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Best financial advisors in Clearwater, FL

Registered advisers within 25 miles of Clearwater, FL.

Offices
1,092
Firms
390
Combined AUM
$21.2T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,393,726 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

DEUTERIUM CAPITAL MANAGEMENT, LLC
CHRONOS WEALTH MANAGEMENT, L.L.C.
SIMPLICITY WEALTH
KINGSWOOD WEALTH ADVISORS, LLC
SHEPHERDS OF CAPITAL
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
LEVEL FOUR ADVISORY SERVICES
AGIS MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRANSAMERICA FINANCIAL ADVISORS, LLC
YOUR IA, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
SUCCESSFUL PORTFOLIOS LLC
PROVISE MANAGEMENT GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

NICOLE RENEE CHAMBERLAIN
WILLIAM WALLACE CHAMBERLAIN
BENJAMIN THOMAS CLARK
Vincent Munno
Douglas E Dort
Nelson E Dort
Heather Ann Desjardins
Amy Lynn Mefferd
Jacob T Hoover
Coby Hirschfield
LARRIE DEAN HOOVER
FRANK VAN SCHAACK HIBBARD
RHETT SCHMEDEMANN
JENNIFER KATHRYN MAKRAS
AMY PROSOSKI ROSA
Andrew Max Hoffman
ANGELA LYNN HELMUS-O'BRIEN
TRAVIS AARON HADWIN
TODD MICHAEL HOFFMAN
JEFFREY CRAIG GONYO
ANDREW MICHEL DENIS
Jonathan Rojas
RORI BROOKE MILLER
CHRISTINA ANN ELAM
RYAN WENTWORTH BRACE
LINDA KAY CLIBORNE
THOMAS ALLEN MEACHUM
CAROLINE J WILLIAMS
Randall Scott Marcum
BETHANY EHLERS BEDY
HEATHER PETERSON WEBER
ANDREW DEAN WINKLER
TATYANA PESHKO
DANIEL S STOUT
Jean Pierre DI VITO
Evan James Eastman
Brandon James Barrett
Amy Elizabeth Micik
DIANA LYNNE MELVIN
Manuel ENRIQUE Collazo
ANGELO GURRIERI
Michael Joseph Coleman
Tessa Besio
Eric Todd Harris
RANDALL SCOTT CHILDRESS
MATTHEW J GOTTO
VICTORIA SABLAN COLEMAN
CHRISTOPHER RICHARD BARTKUS
Megan Marie Martinez
BARRINGTON LEONARD MINNIS
JAMES WALTER SAMPAIR
JOSEPH CHARLES BAER
Daniel Charles Walsh
HARLEY PARKER EVANS
Sandra Ann Risgaard
THOMAS J HARRINGTON
Oscar Grimsmo Skjaerpe
HOLLY ANN HARMAN
JON MICHAEL BRETHAUER
Peter Vincent Seriano
Susan Clementine Washburn
Justin Matthew Whitmer
Ryan Patrick McCrerey
Joseph Robert McFadden
Russell James Campbell
DANIEL RAYMOND MANNIX
Derek Robert Kelly
STEPHEN JAMES CSENGE
Thomas John McDonald
GIRISH SHRINIWAS THAKAR
ERIC RUSSELL EBBERT
SHANE D O'HARA
VINCENT RAYMOND FERRARA
CAROL MAKRIS JORDAN

Within 25 miles of Clearwater, FL, Best Investors lists 390 registered investment advisory firms with 1,092 offices nearby, managing about $21.2T in combined regulatory AUM across 3,393,726 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Clearwater

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM