Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Kahn Financial Group financial advisors in Clearwater, FL

Every SEC-registered investment adviser representative at a Kahn Financial Group office in Clearwater, A to Z.

3 registered advisors work at Kahn Financial Group in Clearwater, out of 3 at the firm nationwide; it ranks number 30 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Kahn Financial Group advisors in Clearwater, A to Z

Every Kahn Financial Group advisor →

Kahn Financial Group advisors in every city and state →Kahn Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Clearwater

All Clearwater advisors →

Csenge Advisory Group, LLC 40Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Raymond James Financial Services Advisors, Inc. 28LPL Financial LLC 25Ameriprise Financial Services, LLC 19Provise Management Group, LLC 17Raymond James & Associates, Inc. 16Steward Partners Investment Advisory, LLC 15Strategic Advisers LLC 14Edward Jones 12Indivisible Partners 12Cambridge Investment Research Advisors, Inc. 9

Questions

How many financial advisors does Kahn Financial Group have in Clearwater?

3 investment adviser representatives are registered at Kahn Financial Group offices in Clearwater, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Kahn Financial Group one of the largest advisor employers in Clearwater?

Kahn Financial Group ranks number 30 in Clearwater by registered advisors; Csenge Advisory Group, LLC has the most, with 40.

How do I check a Kahn Financial Group advisor in Clearwater?

Each advisor below links to a profile with their registrations, exams, designations 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 Kahn Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.