City
Wealth management firms in Clearwater, Florida
As of October 2, 2026, 25 wealth management firms, including broker-dealer firms, with their main office in Clearwater, Florida reported $10.2 billion in regulatory assets under management; the largest by assets was Csenge Advisory Group, LLC, with $3.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 25
- Regulatory assets under management
- $10.2 billion
- Average per firm
- $408.2 million
- SEC-registered, of those listed
- 11 of 25 (44.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Csenge Advisory Group, LLC | SEC | $3.2 billion | 14,361 |
| 2 | Indivisible Partners | SEC | $2.1 billion | 2,672 |
| 3 | Provise Management Group, LLC | SEC | $2.0 billion | 3,492 |
| 4 | Flaharty Asset Management, LLC | SEC | $901.6 million | 1,964 |
| 5 | Noble Family Wealth | SEC | $527.5 million | 488 |
| 6 | The Holland Group, Retirement Wealth Advisors, LLC | SEC | $286.1 million | 1,811 |
| 7 | Successful Portfolios LLC | SEC | $281.5 million | 584 |
| 8 | Chronos Wealth Management, L.L.C. | SEC | $274.0 million | 530 |
| 9 | Unify Financial Advisors | SEC | $155.8 million | 567 |
| 10 | Personalized Financial Solutions LLC | SEC | $142.6 million | 505 |
| 11 | Kahn Financial Group | SEC | $122.6 million | 402 |
| 12 | Asset Management Financial Services Inc. | State | $79.5 million | 281 |
| 13 | Dolphin Financial Group | State | $37.0 million | 223 |
| 14 | Green Era Financial LLC | State | $36.3 million | 129 |
| 15 | LSP Advisory LLC | State | $24.8 million | 269 |
| 16 | Blue Ocean Wealth Management, LLC | State | $23.7 million | 139 |
| 17 | Neyrey, Rene' J. | State | $7.4 million | 18 |
| 18 | Karp & Associates | State | $7.1 million | 34 |
| 19 | Three Oaks Partners Investment Counsel LLC | State | $6.0 million | 57 |
| 20 | T.L. Eddy Financial Services, Inc. | State | $5.5 million | 17 |
| 21 | Bedinghaus Financial Group, Inc | State | $2.3 million | 6 |
| 22 | Lat Wealth Financial Advisors | State | $0 | 0 |
| 23 | Patina Financial Partners, LLC | State | $0 | 0 |
| 24 | Shepherds of Capital | State | $0 | 0 |
| 25 | Vardell Strategies LLC | State | $0 | 0 |
Wealth management firms in Florida, including every city.
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.