# Financial advisors in Boca Raton, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/boca-raton

## At a glance

- Investment advisory firms: 114
- Registration: SEC-registered investment adviser: 68, State-registered investment adviser: 32, Exempt reporting adviser: 14
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 17 (17%); Percentage of assets 96 (96%); Hourly charges 31 (31%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 46 (46%); Commissions 4 (4%); Performance-based fees 40 (40%); Other 17 (17%); No compensation arrangements reported 14
- Regulatory assets under management (Item 5.F): Under $25 million 17 (15%); $25 million to $100 million 15 (13%); $100 million to $500 million 32 (28%); $500 million to $1 billion 9 (8%); $1 billion to $5 billion 12 (11%); Over $5 billion 8 (7%); Not reported 21 (18%)
- Years registered: Under 5 years 51 (45%); 5 to 9 years 27 (24%); 10 to 19 years 24 (21%); 20 years or more 12 (11%)

## Firms (page 1 of 3, 1 to 50 of 114, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [22C Capital LLC](https://advisorcensus.com/firm/22c-capital-llc-boca-raton-fl-298094) ([md](https://advisorcensus.com/firm/22c-capital-llc-boca-raton-fl-298094.md)) | 298094 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other |
| [Acasta Partners US LLC](https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005) ([md](https://advisorcensus.com/firm/acasta-partners-us-llc-boca-raton-fl-335005.md)) | 335005 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Advise Financial](https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087) ([md](https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087.md)) | 282087 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Subscription, Fixed fee |
| [AE Industrial Partners, LP](https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020) ([md](https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020.md)) | 173020 | Boca Raton, FL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Performance fee |
| [Align Equity Group](https://advisorcensus.com/firm/align-equity-group-boca-raton-fl-332824) ([md](https://advisorcensus.com/firm/align-equity-group-boca-raton-fl-332824.md)) | 332824 | Boca Raton, FL | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Subscription, Fixed fee |
| [Allied Private Wealth](https://advisorcensus.com/firm/allied-private-wealth-boca-raton-fl-328952) ([md](https://advisorcensus.com/firm/allied-private-wealth-boca-raton-fl-328952.md)) | 328952 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Alpha Zero LLC](https://advisorcensus.com/firm/alpha-zero-llc-boca-raton-fl-319050) ([md](https://advisorcensus.com/firm/alpha-zero-llc-boca-raton-fl-319050.md)) | 319050 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Amergin Asset Management, LLC](https://advisorcensus.com/firm/amergin-asset-management-llc-boca-raton-fl-323350) ([md](https://advisorcensus.com/firm/amergin-asset-management-llc-boca-raton-fl-323350.md)) | 323350 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee, Other |
| [Atlas Financial Advisors, LLC](https://advisorcensus.com/firm/atlas-financial-advisors-llc-boca-raton-fl-285580) ([md](https://advisorcensus.com/firm/atlas-financial-advisors-llc-boca-raton-fl-285580.md)) | 285580 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Avalon](https://advisorcensus.com/firm/avalon-boca-raton-fl-168033) ([md](https://advisorcensus.com/firm/avalon-boca-raton-fl-168033.md)) | 168033 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee, Performance fee |
| [Aventura Capital Management, LLC](https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478) ([md](https://advisorcensus.com/firm/aventura-capital-management-llc-boca-raton-fl-142478.md)) | 142478 | Boca Raton, FL | SEC-registered investment adviser | $25 million to $100 million | 19 | % of assets, Commissions |
| [Baron Silver Stevens Financial Advisors, LLC](https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767) ([md](https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767.md)) | 126767 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Barramundi Advisors LLC](https://advisorcensus.com/firm/barramundi-advisors-llc-boca-raton-fl-334454) ([md](https://advisorcensus.com/firm/barramundi-advisors-llc-boca-raton-fl-334454.md)) | 334454 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Bench Walk Advisors LLC](https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945) ([md](https://advisorcensus.com/firm/bench-walk-advisors-llc-boca-raton-fl-313945.md)) | 313945 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Benchmark Financial Wealth Advisors LLC](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966) ([md](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966.md)) | 287966 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [BFA Wealth Management](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793) ([md](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793.md)) | 241793 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Bishop Capital Advisors LLC](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102) ([md](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102.md)) | 323102 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee, Performance fee |
| [Black Bear Value Partners, LP](https://advisorcensus.com/firm/black-bear-value-partners-lp-boca-raton-fl-319746) ([md](https://advisorcensus.com/firm/black-bear-value-partners-lp-boca-raton-fl-319746.md)) | 319746 | Boca Raton, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Blue Impact Ventures, LLC](https://advisorcensus.com/firm/blue-impact-ventures-llc-boca-raton-fl-331490) ([md](https://advisorcensus.com/firm/blue-impact-ventures-llc-boca-raton-fl-331490.md)) | 331490 | Boca Raton, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Blue Water Advisors LP](https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923) ([md](https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923.md)) | 288923 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Boca Wealth Advisors](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038) ([md](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038.md)) | 108038 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Fixed fee |
| [Bridge Line Advisors LLC](https://advisorcensus.com/firm/bridge-line-advisors-llc-boca-raton-fl-318053) ([md](https://advisorcensus.com/firm/bridge-line-advisors-llc-boca-raton-fl-318053.md)) | 318053 | Boca Raton, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [C Cubed Capital Partners, LLC](https://advisorcensus.com/firm/c-cubed-capital-partners-llc-boca-raton-fl-328128) ([md](https://advisorcensus.com/firm/c-cubed-capital-partners-llc-boca-raton-fl-328128.md)) | 328128 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [CMC Advisors, Inc.](https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811) ([md](https://advisorcensus.com/firm/cmc-advisors-inc-boca-raton-fl-123811.md)) | 123811 | Boca Raton, FL | SEC-registered investment adviser | Not reported | 22 | Other |
| [Colony Capital Investment Advisors, LLC](https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506) ([md](https://advisorcensus.com/firm/colony-capital-investment-advisors-llc-boca-raton-fl-175506.md)) | 175506 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee, Other |
| [Comprehensive Wealth Solutions, LLC](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324) ([md](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324.md)) | 131324 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [CS Advisors Inc.](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729) ([md](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729.md)) | 130729 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Cywp Fund](https://advisorcensus.com/firm/cywp-fund-boca-raton-fl-337234) ([md](https://advisorcensus.com/firm/cywp-fund-boca-raton-fl-337234.md)) | 337234 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Dawson James Asset Management, Inc.](https://advisorcensus.com/firm/dawson-james-asset-management-inc-boca-raton-fl-135259) ([md](https://advisorcensus.com/firm/dawson-james-asset-management-inc-boca-raton-fl-135259.md)) | 135259 | Boca Raton, FL | State-registered investment adviser | Not reported | 21 | % of assets, Hourly, Fixed fee |
| [Digital Bridge Advisors, LLC](https://advisorcensus.com/firm/digital-bridge-advisors-llc-boca-raton-fl-291394) ([md](https://advisorcensus.com/firm/digital-bridge-advisors-llc-boca-raton-fl-291394.md)) | 291394 | Boca Raton, FL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Digitalbridge Investment Management, LLC](https://advisorcensus.com/firm/digitalbridge-investment-management-llc-boca-raton-fl-290954) ([md](https://advisorcensus.com/firm/digitalbridge-investment-management-llc-boca-raton-fl-290954.md)) | 290954 | Boca Raton, FL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [Echelon Investment Partners LP](https://advisorcensus.com/firm/echelon-investment-partners-lp-boca-raton-fl-300855) ([md](https://advisorcensus.com/firm/echelon-investment-partners-lp-boca-raton-fl-300855.md)) | 300855 | Boca Raton, FL | Exempt reporting adviser | Not reported | 7 | Not reported |
| [EIN SOF Advisors, LLC](https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982) ([md](https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982.md)) | 314982 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Encore Housing Opportunity Fund Investment Manager, LLC](https://advisorcensus.com/firm/encore-housing-opportunity-fund-investment-manager-llc-boca-raton-fl-159393) ([md](https://advisorcensus.com/firm/encore-housing-opportunity-fund-investment-manager-llc-boca-raton-fl-159393.md)) | 159393 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Other |
| [Epic Advisory Services Corp](https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526) ([md](https://advisorcensus.com/firm/epic-advisory-services-corp-boca-raton-fl-176526.md)) | 176526 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [F&V Capital Management, L.L.C.](https://advisorcensus.com/firm/f-and-v-capital-management-l-l-c-boca-raton-fl-146399) ([md](https://advisorcensus.com/firm/f-and-v-capital-management-l-l-c-boca-raton-fl-146399.md)) | 146399 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [Fiduciary Family Office, LLC](https://advisorcensus.com/firm/fiduciary-family-office-llc-boca-raton-fl-326990) ([md](https://advisorcensus.com/firm/fiduciary-family-office-llc-boca-raton-fl-326990.md)) | 326990 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Financial Connection, Inc](https://advisorcensus.com/firm/financial-connection-inc-boca-raton-fl-120191) ([md](https://advisorcensus.com/firm/financial-connection-inc-boca-raton-fl-120191.md)) | 120191 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Financial Trust Asset Management Chartered](https://advisorcensus.com/firm/financial-trust-asset-management-chartered-boca-raton-fl-108998) ([md](https://advisorcensus.com/firm/financial-trust-asset-management-chartered-boca-raton-fl-108998.md)) | 108998 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Fourth Sail Capital US LP](https://advisorcensus.com/firm/fourth-sail-capital-us-lp-boca-raton-fl-332445) ([md](https://advisorcensus.com/firm/fourth-sail-capital-us-lp-boca-raton-fl-332445.md)) | 332445 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [Globis Capital Management L.P.](https://advisorcensus.com/firm/globis-capital-management-l-p-boca-raton-fl-170490) ([md](https://advisorcensus.com/firm/globis-capital-management-l-p-boca-raton-fl-170490.md)) | 170490 | Boca Raton, FL | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Great Wealth Investments](https://advisorcensus.com/firm/great-wealth-investments-boca-raton-fl-310135) ([md](https://advisorcensus.com/firm/great-wealth-investments-boca-raton-fl-310135.md)) | 310135 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Greenbird Intelligence Management, LLC](https://advisorcensus.com/firm/greenbird-intelligence-management-llc-boca-raton-fl-324547) ([md](https://advisorcensus.com/firm/greenbird-intelligence-management-llc-boca-raton-fl-324547.md)) | 324547 | Boca Raton, FL | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Greenline Wealth Management](https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397) ([md](https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397.md)) | 298397 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Gulfcrest Capital](https://advisorcensus.com/firm/gulfcrest-capital-boca-raton-fl-314412) ([md](https://advisorcensus.com/firm/gulfcrest-capital-boca-raton-fl-314412.md)) | 314412 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee |
| [Harbinger Financial Consultants, LLC](https://advisorcensus.com/firm/harbinger-financial-consultants-llc-boca-raton-fl-283392) ([md](https://advisorcensus.com/firm/harbinger-financial-consultants-llc-boca-raton-fl-283392.md)) | 283392 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Hartmann Capital, LLC](https://advisorcensus.com/firm/hartmann-capital-llc-boca-raton-fl-318037) ([md](https://advisorcensus.com/firm/hartmann-capital-llc-boca-raton-fl-318037.md)) | 318037 | Boca Raton, FL | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Hidden Harbor Capital Management, L.P.](https://advisorcensus.com/firm/hidden-harbor-capital-management-l-p-boca-raton-fl-285401) ([md](https://advisorcensus.com/firm/hidden-harbor-capital-management-l-p-boca-raton-fl-285401.md)) | 285401 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [IBD Wealth Management, LLC](https://advisorcensus.com/firm/ibd-wealth-management-llc-boca-raton-fl-308567) ([md](https://advisorcensus.com/firm/ibd-wealth-management-llc-boca-raton-fl-308567.md)) | 308567 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Performance fee |
| [Icebridge Financial Group](https://advisorcensus.com/firm/icebridge-financial-group-boca-raton-fl-323346) ([md](https://advisorcensus.com/firm/icebridge-financial-group-boca-raton-fl-323346.md)) | 323346 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/fl/miami/boca-raton/page/2.md

## Questions people ask

**How many financial advisory firms are there in Boca Raton, FL?**
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.

**How many fee-only financial advisors are in Boca Raton, FL?**
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.

**How many financial advisors in Boca Raton, FL offer financial planning?**
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.

**Are the financial advisors in Boca Raton, FL fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Ft. Lauderdale, FL](https://advisorcensus.com/advisors/fl/miami/ft-lauderdale) (https://advisorcensus.com/advisors/fl/miami/ft-lauderdale.md)
- [Financial advisors in Coconut Grove, FL](https://advisorcensus.com/advisors/fl/miami/coconut-grove) (https://advisorcensus.com/advisors/fl/miami/coconut-grove.md)
- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in Jacksonville](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Financial advisors in Boca Raton, FL: 114 firms from Form ADV filings as of October 2026.