{
  "path": "/advisors/fl/miami/boca-raton",
  "url": "https://advisorcensus.com/advisors/fl/miami/boca-raton/page/3",
  "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": 3,
  "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": 332344,
      "name": "Star Wealth Advisors",
      "name_as_filed": "STAR WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114052,
      "name": "Statetrust Capital, LLC.",
      "name_as_filed": "STATETRUST CAPITAL, LLC.",
      "url": "https://advisorcensus.com/firm/statetrust-capital-llc-boca-raton-fl-114052",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293229,
      "name": "Strategic Investments & Insurance",
      "name_as_filed": "STRATEGIC INVESTMENTS & INSURANCE",
      "url": "https://advisorcensus.com/firm/strategic-investments-and-insurance-boca-raton-fl-293229",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155109,
      "name": "Sun Capital Advisors, L.P.",
      "name_as_filed": "SUN CAPITAL ADVISORS, L.P.",
      "url": "https://advisorcensus.com/firm/sun-capital-advisors-l-p-boca-raton-fl-155109",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338144,
      "name": "Suntax Advisors LLC",
      "name_as_filed": "SUNTAX ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/suntax-advisors-llc-boca-raton-fl-338144",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151948,
      "name": "Syntax Research, Inc.",
      "name_as_filed": "SYNTAX RESEARCH, INC.",
      "url": "https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161789,
      "name": "The Praedium Group LLC",
      "name_as_filed": "THE PRAEDIUM GROUP LLC",
      "url": "https://advisorcensus.com/firm/the-praedium-group-llc-boca-raton-fl-161789",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151123,
      "name": "The Retirement Readiness Institute",
      "name_as_filed": "THE RETIREMENT READINESS INSTITUTE",
      "url": "https://advisorcensus.com/firm/the-retirement-readiness-institute-boca-raton-fl-151123",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152123,
      "name": "TSL Investment Management, LLC",
      "name_as_filed": "TSL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tsl-investment-management-llc-boca-raton-fl-152123",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336276,
      "name": "Valkyrie X Investment Manager LLC",
      "name_as_filed": "VALKYRIE X INVESTMENT MANAGER LLC",
      "url": "https://advisorcensus.com/firm/valkyrie-x-investment-manager-llc-boca-raton-fl-336276",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 304331,
      "name": "Venturemfo LLC",
      "name_as_filed": "VENTUREMFO LLC",
      "url": "https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142545,
      "name": "Walton Rahal CPAS PLLC",
      "name_as_filed": "WALTON RAHAL CPAS PLLC",
      "url": "https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124627,
      "name": "Whitestar Advisors, LLC",
      "name_as_filed": "WHITESTAR ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118077,
      "name": "Winning Points Advisors, L.L.C.",
      "name_as_filed": "WINNING POINTS ADVISORS, L.L.C.",
      "url": "https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/fl",
      "label": "Financial advisors in Florida"
    },
    "metro": {
      "path": "/advisors/fl/miami",
      "label": "Financial advisors in Miami, FL"
    },
    "city_pages": [
      {
        "path": "/advisors/fl/miami/coral-gables",
        "label": "Financial advisors in Coral Gables, FL",
        "firm_count": 89
      },
      {
        "path": "/advisors/fl/miami/west-palm-beach",
        "label": "Financial advisors in West Palm Beach, FL",
        "firm_count": 84
      },
      {
        "path": "/advisors/fl/miami/miami-beach",
        "label": "Financial advisors in Miami Beach, FL",
        "firm_count": 60
      },
      {
        "path": "/advisors/fl/miami/palm-beach-gardens",
        "label": "Financial advisors in Palm Beach Gardens, FL",
        "firm_count": 51
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      {
        "path": "/advisors/fl/miami/fort-lauderdale",
        "label": "Financial advisors in Fort Lauderdale, FL",
        "firm_count": 47
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        "path": "/advisors/fl/miami/palm-beach",
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        "path": "/advisors/fl/miami/aventura",
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        "firm_count": 24
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        "firm_count": 16
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      {
        "path": "/advisors/fl/miami/plantation",
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        "firm_count": 14
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        "firm_count": 10
      }
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    "fee_pages": [
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        "firm_count": 343
      },
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    "answer_pages": [
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        "label": "Financial advisors for retirement plans in Miami, FL"
      },
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        "path": "/advisors/fl/miami/for-businesses",
        "firm_count": 258,
        "label": "Financial advisors for businesses in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/for-charities",
        "firm_count": 144,
        "label": "Financial advisors for charitable organizations in Miami, FL"
      },
      {
        "path": "/advisors/fl/miami/no-account-minimum",
        "firm_count": 47,
        "label": "Financial advisors with no account minimum in Miami, FL"
      }
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        "firm_count": 1,
        "label": "Financial advisors for business owners in Miami, FL"
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        "path": "/advisors/fl/miami/families-with-special-needs",
        "firm_count": 1,
        "label": "Financial advisors for families with special needs in Miami, FL"
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        "path": "/advisors/fl/miami/real-estate-investors",
        "firm_count": 1,
        "label": "Financial advisors for real estate investors in Miami, FL"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}