AdvisorRanked

Best Financial Advisors in BOCA RATON, Florida

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

67
Registered Firms
0.95%
Median Fee
of assets/year
$405M
Median AUM
67
Firms Listed
in our database

Top-Ranked Advisors in BOCA RATON

#1
100

BOCA WEALTH ADVISORS

BOCA RATON, FL · Since 1999

$379M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
100

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

BOCA RATON, FL · Since 1987

$5.0B AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100

STATETRUST CAPITAL, LLC.

BOCA RATON, FL · Since 2001

$94M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

WINNING POINTS ADVISORS, L.L.C.

BOCA RATON, FL · Since 2013

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
100

CMC ADVISORS, INC.

BOCA RATON, FL · Since 2003

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#6
100

CS ADVISORS INC.

BOCA RATON, FL · Since 2026

$118M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
100

COMPREHENSIVE WEALTH SOLUTIONS, LLC

BOCA RATON, FL · Since 2004

$374M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
100

AVENTURA CAPITAL MANAGEMENT, LLC

BOCA RATON, FL · Since 2006

$48M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

F&V CAPITAL MANAGEMENT, L.L.C.

BOCA RATON, FL · Since 2008

$558M AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
100

RWA ADVISORS

BOCA RATON, FL · Since 2022

$199M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
100

SYNTAX RESEARCH, INC.

BOCA RATON, FL · Since 2012

$203M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
100

ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC

BOCA RATON, FL · Since 2012

$680M AUM20 clientsFee: 0%
FiduciaryFee-Only
#13
100

EPIC ADVISORY SERVICES CORP

BOCA RATON, FL · Since 2024

$134M AUM19 clientsFee: 0%
FiduciaryFee-Only
#14
100

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BOCA RATON, FL · Since 2016

$162M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

KARLOV STREET CAPITAL, LLC

BOCA RATON, FL · Since 2023

$251M AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

IMZ ADVISORY INC.

BOCA RATON, FL · Since 2021

$453M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

PROATHLETE WEALTH MANAGEMENT LLC

BOCA RATON, FL · Since 2022

$402M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
100

OPAL CAPITAL LLC

BOCA RATON, FL · Since 2022

$348M AUM6 clientsFee: 0%
FiduciaryFee-Only
#19
100

SLAVIC WEALTH MANAGEMENT, INC.

BOCA RATON, FL · Since 2023

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#20
100

OT ADVISORS LLC

BOCA RATON, FL · Since 2023

$15M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

ALLIED PRIVATE WEALTH

BOCA RATON, FL · Since 2023

$224M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
100

RESHAPE WEALTH

BOCA RATON, FL · Since 2024

$232M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

BARRAMUNDI ADVISORS LLC

BOCA RATON, FL · Since 2025

$390M AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
100

POLEN INTERNATIONAL EQUITY LLC

BOCA RATON, FL · Since 2026

$0 AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
100

ACASTA PARTNERS US LLC

BOCA RATON, FL · Since 2025

$4.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
100

THE PRAEDIUM GROUP LLC

BOCA RATON, FL · Since 2012

$1.7B AUM10 clientsFee: 0%
FiduciaryFee-Only
#27
100

PHARVISION ADVISERS, LLC

BOCA RATON, FL · Since 2021

$513M AUM1 clientsFee: 0%
FiduciaryFee-Only
#28
95

POLEN CAPITAL MANAGEMENT, LLC

BOCA RATON, FL · Since 1980

$24.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#29
95

NOESIS CAPITAL MANAGEMENT CORP

BOCA RATON, FL · Since 1995

$877M AUM7 clientsFee: 0%
FiduciaryFee-Only
#30
95

III CAPITAL MANAGEMENT

BOCA RATON, FL · Since 2001

$88.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#31
95

AMERICAN ASSET MANAGEMENT INC.

BOCA RATON, FL · Since 2002

$153M AUM1 clientsFee: 0%
FiduciaryFee-Only
#32
95

WHITESTAR ADVISORS, LLC

BOCA RATON, FL · Since 2003

$454M AUM4 clientsFee: 0%
FiduciaryFee-Only
#33
95

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

BOCA RATON, FL · Since 2008

$1.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#34
95

SUN CAPITAL ADVISORS, L.P.

BOCA RATON, FL · Since 2012

$5.8B AUM35 clientsFee: 0%
FiduciaryFee-Only
#35
95

PRESCOTT GENERAL PARTNERS LLC

BOCA RATON, FL · Since 2012

$1.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#36
95

AE INDUSTRIAL PARTNERS, LP

BOCA RATON, FL · Since 2015

$7.7B AUM49 clientsFee: 0%
FiduciaryFee-Only
#37
95

RED REEF ADVISORS LLC

BOCA RATON, FL · Since 2025

$135M AUM3 clientsFee: 0%
FiduciaryFee-Only
#38
95

NEW WATER CAPITAL, L.P.

BOCA RATON, FL · Since 2015

$454M AUM12 clientsFee: 0%
FiduciaryFee-Only
#39
95

HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.

BOCA RATON, FL · Since 2019

$2.2B AUM32 clientsFee: 0%
FiduciaryFee-Only
#40
95

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BOCA RATON, FL · Since 2017

$766M AUM7 clientsFee: 0%
FiduciaryFee-Only
#41
95

BLUE WATER ADVISORS LP

BOCA RATON, FL · Since 2017

$928M AUM14 clientsFee: 0%
FiduciaryFee-Only
#42
95

SECURE WEALTH, INC.

BOCA RATON, FL · Since 2025

$132M AUM3 clientsFee: 0%
FiduciaryFee-Only
#43
95

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC

BOCA RATON, FL · Since 2017

$61.1B AUM157 clientsFee: 0%
FiduciaryFee-Only
#44
95

DIGITAL BRIDGE ADVISORS, LLC

BOCA RATON, FL · Since 2018

$14.6B AUM71 clientsFee: 0%
FiduciaryFee-Only
#45
95

PHASE 3 CAPITAL MANAGEMENT LLC

BOCA RATON, FL · Since 2018

$2.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#46
95

SKY ALPHA ASSET ADVISORS

BOCA RATON, FL · Since 2018

$216M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
95

22C CAPITAL LLC

BOCA RATON, FL · Since 2019

$1.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#48
95

GREENLINE WEALTH MANAGEMENT

BOCA RATON, FL · Since 2026

$117M AUM6 clientsFee: 0%
FiduciaryFee-Only
#49
95

QP WEALTH MANAGEMENT, LLC

BOCA RATON, FL · Since 2019

$405M AUM3 clientsFee: 0%
FiduciaryFee-Only
#50
95

SEMUS WEALTH PARTNERS, LLC

BOCA RATON, FL · Since 2019

$263M AUM1 clientsFee: 0%
FiduciaryFee-Only
#51
95

METEORA CAPITAL, LLC

BOCA RATON, FL · Since 2021

$1.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#52
95

BENCH WALK ADVISORS LLC

BOCA RATON, FL · Since 2022

$708M AUM13 clientsFee: 0%
FiduciaryFee-Only
#53
95

IPCP MANAGEMENT, LLC

BOCA RATON, FL · Since 2025

$346M AUM4 clientsFee: 0%
FiduciaryFee-Only
#54
95

SINGER WEALTH ADVISORS LLC

BOCA RATON, FL · Since 2021

$782M AUM15 clientsFee: 0%
FiduciaryFee-Only
#55
95

ALPHA ZERO LLC

BOCA RATON, FL · Since 2022

$270M AUM11 clientsFee: 0%
FiduciaryFee-Only
#56
95

SUNDIAL WEALTH LLC

BOCA RATON, FL · Since 2026

$126M AUM1 clientsFee: 0%
FiduciaryFee-Only
#57
95

AMERGIN ASSET MANAGEMENT, LLC

BOCA RATON, FL · Since 2022

$1.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#58
95

PALM WEALTH PARTNERS

BOCA RATON, FL · Since 2024

$179M AUM9 clientsFee: 0%
FiduciaryFee-Only
#59
95

FIDUCIARY FAMILY OFFICE, LLC

BOCA RATON, FL · Since 2023

$748M AUM2 clientsFee: 0%
FiduciaryFee-Only
#60
95

C CUBED CAPITAL PARTNERS, LLC

BOCA RATON, FL · Since 2023

$363M AUM3 clientsFee: 0%
FiduciaryFee-Only
#61
95

FOURTH SAIL CAPITAL US LP

BOCA RATON, FL · Since 2024

$3.7B AUM2 clientsFee: 0%
FiduciaryFee-Only
#62
95

CYWP FUND

BOCA RATON, FL · Since 2025

$161M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
95

ISAM FUNDS (USA) LLC

BOCA RATON, FL · Since 2022

$2.3B AUM3 clientsFee: 0%
FiduciaryFee-Only
#64
87

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

BOCA RATON, FL · Since 2025

$142M AUM4 clientsFee: 0%
FiduciaryFee-Only1 complaint
#65
85

COLONY CAPITAL INVESTMENT ADVISORS, LLC

BOCA RATON, FL · Since 2015

$336M AUM1 clientsFee: 0%
FiduciaryFee-Only
#66
69

ONE WEALTH INVESTORS

BOCA RATON, FL · Since 2022

$193M AUM4 clientsFee: 0%
FiduciaryFee-Only2 complaints
#67
64

NFSG CORPORATION

BOCA RATON, FL · Since 2007

$1.1B AUM74 clientsFee: 0%
FiduciaryFee-Only2 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BOCA RATON?

The median advisory fee in BOCA RATON, FL is 0.95% of assets under management per year, based on Form ADV filings from 67 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.