Financial advisers in Boca Raton , FL

AUM: $88.2B
Per adviser: $9.8B
Advisers: 9

No reported disclosures

Digitalbridge Investment Management, LLC

Boca Raton, FL · Est. 2017

NationalInternational

AUM: $61.1B
Per adviser: $389M
Advisers: 157

No reported disclosures

Polen Capital Management, LLC

Boca Raton, FL · Est. 1980

AUM: $24.1B
Per adviser: $1.1B
Advisers: 22

No reported disclosures

Digital Bridge Advisors, LLC

Boca Raton, FL · Est. 2018

AUM: $14.6B
Per adviser: $206M
Advisers: 71

No reported disclosures

Ae Industrial Partners, LP

Boca Raton, FL · Est. 2015

AUM: $7.7B
Per adviser: $158M
Advisers: 49

No reported disclosures

Sun Capital Advisors, L.P.

Boca Raton, FL · Est. 2012

AUM: $5.8B
Per adviser: $167M
Advisers: 35

No reported disclosures

Slavic Mutual Funds Management Corp.

Boca Raton, FL · Est. 1987

AUM: $5.0B
Per adviser: $1.7B
Advisers: 3

No reported disclosures

Acasta Partners US LLC

Boca Raton, FL · Est. 2025

AUM: $4.7B
Per adviser: $2.4B
Advisers: 2

No reported disclosures

Fourth Sail Capital US LP

Boca Raton, FL · Est. 2024

AUM: $3.7B
Per adviser: $1.8B
Advisers: 2

No reported disclosures

Phase 3 Capital Management LLC

Boca Raton, FL · Est. 2018

AUM: $2.5B
Per adviser: $634M
Advisers: 4

No reported disclosures

Isam Funds (USA) LLC

Boca Raton, FL · Est. 2022

AUM: $2.3B
Per adviser: $778M
Advisers: 3

No reported disclosures

Hidden Harbor Capital Management, L.P.

Boca Raton, FL · Est. 2019

AUM: $2.2B
Per adviser: $70M
Advisers: 32

No reported disclosures

The Praedium Group LLC

Boca Raton, FL · Est. 2012

AUM: $1.7B
Per adviser: $171M
Advisers: 10

No reported disclosures

Prescott General Partners LLC

Boca Raton, FL · Est. 2012

AUM: $1.7B
Per adviser: $847M
Advisers: 2

Meteora Capital, LLC

Boca Raton, FL · Est. 2021

AUM: $1.5B
Per adviser: $219M
Advisers: 7

No reported disclosures

22c Capital LLC

Boca Raton, FL · Est. 2019

AUM: $1.5B
Per adviser: $116M
Advisers: 13

No reported disclosures

Amergin Asset Management, LLC

Boca Raton, FL · Est. 2022

AUM: $1.2B
Per adviser: $242M
Advisers: 5

No reported disclosures

Baron Silver Stevens Financial Advisors, LLC

Boca Raton, FL · Est. 2008

AUM: $1.2B
Per adviser: $150M
Advisers: 8

No reported disclosures

Nfsg Corporation

Boca Raton, FL · Est. 2007

NationalInternational

AUM: $1.1B
Per adviser: $15M
Advisers: 74

No reported disclosures

Blue Water Advisors LP

Boca Raton, FL · Est. 2017

AUM: $928M
Per adviser: $66M
Advisers: 14

No reported disclosures

Noesis Capital Management Corp

Boca Raton, FL · Est. 1995

AUM: $877M
Per adviser: $125M
Advisers: 7

No reported disclosures

Singer Wealth Advisors LLC

Boca Raton, FL · Est. 2021

AUM: $782M
Per adviser: $52M
Advisers: 15

No reported disclosures

Benchmark Financial Wealth Advisors LLC

Boca Raton, FL · Est. 2017

AUM: $766M
Per adviser: $109M
Advisers: 7

No reported disclosures

Fiduciary Family Office, LLC

Boca Raton, FL · Est. 2023

AUM: $748M
Per adviser: $374M
Advisers: 2

No reported disclosures

Bench Walk Advisors LLC

Boca Raton, FL · Est. 2022

AUM: $708M
Per adviser: $54M
Advisers: 13

No reported disclosures

Encore Housing Opportunity Fund Investment Manager, LLC

Boca Raton, FL · Est. 2012

AUM: $680M
Per adviser: $34M
Advisers: 20

No reported disclosures

F&V Capital Management, L.L.C.

Boca Raton, FL · Est. 2008

AUM: $558M
Per adviser: $80M
Advisers: 7

No reported disclosures

Pharvision Advisers, LLC

Boca Raton, FL · Est. 2021

AUM: $513M
Per adviser: $513M
Advisers: 1

No reported disclosures

Whitestar Advisors, LLC

Boca Raton, FL · Est. 2003

AUM: $454M
Per adviser: $114M
Advisers: 4

No reported disclosures

New Water Capital, L.P.

Boca Raton, FL · Est. 2015

AUM: $454M
Per adviser: $38M
Advisers: 12

No reported disclosures

Imz Advisory INC.

Boca Raton, FL · Est. 2021

AUM: $453M
Per adviser: $151M
Advisers: 3

No reported disclosures

Qp Wealth Management, LLC

Boca Raton, FL · Est. 2019

AUM: $405M
Per adviser: $135M
Advisers: 3

No reported disclosures

Proathlete Wealth Management LLC

Boca Raton, FL · Est. 2022

AUM: $402M
Per adviser: $134M
Advisers: 3

No reported disclosures

Barramundi Advisors LLC

Boca Raton, FL · Est. 2025

AUM: $390M
Per adviser: $78M
Advisers: 5

No reported disclosures

Boca Wealth Advisors

Boca Raton, FL · Est. 1999

AUM: $379M
Per adviser: $189M
Advisers: 2

No reported disclosures

Comprehensive Wealth Solutions, LLC

Boca Raton, FL · Est. 2004

AUM: $374M
Per adviser: $125M
Advisers: 3

No reported disclosures

C Cubed Capital Partners, LLC

Boca Raton, FL · Est. 2023

AUM: $363M
Per adviser: $121M
Advisers: 3

No reported disclosures

Opal Capital LLC

Boca Raton, FL · Est. 2022

AUM: $348M
Per adviser: $58M
Advisers: 6

No reported disclosures

Ipcp Management, LLC

Boca Raton, FL · Est. 2025

AUM: $346M
Per adviser: $86M
Advisers: 4

No reported disclosures

Colony Capital Investment Advisors, LLC

Boca Raton, FL · Est. 2015

AUM: $336M
Per adviser: $336M
Advisers: 1

Alpha Zero LLC

Boca Raton, FL · Est. 2022

AUM: $270M
Per adviser: $25M
Advisers: 11

No reported disclosures

Semus Wealth Partners, LLC

Boca Raton, FL · Est. 2019

AUM: $263M
Per adviser: $263M
Advisers: 1

No reported disclosures

Karlov Street Capital, LLC

Boca Raton, FL · Est. 2023

AUM: $251M
Per adviser: $63M
Advisers: 4

No reported disclosures

Reshape Wealth

Boca Raton, FL · Est. 2024

AUM: $232M
Per adviser: $232M
Advisers: 1

No reported disclosures

Allied Private Wealth

Boca Raton, FL · Est. 2023

AUM: $224M
Per adviser: $75M
Advisers: 3

No reported disclosures

Sky Alpha Asset Advisors

Boca Raton, FL · Est. 2018

AUM: $216M
Per adviser: $108M
Advisers: 2

No reported disclosures

Syntax Research, INC.

Boca Raton, FL · Est. 2012

AUM: $203M
Per adviser: $101M
Advisers: 2

No reported disclosures

Rwa Advisors

Boca Raton, FL · Est. 2022

AUM: $199M
Per adviser: $199M
Advisers: 1

No reported disclosures

One Wealth Investors

Boca Raton, FL · Est. 2022

AUM: $193M
Per adviser: $48M
Advisers: 4

Palm Wealth Partners

Boca Raton, FL · Est. 2024

AUM: $179M
Per adviser: $20M
Advisers: 9

No reported disclosures

Winning Points Advisors, L.L.C.

Boca Raton, FL · Est. 2013

AUM: $173M
Per adviser: $87M
Advisers: 2

No reported disclosures

Banyan Global Investment Advisors, LLC

Boca Raton, FL · Est. 2016

AUM: $162M
Per adviser: $81M
Advisers: 2

No reported disclosures

Cywp Fund

Boca Raton, FL · Est. 2025

AUM: $161M
Per adviser: $80M
Advisers: 2

No reported disclosures

American Asset Management INC.

Boca Raton, FL · Est. 2002

AUM: $153M
Per adviser: $153M
Advisers: 1

No reported disclosures

Financial Trust Asset Management Chartered

Boca Raton, FL · Est. 2025

AUM: $142M
Per adviser: $35M
Advisers: 4

No reported disclosures

Red Reef Advisors LLC

Boca Raton, FL · Est. 2025

AUM: $135M
Per adviser: $45M
Advisers: 3

No reported disclosures

Epic Advisory Services Corp

Boca Raton, FL · Est. 2024

AUM: $134M
Per adviser: $7M
Advisers: 19

No reported disclosures

Secure Wealth, INC.

Boca Raton, FL · Est. 2025

AUM: $132M
Per adviser: $44M
Advisers: 3

No reported disclosures

Sundial Wealth LLC

Boca Raton, FL · Est. 2026

AUM: $126M
Per adviser: $126M
Advisers: 1

No reported disclosures

Cs Advisors INC.

Boca Raton, FL · Est. 2026

AUM: $118M
Per adviser: $39M
Advisers: 3

No reported disclosures

Greenline Wealth Management

Boca Raton, FL · Est. 2026

AUM: $117M
Per adviser: $19M
Advisers: 6

No reported disclosures

Statetrust Capital, LLC.

Boca Raton, FL · Est. 2001

AUM: $94M
Per adviser: $47M
Advisers: 2

No reported disclosures

Aventura Capital Management, LLC

Boca Raton, FL · Est. 2006

AUM: $48M
Per adviser: $16M
Advisers: 3

No reported disclosures

Ot Advisors LLC

Boca Raton, FL · Est. 2023

AUM: $15M
Per adviser: $8M
Advisers: 2

No reported disclosures

Cmc Advisors, INC.

Boca Raton, FL · Est. 2003

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Slavic Wealth Management, INC.

Boca Raton, FL · Est. 2023

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Polen International Equity LLC

Boca Raton, FL · Est. 2026