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Top RIA Firms in Clearwater, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Clearwater, Florida. This hub covers 14 matching firms with $11.2B in total reported AUM and median AUM of $357.4M.
Firms
14
Matching current profiles
Total AUM
$11.2B
Reported regulatory AUM
Median AUM
$357.4M
Across firms with AUM
Largest firm
$3.2B
Csenge Advisory Group, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Csenge Advisory Group, LLC CRD 131167 · Limited Liability Company | CLEARWATER, FL | $3.2B Mar 2026 | +$287.0M+10.0% | +$904.7M+39.9% | +$1.6B+96.7% | +$3.0B+2541.4% | -11 employees-12.9% over 3Y | +857 accounts+6.3% over 3Y |
| 2. Indivisible Partners CRD 332431 · Limited Liability Company | CLEARWATER, FL | $2.1B May 2026 | +$1.8B+596.5% | — | — | — | +13 employees+118.2% over 1Y | +2,148 accounts+409.9% over 1Y |
| 3. Provise Management Group, LLC CRD 105375 · Limited Liability Company | CLEARWATER, FL | $2.0B May 2026 | +$229.1M+12.7% | +$416.9M+25.8% | +$517.7M+34.2% | +$1.3B+188.2% | +1 employees+4.8% over 3Y | -275 accounts-7.3% over 3Y |
| 4. Flaharty Asset Management, LLC CRD 168495 · Limited Liability Company | CLEARWATER, FL | $901.6M Mar 2026 | +$140.4M+18.5% | +$129.7M+16.8% | +$482.6M+115.2% | — | -2 employees-16.7% over 3Y | +85 accounts+4.5% over 3Y |
| 5. Deuterium Capital Management, LLC CRD 294051 · Limited Liability Company | CLEARWATER, FL | $603.7M Apr 2026 | -$107.2M-15.1% | -$438.3M-42.1% | -$323.2M-34.9% | — | -7 employees-46.7% over 3Y | -3 accounts-33.3% over 3Y |
| 6. Noble Family Wealth CRD 315152 · Limited Liability Company | CLEARWATER, FL | $527.5M May 2026 | +$126.9M+31.7% | +$212.4M+67.4% | — | — | +5 employees+125.0% over 3Y | +104 accounts+27.1% over 3Y |
| 7. Agis Management LLC CRD 172457 · Limited Liability Company | CLEARWATER, FL | $428.7M Mar 2026 | -$159.3M-27.1% | -$221.3M-34.0% | -$221.3M-34.0% | +$328.7M+328.7% | -1 employees-5.9% over 3Y | -1 accounts-33.3% over 3Y |
| 8. The Holland Group, Retirement Wealth Advisors, LLC CRD 326421 · Limited Liability Company | CLEARWATER, FL | $286.1M Mar 2026 | +$70.8M+32.9% | — | — | — | 0 employees+0.0% over 1Y | +183 accounts+11.2% over 1Y |
| 9. Successful Portfolios LLC CRD 152429 · Limited Liability Company | CLEARWATER, FL | $281.5M Mar 2026 | +$38.9M+16.0% | -$14.8M-5.0% | +$13.9M+5.2% | +$206.5M+275.4% | 0 employees+0.0% over 3Y | -345 accounts-37.1% over 3Y |
| 10. Chronos Wealth Management, L.l.c. CRD 299782 · Limited Liability Company | CLEARWATER, FL | $274.0M Feb 2026 | +$63.8M+30.3% | +$64.4M+30.7% | +$100.4M+57.8% | +$131.0M+91.6% | +1 employees+50.0% over 3Y | +26 accounts+5.2% over 3Y |
| 11. Nightview Capital, LLC CRD 284183 · Limited Liability Company | CLEARWATER, FL | $171.9M Mar 2026 | +$17.8M+11.5% | -$169.4M-49.6% | +$10.3M+6.4% | — | -3 employees-42.9% over 3Y | -2 accounts-50.0% over 3Y |
| 12. Unify Financial Advisors CRD 324120 · Limited Liability Company | CLEARWATER, FL | $155.8M Apr 2026 | +$32.0M+25.9% | — | — | +$39.5M+33.9% | 0 employees+0.0% over 1Y | +5 accounts+0.9% over 1Y |
| 13. Personalized Financial Solutions LLC CRD 306475 · Limited Liability Company | CLEARWATER, FL | $142.6M Jan 2026 | +$33.3M+30.5% | +$91.2M+177.8% | — | — | 0 employees+0.0% over 3Y | +298 accounts+144.0% over 3Y |
| 14. Kahn Financial Group CRD 134802 · Corporation | CLEARWATER, FL | $122.6M Mar 2026 | +$29.8M+32.2% | +$2.0M+1.6% | +$73.1M+147.5% | +$73.1M+147.5% | 0 employees+0.0% over 3Y | +12 accounts+3.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.