EXPLORE THE DIRECTORY

Investment adviser firms in BOCA RATON, Florida

Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.

67 firms · Source months shown: August 2026

22C CAPITAL LLCCRD 298094 · BOCA RATON, FL
$1,513,692,080.00Regulatory AUM · August 2026
ACASTA PARTNERS US LLCCRD 335005 · BOCA RATON, FL
$4,722,407,248.00Regulatory AUM · August 2026
AE INDUSTRIAL PARTNERS, LPCRD 173020 · BOCA RATON, FL
$7,722,968,998.00Regulatory AUM · August 2026
ALLIED PRIVATE WEALTHCRD 328952 · BOCA RATON, FL
$224,479,019.00Regulatory AUM · August 2026
ALPHA ZERO LLCCRD 319050 · BOCA RATON, FL
$269,778,311.00Regulatory AUM · August 2026
AMERGIN ASSET MANAGEMENT, LLCCRD 323350 · BOCA RATON, FL
$1,209,349,808.00Regulatory AUM · August 2026
AMERICAN ASSET MANAGEMENT INC.CRD 123116 · BOCA RATON, FL
$153,268,091.00Regulatory AUM · August 2026
AVENTURA CAPITAL MANAGEMENT, LLCCRD 142478 · BOCA RATON, FL
$48,407,771.00Regulatory AUM · August 2026
BANYAN GLOBAL INVESTMENT ADVISORS, LLCCRD 283264 · BOCA RATON, FL
$162,076,071.00Regulatory AUM · August 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLCCRD 126767 · BOCA RATON, FL
$1,196,925,310.00Regulatory AUM · August 2026
BARRAMUNDI ADVISORS LLCCRD 334454 · BOCA RATON, FL
$390,402,667.00Regulatory AUM · August 2026
BENCH WALK ADVISORS LLCCRD 313945 · BOCA RATON, FL
$707,608,219.00Regulatory AUM · August 2026
BENCHMARK FINANCIAL WEALTH ADVISORS LLCCRD 287966 · BOCA RATON, FL
$766,078,294.00Regulatory AUM · August 2026
BLUE WATER ADVISORS LPCRD 288923 · BOCA RATON, FL
$927,895,144.00Regulatory AUM · August 2026
BOCA WEALTH ADVISORS, LLCCRD 108038 · BOCA RATON, FL
$378,570,000.00Regulatory AUM · August 2026
C CUBED CAPITAL PARTNERS, LLCCRD 328128 · BOCA RATON, FL
$362,669,896.00Regulatory AUM · August 2026
CMC ADVISORS, INC.CRD 123811 · BOCA RATON, FL
Not availableRegulatory AUM · August 2026
COLONY CAPITAL INVESTMENT ADVISORS, LLCCRD 175506 · BOCA RATON, FL
$336,204,726.00Regulatory AUM · August 2026
COMPREHENSIVE WEALTH SOLUTIONS, LLCCRD 131324 · BOCA RATON, FL
$374,292,250.00Regulatory AUM · August 2026
CS ADVISORS INC.CRD 130729 · BOCA RATON, FL
$118,044,036.00Regulatory AUM · August 2026
CYWP FUND LLCCRD 337234 · BOCA RATON, FL
$160,808,303.00Regulatory AUM · August 2026
DIGITAL BRIDGE ADVISORS, LLCCRD 291394 · BOCA RATON, FL
$14,599,240,524.00Regulatory AUM · August 2026
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCCRD 290954 · BOCA RATON, FL
$61,100,086,841.00Regulatory AUM · August 2026
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLCCRD 159393 · BOCA RATON, FL
$679,546,496.00Regulatory AUM · August 2026
EPIC ADVISORY SERVICES CORPCRD 176526 · BOCA RATON, FL
$134,254,207.00Regulatory AUM · August 2026
F&V CAPITAL MANAGEMENT, L.L.C.CRD 146399 · BOCA RATON, FL
$557,839,445.00Regulatory AUM · August 2026
FIDUCIARY FAMILY OFFICE, LLCCRD 326990 · BOCA RATON, FL
$747,668,854.00Regulatory AUM · August 2026
FINANCIAL TRUST ASSET MANAGEMENT CHARTEREDCRD 108998 · BOCA RATON, FL
$141,926,313.00Regulatory AUM · August 2026
FOURTH SAIL CAPITAL US LPCRD 332445 · BOCA RATON, FL
$3,673,342,511.00Regulatory AUM · August 2026
GREENLINE WEALTH MANAGEMENT LLCCRD 298397 · BOCA RATON, FL
$116,970,119.00Regulatory AUM · August 2026
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.CRD 285401 · BOCA RATON, FL
$2,245,093,352.00Regulatory AUM · August 2026
III CAPITAL MANAGEMENTCRD 113539 · BOCA RATON, FL
$88,235,915,100.00Regulatory AUM · August 2026
IMZ ADVISORY INC.CRD 314890 · BOCA RATON, FL
$452,739,985.00Regulatory AUM · August 2026
INVESTMENT ADVISORY SERVICES GROUP LLCCRD 323361 · BOCA RATON, FL
$179,338,120.00Regulatory AUM · August 2026
IPCP MANAGEMENT, LLCCRD 316853 · BOCA RATON, FL
$345,577,803.00Regulatory AUM · August 2026
ISAM FUNDS (USA) LLCCRD 307934 · BOCA RATON, FL
$2,333,665,789.00Regulatory AUM · August 2026
KARLOV STREET CAPITAL, LLCCRD 288910 · BOCA RATON, FL
$251,027,703.00Regulatory AUM · August 2026
METEORA CAPITAL, LLCCRD 313378 · BOCA RATON, FL
$1,535,977,791.00Regulatory AUM · August 2026
NEW WATER CAPITAL, L.P.CRD 226608 · BOCA RATON, FL
$454,398,881.00Regulatory AUM · August 2026
NFSG CORPORATIONCRD 130814 · BOCA RATON, FL
$1,082,643,515.00Regulatory AUM · August 2026
NOESIS CAPITAL MANAGEMENT CORPCRD 110819 · BOCA RATON, FL
$876,873,175.00Regulatory AUM · August 2026
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLCCRD 288030 · BOCA RATON, FL
$193,499,450.00Regulatory AUM · August 2026
OPAL CAPITAL LLCCRD 322755 · BOCA RATON, FL
$348,345,200.00Regulatory AUM · August 2026
OT ADVISORS LLCCRD 328812 · BOCA RATON, FL
$1,036,227.00Regulatory AUM · August 2026
PALM PEAK CAPITAL, LLCCRD 334986 · BOCA RATON, FL
$400,841,880.00Regulatory AUM · August 2026
PHARVISION ADVISERS, LLCCRD 311739 · BOCA RATON, FL
$513,176,361.00Regulatory AUM · August 2026
PHASE 3 CAPITAL MANAGEMENT LLCCRD 294408 · BOCA RATON, FL
$2,537,991,000.00Regulatory AUM · August 2026
POLEN CAPITAL MANAGEMENT, LLCCRD 106093 · BOCA RATON, FL
$24,061,099,864.00Regulatory AUM · August 2026
POLEN INTERNATIONAL EQUITY LLCCRD 340625 · BOCA RATON, FL
Not availableRegulatory AUM · August 2026
PRESCOTT GENERAL PARTNERS LLCCRD 157907 · BOCA RATON, FL
$1,694,886,169.00Regulatory AUM · August 2026
PROATHLETE WEALTH MANAGEMENT LLCCRD 317372 · BOCA RATON, FL
$402,180,000.00Regulatory AUM · August 2026
QP WEALTH MANAGEMENT, LLCCRD 301071 · BOCA RATON, FL
$404,966,803.00Regulatory AUM · August 2026
RED REEF ADVISORS LLCCRD 174748 · BOCA RATON, FL
$134,974,430.00Regulatory AUM · August 2026
RESHAPE, LLCCRD 330582 · BOCA RATON, FL
$232,231,669.00Regulatory AUM · August 2026
RWA ADVISORS, LLCCRD 150120 · BOCA RATON, FL
$199,120,135.00Regulatory AUM · August 2026
SECURE WEALTH, INC.CRD 290572 · BOCA RATON, FL
$132,000,000.00Regulatory AUM · August 2026
SEMUS WEALTH PARTNERS, LLCCRD 305758 · BOCA RATON, FL
$262,660,482.00Regulatory AUM · August 2026
SINGER WEALTH ADVISORS LLCCRD 317218 · BOCA RATON, FL
$910,570,734.00Regulatory AUM · August 2026
SKY ALPHA ASSET ADVISORS LLCCRD 295839 · BOCA RATON, FL
$215,979,330.00Regulatory AUM · August 2026
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.CRD 113833 · BOCA RATON, FL
$4,974,523,594.00Regulatory AUM · August 2026
SLAVIC WEALTH MANAGEMENT, INC.CRD 327929 · BOCA RATON, FL
Not availableRegulatory AUM · August 2026
STATETRUST CAPITAL, LLC.CRD 114052 · BOCA RATON, FL
$93,653,600.00Regulatory AUM · August 2026
SUN CAPITAL ADVISORS, L.P.CRD 155109 · BOCA RATON, FL
$5,843,293,394.00Regulatory AUM · August 2026
SYNTAX RESEARCH, INC.CRD 151948 · BOCA RATON, FL
$202,934,734.00Regulatory AUM · August 2026
THE PRAEDIUM GROUP LLCCRD 161789 · BOCA RATON, FL
$1,705,148,788.00Regulatory AUM · August 2026
WHITESTAR ADVISORS, LLCCRD 124627 · BOCA RATON, FL
$454,480,753.00Regulatory AUM · August 2026
WINNING POINTS ADVISORS, L.L.C.CRD 118077 · BOCA RATON, FL
$173,114,072.00Regulatory AUM · August 2026