Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Boca Raton, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Boca Raton, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Boca Raton, Florida have an average of 26 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
POLEN CAPITAL MANAGEMENT, LLC 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | 106093 | $36,045,083,867 | 3515 | A Percentage of AUM, Performance Based |
III CAPITAL MANAGEMENT 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | 113539 | $33,254,393,444 | 30 | A Percentage of AUM, Performance Based |
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 290954 | $28,800,093,227 | 35 | A Percentage of AUM, Performance Based |
DIGITAL BRIDGE ADVISORS, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 291394 | $10,244,416,015 | 35 | A Percentage of AUM, Fixed Fees, Performance Based |
SUN CAPITAL ADVISORS, L.P. 5200 Town Center Circle, 4th Floor Boca Raton, FL, 33486-1015 | 155109 | $7,557,719,790 | 15 | A Percentage of AUM, Performance Based |
INFRABRIDGE INVESTORS (US) LIMITED 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 155605 | $6,055,303,830 | 1 | Other (A PROFIT SPLIT OR COST PLUS BASIS) |
AE INDUSTRIAL PARTNERS, LP 6700 Broken Sound Parkway Nw, Boca Raton, FL, 33487 | 173020 | $5,574,923,554 | 24 | A Percentage of AUM, Performance Based |
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. 1075 Broken Sound Parkway Nw, Suite 100 Boca Raton, FL, 33487-3540 | 113833 | $4,128,477,749 | 879 | A Percentage of AUM, Fixed Fees |
GLADSTONE WEALTH PARTNERS 2500 N. Military Trail, Suite 225 Boca Raton, FL, 33431 | 250787 | $3,538,625,432 | 14947 | A Percentage of AUM, Fixed Fees |
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC One Town Center, Suite 600, Boca Raton, FL, 33486 | 159393 | $1,898,880,009 | 17 | A Percentage of AUM, Other (GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION) |
PRESCOTT GENERAL PARTNERS LLC 2200 Butts Road, Suite 320, Boca Raton, FL, 33431 | 157907 | $1,483,399,156 | 3 | A Percentage of AUM, Performance Based |
BLUE WATER ADVISORS LP 1 North Federal Highway, Suite 300 Boca Raton, FL, 33432-3930 | 288923 | $1,329,579,689 | 4 | A Percentage of AUM, Fixed Fees, Performance Based |
22C CAPITAL LLC 7900 Glades Road, Suite 540 Boca Raton, FL, 33434 | 298094 | $1,158,059,596 | 9 | A Percentage of AUM, Performance Based, Other (REFER TO PART 2A, ITEM 5) |
COLONY CAPITAL INVESTMENT ADVISORS, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 175506 | $1,149,068,444 | 15 | A Percentage of AUM, Fixed Fees, Performance Based, Other (ASSET MANAGEMENT FEES, CUSTOM FEE ARRANGEMENTS) |
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. 4855 Technology Way, Suite 500 Boca Raton, FL, 33431-3352 | 285401 | $767,529,780 | 4 | A Percentage of AUM, Performance Based |
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