Real Reviews · Clearwater
Top-Reviewed Financial Advisors in Clearwater, FL
What are customers actually saying? Read verified reviews for financial advisors in Clearwater — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Clearwater, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Csenge Advisory Group with a 4.9-star rating from 79 Google reviews and an RNM Score of 92/100. Also in the top tier: Green Era Financial and Wealth Advisors Who Care. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wealth Advisory Group Inc
Wealth Advisory Group Inc stands out as the top-ranked financial advisor in Clearwater due to its strong reputation and comprehensive wealth management services.
Most Reviewed
Edward Jones - Financial Advisor: Anthony L Battaglia, CFP®
A high number of reviews indicates a broad base of client experiences, which can help you gauge the advisor's consistency and service quality.
When choosing a financial advisor in Clearwater, consider scheduling initial consultations with a few top-ranked firms to compare their approach and fees, and always verify their credentials and fiduciary status.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
14
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 79 Google reviews, a top-rated Clearwater financial advisor.
4755 E Bay Dr, Clearwater, FL 33764, USAExceptional 4.9-star rating from 39 Google reviews for financial advising in Clearwater.
1100 Cleveland St Ste 1503, Clearwater, FL 33755, USAClearwater clients rate this financial advisor 5.0 stars from 29 reviews.
2934 Landing Way, Palm Harbor, FL 34684, USAFinancial Advisors Rankings in Clearwater, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Csenge Advisory Group4755 E Bay Dr, Clearwater, FL 33764, USA | 4.9★ | 79 |
| #2 | Green Era Financial1100 Cleveland St Ste 1503, Clearwater, FL 33755, USA | 4.9★ | 39 |
| #3 | Wealth Advisors Who Care2934 Landing Way, Palm Harbor, FL 34684, USA | 5.0★ | 29 |
| #4 | Dolphin Financial Group2430 Estancia Blvd #206, Clearwater, FL 33761, USA | 5.0★ | 28 |
| #5 | Keybridge Wealth Management28050 US Hwy 19 N STE 401, Clearwater, FL 33761, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Anthony L Battaglia, CFP®311 Park Place Blvd Suite 640, Clearwater, FL 33759, USA | 5.0★ | 1 |
| #7 | Harbor Ridge Financial LLC2454 McMullen Booth Rd Suite 700, Clearwater, FL 33759, USA | 5.0★ | 18 |
| #8 | Edward Jones - Financial Advisor: Justin Ketcham, CFP®2625 McCormick Dr Ste 101, Clearwater, FL 33759, USA | 5.0★ | 8 |
| #9 | Wealth Advisory Group Inc905 S Ft Harrison Ave, Clearwater, FL 33756, USA | 5.0★ | 2 |
| #10 | Ackerman Financial Group111 N Belcher Rd., Clearwater, FL 33765, USA | 5.0★ | 8 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Clearwater
Clearwater financial advisor with a perfect 5.0-star rating from 28 client reviews.
2430 Estancia Blvd #206, Clearwater, FL 33761, USA
5.0 stars from 2 reviews, reflecting exceptional client satisfaction.
28050 US Hwy 19 N STE 401, Clearwater, FL 33761, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
311 Park Place Blvd Suite 640, Clearwater, FL 33759, USA
Rated 5.0 stars from 18 Google reviews, consistently earning high client praise.
2454 McMullen Booth Rd Suite 700, Clearwater, FL 33759, USA
Exceptional 5.0-star rating from 8 Google reviews for this Clearwater financial advisor.
2625 McCormick Dr Ste 101, Clearwater, FL 33759, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
905 S Ft Harrison Ave, Clearwater, FL 33756, USA
Rated 5.0 stars from 8 Google reviews, this Clearwater advisor is highly regarded.
111 N Belcher Rd., Clearwater, FL 33765, USA
Serving Clearwater with a 3.7-star rating based on 6 client reviews.
601 Cleveland St Suite 900, Clearwater, FL 33755, USA
5.0★ rating from 5 Google reviews, reflecting exceptional client satisfaction.
285 Clearwater Largo Rd, Largo, FL 33770, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
28100 US Hwy 19 N #500, Clearwater, FL 33761, USA
A Clearwater financial advisor with a 3.7-star rating based on 3 reviews.
1465 S Ft Harrison Ave Suite 201, Clearwater, FL 33756, USA
Trusted by clients with a flawless 5.0-star rating from 18 reviews.
4174 Woodlands Pkwy, Palm Harbor, FL 34685, USA
5.0 stars from a handful of Google reviews, reflecting exceptional client satisfaction.
2454 McMullen Booth Rd Suite 700, Clearwater, FL 33759, USA
Consistently rated 5.0 stars by clients in Clearwater, Florida.
28960 US Hwy 19 N # 103, Clearwater, FL 33761, USA
5.0-star rating from 1 Google review shows exceptional client satisfaction.
28059 US Hwy 19 N #206, Clearwater, FL 33761, USA
Rated 5.0 stars across 4 Google reviews, this Clearwater financial advisor is highly regarded.
2500 NE Coachman Rd, Clearwater, FL 33765, USA
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Financial Advisors in Clearwater, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Csenge Advisory Group | 92/100 | 4.9 ★ | 79 |
| 2 | Green Era Financial | 77/100 | 4.9 ★ | 39 |
| 3 | Wealth Advisors Who Care | 77/100 | 5.0 ★ | 29 |
| 4 | Dolphin Financial Group | 77/100 | 5.0 ★ | 28 |
| 5 | Keybridge Wealth Management | 68/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Anthony L Battaglia, CFP® | 65/100 | 5.0 ★ | 1 |
| 7 | Harbor Ridge Financial LLC | 86/100 | 5.0 ★ | 18 |
| 8 | Edward Jones - Financial Advisor: Justin Ketcham, CFP® | 74/100 | 5.0 ★ | 8 |
| 9 | Wealth Advisory Group Inc | 76/100 | 5.0 ★ | 2 |
| 10 | Ackerman Financial Group | 82/100 | 5.0 ★ | 8 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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