Find Top Financial Advisors in Clearwater, Florida

Advisor Match Advisor Match

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Clearwater, Florida
Last Updated - 26-Sep-2022

Clearwater has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 60 non-vetted advisors in your local area. These financial advisors in Clearwater, Florida have an average of 22 years of experience.

NOTE: The list of financial advisors in Clearwater, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Clearwater, Florida.

Qualified Financial Advisors in Clearwater, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Armand Atkinson
5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609
15 Not Specified Not Specified Fee-Based
Jonathan Briggs
2909 W Bay to bay Blvd,
Suite 402,
Tampa, FL 33629
12 $52,000,000 Not Specified Fee-Based
Jonathan Batting
2115 Lennox Dale Ln,
Brandon, FL 33510
Not Disclosed Not Specified Not Specified Fee-Based
Michael Lehman
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Not Specified $50,000 Fee-Based
Al Osgood
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only

Information on Qualified Financial Advisors in Clearwater

Qualifications CRD# 5167229
Firm CRD# 112097
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 5401 W Kennedy Blvd,
Suite# 460,
Phone Number 813-770-9864

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association

About Advanced Wealth Planning Group

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 5809575
Firm CRD# 175258
Series 65

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location 2909 W Bay to bay Blvd,
Suite 402,
Phone Number 813-448-1122

Jon spent the first 10 years of his career as an Advisor and later ran a territory for Pruco Securities in Rochester NY. He moved down to take over an existing practice from a long time and well respected Tampa native. We have clients that have been with the Firm for 30 years and I'm honored to continue on the Firm. Our goal isn't to be a larger firm, instead we want to maintain a high level of one on one support! Jon lives with his Wife Jaimie and 3 daughters in Wesley Chapel.

About BRIA Capital Group, LLC

We are a Fee Based Firm, we focus on financial planning and wealth management. We do maintain our license to help with Insurance products as necessary. We have always focused on maintaining a small number of clients that we can service and support really well.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications CRD# 2459803
Firm CRD# 10299
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 2115 Lennox Dale Ln,
Phone Number 813-361-7250

I have a passion for the outdoors, with a preference for tropical climates. Born and partially raised in the island nation of Antigua and Barbuda, I moved to the United States at the young age of 8. I enjoy spending time with my daughters and ensuring their success at school and in life. In my free time, I am a local sports fan and remain active with weightlifting and local volunteer opportunities.

About Cetera Advisors

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Qualifications CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66

Compensation/Fee Fee-Based

Office Location 3419 Brook Crossing Drive,
Phone Number 813-305-0411

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

About Focus Wealth Strategies

At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee

Office Location 6151 Lake Osprey Drive, Third Floor,
Phone Number 941-924-9300

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals

Top Financial Advisor Firms in Clearwater, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Csenge Advisory Group, Llc
4755 East Bay Drive,
Clearwater, FL 33764
$2,351,921,549 9822 A percentage of AUM
Fixed fees
Provise Management Group, Llc
611 Druid Rd E. Ste 105,
Clearwater, FL 33756
$1,769,260,965 3539 A percentage of AUM
Fixed fees
Commision Based
Deuterium Capital Management, Llc
1006 North Fort Harrison Avenue,
Clearwater, FL 33755-3017
$1,061,757,356 4 A percentage of AUM
Fixed fees
Performance Based
Flaharty Asset Management, Llc
311 Park Place Blvd. , Suite 150,
Clearwater, FL 33759
$771,934,005 1879 A percentage of AUM
Hourly charges
Fixed fees
Successful Portfolios Llc
611 Druid Road East , Suite 407,
Clearwater, FL 33756
$296,375,623 929 A percentage of AUM
Hourly charges
Performance Based
Client 1st Advisory Group
611 Druid Road E. , Suite 707,
Clearwater, FL 33756
$285,308,940 285 A percentage of AUM
Hourly charges
Fixed fees
Noble Family Wealth
2475 Enterprise Rd.,
Clearwater, FL 33763
$253,000,000 102 A percentage of AUM
Chronos Wealth Management, L.L.C.
1432 Court Street,
Clearwater, FL 33756
$209,657,000 504 A percentage of AUM
Hourly charges
Kahn Financial Group
1700 Mcmullen Booth Rd. , Suite A-5,
Clearwater, FL 33759-2130
$120,651,470 390 A percentage of AUM
Hourly charges
Fixed fees
Boston Asset Management, Inc.
12707 49th Street N , Suite 800,
Clearwater, FL 33762
$115,051,394 420 A percentage of AUM
Personalized Financial Solutions Llc
28163 Us Highway 19 North , Suite 205,
Clearwater, FL 33761
$51,314,237 207 A percentage of AUM

    List of Additional Advisors in Clearwater, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Skonicki
    Inquire with Adam
    28100 US Highway 19 N, Ste 400, Clearwater, FL  33761 813-877-5713
    Becky L Johnson
    Inquire with Becky
    28100 US Highway 19 N, Ste 400, Clearwater, FL  33761 704-916-6920
    Berg Wealth Management Group
    Inquire with Berg
    18167 US Highway 19 N, Ste 195, Clearwater, FL  33764 727-535-1488
    Brad Berg
    Inquire with Brad
    18167 US Highway 19 N, Ste 195, Clearwater, FL  33764 727-535-1488
    Christine Franks
    Inquire with Christine
    28100 US Highway 19 N, Ste 400, Clearwater, FL  33761 727-797-8000
    Michael Carboni
    Inquire with Michael
    2623 McCormick Dr, Ste 103, Clearwater, FL  33759 727-353-3431
    Susan Bentkowski
    Inquire with Susan
    28100 US Highway 19 N, Ste 400, Clearwater, FL  33761 727-797-8000
    Ronald Ochal Jr
    Inquire with Ronald
    28100 US Highway 19 N, Ste 400, Clearwater, FL  33761 727-797-8000
    Dynamic Wealth Advisors
    Inquire with Dynamic
    18514 US Highway 19 N, Ste A, Clearwater, FL  33764 727-524-3000
    Kyle Rettig
    Inquire with Kyle
    2605 Enterprise Rd E, Ste 300, Clearwater, FL  33759 727-726-7565
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Florida?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?