Clearwater, FL 33756
Clients: 841
Average Clients per Advisor: 49
AUM: $ 1.6B
FLAHARTY ASSET MANAGEMENT, LLC
CRD#: 168495
Address: 311 Park Place Blvd. Suite 150, Clearwater, FL 33759
Clients: 641
Average Clients per Advisor: 64
AUM: $ 683M
NOBLE FAMILY WEALTH
CRD#: 315152
Address: 2475 Enterprise Rd., Clearwater, FL 33763
Clients: 57
Average Clients per Advisor: 19
AUM: $ 315M
CLIENT 1ST ADVISORY GROUP
CRD#: 167790
Address: 611 Druid Road E. Suite 707, Clearwater, FL 33756
Clients: 221
Average Clients per Advisor: 44
AUM: $ 292M
SUCCESSFUL PORTFOLIOS LLC
CRD#: 152429
Address: 611 Druid Road East Suite 407, Clearwater, FL 33756
Clients: 305
Average Clients per Advisor: 152
AUM: $ 290M
How We Chose the Top Financial Advisors in Clearwater, Florida
To create this list of top financial advisor firms in Clearwater, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Clearwater has to offer.
Search Financial Advisors in Clearwater, Florida
Lynne Marie Boyle
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Edward B. Calderin
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Matthew G Buckman
Registered Affiliation(s):INDEPENDENT FINANCIAL PARTNERS
Grace Abramson
Registered Affiliation(s):MORGAN STANLEY
Jeffrey Allan Decicco SR.
Darcy Lee Frischholz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Teresa Zastrow
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Ryan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Michael Nick
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Collin Macrae Seal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Helen Marie Wade
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Harry Dominick Venezia
Registered Affiliation(s):DONALD CAPITAL LLC
Aiad F Abdelshaheed
Registered Affiliation(s):TRUIST ADVISORY SERVICES, INC.
Nicole A Parker
Registered Affiliation(s):BOFA SECURITIES, INC.
Lawrence Paul Milford
Registered Affiliation(s):ERNST & YOUNG INVESTMENT ADVISERS LLP
Sisse Sy Ferguson
Registered Affiliation(s):PORTFOLIO MEDICS, LLC
Jessica Llorens
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Peter Charles Lieberman Jr
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jonathan Todd Oliver
Registered Affiliation(s):MORGAN STANLEY
William Fanning
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Annette Starling
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Cory Foster Kleinman
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Matthew Edward Luber
Registered Affiliation(s):MORGAN STANLEY
Tracy Loraine Poon Tip
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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