{ "path": "/advisors/fl/tampa/clearwater", "url": "https://advisorcensus.com/advisors/fl/tampa/clearwater", "page_type": "metro_city", "title": "Financial advisors in Clearwater, FL", "filters": {}, "scope_total": 27, "faq": [ { "q": "How many financial advisory firms are there in Clearwater, FL?", "a": "AdvisorCensus lists 27 investment advisory firms with a principal office in Clearwater, Florida (part of the Tampa metro area), from Form ADV filings as of October 2026: 14 SEC-registered, 9 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Clearwater, FL?", "a": "5 of the 27 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Clearwater, FL offer financial planning?", "a": "18 of the 23 firms in Clearwater, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Clearwater, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 5 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 27 investment advisory firms with a principal office in Clearwater, Florida (part of the Tampa metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Tampa metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Clearwater, FL: 27 firms from Form ADV filings as of October 2026.", "total_firms": 27, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 14, "state": 9, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 5 }, { "code": "percentage_of_aum", "count": 23 }, { "code": "hourly", "count": 9 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 12 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 13 }, { "code": "5_to_9", "count": 5 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 2 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 6 }, { "code": "25m_100m", "count": 2 }, { "code": "100m_500m", "count": 8 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 172457, "name": "Agis Management LLC", "name_as_filed": "AGIS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agis-management-llc-clearwater-fl-172457", "city": "Clearwater", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 142396, "name": "Asset Management Financial Services Inc.", "name_as_filed": "ASSET MANAGEMENT FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396", "city": "Clearwater", "state": "FL", "years_registered": 36, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318378, "name": "Bedinghaus Financial Group, Inc", "name_as_filed": "BEDINGHAUS FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/bedinghaus-financial-group-inc-clearwater-fl-318378", "city": "Clearwater", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284550, "name": "Blue Ocean Wealth Management, LLC", "name_as_filed": "BLUE OCEAN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-ocean-wealth-management-llc-clearwater-fl-284550", "city": "Clearwater", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341479, "name": "Brothers Management Group, LLC", "name_as_filed": "BROTHERS MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/brothers-management-group-llc-clearwater-fl-341479", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299782, "name": "Chronos Wealth Management, L.L.C.", "name_as_filed": "CHRONOS WEALTH MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/chronos-wealth-management-l-l-c-clearwater-fl-299782", "city": "Clearwater", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131167, "name": "Csenge Advisory Group, LLC", "name_as_filed": "CSENGE ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167", "city": "Clearwater", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294051, "name": "Deuterium Capital Management, LLC", "name_as_filed": "DEUTERIUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/deuterium-capital-management-llc-clearwater-fl-294051", "city": "Clearwater", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 170160, "name": "Dolphin Financial Group", "name_as_filed": "DOLPHIN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/dolphin-financial-group-clearwater-fl-170160", "city": "Clearwater", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 168495, "name": "Flaharty Asset Management, LLC", "name_as_filed": "FLAHARTY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/flaharty-asset-management-llc-clearwater-fl-168495", "city": "Clearwater", "state": "FL", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332431, "name": "Indivisible Partners", "name_as_filed": "INDIVISIBLE PARTNERS", "url": "https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134802, "name": "Kahn Financial Group", "name_as_filed": "KAHN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/kahn-financial-group-clearwater-fl-134802", "city": "Clearwater", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342454, "name": "LAT Wealth Financial Advisors", "name_as_filed": "LAT WEALTH FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/lat-wealth-financial-advisors-clearwater-fl-342454", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 305539, "name": "LSP Advisory LLC", "name_as_filed": "LSP ADVISORY LLC", "url": "https://advisorcensus.com/firm/lsp-advisory-llc-clearwater-fl-305539", "city": "Clearwater", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126578, "name": "Neyrey, Rene' J.", "name_as_filed": "NEYREY, RENE' J.", "url": "https://advisorcensus.com/firm/neyrey-rene-j-clearwater-fl-126578", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284183, "name": "Nightview Capital, LLC", "name_as_filed": "NIGHTVIEW CAPITAL, LLC", "url": "https://advisorcensus.com/firm/nightview-capital-llc-clearwater-fl-284183", "city": "Clearwater", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315152, "name": "Noble Family Wealth", "name_as_filed": "NOBLE FAMILY WEALTH", "url": "https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152", "city": "Clearwater", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306475, "name": "Personalized Financial Solutions LLC", "name_as_filed": "PERSONALIZED FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/personalized-financial-solutions-llc-clearwater-fl-306475", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105375, "name": "Provise Management Group, LLC", "name_as_filed": "PROVISE MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/provise-management-group-llc-clearwater-fl-105375", "city": "Clearwater", "state": "FL", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 333439, "name": "Secure Net Management LLC", "name_as_filed": "SECURE NET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/secure-net-management-llc-clearwater-fl-333439", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339703, "name": "Shepherds of Capital", "name_as_filed": "SHEPHERDS OF CAPITAL", "url": "https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340481, "name": "Silver Screen Global LLC", "name_as_filed": "SILVER SCREEN GLOBAL LLC", "url": "https://advisorcensus.com/firm/silver-screen-global-llc-clearwater-fl-340481", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152429, "name": "Successful Portfolios LLC", "name_as_filed": "SUCCESSFUL PORTFOLIOS LLC", "url": "https://advisorcensus.com/firm/successful-portfolios-llc-clearwater-fl-152429", "city": "Clearwater", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 326421, "name": "The Holland Group, Retirement Wealth Advisors, LLC", "name_as_filed": "THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-holland-group-retirement-wealth-advisors-llc-clearwater-fl-326421", "city": "Clearwater", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333279, "name": "Three Oaks Partners Investment 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for business owners in Tampa, FL" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }