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 $33,254,393,444 Number of advisors 8 advisors	$33,254,393,444	8 advisors
2	Assets under management $27,967,735,632 Number of advisors 252 advisors	$27,967,735,632	252 advisors
3	Assets under management $7,557,719,790 Number of advisors 125 advisors	$7,557,719,790	125 advisors
4	Assets under management $6,611,860,808 Number of advisors 95 advisors	$6,611,860,808	95 advisors
5	Assets under management $4,128,477,749 Number of advisors 17 advisors	$4,128,477,749	17 advisors
6	Assets under management $3,524,646,519 Number of advisors 101 advisors	$3,524,646,519	101 advisors
7	Assets under management $1,329,579,689 Number of advisors 16 advisors	$1,329,579,689	16 advisors
8	Assets under management $1,158,059,596 Number of advisors 17 advisors	$1,158,059,596	17 advisors
9	Assets under management $1,149,068,444 Number of advisors 123 advisors	$1,149,068,444	123 advisors
10	Assets under management $767,529,780 Number of advisors 21 advisors	$767,529,780	21 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 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.

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.

Iii Capital Management
III Capital Management is a financial advisor firm established on June 30, 1993, operating in compliance with the Investment Advisers Act of 1940. The firm specializes in advising private investment funds for institutional investors and high net worth individuals. As of December 31, 2024, III managed over $5 billion in discretionary assets across various investment strategies, including fixed income, credit, equity market neutral, and macro-credit. III charges management fees based on the assets under management and may receive performance-based fees. The firm is a fiduciary acting in the best interests of its clients and exercises investment discretion for most managed accounts. III's investment strategies involve various methods of analysis, such as fundamental and technical analysis, with a focus on risk management and defining risk in trading transactions. III does not engage in principal transactions and has a detailed Code of Ethics to ensure compliance with applicable laws and regulations. The firm may receive research, software, and other benefits from broker-dealers, which are considered in trade execution decisions. III reviews client accounts daily, votes on client securities, and provides detailed reports to investors. III does not require prepayment of advisory fees and maintains financial stability to meet its commitments to clients.
$33,254,393,444 under management
8 advisors
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)
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Digitalbridge Investment Management, LLC
Digitalbridge Investment Management, LLC is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $27,967,735,632 of assets under management and employs about 252 people. Digitalbridge Investment Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$27,967,735,632 under management
252 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Separately Managed Accounts
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Sun Capital Advisors, L.p.
Sun Capital Advisors, L.p. is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $7,557,719,790 of assets under management and employs about 125 people. Sun Capital Advisors, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$7,557,719,790 under management
125 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Digital Bridge Advisors, LLC
Digital Bridge Advisors, LLC, based in Boca Raton, Florida, was established on September 15, 2017, and is a subsidiary of Digital Bridge Holdings, LLC. The firm specializes in facilitating investments in digital infrastructure companies for institutional and high-net-worth investors. Digital Bridge manages over $12.8 billion in regulatory assets under management, with a focus on digital infrastructure investments. The firm charges asset-based fees based on committed or contributed capital, with fees negotiable and payable quarterly in advance. Digital Bridge's investment process includes deal sourcing, disciplined due diligence, flexible transaction structuring, active management of portfolio companies, and involvement of senior advisers. The firm's investment strategies are centered around stable markets with catalysts for digital infrastructure investment and downside protection. Digital Bridge has a Code of Ethics in place to ensure ethical behavior and monitors personal trading activities of its personnel. The firm does not participate in brokerage practices and does not compensate individuals for client referrals. Digital Bridge has custody of certain client assets and does not have voting authority over client securities. The firm has no financial conditions impairing its ability to meet commitments and has not been involved in bankruptcy proceedings.
$6,611,860,808 under management
95 advisors
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)
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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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Blue Water Advisors Lp
Blue Water Advisors Lp is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $1,329,579,689 of assets under management and employs about 16 people. Blue Water Advisors Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$1,329,579,689 under management
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
22c Capital LLC
22c Capital LLC is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $1,158,059,596 of assets under management and employs about 17 people. 22c Capital LLC uses a fee structure of a percentage of assets under your management, performance-based fees and refer to part 2a, item 5.
$1,158,059,596 under management
17 advisors
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
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Colony Capital Investment Advisors, LLC
Colony Capital Investment Advisors, LLC is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $1,149,068,444 of assets under management and employs about 123 people. Colony Capital Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and asset management fees, custom fee arrangements.
$1,149,068,444 under management
123 advisors
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
See full profile
Hidden Harbor Capital Management, L.p.
Hidden Harbor Capital Management, L.p. is a financial advisory firm based in Boca Raton, Florida. It currently has approximately $767,529,780 of assets under management and employs about 21 people. Hidden Harbor Capital Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$767,529,780 under management
21 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile

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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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