Ways to browse advisors serving Clearwater, FL

Pick a specialty or descriptor to browse more advisors serving Clearwater, FL.

By how they work

Type	Advisors
Large-firm	3,937
Flat-fee	2,802
Seasoned	1,671
Independent	959
CFP®-certified	668

By who they serve

Type	Advisors
High-net-worth	667
Baby Boomer	41
Millennial	7

Browse by specialty

Find advisors serving Clearwater, FL who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	3,216
Retired	2,204
Executive	2,155
Wealth management	1,744
General retirement planning	1,368
Tax-loss harvesting	1,204
Retirement income strategy	1,100
Retirement plans for business owners (SEP, solo 401k)	930
Business exit / sale strategy	661
Active portfolio management	633
College savings (529s, UTMA, etc.)	588
General estate planning guidance	562
Approaching retirement	450
ESG / Sustainable investing	405
Business succession planning	393
Private / alternative investments	384
HENRY (High Earners, Not Rich Yet)	380
Mid-Career Professionals	352
Income planning	321
Options & derivatives strategies	316
Charitable giving & philanthropy	267
Annuities	263
Cash flow / budgeting	239
Passive / index investing	220
Social Security optimization	193
Concentrated stock management	176
Retirement withdrawal strategies	176
Real estate investing	140
Equity compensation tax strategy	134
Self-Employed	124
Business ownership considerations	106
Multi-generational wealth transfer	88
Attorney	78
Divorce financial planning	73
Debt management	60
Women Professionals	43
Financial Professional	39
Business sale tax planning	38
Established Professionals	36
Married/Couples/Partners	35
General tax planning	34
Divorced	32
Planning for children with special needs	32
Educators, Teachers, and Academics	29
Tax strategies for small businesses	27
Doctor or Medical Professional	25
Life insurance needs analysis	24
Factor investing / smart beta	23
Long-term care insurance	21
Family Business	19
Parents	19
Values-based investing	12
Intergenerational Families	11
LGBTQIA	11
Retired	10
Liquidity event planning	9
Military & Veterans	9
Religious/faith focused	9
Medicare planning	8
Dentist	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Professional Athlete	6
Roth conversion strategy	4
Widow/Widower	4

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