{ "path": "/advisors/fl/miami/boca-raton", "url": "https://advisorcensus.com/advisors/fl/miami/boca-raton", "page_type": "metro_city", "title": "Financial advisors in Boca Raton, FL", "filters": {}, "scope_total": 114, "faq": [ { "q": "How many financial advisory firms are there in Boca Raton, FL?", "a": "AdvisorCensus lists 114 investment advisory firms with a principal office in Boca Raton, Florida (part of the Miami metro area), from Form ADV filings as of October 2026: 68 SEC-registered, 32 state-registered, and 14 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Boca Raton, FL?", "a": "17 of the 114 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Boca Raton, FL offer financial planning?", "a": "45 of the 100 firms in Boca Raton, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Boca Raton, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 17 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 114 investment advisory firms with a principal office in Boca Raton, Florida (part of the Miami metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Miami metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Boca Raton, FL: 114 firms from Form ADV filings as of October 2026.", "total_firms": 114, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 68, "state": 32, "exempt": 14 }, "fee_model_mix": [ { "code": "fee-only", "count": 17 }, { "code": "percentage_of_aum", "count": 96 }, { "code": "hourly", "count": 31 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 46 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 40 }, { "code": "other", "count": 17 }, { "code": "not_reported", "count": 14 } ], "years_registered_distribution": [ { "code": "under_5", "count": 51 }, { "code": "5_to_9", "count": 27 }, { "code": "10_to_19", "count": 24 }, { "code": "20_plus", "count": 12 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 15 }, { "code": "100m_500m", "count": 32 }, { "code": "500m_1b", "count": 9 }, { "code": "1b_5b", "count": 12 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 21 } ], "firms": [ { "crd_number": 298094, "name": "22C Capital LLC", "name_as_filed": "22C CAPITAL LLC", "url": "https://advisorcensus.com/firm/22c-capital-llc-boca-raton-fl-298094", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 335005, "name": "Acasta Partners US LLC", "name_as_filed": "ACASTA PARTNERS US LLC", "url": "https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282087, "name": "Advise Financial", "name_as_filed": "ADVISE FINANCIAL", "url": "https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 173020, "name": "AE Industrial Partners, LP", "name_as_filed": "AE INDUSTRIAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332824, "name": "Align Equity Group", "name_as_filed": "ALIGN EQUITY GROUP", "url": "https://advisorcensus.com/firm/align-equity-group-boca-raton-fl-332824", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 328952, "name": "Allied Private Wealth", "name_as_filed": "ALLIED PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/allied-private-wealth-boca-raton-fl-328952", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319050, "name": "Alpha Zero LLC", "name_as_filed": "ALPHA ZERO LLC", "url": "https://advisorcensus.com/firm/alpha-zero-llc-boca-raton-fl-319050", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 323350, "name": "Amergin Asset Management, LLC", "name_as_filed": "AMERGIN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/amergin-asset-management-llc-boca-raton-fl-323350", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285580, "name": "Atlas Financial Advisors, LLC", "name_as_filed": "ATLAS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/atlas-financial-advisors-llc-boca-raton-fl-285580", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168033, "name": "Avalon", "name_as_filed": "AVALON", "url": "https://advisorcensus.com/firm/avalon-boca-raton-fl-168033", "city": "Boca Raton", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 142478, "name": "Aventura Capital Management, LLC", "name_as_filed": "AVENTURA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478", "city": "Boca Raton", "state": "FL", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 126767, "name": "Baron Silver Stevens Financial Advisors, LLC", "name_as_filed": "BARON SILVER STEVENS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 334454, "name": "Barramundi Advisors LLC", "name_as_filed": "BARRAMUNDI ADVISORS LLC", "url": "https://advisorcensus.com/firm/barramundi-advisors-llc-boca-raton-fl-334454", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313945, "name": "Bench Walk Advisors LLC", "name_as_filed": "BENCH WALK ADVISORS LLC", "url": "https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287966, "name": "Benchmark Financial Wealth Advisors LLC", "name_as_filed": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 241793, "name": "BFA Wealth Management", "name_as_filed": "BFA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323102, "name": "Bishop Capital Advisors LLC", "name_as_filed": "BISHOP CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319746, "name": "Black Bear Value Partners, LP", "name_as_filed": "BLACK BEAR VALUE PARTNERS, LP", "url": "https://advisorcensus.com/firm/black-bear-value-partners-lp-boca-raton-fl-319746", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 331490, "name": "Blue Impact Ventures, LLC", "name_as_filed": "BLUE IMPACT VENTURES, LLC", "url": "https://advisorcensus.com/firm/blue-impact-ventures-llc-boca-raton-fl-331490", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288923, "name": "Blue Water Advisors LP", "name_as_filed": "BLUE WATER ADVISORS LP", "url": "https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108038, "name": "Boca Wealth Advisors", "name_as_filed": "BOCA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038", "city": "Boca Raton", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318053, "name": "Bridge Line Advisors LLC", "name_as_filed": "BRIDGE LINE ADVISORS LLC", "url": "https://advisorcensus.com/firm/bridge-line-advisors-llc-boca-raton-fl-318053", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328128, "name": "C Cubed Capital Partners, LLC", "name_as_filed": "C CUBED CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/c-cubed-capital-partners-llc-boca-raton-fl-328128", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 123811, "name": "CMC Advisors, Inc.", "name_as_filed": "CMC ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 175506, "name": "Colony Capital Investment Advisors, LLC", "name_as_filed": "COLONY CAPITAL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 131324, "name": "Comprehensive Wealth Solutions, LLC", "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130729, "name": "CS Advisors Inc.", "name_as_filed": "CS ADVISORS INC.", "url": "https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337234, "name": "Cywp Fund", "name_as_filed": "CYWP FUND", "url": "https://advisorcensus.com/firm/cywp-fund-boca-raton-fl-337234", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 135259, "name": "Dawson James Asset Management, Inc.", "name_as_filed": "DAWSON JAMES ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dawson-james-asset-management-inc-boca-raton-fl-135259", "city": "Boca Raton", "state": "FL", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291394, "name": "Digital Bridge Advisors, LLC", "name_as_filed": "DIGITAL BRIDGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/digital-bridge-advisors-llc-boca-raton-fl-291394", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290954, "name": "Digitalbridge Investment Management, LLC", "name_as_filed": "DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/digitalbridge-investment-management-llc-boca-raton-fl-290954", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300855, "name": "Echelon Investment Partners LP", "name_as_filed": "ECHELON INVESTMENT PARTNERS LP", "url": "https://advisorcensus.com/firm/echelon-investment-partners-lp-boca-raton-fl-300855", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314982, "name": "EIN SOF Advisors, LLC", "name_as_filed": "EIN SOF ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159393, "name": "Encore Housing Opportunity Fund Investment Manager, LLC", "name_as_filed": "ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC", "url": "https://advisorcensus.com/firm/encore-housing-opportunity-fund-investment-manager-llc-boca-raton-fl-159393", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 176526, "name": "Epic Advisory Services Corp", "name_as_filed": "EPIC ADVISORY SERVICES CORP", "url": "https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 146399, "name": "F&V Capital Management, L.L.C.", "name_as_filed": "F&V CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/f-and-v-capital-management-l-l-c-boca-raton-fl-146399", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326990, "name": "Fiduciary Family Office, LLC", "name_as_filed": "FIDUCIARY FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/fiduciary-family-office-llc-boca-raton-fl-326990", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120191, "name": "Financial Connection, Inc", "name_as_filed": "FINANCIAL CONNECTION, INC", "url": "https://advisorcensus.com/firm/financial-connection-inc-boca-raton-fl-120191", "city": "Boca Raton", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108998, "name": "Financial Trust Asset Management Chartered", "name_as_filed": "FINANCIAL TRUST ASSET MANAGEMENT CHARTERED", "url": "https://advisorcensus.com/firm/financial-trust-asset-management-chartered-boca-raton-fl-108998", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332445, "name": "Fourth Sail Capital US LP", "name_as_filed": "FOURTH SAIL CAPITAL US LP", "url": "https://advisorcensus.com/firm/fourth-sail-capital-us-lp-boca-raton-fl-332445", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170490, "name": "Globis Capital Management L.P.", "name_as_filed": "GLOBIS CAPITAL MANAGEMENT L.P.", "url": "https://advisorcensus.com/firm/globis-capital-management-l-p-boca-raton-fl-170490", "city": "Boca Raton", "state": "FL", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310135, "name": "Great Wealth Investments", "name_as_filed": "GREAT WEALTH INVESTMENTS", "url": "https://advisorcensus.com/firm/great-wealth-investments-boca-raton-fl-310135", "city": "Boca Raton", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324547, "name": "Greenbird Intelligence Management, LLC", "name_as_filed": "GREENBIRD INTELLIGENCE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenbird-intelligence-management-llc-boca-raton-fl-324547", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298397, "name": "Greenline Wealth Management", "name_as_filed": "GREENLINE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314412, "name": "Gulfcrest Capital", "name_as_filed": "GULFCREST CAPITAL", "url": "https://advisorcensus.com/firm/gulfcrest-capital-boca-raton-fl-314412", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 283392, "name": "Harbinger Financial Consultants, LLC", "name_as_filed": "HARBINGER FINANCIAL CONSULTANTS, LLC", "url": 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