Vault-13

Managers in Clearwater, FL

United States · 125 asset managers within 25 km (10 in Clearwater itself) · 209 wealth managers, banks and others

ClearwaterWest Palm BeachPalm Beach GardensTampaOrlandoMaitlandLake MaryBrandonOcoeeSarasota
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Tampa, FL 88 · Saint Petersburg, FL 26 · Wesley Chapel, FL 4 · Brandon, FL 3 · Largo, FL 2 · Safety Harbor, FL 1 · Belleair Beach, FL 1 · Tarpon Springs, FL 1 · Sun City Center, FL 1 · Anna Maria, FL 1

Asset managers in and around Clearwater

#Manager People here Assets Visa salary
51 MARLIN MANAGER, LLC Saint Petersburg $871.0m about 2main office $871.0m
52 DFN MANAGEMENT LLC. hedge funds · Tampa $241.4m about 2main office $241.4m
53 PFS SIGNATURE WEALTH Tampa about 2main office
54 SUM ZERO WEALTH Saint Petersburg about 2main office
55 Gallagher Fiduciary Advisors, LLC institutions, futures · Tampa $194.8bn 1 $194.8bn
56 BOYD WATTERSON ASSET MANAGEMENT LLC/OH real estate, futures · Tampa $18.8bn 1 $18.8bn
57 RETIREMENT PLAN ADVISORS, LLC institutions · Saint Petersburg $3.5bn 1 $3.5bn
58 CONCURRENT ASSET MANAGEMENT, LLC private equity · Tampa $2.5bn about 1main office $2.5bn
59 ELECTRA CAPITAL Tampa $1.5bn 1 $1.5bn
60 Newfound Research LLC mutual funds · Saint Petersburg $1.1bn about 1main office $1.1bn
61 FIRST TRYON ADVISORS institutions · Tampa $1.0bn 1 $1.0bn
62 AMERANT INVESTMENTS, INC. institutions · Tampa $782.4m 1 $782.4m
63 CYBER HORNET ETFs LLC mutual funds, futures · Saint Petersburg $167.6m about 1main office $167.6m
64 U.S. CHERRY LLC institutions · Saint Petersburg $8.3m about 1main office $8.3m
65 ADVISIFI LLC institutions · Saint Petersburg $1.8m about 1main office $1.8m
66 DAN THORNSBERRY CAPITAL ADVISORS, LLC Belleair Beach about 1main office
67 INTEREST FINANCIAL, LLC Tampa about 1main office
68 MAVS WEALTH MANAGEMENT GROUP, LLC Saint Petersburg about 1main office
69 USI SECURITIES, INC. Tampa 1
70 VERDARA PPP LLC Tampa about 1main office
71 PERMIRA INVESTMENT ADVISERS LIMITED hedge funds, private equity · Tampa 1
72 Manning & Napier Group, LLC mutual funds · Saint Petersburg RAINIER INVESTMENT MANAGEMENT LLC · 2 related pages $8.8bn office $8.8bn
73 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Tampa MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
74 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Clearwater EDWARD JONES · 4 related pages $1.0tn office $1.0tn
75 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Tampa NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
76 WELLS FARGO & COMPANY/MN wealth · Tarpon Springs WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
77 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Tampa PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
78 Fisher Asset Management, LLC wealth · Tampa FISHER INVESTMENTS · 2 related pages $386.7bn · visa salary $156,000 office $386.7bn $156,0007 filings
79 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Tampa Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
80 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Tampa SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
81 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Saint Petersburg Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
82 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Tampa VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
83 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Tampa W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
84 DOUBLELINE CAPITAL LP hedge funds, mutual funds, futures · Tampa $93.3bn office $93.3bn
85 Canadian Imperial Bank of Commerce wealth, bank or insurer · Tampa CIBC PRIVATE WEALTH ADVISORS, INC. · 5 related pages $80.8bn office $80.8bn
86 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Tampa OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
87 THE BALDWIN GROUP WEALTH ADVISORS, LLC institutions · Tampa $27.3bn office $27.3bn
88 Pinnacle Financial Partners, Inc. wealth · Tampa Synovus Securities, Inc. · 2 related pages $14.7bn office $14.7bn
89 J.W. COLE ADVISORS, INC. Tampa $5.8bn based here $5.8bn
90 DOUBLELINE ALTERNATIVES LP mutual funds, futures · Tampa $3.5bn office $3.5bn
91 DoubleLine ETF Adviser LP mutual funds, futures · Tampa $2.1bn office $2.1bn
92 Doyle Wealth Management Saint Petersburg $1.2bn based here $1.2bn
93 ANZU PARTNERS, LLC venture · Tampa $1.1bn office $1.1bn
94 AssuredPartners Investment Advisors, LLC Tampa $1.0bn based here $1.0bn
95 UNIQUE WEALTH, LLC Tampa $858.1m based here $858.1m
96 Deuterium Capital Management, LLC hedge funds, futures · Clearwater $603.7m office $603.7m
97 THE AMBRUS GROUP LLC hedge funds · Tampa $485.1m office $485.1m
98 PSI Advisors, LLC Tampa $430.5m based here $430.5m
99 Capco Asset Management, LLC Tampa $365.9m based here $365.9m
100 NORTHBRIDGE FINANCIAL GROUP, LLC Tampa $260.3m based here $260.3m

125 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.