Top 10 advisors in Boca Raton

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

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  • 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

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    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

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.

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