POLEN CAPITAL MANAGEMENT, LLC
Boca Raton, FL
AUM
$24.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-561-241-2425
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, BOCA RATON
52 advisers found
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, FL
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
561-447-1997
NFSG CORPORATION
Boca Raton, FL
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
954-334-3450
NOESIS CAPITAL MANAGEMENT CORP
Boca Raton, FL
AUM
$876.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
561-999-9888
SINGER WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$782.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
561-998-9985
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Boca Raton, FL
AUM
$766.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(561) 416-2992
FIDUCIARY FAMILY OFFICE, LLC
Boca Raton, FL
AUM
$747.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(561) 353-4440
F&V CAPITAL MANAGEMENT, L.L.C.
Boca Raton, FL
AUM
$557.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
561-208-1081
IMZ ADVISORY INC.
Boca Raton, FL
AUM
$452.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
561-368-2336
QP WEALTH MANAGEMENT, LLC
Boca Raton, FL
AUM
$405.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-526-2701
PROATHLETE WEALTH MANAGEMENT LLC
Boca Raton, FL
AUM
$402.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
561-988-5540
BOCA WEALTH ADVISORS
Boca Raton, FL
AUM
$378.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
561-391-4477
COMPREHENSIVE WEALTH SOLUTIONS, LLC
Boca Raton, FL
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
877-294-4979
OPAL CAPITAL LLC
Boca Raton, FL
AUM
$348.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
917-716-6257
ALPHA ZERO LLC
Boca Raton, FL
AUM
$269.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(561) 576-2599
SEMUS WEALTH PARTNERS, LLC
Boca Raton, FL
AUM
$262.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
561-465-7550
RESHAPE WEALTH
Boca Raton, FL
AUM
$232.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-626-7902
ALLIED PRIVATE WEALTH
Boca Raton, FL
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
9545769192
SKY ALPHA ASSET ADVISORS
Boca Raton, FL
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
561-410-7790
SYNTAX RESEARCH, INC.
Boca Raton, FL
AUM
$202.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(855) 796-8296
RWA ADVISORS
Boca Raton, FL
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-288-1160
ONE WEALTH INVESTORS
Boca Raton, FL
AUM
$193.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(561) 289-8105
PALM WEALTH PARTNERS
Boca Raton, FL
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(954) 632-2555
WINNING POINTS ADVISORS, L.L.C.
Boca Raton, FL
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
561-367-9111
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