Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Clearwater, FL
Every SEC-registered investment adviser representative at a firm office in Clearwater, with the firms that employ the most of them.
The short answer
418 registered advisors work in Clearwater; the most are at Csenge Advisory Group, LLC (40). 79 list the CFP designation and 312 are also registered broker representatives.
Firms with the most advisors in Clearwater
Advisors in Clearwater, A to Z (first 300 of 418)
CFP advisors in Clearwater →- Jacob B. AckermanLPL Financial LLC
- Hector AlmaralesStrategic Advisers LLC
- Jeane A. AndersenRaymond James Financial Services Advisors, Inc.
- James D. Appelt Jr.Independent Financial Partners
- Tyler M. AronowitzState Farm Investment Management Corp.
- Robert L. ArroyoCambridge Investment Research Advisors, Inc.
- Joseph C. BaerSuccessful Portfolios LLC
- Joshua E. BallardBlue Ocean Wealth Management, LLC
- Christopher R. BartkusCetera Investment Advisers LLC
- Justin J. BassellNorthwestern Mutual Investment Services, LLC
- Anthony L. BattagliaEdward Jones · Certified Financial Planner
- Casey BeckettStrategic Advisers LLC
- Roger P. BedillionCsenge Advisory Group, LLC
- Paul J. BedinghausBedinghaus Financial Group, Inc. · Personal Financial Specialist
- Bethany E. BedyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David L. BennettUnify Financial Advisors · Certified Financial Planner
- Brandon M. BergesIndivisible Partners
- Gary L. BernardEquitable Advisors, LLC
- David BerryAmeriprise Financial Services, LLC
- Tessa BesioTransamerica Financial Advisors, LLC
- Sean BiggsCsenge Advisory Group, LLC
- Douglas E. Bishop Sr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Sandra L. BoltonIndivisible Partners
- Akemi BoveMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Keanan G. Boyce-GaudreauLat Wealth Financial Advisors
- Jon M. BrethauerProvise Management Group, LLC · Certified Financial Planner
- Dennis W. BriggsRaymond James & Associates, Inc.
- Kimberly A. BriggsRaymond James & Associates, Inc.
- Christine M. BristowCsenge Advisory Group, LLC
- Matthew J. BrookinsRaymond James & Associates, Inc.
- Dalton H. BrownLPL Financial LLC
- Alejandro A. BuenoAmeriprise Financial Services, LLC
- Michael J. BurrowsPfs Investments Inc.
- Eric J. CaisseCsenge Advisory Group, LLC · Certified Financial Planner
- Jessica M. CalderT. Rowe Price Associates, Inc.
- Russell J. CampbellProvise Management Group, LLC · Certified Financial Planner
- Dante CamposIndependent Financial Partners
- Richard B. CanterCetera Investment Advisers LLC
- Carina E. CapellaLPL Enterprise, LLC
- Michael J. CarboniAmeriprise Financial Services, LLC
- Michael T. CareyKahn Financial Group · Certified Financial Planner
- Robin L. CarmichaelOsaic Wealth, Inc. · Chartered Financial Consultant
- Christine W. CavellRaymond James & Associates, Inc.
- George F. Cerwin IIIOsaic Wealth, Inc. · Certified Financial Planner
- Nicole R. ChamberlainChronos Wealth Management, L.L.C.
- William W. ChamberlainChronos Wealth Management, L.L.C.
- Christopher T. ChambersMy Harvest Field Financial LLC
- Emily J. ChandleeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert N. ChiavacciRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Randall S. ChildressTransamerica Financial Advisors, LLC
- Chucri K. ChucriLPL Enterprise, LLC
- Michael J. CimarikTransamerica Retirement Advisors, LLC
- Yolande D. CircostaOsaic Wealth, Inc.
- Allen L. Claggett IIIThe Holland Group, Retirement Wealth Advisors, LLC · Certified Financial Planner
- Kerry K. ClapperMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin T. ClarkSimplicity Wealth · Certified Financial Planner
- Sheldon Clark IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeffrey D. ClemmonsRaymond James & Associates, Inc.
- Michael J. ColemanTransamerica Financial Advisors, LLC
- Victoria S. ColemanYour Ia, LLC
- Manuel E. Collazo Jr.Transamerica Financial Advisors, LLC
- Harold D. CooleyCsenge Advisory Group, LLC
- Deborah A. CooneyCetera Investment Advisers LLC
- Matthew T. CorleyCsenge Advisory Group, LLC
- Robert F. CostonEdward Jones
- Richard J. CottonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul CovelskiStrategic Advisers LLC · Certified Financial Planner
- Peggy J. CozineCetera Investment Advisers LLC
- Christopher E. CsengeCsenge Advisory Group, LLC · Certified Financial Planner
- John L. Csenge IIICsenge Advisory Group, LLC · Certified Financial Planner
- John L. Csenge Jr.Csenge Advisory Group, LLC · Certified Financial Planner
- Andrew CucchiaroEdward Jones · Certified Financial Planner
- Osvaldo CuevasTruist Advisory Services, Inc.
- Peter CurrieLPL Financial LLC
- Thomas CurrierStrategic Advisers LLC
- Darrel A. DacunhaAmeriprise Financial Services, LLC
- Brendan S. DailorHornor, Townsend & Kent, LLC
- Marley D. DallasJ. W. Cole Advisors, Inc.
- Benjamin H. DamskerWells Fargo Clearing Services, LLC
- Kamella L. DavisFlaharty Asset Management, LLC
- Brennan M. DecimaCsenge Advisory Group, LLC · Certified Financial Planner
- Robert DekorteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ian M. Deliz MoralesCorinthian Partners Asset Management LLC
- Heide R. DelucaPfs Investments Inc.
- Andrew M. DenisSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Allix C. DennisCsenge Advisory Group, LLC
- Heather A. DesjardinsShepherds Of Capital
- Stephen E. DevlinLPL Financial LLC · Certified Financial Planner
- Gina F. Di GrandiJ.P. Morgan Securities LLC
- Jean Pierre Di VitoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Pamela C. DilsUBS Financial Services Inc.
- Christiana M. DirksProvise Management Group, LLC · Certified Financial Planner
- Catherine C. DoneyUnited Planners' Financial Services Of America A Limited Partner
- Douglas E. DortKingswood Wealth Advisors, LLC
- Nelson E. DortKingswood Wealth Advisors, LLC
- David J. DortchCetera Investment Advisers LLC
- Brodie DowningSeverin Investments LLC
- Beth A. DoyleRaymond James & Associates, Inc.
- Nicholas G. DukasStifel, Nicolaus & Company, Incorporated
- Craig K. DuncanState Farm Investment Management Corp. · Chartered Financial Consultant
- Michael P. DunlapRaymond James & Associates, Inc.
- Cullen M. DuquetteNoble Family Wealth
- Evan J. EastmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric R. EbbertProvise Management Group, LLC · Certified Financial Planner
- Thomas L. EddyT.L. Eddy Financial Services, Inc.
- Brett M. ElamUBS Financial Services Inc.
- Christina A. ElamSteward Partners Investment Advisory, LLC
- Hassan M. ElnahasNorthwestern Mutual Investment Services, LLC
- Dale L. EmerickUBS Financial Services Inc.
- Erin D. EmnettEversource Wealth Advisors, LLC
- Herbert W. EngLPL Financial LLC · Certified Financial Planner
- Keegan M. ErvaUnify Financial Advisors
- Estrella EspinozaEdward Jones
- Roger J. Evanish Jr.Virtue Capital Management, LLC
- Harley P. Evans IIISuccessful Portfolios LLC · Certified Financial Planner, Chartered Financial Analyst
- Lawrence R. FalzoneCambridge Investment Research Advisors, Inc.
- Kerry G. FarleyCetera Investment Advisers LLC
- Joel L. FergusonAmeriprise Financial Services, LLC · Certified Financial Planner
- Deidre M. FernaldCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Vincent R. FerraraProvise Management Group, LLC · Certified Financial Planner
- Debra A. FieldsIndivisible Partners · Certified Financial Planner
- Jeremy J. FieldsIndivisible Partners · Certified Financial Planner
- Pamela D. FitzpatrickCsenge Advisory Group, LLC
- Shon E. FlahartyFlaharty Asset Management, LLC · Certified Financial Planner
- Zane FowlerCsenge Advisory Group, LLC
- Michelle FrazierAmeriprise Financial Services, LLC
- Christopher W. FryeThrivent Investment Management Inc.
- Hugh GebhardtCsenge Advisory Group, LLC
- Mounir I. GhalyLPL Financial LLC
- Nicholas M. GiallourakisNfsg Corporation
- Todd V. GiereLPL Financial LLC
- Brian GlasNoble Family Wealth · Chartered Financial Analyst
- Trevor GlassmanStrategic Advisers LLC
- David G. GlazerTruist Advisory Services, Inc.
- David E. GlobkeLat Wealth Financial Advisors
- Christine J. GodlewskiStrategic Advisers LLC
- Erik N. GolubPfs Investments Inc.
- Jeffrey C. GonyoSteward Partners Investment Advisory, LLC
- Berta Maria M. GonzalezCetera Investment Advisers LLC
- William B. GordonKovack Advisors, Inc. · Certified Financial Planner
- Matthew J. GottoTransamerica Financial Advisors, LLC
- Nicholas GrandeLPL Financial LLC
- Paul J. GrandeLPL Financial LLC
- Cary P. GreenGreen Era Financial LLC
- Todd S. GriffithWells Fargo Clearing Services, LLC
- Paul S. GroeberLPL Financial LLC
- Angelo GurrieriTransamerica Financial Advisors, LLC
- Jason M. HaddadCsenge Advisory Group, LLC
- Travis A. HadwinSteward Partners Investment Advisory, LLC
- Nicholas J. HalchakUnited Planners' Financial Services Of America A Limited Partner
- Elaine M. HannaPersonalized Financial Solutions LLC
- Christine A. HannonRaymond James & Associates, Inc.
- Holly A. HarmanProvise Management Group, LLC · Certified Financial Planner
- Elliott Harris IVCapital Analysts
- Eric T. HarrisTransamerica Financial Advisors, LLC
- Kyle HarrisonCsenge Advisory Group, LLC
- Matthew HeitzStrategic Advisers LLC
- Angela L. Helmus-O'BrienSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John G. HerbertRaymond James Financial Services Advisors, Inc.
- Nicholas HesseEdward Jones · Certified Financial Planner
- Owen P. HettingerLat Wealth Financial Advisors
- Kaleigh G. HicksRaymond James Financial Services Advisors, Inc.
- Howard L. Hill IIRaymond James Financial Services Advisors, Inc.
- Justin W. HillTransamerica Financial Advisors, LLC
- James J. HirschbergerRaymond James Financial Services Advisors, Inc.
- Coby HirschfieldSteward Partners Investment Advisory, LLC
- Eileen M. HochstadtStifel, Nicolaus & Company, Incorporated
- Andrew M. HoffmanSteward Partners Investment Advisory, LLC
- Todd M. HoffmanSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Eric D. HolderWells Fargo Clearing Services, LLC
- Sennua-Neter Holiday-LawsonStrategic Advisers LLC
- Steven L. HollandThe Holland Group, Retirement Wealth Advisors, LLC
- Derek HolsteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sean P. HoolihanRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Larrie D. Hoover Jr.Steward Partners Investment Advisory, LLC
- Zachary S. HopeIndivisible Partners
- David R. HowertonIndivisible Partners
- Robert C. HudsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph K. HuenkeWells Fargo Advisors Financial Network, LLC
- Jason L. HuntLPL Financial LLC · Certified Financial Planner
- Wendy N. HuntLPL Financial LLC · Certified Financial Planner
- Matthew C. HunterMML Investors Services, LLC
- Brian A. InmanFlaharty Asset Management, LLC
- Kimberly Jackson FernandezWells Fargo Clearing Services, LLC
- Dino JambresicStrategic Advisers LLC
- Diana JansenLPL Financial LLC
- Roderick R. JeffersonEdward Jones
- Paul O. JessieRaymond James & Associates, Inc.
- Amberlee K. JohnsonAmeriprise Financial Services, LLC
- Rebecca L. JohnsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Seth JonesIndivisible Partners
- Carol M. JordanOsaic Wealth, Inc. · Certified Financial Planner
- Matthew J. JorySound Income Strategies, LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. KacenaSeverin Investments LLC
- David B. KahnKahn Financial Group · Certified Financial Planner
- Michael M. KahnKahn Financial Group
- John C. KamkutisStifel, Nicolaus & Company, Incorporated
- Peter L. KaneCsenge Advisory Group, LLC
- Thomas P. KaneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David L. KarpKarp & Associates
- William KastinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alec M. KatonLat Wealth Financial Advisors
- John M. KearneyStrategic Advisers LLC
- George M. KeimRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Derek R. KellyProvise Management Group, LLC · Certified Financial Planner
- Gerard J. Kelly IIIStifel, Nicolaus & Company, Incorporated
- Thomas KellyStifel, Nicolaus & Company, Incorporated
- Justin S. KetchamEdward Jones · Certified Financial Planner
- Hassan N. KhanLat Wealth Financial Advisors
- Griffin C. KiernanCsenge Advisory Group, LLC
- Steven KimJ.P. Morgan Securities LLC
- Bradley A. KirchnerWells Fargo Clearing Services, LLC
- Cody M. KleinCreative Planning Institutional Advisors, LLC
- Thomas R. KnightlyAmerican Family Legacy Group · Certified Financial Planner, Chartered Financial Consultant
- Craig R. KollerIndependent Financial Partners · Certified Financial Planner
- Nico J. KoopCambridge Investment Research Advisors, Inc.
- James A. KopcoWells Fargo Advisors Financial Network, LLC
- Matthew D. KulagaSteward Partners Investment Advisory, LLC
- Henry J. Kulig IIICsenge Advisory Group, LLC
- Christopher B. LabadieLPL Financial LLC
- Carmine J. LacognataCambridge Investment Research Advisors, Inc.
- Zachary T. LashNightview Capital, LLC · Chartered Financial Analyst
- Emily S. LassiterIndivisible Partners
- Stafford A. LawrenceModern Wealth Management, LLC
- Paul E. LentiniRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Pamela Leonard-WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
- Phyllis H. LevarioJ.P. Morgan Securities LLC
- Jason E. LevyUSA Financial Securities LLC
- Tori C. LewisLPL Financial LLC · Certified Financial Planner
- Anton LiashkoAmeriprise Financial Services, LLC
- Scott D. LiningtonRaymond James & Associates, Inc.
- Gregory G. LinknerAmeriprise Financial Services, LLC
- Ray A. LongPfs Investments Inc.
- Kareli K. Lopez MontoyaWells Fargo Advisors Financial Network, LLC
- Matthew R. LosannoCsenge Advisory Group, LLC · Chartered Financial Consultant
- Bradley J. LukensLat Wealth Financial Advisors
- Nicholas MacalusoEdward Jones
- Andrew R. MacdougallCsenge Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- James M. MaddenCsenge Advisory Group, LLC
- Jennifer K. MakrasSteward Partners Investment Advisory, LLC
- Daniel R. MannixProvise Management Group, LLC · Chartered Financial Analyst
- Erick MartiakEdward Jones
- Tyson F. MartinWells Fargo Clearing Services, LLC
- Megan M. MartinezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shaun D. MathenaAlphastar Capital Management
- Kostas N. MattisRaymond James & Associates, Inc.
- Zachary R. MayesRaymond James Financial Services Advisors, Inc.
- Eric E. Mc LendonAmeriprise Financial Services, LLC
- Megan McCallStrategic Advisers LLC
- John S. McConnell IIIAmeriprise Financial Services, LLC
- Ryan P. McCrereyProvise Management Group, LLC · Certified Financial Planner
- Kevin B. McCulleyIndivisible Partners · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey J. McDonaldIndependent Financial Partners
- Thomas J. McDonald Jr.Raymond James Financial Services Advisors, Inc.
- Alberta L. McEuenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph R. McFaddenProvise Management Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Amy L. MefferdSteward Partners Investment Advisory, LLC
- Jewmanna MehasenJ.P. Morgan Securities LLC
- Amy E. MicikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jennifer L. MillerAmeriprise Financial Services, LLC
- Michael D. MillerLPL Financial LLC
- Rori B. MillerSteward Partners Investment Advisory, LLC
- Barrington L. MinnisJ.P. Morgan Securities LLC
- Sean W. MoneypennyCsenge Advisory Group, LLC · Certified Financial Planner
- Daniel E. MontanaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vicki A. MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas C. MorrisonCsenge Advisory Group, LLC · Certified Financial Planner
- Maria MoteIndivisible Partners
- Ryan MountRaymond James & Associates, Inc.
- Vincent MunnoSimplicity Wealth · Certified Financial Planner
- Andrew E. MurphyJ.P. Morgan Securities LLC
- Kevon K. MusgroveRaymond James Financial Services Advisors, Inc.
- Michael R. Nelson Jr.LPL Financial LLC
- Sandra L. NesbitNoble Family Wealth
- Greg M. NewmanThree Oaks Partners Investment Counsel LLC · Chartered Financial Analyst
- Rene J. NeyreyNeyrey, Rene' J. · Chartered Financial Consultant
- Kevin M. NickMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sydney E. NiewierskiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shane D. O'HaraProvise Management Group, LLC · Certified Financial Planner
- John L. OdomRaymond James Financial Services Advisors, Inc.
- Susan E. OltMargo Park Financial
- John H. OrrFlaharty Asset Management, LLC · Chartered Financial Analyst
- Andrew J. OswaldFlaharty Asset Management, LLC · Certified Financial Planner
- Anthony R. PampelCsenge Advisory Group, LLC
- Elena PancoBakeravenue · Certified Financial Planner
- Adam D. ParksCambridge Investment Research Advisors, Inc.
- Alyssa M. ParsonsRaymond James Financial Services Advisors, Inc.
- Douglas A. PaulLPL Financial LLC
- Maximillian S. PeddieMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph P. PenhallowThe Holland Group, Retirement Wealth Advisors, LLC
- Brian P. PetersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Thomas P. PetersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James PetikaUBS Financial Services Inc.
- John T. PetikaUBS Financial Services Inc.
- John P. PetikaUBS Financial Services Inc.
- James A. PetkosonCalton & Associates, Inc.
- Stephen C. PfaffCetera Investment Advisers LLC · Certified Financial Planner
- Kevin PicardWells Fargo Advisors Financial Network, LLC
- Aiden W. PierceCsenge Advisory Group, LLC
- Jason A. PinholsterCharles Schwab & Co., Inc.
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244Vero Beach 241
Questions
How many financial advisors are in Clearwater, FL?
418 investment adviser representatives are registered at firm offices in Clearwater, Florida, according to the SEC's Investment Adviser Public Disclosure records. 312 of them are also registered as broker representatives, and 79 list the CFP designation.
Which firm has the most financial advisors in Clearwater?
Csenge Advisory Group, LLC, with 40 registered advisors in Clearwater, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 30.
How do I check a financial advisor in Clearwater?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.