Top 10 financial advisor firms in Boca Raton

27 SEC-registered financial advisor firms are headquartered in Boca Raton, FL, with $10B in combined regulatory assets under management. The largest by assets are Baron Silver Stevens Financial Advisors ($1.2B), Singer Wealth Advisors ($911M) and Noesis Capital Management ($877M).

27
Financial advisor firms: $10B
Their combined AUM: $232M
Median firm AUM: 3,406
Clients of the top 10

The 10 largest by assets

1
Baron Silver Stevens Financial Advisors
RIA
$1.2B
0.50% to 1.00%
2
Singer Wealth Advisors
RIA
$911M
1.50% to 2.00% a year
3
Noesis Capital Management
RIA
$877M
0.75% to 1.50%
4
Benchmark Financial Wealth Advisors
RIA
$766M
0.10% to 1.00% a year
5
Fiduciary Family Office
RIA
$748M
0.50% to 1.50% a year
6
F&V Capital Management
RIA
$558M
Up to 2.50% a year
7
IMZ Advisory
RIA
$453M
0.60% to 1.50% a year
8
QP Wealth Management
RIA
$405M
0.90% to 1.50% a year
9
ProAthlete Wealth Management
RIA
$402M
1.15% to 1.50% a year
10
Boca Wealth Advisors
RIA
$379M
0.50% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors is an investment adviser based in Boca Raton, FL, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.2 billion, as filed on 9 March 2026.

Baron Silver Stevens Financial Advisors charges 0.50%–1.00% for its Advisor Managed Portfolios. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.2B
Clients: 610
Advisory staff: 8
Founded: 2000
Fee schedule: 0.50% to 1.00%
Custodians: Pershing
Headquarters: 4800 N. Federal Highway, Suite 210-A, Boca Raton, FL 33431
Phone: 561-447-1997
Website: bssfa.com

No. 2 · RIA

Singer Wealth Advisors

Singer Wealth Advisors is an investment adviser based in Boca Raton, FL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $911 million, as filed on 15 July 2026.

Singer Wealth Advisors charges 1.50%–2.00% a year for its Asset-Based Fees for Portfolio Management.

Regulatory AUM: $911M
Clients: 953
Advisory staff: 18
Founded: 2014
Fee schedule: 1.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 1515 S. Federal Highway, Suite 302, Boca Raton, FL 33432
Phone: 561-998-9985
Website: singerwealth.com

No. 3 · RIA

Noesis Capital Management

Noesis Capital Management is an investment adviser based in Boca Raton, FL, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $877 million, as filed on 21 September 2026.

Noesis Capital Management charges 0.75%–1.50% for its Standard Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $877M
Clients: 374
Advisory staff: 7
Founded: 1995
Fee schedule: 0.75% to 1.50%
Custodians: Charles Schwab, Interactive Brokers
Headquarters: Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL 33431
Phone: 561-999-9888
Website: noesis-capital.com

No. 4 · RIA

Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors is an investment adviser based in Boca Raton, FL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $766 million, as filed on 18 May 2026.

Benchmark Financial Wealth Advisors charges 0.10%–1.00% a year for its Account Based Billing.

Regulatory AUM: $766M
Clients: 366
Advisory staff: 7
Founded: 1999
Fee schedule: 0.10% to 1.00% a year
Custodians: Fidelity
Headquarters: 2351 NW Boca Raton BLVD., Suite 100, Boca Raton, FL 33431
Phone: 561-416-2992
Website: bfllc.com

No. 5 · RIA

Fiduciary Family Office

Fiduciary Family Office is an investment adviser based in Boca Raton, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and charitable organizations. Its regulatory assets under management total $748 million, as filed on 11 March 2026.

Fiduciary Family Office charges 0.50%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $748M
Clients: 46
Advisory staff: 2
Fee schedule: 0.50% to 1.50% a year
Minimum account: $2,000,000
Custodians: Charles Schwab, Goldman Sachs & Co.
Headquarters: 150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432
Phone: 561-353-4440
Website: fiduciaryfo.com

No. 6 · RIA

F&V Capital Management

F&V Capital Management is an investment adviser based in Boca Raton, FL, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $558 million, as filed on 12 February 2026.

F&V Capital Management charges up to 2.50% a year for its Investment Supervisory Services.

Regulatory AUM: $558M
Clients: 132
Advisory staff: 7
Founded: 2008
Fee schedule: Up to 2.50% a year
Custodians: RBC Capital Markets
Headquarters: 2300 Glades RD, Ste 220w, Boca Raton, FL 33431-7386
Phone: 561-208-1081
Website: fvcapital.us

No. 7 · RIA

IMZ Advisory

IMZ Advisory is an investment adviser based in Boca Raton, FL, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $453 million, as filed on 12 August 2026.

IMZ Advisory charges 0.60%–1.50% a year for its Asset management fees.

Regulatory AUM: $453M
Clients: 442
Advisory staff: 3
Fee schedule: 0.60% to 1.50% a year
Custodians: Charles Schwab, Fidelity, John Hancock Distributors, Nationwide Investment Services
Headquarters: 137 W. Royal Palm Road, Boca Raton, FL 33432
Phone: 561-368-2336
Website: imzfinancialservices.com

No. 8 · RIA

QP Wealth Management

QP Wealth Management is an investment adviser based in Boca Raton, FL, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $405 million, as filed on 19 May 2026.

QP Wealth Management charges 0.90%–1.50% a year for its Investment Management Fees.

Regulatory AUM: $405M
Clients: 121
Advisory staff: 3
Fee schedule: 0.90% to 1.50% a year
Custodians: Pershing
Headquarters: 2700 N Military Trail, Suite 240, Boca Raton, FL 33431
Phone: 732-526-2701
Website: qpwealthmanagement.com

No. 9 · RIA

ProAthlete Wealth Management

ProAthlete Wealth Management is an investment adviser based in Boca Raton, FL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $402 million, as filed on 22 May 2026.

ProAthlete Wealth Management charges 1.15%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $402M
Clients: 205
Advisory staff: 3
Founded: 2017
Fee schedule: 1.15% to 1.50% a year
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 4401 N. Federal Highway, Suite 201, Boca Raton, FL 33431
Phone: 561-988-5540
Website: pawm.com

No. 10 · RIA

Boca Wealth Advisors

Boca Wealth Advisors is an investment adviser based in Boca Raton, FL, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $379 million, as filed on 30 January 2026.

Boca Wealth Advisors charges 0.50%–1.00% a year for its Investment advisory fee schedule.

Regulatory AUM: $379M
Clients: 157
Advisory staff: 2
Founded: 1998
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1515 S Federal Hwy, Suite 306, Boca Raton, FL 33432
Phone: 561-391-4477
Website: boca-wealth.com

Questions about financial advisors in Boca Raton

How many financial advisor firms are headquartered in Boca Raton?

27 SEC-registered financial advisor firms report their principal office in Boca Raton, FL, managing $10B in regulatory assets between them. The other 34 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Boca Raton?

Baron Silver Stevens Financial Advisors, with $1.2B in regulatory assets under management on its latest Form ADV. The next largest are Singer Wealth Advisors ($911M) and Noesis Capital Management ($877M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Boca Raton?

The median firm manages $232M in regulatory assets. That is the midpoint of the 27 firms headquartered in Boca Raton.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Boca Raton charge?

Of the 10 largest firms, 10 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Boca Raton?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Boca Raton has 27 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Boca Raton

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