Top 10 advisors in Boca Raton
We’ve curated a list of the best financial advisors in Boca Raton, take a look at it below
Find an advisor in Boca Raton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $33,254,393,444 | 8 advisors | ||
| 2 | $27,967,735,632 | 252 advisors | ||
| 3 | $7,557,719,790 | 125 advisors | ||
| 4 | $6,611,860,808 | 95 advisors | ||
| 5 | $4,128,477,749 | 17 advisors | ||
| 6 | $3,524,646,519 | 101 advisors | ||
| 7 | $1,329,579,689 | 16 advisors | ||
| 8 | $1,158,059,596 | 17 advisors | ||
| 9 | $1,149,068,444 | 123 advisors | ||
| 10 | $767,529,780 | 21 advisors |
How we came up with this list
To generate our top financial advisors list in Boca Raton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Boca Raton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Iii Capital Management
Assets under management
$33,254,393,444
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Digitalbridge Investment Management, LLC
Assets under management
$27,967,735,632
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Separately Managed Accounts
3. Sun Capital Advisors, L.p.
Assets under management
$7,557,719,790
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Digital Bridge Advisors, LLC
Assets under management
$6,611,860,808
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Slavic Mutual Funds Management Corp.
Assets under management
$4,128,477,749
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
6. Gladstone Wealth Partners
Assets under management
$3,524,646,519
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Wrap Fee Account, Retirement Planning Consulting Services, General Consulting Services, And Solicitors
- Not sure which one to choose?Use our smart matching tool
7. Blue Water Advisors Lp
Assets under management
$1,329,579,689
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
8. 22c Capital LLC
Assets under management
$1,158,059,596
Fee structure
A percentage of assets under your management
Performance-based fees
REFER TO PART 2A, ITEM 5
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Colony Capital Investment Advisors, LLC
Assets under management
$1,149,068,444
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
ASSET MANAGEMENT FEES, CUSTOM FEE ARRANGEMENTS
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Hidden Harbor Capital Management, L.p.
Assets under management
$767,529,780
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.