Top advisors in Clearwater
We’ve curated a list of the best financial advisors in Clearwater, take a look at it below
Find an advisor in Clearwater| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $673,039,987 | 11 advisors | ||
| 2 | $286,298,912 | 6 advisors | ||
| 3 | $246,079,734 | 2 advisors | ||
| 4 | $96,520,366 | 4 advisors | ||
| 5 | $57,606,430 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Clearwater, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clearwater. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Flaharty Asset Management, LLC
Assets under management
$673,039,987
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
2. Client 1st Advisory Group
Assets under management
$286,298,912
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Successful Portfolios LLC
Assets under management
$246,079,734
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Boston Asset Management, Inc.
Assets under management
$96,520,366
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
5. Personalized Financial Solutions LLC
Assets under management
$57,606,430
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.