Best Financial Advisors in BOCA RATON, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BOCA RATON
Page 1 of 3 · 67 firms
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
BOCA RATON, FL · Since 1987
THE PRAEDIUM GROUP LLC
BOCA RATON, FL · Since 2012
COMPREHENSIVE WEALTH SOLUTIONS, LLC
BOCA RATON, FL · Since 2004
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
BOCA RATON, FL · Since 2012
BOCA WEALTH ADVISORS
BOCA RATON, FL · Since 1999
STATETRUST CAPITAL, LLC.
BOCA RATON, FL · Since 2001
WINNING POINTS ADVISORS, L.L.C.
BOCA RATON, FL · Since 2013
CMC ADVISORS, INC.
BOCA RATON, FL · Since 2003
AVENTURA CAPITAL MANAGEMENT, LLC
BOCA RATON, FL · Since 2006
F&V CAPITAL MANAGEMENT, L.L.C.
BOCA RATON, FL · Since 2008
SYNTAX RESEARCH, INC.
BOCA RATON, FL · Since 2012
ACASTA PARTNERS US LLC
BOCA RATON, FL · Since 2025
BANYAN GLOBAL INVESTMENT ADVISORS, LLC
BOCA RATON, FL · Since 2016
IMZ ADVISORY INC.
BOCA RATON, FL · Since 2021
PROATHLETE WEALTH MANAGEMENT LLC
BOCA RATON, FL · Since 2022
EPIC ADVISORY SERVICES CORP
BOCA RATON, FL · Since 2024
KARLOV STREET CAPITAL, LLC
BOCA RATON, FL · Since 2023
OPAL CAPITAL LLC
BOCA RATON, FL · Since 2022
BARRAMUNDI ADVISORS LLC
BOCA RATON, FL · Since 2025
PHARVISION ADVISERS, LLC
BOCA RATON, FL · Since 2021
III CAPITAL MANAGEMENT
BOCA RATON, FL · Since 2001
RWA ADVISORS
BOCA RATON, FL · Since 2022
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC
BOCA RATON, FL · Since 2017
SLAVIC WEALTH MANAGEMENT, INC.
BOCA RATON, FL · Since 2023
ALLIED PRIVATE WEALTH
BOCA RATON, FL · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.