City
Independent RIAs in Boca Raton, Florida
As of October 2, 2026, 61 independent wealth management RIAs with their main office in Boca Raton, Florida reported $10.9 billion in regulatory assets under management; the largest by assets was Baron Silver Stevens Financial Advisors, LLC, with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 61
- Regulatory assets under management
- $10.9 billion
- Average per firm
- $178.0 million
- SEC-registered, of those listed
- 28 of 61 (45.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Baron Silver Stevens Financial Advisors, LLC | SEC | $1.2 billion | 1,778 |
| 2 | Singer Wealth Advisors LLC | SEC | $910.6 million | 2,247 |
| 3 | Noesis Capital Management Corp | SEC | $876.9 million | 851 |
| 4 | Benchmark Financial Wealth Advisors LLC | SEC | $766.1 million | 1,067 |
| 5 | Fiduciary Family Office, LLC | SEC | $747.7 million | 624 |
| 6 | F&V Capital Management, L.L.C. | SEC | $557.8 million | 237 |
| 7 | Imz Advisory Inc. | SEC | $452.7 million | 502 |
| 8 | QP Wealth Management, LLC | SEC | $405.0 million | 715 |
| 9 | Proathlete Wealth Management LLC | SEC | $402.2 million | 205 |
| 10 | Boca Wealth Advisors | SEC | $378.6 million | 514 |
| 11 | Comprehensive Wealth Solutions, LLC | SEC | $374.3 million | 296 |
| 12 | Alpha Zero LLC | SEC | $269.8 million | 456 |
| 13 | Semus Wealth Partners, LLC | SEC | $262.7 million | 620 |
| 14 | Reshape Wealth | SEC | $232.2 million | 648 |
| 15 | Formulate Financial LLC | SEC | $229.4 million | 104 |
| 16 | Allied Private Wealth | SEC | $224.5 million | 417 |
| 17 | Sky Alpha Asset Advisors | SEC | $216.0 million | 318 |
| 18 | Syntax Research, Inc. | SEC | $202.9 million | 230 |
| 19 | Rwa Advisors | SEC | $199.1 million | 221 |
| 20 | One Wealth Investors | SEC | $193.5 million | 465 |
| 21 | Palm Wealth Partners | SEC | $179.3 million | 1,232 |
| 22 | Winning Points Advisors, L.L.C. | SEC | $173.1 million | 326 |
| 23 | Financial Trust Asset Management Chartered | SEC | $141.9 million | 400 |
| 24 | Red Reef Advisors LLC | SEC | $135.0 million | 323 |
| 25 | Secure Wealth, Inc. | SEC | $132.0 million | 266 |
| 26 | CS Advisors Inc. | SEC | $118.0 million | 322 |
| 27 | Greenline Wealth Management | SEC | $117.0 million | 410 |
| 28 | Walton Rahal CPAS PLLC | State | $77.0 million | 125 |
| 29 | Princeton Asset Management, LLC | State | $71.0 million | 102 |
| 30 | Icebridge Financial Group | State | $70.0 million | 58 |
| 31 | Venturemfo LLC | State | $65.8 million | 24 |
| 32 | S.H. Capital Management Corp. | State | $54.8 million | 191 |
| 33 | JKM Wealth Management Inc | State | $44.6 million | 200 |
| 34 | Star Wealth Advisors | State | $44.4 million | 272 |
| 35 | Advise Financial | State | $42.4 million | 323 |
| 36 | Bishop Capital Advisors LLC | State | $38.1 million | 28 |
| 37 | Avalon | State | $31.4 million | 106 |
| 38 | Aber Investments | State | $31.2 million | 11 |
| 39 | Financial One, Inc. | State | $30.9 million | 22 |
| 40 | 147th Group LLC | State | $30.1 million | 39 |
| 41 | Preservation Financial Management | State | $28.5 million | 55 |
| 42 | Ein Sof Advisors, LLC | State | $27.1 million | 18 |
| 43 | Great Wealth Investments | State | $15.6 million | 76 |
| 44 | Klein Asset Management LLC | State | $14.0 million | 37 |
| 45 | RFM Investment Advisor | State | $14.0 million | 123 |
| 46 | Strategic Investments & Insurance | State | $12.7 million | 60 |
| 47 | Ideas in Finance | State | $11.0 million | 15 |
| 48 | M. D. Falk & Company, Inc. | State | $4.5 million | 9 |
| 49 | Sikes Financial Services, LLC | State | $4.5 million | 25 |
| 50 | Gulfcrest Capital | State | $2.2 million | 10 |
| 51 | Financial Connection, Inc | State | $93,680 | 5 |
| 52 | Align Equity Group | State | $0 | 0 |
| 53 | Amplify My Wealth | State | $0 | 0 |
| 54 | Dawson James Asset Management, Inc. | State | $0 | 0 |
| 55 | Harbinger Financial Consultants, LLC | State | $0 | 0 |
| 56 | Maverick Thomas Capital | State | $0 | 0 |
| 57 | Maxine Weiner, Cfp(r) | State | $0 | 0 |
| 58 | Sick Advisory Services | State | $0 | 0 |
| 59 | Slavic Wealth Management, Inc. | SEC | $0 | 0 |
| 60 | Suntax Advisors LLC | State | $0 | 0 |
| 61 | Westerfield Investment Management | State | $0 | 0 |
Independent RIAs in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.