# Baron Silver Stevens Financial Advisors, LLC

> Baron Silver Stevens Financial Advisors, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 126767
- Filed as: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126767
- AdvisorCensus page: https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767

## Quick answers

**How is Baron Silver Stevens Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baron Silver Stevens Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other.

**Where is Baron Silver Stevens Financial Advisors, LLC located?**
Baron Silver Stevens Financial Advisors, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Baron Silver Stevens Financial Advisors, LLC registered with the SEC or a state?**
Baron Silver Stevens Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 126767.

**How much does Baron Silver Stevens Financial Advisors, LLC manage?**
Baron Silver Stevens Financial Advisors, LLC reports $1,196,925,310 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (93% discretionary).

**How have Baron Silver Stevens Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Baron Silver Stevens Financial Advisors, LLC: Regulatory assets under management: $671,096,664 in the October 2021 data and $1,196,925,310 in the October 2026 data, up 78%. Total employees: 9 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Baron Silver Stevens Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (438); individuals (other than high net worth individuals) (160); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Baron Silver Stevens Financial Advisors, LLC use?**
Baron Silver Stevens Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Baron Silver Stevens Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126767

**Does Baron Silver Stevens Financial Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "In general, we require a minimum of $500,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Baron Silver Stevens Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $1,011,802,288 to $1,196,925,310 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $500,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,196,925,310
- Discretionary: $1,115,982,842
- Non-discretionary: $80,942,468

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $96,236,736 |
| High net worth individuals | 438 | $1,070,699,364 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $11,889,940 |
| Charitable organizations | 4 | $18,099,270 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bssfa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $671,096,664 | 9 | August 16, 2021 |
| October 2022 | $715,597,623 | 9 | May 6, 2022 |
| October 2023 | $732,747,421 | 10 | September 20, 2023 |
| October 2024 | $866,186,964 | 11 | May 1, 2024 |
| October 2025 | $1,011,802,288 | 11 | March 4, 2025 |
| October 2026 | $1,196,925,310 | 12 | March 9, 2026 |

Regulatory assets under management: $671,096,664 in the October 2021 data and $1,196,925,310 in the October 2026 data, up 78%.
Total employees: 9 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $1,011,802,288 to $1,196,925,310 (+18%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baron Silver Stevens Financial Advisors, LLC (CRD 126767): Form ADV filing data as of October 2026.