City
Wealth management firms in Boca Raton, Florida
As of October 2, 2026, 69 wealth management firms, including broker-dealer firms, with their main office in Boca Raton, Florida reported $12.3 billion in regulatory assets under management; the largest by assets was Baron Silver Stevens Financial Advisors, LLC, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 69
- Regulatory assets under management
- $12.3 billion
- Average per firm
- $178.3 million
- SEC-registered, of those listed
- 32 of 69 (46.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Baron Silver Stevens Financial Advisors, LLC | SEC | $1.2 billion | 1,778 |
| 2 | NFSG Corporation Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $1.1 billion | 3,607 |
| 3 | Singer Wealth Advisors LLC | SEC | $910.6 million | 2,247 |
| 4 | Noesis Capital Management Corp | SEC | $876.9 million | 851 |
| 5 | Benchmark Financial Wealth Advisors LLC | SEC | $766.1 million | 1,067 |
| 6 | Fiduciary Family Office, LLC | SEC | $747.7 million | 624 |
| 7 | F&V Capital Management, L.L.C. | SEC | $557.8 million | 237 |
| 8 | Imz Advisory Inc. | SEC | $452.7 million | 502 |
| 9 | QP Wealth Management, LLC | SEC | $405.0 million | 715 |
| 10 | Proathlete Wealth Management LLC | SEC | $402.2 million | 205 |
| 11 | Boca Wealth Advisors | SEC | $378.6 million | 514 |
| 12 | Comprehensive Wealth Solutions, LLC | SEC | $374.3 million | 296 |
| 13 | Alpha Zero LLC | SEC | $269.8 million | 456 |
| 14 | Semus Wealth Partners, LLC | SEC | $262.7 million | 620 |
| 15 | Reshape Wealth | SEC | $232.2 million | 648 |
| 16 | Formulate Financial LLC | SEC | $229.4 million | 104 |
| 17 | Allied Private Wealth | SEC | $224.5 million | 417 |
| 18 | Sky Alpha Asset Advisors | SEC | $216.0 million | 318 |
| 19 | Syntax Research, Inc. | SEC | $202.9 million | 230 |
| 20 | Rwa Advisors | SEC | $199.1 million | 221 |
| 21 | One Wealth Investors | SEC | $193.5 million | 465 |
| 22 | Palm Wealth Partners | SEC | $179.3 million | 1,232 |
| 23 | Winning Points Advisors, L.L.C. | SEC | $173.1 million | 326 |
| 24 | Financial Trust Asset Management Chartered | SEC | $141.9 million | 400 |
| 25 | Red Reef Advisors LLC | SEC | $135.0 million | 323 |
| 26 | Epic Advisory Services Corp Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $134.3 million | 179 |
| 27 | Secure Wealth, Inc. | SEC | $132.0 million | 266 |
| 28 | CS Advisors Inc. | SEC | $118.0 million | 322 |
| 29 | Greenline Wealth Management | SEC | $117.0 million | 410 |
| 30 | Statetrust Capital, LLC. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $93.7 million | 238 |
| 31 | Walton Rahal CPAS PLLC | State | $77.0 million | 125 |
| 32 | Princeton Asset Management, LLC | State | $71.0 million | 102 |
| 33 | Icebridge Financial Group | State | $70.0 million | 58 |
| 34 | Atlas Financial Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $69.7 million | 122 |
| 35 | Venturemfo LLC | State | $65.8 million | 24 |
| 36 | S.H. Capital Management Corp. | State | $54.8 million | 191 |
| 37 | Aventura Capital Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $48.4 million | 252 |
| 38 | JKM Wealth Management Inc | State | $44.6 million | 200 |
| 39 | Star Wealth Advisors | State | $44.4 million | 272 |
| 40 | Advise Financial | State | $42.4 million | 323 |
| 41 | Bishop Capital Advisors LLC | State | $38.1 million | 28 |
| 42 | Avalon | State | $31.4 million | 106 |
| 43 | Aber Investments | State | $31.2 million | 11 |
| 44 | Financial One, Inc. | State | $30.9 million | 22 |
| 45 | 147th Group LLC | State | $30.1 million | 39 |
| 46 | Preservation Financial Management | State | $28.5 million | 55 |
| 47 | Ein Sof Advisors, LLC | State | $27.1 million | 18 |
| 48 | Great Wealth Investments | State | $15.6 million | 76 |
| 49 | Klein Asset Management LLC | State | $14.0 million | 37 |
| 50 | RFM Investment Advisor | State | $14.0 million | 123 |
| 51 | Strategic Investments & Insurance | State | $12.7 million | 60 |
| 52 | Ideas in Finance | State | $11.0 million | 15 |
| 53 | Noble Capital Management, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $10.0 million | 34 |
| 54 | M. D. Falk & Company, Inc. | State | $4.5 million | 9 |
| 55 | Sikes Financial Services, LLC | State | $4.5 million | 25 |
| 56 | Gulfcrest Capital | State | $2.2 million | 10 |
| 57 | Financial Connection, Inc | State | $93,680 | 5 |
| 58 | Align Equity Group | State | $0 | 0 |
| 59 | Amplify My Wealth | State | $0 | 0 |
| 60 | Dawson James Asset Management, Inc. | State | $0 | 0 |
| 61 | European Family Office Institute LLC. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 62 | Harbinger Financial Consultants, LLC | State | $0 | 0 |
| 63 | Maverick Thomas Capital | State | $0 | 0 |
| 64 | Maxine Weiner, Cfp(r) | State | $0 | 0 |
| 65 | Shearson Financial Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 66 | Sick Advisory Services | State | $0 | 0 |
| 67 | Slavic Wealth Management, Inc. | SEC | $0 | 0 |
| 68 | Suntax Advisors LLC | State | $0 | 0 |
| 69 | Westerfield Investment Management | State | $0 | 0 |
Wealth management firms 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.