National Retirement Planning Experts

National Coverage
Local Professionals

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Boca Raton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Boca Raton & pick the one as per your needs

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 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.

List of Qualified Financial Advisors in Boca Raton, Florida

advisor-photo

John Browning

Guardian Rock Wealth

561-327-4646

advisor-photo

Charles Helme

BH Asset Management, LLC

786-475-1280

advisor-photo

Jimmy Gonzalez

Anthem Advisors

305-482-3002

Top Financial Advisor Firms in Boca Raton, Florida (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors