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
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.
Elizabeth Ann Barrett
Registered Affiliation(s):STERLING WEALTH ADVISORS, INC.
David Elliott Herman
Registered Affiliation(s):A.G.P. / ALLIANCE GLOBAL PARTNERS
Christina A Karas
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Michael K Mazor
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Brian Lacks
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Spencer James Humbles
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Patricia Marie Oconnor
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William Michael Lapato
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Robin Perkins
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
John Perry
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Cherie Sydney Glaser
Registered Affiliation(s):MORGAN STANLEY
Jay Lesing Shein
Registered Affiliation(s):COMPASS FINANCIAL GROUP, INC.
Gregory Marc Roventini
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Peter Charles Weisberg
Registered Affiliation(s):MONEY CONCEPTS CAPITAL CORP
Dwight Kenneth Melgaard
Registered Affiliation(s):LPL FINANCIAL LLC
William John Grimes
Registered Affiliation(s):CITIGROUP GLOBAL MARKETS INC.
Justin Michael Gross
Registered Affiliation(s):LPL FINANCIAL LLC
Richard S Bonchick
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
George Patrick Rohloff
Registered Affiliation(s):1ST DISCOUNT BROKERAGE, INC.
Michael Evan Kahn
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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