Falists

Florida · 24 advisers

Financial Advisors in Clearwater, Florida

Looking for a financial advisor in Clearwater, Florida? Falists indexes 24 SEC-registered and state-registered investment advisers in Clearwater — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 19 firms list a website you can visit directly. Firms in this directory manage up to $3.17B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

24

With website

19

Largest AUM

$3.17B

Financial planning

16

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth22Planning16Trusts18Retirement9Institutional13

Top advisors in Clearwater

Ranked by AUM · Fees, team & specialties at a glance

View all 24 →

KAHN FINANCIAL GROUP

Clearwater, FL

AUM

$122.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

727-797-5551

Full profileNo website

NEYREY, RENE' J.

Clearwater, FL

AUM

$7.4M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

—

Fees

Percentage of AUM

727-791-3060

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Clearwater, Florida?
24 registered investment advisers are listed in our Clearwater directory, sourced from public SEC filings.
What types of advisors are in Clearwater?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Clearwater?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.