Top Financial Advisors in Boca Raton, Florida
Finding the right financial advisor in Boca Raton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Boca Raton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Boca Raton, FL.
Find the Best Financial Advisor Firms in Boca Raton:
NATIONAL ASSET MANAGEMENT, INC.
CRD#: 115927
Address: 5000 T-rex Avenue Suite 300, Boca Raton, FL 33431
Clients: 18,788
Average Clients per Advisor: 45
AUM: $ 6.9B
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
CRD#: 113833
Address: 1075 Broken Sound Parkway Nw Suite 100, Boca Raton, FL 33487-3540
Clients: 436
Average Clients per Advisor: 27
AUM: $ 4.1B
GLADSTONE WEALTH PARTNERS
CRD#: 250787
Address: 2500 Military Trail N. Suite 225, Boca Raton, FL 33431
Clients: 5,040
Average Clients per Advisor: 49
AUM: $ 3.5B
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD#: 126767
Address: 4800 N. Federal Highway Suite 210-a, Boca Raton, FL 33431
Clients: 135
Average Clients per Advisor: 19
AUM: $ 733M
BILTMORE CAPITAL ADVISORS
CRD#: 143965
Address: 2799 Nw 2nd Avenue Suite 101, Boca Raton, FL 33431
Clients: 183
Average Clients per Advisor: 30
AUM: $ 645M
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966
Address: 2401 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431
Clients: 231
Average Clients per Advisor: 46
AUM: $ 617M
How We Chose the Top Financial Advisors in Boca Raton, Florida
To create this list of top financial advisor firms in Boca Raton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Boca Raton has to offer.
Search Financial Advisors in Boca Raton, Florida
Martha Jean Innes
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Richard Wallace Taylor
Registered Affiliation(s):MORGAN STANLEY
James Carroll
Registered Affiliation(s):MORGAN STANLEY
Robert Mcgrath Drake
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Chris G Garvin
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Blase Levitz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Troy Fredrick Sterba
Registered Affiliation(s):FIRST HORIZON ADVISORS, INC.
Bradford George Norford
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Elena Lowe
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Debra Renee Blevins
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
John Bayard Glover
Registered Affiliation(s):NEUBERGER BERMAN BD LLC
Dara Suzanne O'connor
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Yarina R Montalvo
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
David Robert Hope
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Cari Beth Schnipper
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
William Matthew Wood
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gary Desmond Oconnor
Registered Affiliation(s):GWN SECURITIES INC.
Alan Paul Neese
Registered Affiliation(s):KOVACK ADVISORS, INC.
Barry Steven Berg
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Joel Barry Joachim
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robert Charles Coleman
Registered Affiliation(s):OSAIC WEALTH, INC.
Daniel John Piazza
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Eva Alison Zeff
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Megan Ann Macgowan
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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