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Data / Investment advisers / Florida / Clearwater

Investment advisers in Clearwater, FL: 16 firms, $11 billion in AUM

16 investment advisers have their main office in Clearwater, Florida: 14 SEC registered and 2 exempt reporting. The registered advisers report $11 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Csenge Advisory Group, LLC with $3.2 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 16Advisers
  • 14SEC registered
  • 2Exempt reporting
  • $11 billionTotal AUM
  • 14Advisers over $100 million
  • 6Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Csenge Advisory Group, LLCClearwater$3.17 billion14,36174Not listed(727) 437-6000adviserinfo.sec.gov
Indivisible PartnersClearwater$2.08 billion2,67224Not listed(732) 306-5490indivisible.comadviserinfo.sec.gov
Provise Management Group, LLCClearwater$2.03 billion3,49222Not listed(727) 441-9022adviserinfo.sec.gov
Flaharty Asset Management, LLCClearwater$901.6 million1,96410Not listed(727) 252-1050adviserinfo.sec.gov
Deuterium Capital Management, LLCClearwater$603.7 million682(727) 204-7570deuterium.usadviserinfo.sec.gov
Noble Family WealthClearwater$527.5 million4889Not listed(727) 674-1462noblefamilywealth.comadviserinfo.sec.gov
The Holland Group, Retirement Wealth Advisors, LLCClearwater$286.1 million1,81110Not listed(727) 734-3334thehollandgrp.comadviserinfo.sec.gov
Successful Portfolios LLCClearwater$281.5 million58433(727) 744-3614adviserinfo.sec.gov
Chronos Wealth Management, L.L.C.Clearwater$274 million5303Not listed(727) 446-2306chronoswm.comadviserinfo.sec.gov
Agis Management LLCClearwater$220.2 million1121(617) 350-9894agiscapital.comadviserinfo.sec.gov
Nightview Capital, LLCClearwater$171.9 million241(866) 666-7156adviserinfo.sec.gov
Unify Financial AdvisorsClearwater$155.8 million5673Not listed(727) 306-0299unifyfa.comadviserinfo.sec.gov
Personalized Financial Solutions LLCClearwater$142.6 million5054Not listed(727) 754-4401pfsinvest.comadviserinfo.sec.gov
Kahn Financial GroupClearwater$122.6 million4022Not listed(727) 797-5551adviserinfo.sec.gov
Brothers Management Group, LLCClearwaterNot listedNot listedNot listed1(727) 415-6050adviserinfo.sec.gov
Secure Net Management LLCClearwaterNot listedNot listedNot listed1(727) 325-1589adviserinfo.sec.gov

Advisers in Clearwater that manage private funds

6 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Successful Portfolios LLCClearwaterFL3Not listedNot listedNot listedNot listed$8.3 million$281.5 millionadviserinfo.sec.gov
Deuterium Capital Management, LLCClearwaterFL22Not listedNot listedNot listed$284.2 million$603.7 millionadviserinfo.sec.gov
Agis Management LLCClearwaterFL1Not listedNot listedNot listedNot listed$220.2 million$220.2 millionadviserinfo.sec.gov
Nightview Capital, LLCClearwaterFL11Not listedNot listedNot listed$142.2 million$171.9 millionadviserinfo.sec.gov
Brothers Management Group, LLCClearwaterFL11Not listedNot listedNot listed$9.3 millionNot listedadviserinfo.sec.gov
Secure Net Management LLCClearwaterFL1Not listedNot listedNot listedNot listed$34.8 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.