List of Financial advisors in Clearwater
Clearwater, Florida, has 157 Financial advisors in this dataset, last verified September 6, 2026. Among the 16 Florida cities we track, it ranks 11th, between Fort Myers (162) and Winter Park (145). Local listings make up 4% of all Financial advisors in Florida.
28 Financial advisors in Clearwater list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Florida average, 17.8% against 22%, so expect phone (100% coverage) to do most of the work.
With 94.9% already online (in line with 94.6% across Florida), only 8 Financial advisors in Clearwater lack a website, so site improvements and SEO are the stronger pitch. 17 of their websites list a contact page URL.
68% of the 59 rated Financial advisors in Clearwater hold a 5-star average, below the Florida figure of 77%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
14
6
17
5
YouTube
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Financial advisors List in Clearwater
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edward Jones - Financial Advisor: Roderick R Jefferson | Address | Clearwater | Florida | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | The Petika Wealth Management Group - UBS Financial Services Inc. | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Alex Bueno - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Heather Weber | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Roger Pan - TD Wealth Financial Advisor | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Pfaff Financial Advisors | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Chronos Wealth Management | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Premier Wealth Planning | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Belleair Wealth Strategies | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Nicholas Macaluso | Address | Clearwater | Florida | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | The Holland Group Retirement Wealth Advisors | Address | Clearwater | Florida | United States | Email | Phone | 123 | 4.9 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor David Schreck | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Kyle Rettig - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Clearwater | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | LEWIN & ASSOCIATES, Inc. | Address | Clearwater | Florida | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Unify Financial Advisors | Address | Clearwater | Florida | United States | Email | Phone | 15 | 4.7 | — | — | — |
This is a randomized preview — the full database contains 157 records with complete field coverage.
Get the full Financial advisors database
157 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Clearwater
Most popular business categories across Clearwater
Category | Financial advisors |
|---|---|
What You Can Do with the List of Financial advisors in Clearwater
This list is built for teams that sell to Financial advisors: financial software vendors, lead generation partners and managed IT and security providers. It covers 157 Financial advisors in Clearwater, with the fields to call, email, segment and map them.
Who Sells to Financial advisors in Clearwater, Florida
Each of these buyers can work the 157 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 157 Financial advisors in Clearwater.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Contact Form Outreach in Clearwater, Florida
Start with the 28 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (157): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (28): 17.8% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (17): businesses with a contact page URL give you another way in when no email is listed.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Clearwater, Florida
Filter the website, rating and social columns to pull the Financial advisors that fit a specific service before you pitch:
- Rated 1 to 2 stars (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (143): 91% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Clearwater
With 157 Financial advisors in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 157 Financial advisors in Clearwater and plan visit days by neighborhood.
- Postal code patches: split Clearwater by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 15 other Florida cities we track are the next step once Clearwater accounts are covered.
Data Coverage for Financial advisors in Clearwater
157 records · verified September 6, 2026
- Phone numbers
- 157
- Email addresses
- 28
- Phone and email
- 28
- Websites
- 149
Google ratings· 59 rated (38%)
68% hold 5 stars
- 1-star rated
- 3
- 5.1% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 14
- 23.7% of rated
- 4-star rated
- 2
- 3.4% of rated
- 5-star rated
- 40
- 67.8% of rated
Social profiles:
- LinkedIn:17· 10.8%
- Facebook:14· 8.9%
- X (Twitter):7· 4.5%
- Instagram:6· 3.8%
- YouTube:5· 3.2%
Financial advisors in Clearwater are a phone-first market: 100% list a phone number but only 17.8% publish an email. Among 59 rated Financial advisors, 68% hold 5 stars, a mostly positive spread.
Related Financial advisors by Location
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Frequently asked questions about Financial advisors in Clearwater, Florida
Everything you need to know about our financial advisors database for Clearwater, Florida: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial advisors are there in Clearwater, Florida?
There are 157 financial advisors in Clearwater, Florida in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Clearwater market for sales prospecting and territory planning.
How up to date is the Financial advisors data for Clearwater, Florida?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial advisors database for Clearwater, Florida?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial advisors businesses in Clearwater, Florida?
InfiniteLeadsHub provides verified market intelligence datasets for financial advisors businesses in Clearwater, Florida as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial advisors database for Clearwater, Florida cost?
The complete financial advisors leads database for Clearwater, Florida costs $10 as a one-time payment.
You get instant access to all 157 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial advisors contacts in Clearwater, Florida specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial advisors data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Clearwater, Florida financial advisors database, including contact fields, social profiles, and ratings data.
How do I download the Financial advisors list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial advisors in Clearwater, Florida have phone numbers?
157 financial advisors in Clearwater, Florida (100% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial advisors in Clearwater, Florida have email addresses?
28 financial advisors in Clearwater, Florida (18%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial advisors in Clearwater, Florida have both a phone number and an email address?
28 financial advisors in Clearwater, Florida have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial advisors in Clearwater, Florida are active on social media?
Social profile coverage for financial advisors in Clearwater, Florida: 17 on LinkedIn, 14 on Facebook, 6 on Instagram, 5 on YouTube, 7 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial advisors in Clearwater, Florida have a website?
149 financial advisors in Clearwater, Florida (95%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial advisors in Clearwater, Florida do not have a website?
8 financial advisors in Clearwater, Florida operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial advisors in Clearwater, Florida?
Rating breakdown for financial advisors in Clearwater, Florida: 40 with a 5-star rating, 2 with a 4-star rating, 14 with a 3-star rating, 0 with a 2-star rating, 3 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial advisors data for all of Florida or the entire US?
Yes. Beyond Clearwater, we offer the complete Financial advisors database for Florida and a national all-50-states version.
If you buy the Clearwater list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial advisors contact data in Clearwater, Florida legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.