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Boca Raton, FL

SEC-registered financial advisors in Boca Raton, FL

SEC data as of September 29, 2026 · Listed A to Z. Not a ranking or a recommendation. · Median size $247M

Common fee types

100%Percentage of assets
65%Fixed or flat fee
47%Hourly

Filters

34 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size band$25M to $100M$100M to $500M$500M to $1B$1B or more

34 SEC-registered firms

Showing 24 of 34

Allied Private Wealth$100M to $500MSEC recordPercentage of assets
Alpha Zero LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
Aventura Capital Management, LLC$25M to $100MSEC recordPercentage of assetsCommissions
Banyan Global Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
Baron Silver Stevens Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
Benchmark Financial Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
Boca Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Comprehensive Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
CS Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Epic Advisory Services Corp$100M to $500MSEC recordPercentage of assetsPerformance-based
F&V Capital Management, L.L.C.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Fiduciary Family Office, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Financial Trust Asset Management Chartered$100M to $500MSEC recordPercentage of assets
Greenline Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Imz Advisory Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
NFSG Corporation$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
Noesis Capital Management Corp$500M to $1BSEC recordPercentage of assetsFixed or flat fee
One Wealth Investors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Opal Capital LLC$100M to $500MSEC recordPercentage of assets
Palm Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
Polen Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
Proathlete Wealth Management LLC$100M to $500MSEC recordPercentage of assets
QP Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Red Reef Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Reshape Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Rwa Advisors$100M to $500MSEC recordPercentage of assets
Secure Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
Semus Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Singer Wealth Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
Sky Alpha Asset Advisors$100M to $500MSEC recordPercentage of assetsCommissions
Slavic Mutual Funds Management Corp.$1B or moreSEC recordPercentage of assets
Statetrust Capital, LLC.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
Syntax Research, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Winning Points Advisors, L.L.C.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther

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Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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