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Find The Best Financial Advisors in Boca Raton, Florida
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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How To Find The Best Financial Advisors in Boca Raton, Florida
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 54 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 25 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.
List of Qualified Financial Advisors in Boca Raton, Florida
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Top Financial Advisor Firms in Boca Raton, Florida (Ranked by AUM)
| 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 | $43,238,955,480 | 3397 | A percentage of AUM, Performance Based |
| III CAPITAL MANAGEMENT 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | 113539 | $39,514,428,923 | 30 | A percentage of AUM, Performance Based |
| DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 290954 | $39,057,739,523 | 50 | A percentage of AUM, Performance Based |
| DIGITAL BRIDGE ADVISORS, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 291394 | $13,465,617,648 | 41 | 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 | $6,609,092,746 | 15 | A percentage of AUM, Performance Based |
| AE INDUSTRIAL PARTNERS, LP 6700 Broken Sound Parkway Nw, Boca Raton, FL, 33487 | 173020 | $6,233,372,296 | 30 | A percentage of AUM, Performance Based |
| SLAVIC MUTUAL FUNDS MANAGEMENT CORP. 1075 Broken Sound Parkway Nw, Suite 100 Boca Raton, FL, 33487-3540 | 113833 | $5,589,521,872 | 1098 | A percentage of AUM, Fixed fees |
| ISAM FUNDS (USA) LLC 5100 Town Center Circle, Tower Ii, Suite 430 Boca Raton, FL, 33486 | 307934 | $2,111,741,555 | 3 | A percentage of AUM, Performance Based |
| PRESCOTT GENERAL PARTNERS LLC 2200 Butts Road, Suite 320, Boca Raton, FL, 33431 | 157907 | $1,972,762,192 | 3 | A percentage of AUM, Performance Based |
| INFRABRIDGE INVESTORS (US) LIMITED 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | 155605 | $1,816,199,702 | 1 | Other (A PROFIT SPLIT OR COST PLUS BASIS) |
| BLUE WATER ADVISORS LP 1 North Federal Highway, Suite 300 Boca Raton, FL, 33432-3930 | 288923 | $1,664,993,428 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC One Town Center, Suite 600, Boca Raton, FL, 33486 | 159393 | $1,657,374,569 | 16 | A percentage of AUM, Other (GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION) |
| FOURTH SAIL CAPITAL US LP 5355 Town Center Road, Suite 550 Boca Raton, FL, 33486 | 332445 | $1,514,910,600 | 6 | A percentage of AUM, Performance Based |
| 22C CAPITAL LLC 7900 Glades Road, Suite 540 Boca Raton, FL, 33434 | 298094 | $1,240,848,048 | 7 | A percentage of AUM, Performance Based, Other (REFER TO PART 2A, ITEM 5) |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4800 N. Federal Highway, Suite 210-A Boca Raton, FL, 33431 | 126767 | $1,011,802,288 | 1680 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS) |
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