SEC-registered independent wealth management RIA
Clearwell Group
As of its Form ADV filed April 1, 2026, Clearwell Group, an SEC-registered independent wealth management RIA in Tampa, Florida, reported $413.5 million in regulatory assets under management across 57 accounts, ranking #175 among independent RIAs in Florida by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 306186
- SEC file number
- 801-130085
- Registered since
- April 26, 2024
- Latest Form ADV filing
- April 1, 2026
- Legal name
- CLEARWELL ADVISORS, LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $413.5 million
- Discretionary
- $413.4 million (100.0%)
- Non-discretionary
- $126,837
- Accounts
- 57 (56 discretionary)
- Clients
- 64, approximate as reported
- Employees
- 9
- Advisory staff
- 6 performing investment advisory functions
- Average account
- $7.3 million
- Asset growth, 1 year
- 17.8% (from $351.1 million a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 4.9% (from 61)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Florida | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #3,049 | #175 | $413.5 million |
| Fastest-growing independent RIAs over one year | #2,904 | #206 | 17.8%from $351.1 million |
| Independent RIAs with the biggest asset gains over one year | #2,965 | #177 | $62.4 million |
| Independent RIAs with the most clients | #10,981 | #711 | 64 |
| Independent RIAs with the most accounts | #13,373 | #936 | 57 |
| Independent RIAs with the most advisory staff | #2,105 | #133 | 6 |
| Independent RIAs with the most high net worth clients | #7,994 | #518 | 29 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2024 | $362.1 million |
| September 2, 2025 | $351.1 million |
| October 2, 2026 | $413.5 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 29 clients | $219.7 million | |
| Pooled investment vehicles 23 clients | $169.7 million | |
| Charitable organizations fewer than 5 clients | $23.1 million | |
| Individuals (other than high net worth) 8 clients | $997,465 |
How the firm is paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Financial planning clients (Item 5.H): 11-25.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Sponsor, general partner or managing member of pooled investment vehicles
Advises 23 private funds (Item 7.B).
Custody (Item 9)
The firm reported custody of client cash or securities, $229.7 million in total.
Investment adviser representatives
- IARs registered with the firm
- 2
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 3
Designations held by the firm's IARs: CFA 2.
2 of the firm's 2 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Florida
| Firm | City | RAUM |
|---|---|---|
| Quantum Private Wealth, LLC | Tampa | $418.0 million |
| Coquina Private Wealth Advisors | Port Charlotte | $417.6 million |
| Seven Mile Advisory LLC | Tallahassee | $416.8 million |
| Strategic Asset Management Group Advisors | Pompano Beach | $416.5 million |
| Northbridge Financial Group, LLC | Tampa | $413.1 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Clearwell Group on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: clearwellgroup.com
- Independent RIAs in Florida
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.