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
Chris Castro
Registered Affiliation(s):NATIONAL ASSET MANAGEMENT, INC.
Myles S. German
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
John Bright Russell
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Eleni Marie Skiba
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Marc Eugene Duquette
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Steven Charles Sapirstein
Registered Affiliation(s):STOEVER GLASS WEALTH MANAGEMENT, INC.
Leslie Beth Roberts
Registered Affiliation(s):CENTAURUS FINANCIAL, INC.
Ronald Frederick Schmitt
Registered Affiliation(s):PFS INVESTMENTS INC.
Peter Anthony Mordente Hawkins
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Sean Michael Mullervy
Registered Affiliation(s):LPL FINANCIAL LLC
Karen Marie Plotkin
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Elisabeth Leslie Ashbes
Registered Affiliation(s):MORGAN STANLEY
Karen M Semenick
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel H Rosenberg
Registered Affiliation(s):PNC CAPITAL ADVISORS LLC
Robin V Hyres Cecere
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Patrick Mcmahon
Registered Affiliation(s):MORGAN STANLEY
Kathleen Graham Marteney
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Howard Brown
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Mark Norwood Lindblom
Registered Affiliation(s):MORGAN STANLEY
Lisa Rose Meth
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Patrick Eugene Carter
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Vincent Jude Lapietra
Registered Affiliation(s):WEALTHCARE ADVISORY PARTNERS LLC
Austin A Frye
Registered Affiliation(s):LPL FINANCIAL LLC
Rita L Sasson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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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