Client 1st Advisory Group

  • Financial Services
  • Clearwater FL
  • 11 employees
  • Financial Services
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Company Overview

Website
c1ag.com
Phone
(727) 450-2301
Employees
11
Founded in
2013
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$17B

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Recent News & Media

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  • Jun 26, 2025
  • marketbeat.com

Telsey Advisory Group Reaffirms Outperform Rating for Home Depot (NYSE:HD)

  • Jun 20, 2025
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Cary Street Partners Financial LLC Takes Position in The Charles Schwab Co. (NYSE:SCHW)

  • May 13, 2025
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Forbes 2025 Top Women Wealth Advisors Best-In-State List

  • Feb 11, 2025
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Trump Media & Technology Group (NASDAQ:DJT) Shares Gap Down - Time to Sell?

  • Jan 16, 2025
  • marketbeat.com

Meghan Boles

  • Dec 30, 2024
  • c1ag.com

Who is Client 1st Advisory Group

Client 1st Advisory Group is an independent advisory firm based in Clearwater, Florida. The company employs 11 people and generates $17 million in annual revenue. Client 1st Advisory Group provides financial advisory services, including estate planning, insurance, and wealth management. They serve individuals and families looking to achieve their financial goals, such as retirement planning, education funding, and financial security. The firm emphasizes its commitment to client-centric service, prioritizing their clients' best interests above all else. They believe in building strong relationships with clients, providing personalized advice, and offering proactive guidance throughout life's financial journey. Clients can connect with Client 1st Advisory Group through their website, c1ag.com.

Company Leadership

Andrea Mears

Managing Partner

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Dave Stieh

Partner/COO

Phone Email
Craig Phillips

CEO/Managing Partner

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Client 1st Advisory Group Industry Tags

Private Wealth Management
Retirement Income Planning
Estate Planning
Investment Planning
Tax Planning
Business Planning
Risk Management
Accumualtion Planning
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Client 1st Advisory Group Tech Stack

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Companies Similar to Client 1st Advisory Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Client 1st Advisory Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
17M 150 New York, NY 2008
17M 20 Tallahassee, FL 2002
17M 20 Chicago, IL
17M 8 Chicago, IL 1999
17M 36 New York, NY 2011
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FAQ

What is the location of Client 1st Advisory Group's headquarters?
The headquarters of Client 1st Advisory Group are situated at 611 Druid Road East Suite 707, Clearwater FL
What is Client 1st Advisory Group's phone number?
Client 1st Advisory Group's contact number is (727) 450-2301.
What is Client 1st Advisory Group's official website?
The official website of Client 1st Advisory Group can be found at c1ag.com.
What is Client 1st Advisory Group's current revenue?
As of March 2019, Client 1st Advisory Group's annual revenue reached $17B.
How many employees does Client 1st Advisory Group currently have?
Client 1st Advisory Group employs approximately 11+ people as of March 2019
Which industries is Client 1st Advisory Group primarily operating in?
Client 1st Advisory Group operates in the following industries: Finance, Credit
Who is the Managing Partner of Client 1st Advisory Group?
Client 1st Advisory Group's Managing Partner is Andrea Mears
What are Client 1st Advisory Group's industry tags?
Client 1st Advisory Group's industry tags include: Private Wealth Management, Retirement Income Planning, Estate Planning
When was Client 1st Advisory Group founded?
Client 1st Advisory Group was founded in 2013.

Employee Directory

Key Employees

Michelle Mabry

Managing Partner & President

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