Falists

Florida · 112 advisers

Financial Advisors in Boca Raton, Florida

Looking for a financial advisor in Boca Raton, Florida? Falists indexes 112 SEC-registered and state-registered investment advisers in Boca Raton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 97 firms list a website you can visit directly. Firms in this directory manage up to $88.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

112

With website

97

Largest AUM

$88.24B

Financial planning

47

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth93Planning47Trusts52Retirement28Institutional43

Top advisors in Boca Raton

Ranked by AUM · Fees, team & specialties at a glance

View all 112 →
View all 112 advisors in Boca Raton

More cities in Florida

Miami (374)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)Winter Park (40)

Common questions

How many financial advisors are in Boca Raton, Florida?
112 registered investment advisers are listed in our Boca Raton directory, sourced from public SEC filings.
What types of advisors are in Boca Raton?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Boca Raton?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.