Best Financial Advisors in Clearwater, FL
23 firms listed · all 23 in Clearwater · 1 open weekends · 12 rated 4.5+ · 3 show a license
Data verified October 18, 2026
Sherif Ghaffar
Accounting Solutions For Business
The Zoe Abbott
Seltzer Richard J CPA
Lewin & Associates
The 23 firms listed for Clearwater, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Clearwater, FL
All 23 firms we list here are in Clearwater itself. We have 27 firms in Clearwater on file; this page shows the highest-rated 23. 16 of the firms on this page have a rating, from 3.8 to 5.0 across 154 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), estate planning (2), payroll (2) and retirement planning (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 22 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Clearwater offer a free first meeting?
3 of the 23 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.