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Emergency Financial Advisors in Clearwater, FL — Available 24/7

When you can't wait, these financial advisors in Clearwater offer emergency response. Call now — most respond within the hour.

As of May 2026, RatingsNearMe ranks 19 financial advisors in Clearwater, FL by verified customer ratings and review volume. The highest-rated is Csenge Advisory Group with a 4.9-star rating from 79 verified reviews. Also in the top tier: Harbor Ridge Financial LLC and Ackerman Financial Group. The average rating across all listed financial advisors in Clearwater is 4.9 stars from 14 reviews per business on average.

Financial advisors in Clearwater typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

19

Businesses listed

4.9★

Avg rating

14

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Csenge Advisory Group

4.9(79 reviews)

4755 E Bay Dr, Clearwater, FL 33764, USA

🥈

Harbor Ridge Financial LLC

5.0(18 reviews)

2454 McMullen Booth Rd Suite 700, Clearwater, FL 33759, USA

🥉

Ackerman Financial Group

5.0(8 reviews)

111 N Belcher Rd., Clearwater, FL 33765, USA

Financial Advisors Rankings in Clearwater, FL

#BusinessRatingReviews
#1Csenge Advisory Group4755 E Bay Dr, Clearwater, FL 33764, USA4.979
#2Harbor Ridge Financial LLC2454 McMullen Booth Rd Suite 700, Clearwater, FL 33759, USA5.018
#3Ackerman Financial Group111 N Belcher Rd., Clearwater, FL 33765, USA5.08
#4Chambers Financial Group285 Clearwater Largo Rd, Largo, FL 33770, USA5.05
#5Merrill Lynch Wealth Management601 Cleveland St Suite 900, Clearwater, FL 33755, USA3.76
#6Bayside Wealth Advisors - Ameriprise Financial Services, LLC2500 NE Coachman Rd, Clearwater, FL 33765, USA5.04
#7Unify Financial Advisors1465 S Ft Harrison Ave Suite 201, Clearwater, FL 33756, USA3.73
#8Wells Fargo Advisors28100 US Hwy 19 N #500, Clearwater, FL 33761, USA5.03
#9Green Era Financial1100 Cleveland St Ste 1503, Clearwater, FL 33755, USA4.939
#10Chucri Financial Services & Retirement Planning28960 US Hwy 19 N # 103, Clearwater, FL 33761, USA5.08

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Clearwater

4

Chambers Financial Group

5.0· 5 reviews

285 Clearwater Largo Rd, Largo, FL 33770, USA

5

Merrill Lynch Wealth Management

3.7· 6 reviews

601 Cleveland St Suite 900, Clearwater, FL 33755, USA

6

Bayside Wealth Advisors - Ameriprise Financial Services, LLC

5.0· 4 reviews

2500 NE Coachman Rd, Clearwater, FL 33765, USA

7

Unify Financial Advisors

3.7· 3 reviews

1465 S Ft Harrison Ave Suite 201, Clearwater, FL 33756, USA

8

Wells Fargo Advisors

5.0· 3 reviews

28100 US Hwy 19 N #500, Clearwater, FL 33761, USA

9

Green Era Financial

4.9· 39 reviews

1100 Cleveland St Ste 1503, Clearwater, FL 33755, USA

10

Chucri Financial Services & Retirement Planning

5.0· 8 reviews

28960 US Hwy 19 N # 103, Clearwater, FL 33761, USA

11

Darcy Ecklund - Financial Advisor, Ameriprise Financial Services, LLC

5.0· 1 reviews

28059 US Hwy 19 N #206, Clearwater, FL 33761, USA

12

Edward Jones - Financial Advisor: Anthony L Battaglia, CFP®

5.0· 1 reviews

311 Park Place Blvd Suite 640, Clearwater, FL 33759, USA

13

Wealth Advisors Who Care

5.0· 29 reviews

2934 Landing Way, Palm Harbor, FL 34684, USA

14

Sterling Bridge Financial Group

5.0· 18 reviews

4174 Woodlands Pkwy, Palm Harbor, FL 34685, USA

15

Safe Harbor Financial Advisors

5.0· 1 reviews

2454 McMullen Booth Rd Suite 700, Clearwater, FL 33759, USA

16

Dolphin Financial Group

5.0· 28 reviews

2430 Estancia Blvd #206, Clearwater, FL 33761, USA

17

Edward Jones - Financial Advisor: Justin Ketcham, CFP®

5.0· 8 reviews

2625 McCormick Dr Ste 101, Clearwater, FL 33759, USA

18

Keybridge Wealth Management

5.0· 2 reviews

28050 US Hwy 19 N STE 401, Clearwater, FL 33761, USA

19

Wealth Advisory Group Inc

5.0· 2 reviews

905 S Ft Harrison Ave, Clearwater, FL 33756, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Clearwater

What is a fiduciary financial advisor and why does it matter in Clearwater?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Clearwater, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Clearwater?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.

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About This Financial Advisors Directory — Clearwater, FL

This page lists and ranks 19 financial advisors serving Clearwater, FL as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 14 customer reviews per business. The top-ranked financial advisors in Clearwater by our algorithm is Csenge Advisory Group (4.9 stars, 79 reviews). Financial advisors in Clearwater typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Clearwater: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the FL licensing board before hiring.

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