Top Financial Advisors in Boca Raton, Florida
Finding the right financial advisor in Boca Raton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Boca Raton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Boca Raton, FL.
Find the Best Financial Advisor Firms in Boca Raton:
NFSG CORPORATION
CRD#: 130814
Address: 1200 North Federal Highway Suite 400, Boca Raton, FL 33432
Clients: 2,271
Average Clients per Advisor: 30
AUM: $ 1.1B
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD#: 126767
Address: 4800 N. Federal Highway Suite 210-a, Boca Raton, FL 33431
Clients: 153
Average Clients per Advisor: 21
AUM: $ 1.0B
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966
Address: 2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431
Clients: 270
Average Clients per Advisor: 54
AUM: $ 722M
NOESIS CAPITAL MANAGEMENT CORP
CRD#: 110819
Address: Fountain Square 2700 North Military Trail Suite 210, Boca Raton, FL, 33431
Clients: 169
Average Clients per Advisor: 24
AUM: $ 707M
FIDUCIARY FAMILY OFFICE, LLC
CRD#: 326990
Address: 150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432
AUM: $ 696M
SINGER WEALTH ADVISORS LLC
CRD#: 317218
Address: 1515 S. Federal Highway Suite 302, Boca Raton, FL 33432
Clients: 532
Average Clients per Advisor: 48
AUM: $ 571M
How We Chose the Top Financial Advisors in Boca Raton, Florida
To create this list of top financial advisor firms in Boca Raton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Boca Raton has to offer.
Search Financial Advisors in Boca Raton, Florida
Bryan Keith Shevak
Registered Affiliation(s):LPL FINANCIAL LLC
Joseph Charles Viviani
Registered Affiliation(s):MORGAN STANLEY
Gregory John Burie
Registered Affiliation(s):MORGAN STANLEY
Richard Earnest D'augelli
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Dale Dukate
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Debra Taylor Targett
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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