Top 10 financial advisors in Boca Raton, FL

We've curated a list of the best financial advisors in Boca Raton, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $4,128,477,749 Number of advisors 17 advisors	$4,128,477,749	17 advisors
2	Assets under management $3,524,646,519 Number of advisors 101 advisors	$3,524,646,519	101 advisors
3	Assets under management $618,656,036 Number of advisors 10 advisors	$618,656,036	10 advisors
4	Assets under management $512,872,056 Number of advisors 9 advisors	$512,872,056	9 advisors
5	Assets under management $504,321,798 Number of advisors 3 advisors	$504,321,798	3 advisors
6	Assets under management $481,406,349 Number of advisors 11 advisors	$481,406,349	11 advisors
7	Assets under management $424,595,205 Number of advisors 12 advisors	$424,595,205	12 advisors
8	Assets under management $379,893,905 Number of advisors 7 advisors	$379,893,905	7 advisors
9	Assets under management $342,182,388 Number of advisors 141 advisors	$342,182,388	141 advisors
10	Assets under management $275,360,000 Number of advisors 3 advisors	$275,360,000	3 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Boca Raton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Slavic Mutual Funds Management Corp.
Slavic Mutual Funds Management Corporation is a registered investment advisor based in Boca Raton, Florida, established in 1987. The firm specializes in providing investment consulting and management services to ERISA and Non-ERISA employee benefit plans, focusing on corporate 401Ks, Multiple Employer Plans, and Pooled Employer Plans. They offer discretionary and non-discretionary advisory and consulting services on mutual fund lineups, tailored to meet the needs of Plan Sponsors. SMF acts as a fiduciary under ERISA sections 3(21) and 3(38) when making investment decisions for clients. They offer Pre-Allocated Portfolios and Bespoke digital asset allocation strategies to Plan Participants through employer-sponsored qualified retirement plans. SMF charges an annual fee of 0.35% for the Pre-Allocated Portfolios and Bespoke services. The firm does not accept compensation for the sale of securities and does not engage in performance-based fees or side-by-side management agreements. SMF's investment committee evaluates mutual funds based on various criteria, including costs, performance, and stability. The firm has no disciplinary information to disclose and does not provide custody services. Clients receive quarterly performance evaluations and have the option to self-direct their accounts. SMF does not vote on client securities and does not require prepayment of advisory fees.
$4,128,477,749 under management
17 advisors
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
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Gladstone Wealth Partners
Gladstone Wealth Partners is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $3,524,646,519 of assets under management and employs about 101 people. Gladstone Wealth Partners uses a fee structure of a percentage of assets under your management and fixed fees.
$3,524,646,519 under management
101 advisors
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
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Baron Silver Stevens Financial Advisors, LLC
Baron Silver Stevens Financial Advisors, LLC is a registered investment adviser based in Boca Raton, Florida, providing personalized investment advisory services since 2000. The firm offers Vision2020 Wealth Management Platforms, Third Party Advisory Services, Financial Planning Services, and On-Going Retainer Services. Clients can enroll in the Advisor Managed Portfolios program on a discretionary or non-discretionary basis, allowing the firm to manage their accounts without prior approval for each transaction. The firm also offers the Wealth Management Platform - SMA and UMA Account Program and the Model Portfolio Strategists Program. Baron Silver Stevens primarily recommends mutual funds, Exchange Traded Funds (ETFs), equities, bonds, options, and other investments based on client goals and objectives. The firm charges fees based on assets under management, with fees ranging from 1% to 0.50% depending on the account size. Clients are encouraged to review account statements, and the firm does not participate in performance-based fees or side-by-side management. The firm requires a minimum account size of $500,000, which may be waived under certain circumstances. Clients are provided with continuous management services and account reviews to ensure services align with their investment needs and objectives. Baron Silver Stevens Financial Advisors, LLC does not have any reportable disciplinary information and maintains a Code of Ethics to protect clients' interests. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals. Clients' assets are held at Pershing, LLC, and the firm exercises limited custody over funds. Clients are encouraged to review the firm's privacy policy and consider IRA rollover options before making decisions.
$618,656,036 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
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Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $512,872,056 of assets under management and employs about 9 people. Benchmark Financial Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and project based fees- research fee for alternatives.
$512,872,056 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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Fiduciary Family Office, LLC
Fiduciary Family Office, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in May 2023, the firm is owned by Kathleen Grace and Tabitha LeTourneau Meyerer. As of December 31, 2024, the firm managed $584,175,204 in assets on a discretionary basis and $111,906,871 on a non-discretionary basis. Services include financial planning, family office services, and investment management tailored to individual client needs. The firm primarily allocates client assets among various investments, including ETFs, individual stocks, bonds, options, and alternative investments. Clients have discretion over decisions, and the firm may engage Independent Managers for certain services. Fees range from $30,000 to $250,000 for financial planning and consulting, and 0.50% to 1.50% annually for investment management. The firm receives referrals from Schwab and pays fees for successful client referrals. Fiduciary Family Office exercises investment discretion for client accounts, with the authority to make investment decisions without prior client consent. Clients receive regular account statements and reports, and the firm does not accept authority to vote client securities. The firm has not been involved in any legal or disciplinary events and does not require prepayment of fees or have financial conditions that may impair client commitments.
$504,321,798 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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
See full profile
Noesis Capital Management Corp
Noesis Capital Management, Corp., located in Boca Raton, Florida, has been providing investment advisory services since September 5, 1995, and is registered with the SEC. The firm specializes in ongoing portfolio management services, offering both discretionary and non-discretionary options based on clients' needs. Noesis focuses on identifying companies with superior products, strong financials, and sustainable growth potential. The firm recommends a minimum investment of $1,000,000, but exceptions are made for accounts with a minimum of $500,000. Fees are charged based on assets under management, with a standard fee schedule of 1.50% for the first $1 million and 0.75% for amounts above $1 million. Noesis includes cash and margin loan balances in billable assets for fee calculation, ensuring transparency and aligning recommendations with clients' financial goals. The firm also discloses potential conflicts of interest related to client referrals and affiliations with Noesis B.V. in the Netherlands. Noesis does not charge performance-based fees and does not have side-by-side management relationships. Clients receive regular account reviews and written quarterly reports. Noesis maintains a proxy voting policy and assists clients with class-action settlement claims. The firm does not maintain custody of client funds and has no financial conditions that would impair its ability to meet obligations.
$481,406,349 under management
11 advisors
Fee structure
A percentage of assets under your management
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)
Assets Under Advisement
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Singer Wealth Advisors LLC
Singer Wealth Advisors LLC is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $424,595,205 of assets under management and employs about 12 people. Singer Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, commissions and selection of other advisors fees; solicitor fees.
$424,595,205 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SELECTION OF OTHER ADVISORS FEES; SOLICITOR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
See full profile
F&v Capital Management, L.l.c.
F&V Capital Management, LLC is a SEC-registered investment adviser established in March 2008, with its principal place of business in Boca Raton, FL. The firm offers investment supervisory services, including individual portfolio management and mutual fund portfolio management. Clients' assets under management total $472,121,139 as of December 31, 2024, with discretionary assets at $455,987,591 and non-discretionary assets at $16,133,548. Fees for investment supervisory services range from 0.50% to 2.50% of assets under management, with a combination of management fees and performance-based fees. Performance-based fees are offered to qualified clients meeting specific asset or net worth thresholds. The firm's investment strategies include long-term and short-term purchases, short sales, and margin transactions. F&V Capital Management, LLC employs fundamental, quantitative, qualitative, and technical analysis, as well as asset allocation in managing client accounts. The firm has no reportable disciplinary events and does not engage in client referrals or receive compensation for referrals. Clients have the option to grant discretionary authority for trading decisions, and the firm votes proxies for client securities unless instructed otherwise. F&V Capital Management, LLC does not have custody of client accounts and maintains a Code of Ethics to ensure ethical business conduct.
$379,893,905 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Luxembourg-based Mutual Fund
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Newbridge Financial Services Group, Inc.
Newbridge Financial Services Group, Inc. is an SEC-registered investment adviser offering a Wrap Fee program that includes portfolio management, custodial services, and transaction costs for a single fee. The firm provides discretionary or non-discretionary investment advice tailored to clients' financial situations and goals. Clients' portfolios are diversified with various securities based on individual objectives and risk tolerance. The firm may recommend third-party asset managers for certain services. NFSG charges an annual fee of up to 2.0% based on assets under management, with a minimum annual charge of $250 and a minimum account size of $25,000. Clients can choose between discretionary and non-discretionary portfolio management. NFSG utilizes cyclical, fundamental, and technical analysis in its investment strategies, including short-term investing, asset allocation, and long-term investing. The firm emphasizes the importance of understanding risks associated with investments and provides ongoing portfolio reviews. Clients are responsible for voting proxies, and the firm does not receive compensation for client referrals. NFSG has a Code of Ethics to ensure client interests are prioritized, and it does not have any financial commitments impairing its ability to meet obligations.
$342,182,388 under management
141 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR 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
See full profile
Investment Advisory Professionals LLC
Boca Wealth Advisors, LLC, formerly known as Investment Advisory Professionals, LLC, is a fee-only investment advisory and financial planning firm established in 1998. The firm's owners are Arthur J. Canter, Mark D. Miclean, and Alexandra Demosthenes. They offer discretionary investment advisory services and financial planning, using low-cost mutual funds and individual fixed income securities. Boca Wealth Advisors acts as a fiduciary under the Investment Advisers Act of 1940 and provides services for high-net-worth individuals, trusts, foundations, and company retirement plans with a minimum account size of $500,000. The firm employs an academic-based approach to portfolio design and emphasizes minimizing risk through diversification. Clients have investment discretion, but the firm generally tailors portfolios based on client needs and available resources. Boca Wealth Advisors charges an annual fee based on assets under management and may bill separately for financial planning services. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients receive quarterly performance reports and account statements from the custodian, Charles Schwab & Co., Inc. Boca Wealth Advisors undergoes an annual custody examination by an independent CPA to ensure compliance with regulatory requirements. The firm has a Code of Ethics in place to guide its business conduct and fiduciary duty to clients. Boca Wealth Advisors does not receive compensation for referrals and does not engage in activities that conflict with client interests.
$275,360,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profile

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Methodology

Top advisors in Florida

Altamonte Springs,Aventura Bay Harbor Islands Bellair Bluffs Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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