Fiduciary advisors in Boca Raton, FL

65 registered advisers

Boca Raton is a destination for Northeast transplants with significant retirement assets, creating steady demand for fiduciary advisory services, and 65 SEC-registered fiduciary firms serve local investors. Of those, 62 are fee-only practices that do not earn commissions from financial product sales. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

22C CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #298094
Typical Fee--
AUM$1.5B
Minimum--
Clients9

ACASTA PARTNERS US LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #335005
Typical Fee--
AUM$4.7B
Minimum--
Clients4

AE INDUSTRIAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #173020
Typical Fee--
AUM$6.4B
Minimum--
Clients35

ALLIED PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #328952
Typical Fee--
AUM$187M
Minimum--
Clients431

ALPHA ZERO LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #319050
Typical Fee--
AUM$183M
Minimum--
Clients707

AMERGIN ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #323350
Typical Fee--
AUM$946M
Minimum--
Clients4

AMERICAN ASSET MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #123116
Typical Fee--
AUM$153M
Minimum--
Clients543

AVENTURA CAPITAL MANAGEMENT, LLC

Also Compensated via Product Sales
Boca Raton, FloridaCRD #142478
Typical Fee--
AUM$58M
Minimum--
Clients248

BANYAN GLOBAL INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #283264
Typical Fee--
AUM$151M
Minimum--
Clients240

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #126767
Typical Fee--
AUM$1.0B
Minimum--
Clients1,680

BENCH WALK ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #313945
Typical Fee--
AUM$627M
Minimum--
Clients70

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #287966
Typical Fee--
AUM$722M
Minimum--
Clients1,114

BLUE WATER ADVISORS LP

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #288923
Typical Fee--
AUM$934M
Minimum--
Clients5

BOCA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #108038
Typical Fee--
AUM$379M
Minimum--
Clients514

C CUBED CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #328128
Typical Fee--
AUM$444M
Minimum--
Clients3

CMC ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #123811
Typical Fee--
AUM--
Minimum--
Clients--

COLONY CAPITAL INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Boca Raton, FloridaCRD #175506
Typical Fee--
AUM$533M
Minimum--
Clients6

COMPREHENSIVE WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #131324
Typical Fee0.90%
AUM$341M
Minimum--
Clients292

CS ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #130729
Typical Fee--
AUM$118M
Minimum--
Clients322

CYWP FUND

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #337234
Typical Fee--
AUM$175M
Minimum--
Clients13

DIGITAL BRIDGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #291394
Typical Fee--
AUM$12.5B
Minimum--
Clients44

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #290954
Typical Fee--
AUM$51.3B
Minimum--
Clients67

ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #159393
Typical Fee--
AUM$1.5B
Minimum--
Clients14

EPIC ADVISORY SERVICES CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #176526
Typical Fee--
AUM$121M
Minimum--
Clients177

F&V CAPITAL MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #146399
Typical Fee--
AUM$558M
Minimum--
Clients237

FIDUCIARY FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #326990
Typical Fee--
AUM$696M
Minimum--
Clients598

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

Fee-OnlyAlso Compensated via Product Sales
Boca Raton, FloridaCRD #108998
Typical Fee--
AUM$115M
Minimum--
Clients416

FOURTH SAIL CAPITAL US LP

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #332445
Typical Fee--
AUM$2.4B
Minimum--
Clients6

HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #285401
Typical Fee--
AUM$2.1B
Minimum--
Clients6

ID FUNDS ADVISOR LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #305035
Typical Fee--
AUM$260M
Minimum--
Clients43

III CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #113539
Typical Fee--
AUM$85.1B
Minimum--
Clients25

IMZ ADVISORY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #314890
Typical Fee--
AUM$382M
Minimum--
Clients655

IPCP MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #316853
Typical Fee--
AUM$336M
Minimum--
Clients7

ISAM FUNDS (USA) LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #307934
Typical Fee--
AUM$2.3B
Minimum--
Clients5

KARLOV STREET CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #288910
Typical Fee--
AUM$234M
Minimum--
Clients30

METEORA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #313378
Typical Fee--
AUM$969M
Minimum--
Clients10

NEW WATER CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #226608
Typical Fee--
AUM$357M
Minimum--
Clients6

NFSG CORPORATION

Fee-OnlyAlso Compensated via Product Sales
Boca Raton, FloridaCRD #130814
Typical Fee--
AUM$1.1B
Minimum--
Clients3,607

NOESIS CAPITAL MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #110819
Typical Fee--
AUM$877M
Minimum--
Clients851

ONE WEALTH INVESTORS

Fee-OnlyAlso Compensated via Product Sales
Boca Raton, FloridaCRD #288030
Typical Fee--
AUM$153M
Minimum--
Clients310

OPAL CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #322755
Typical Fee--
AUM$135M
Minimum--
Clients3

OT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #328812
Typical Fee--
AUM$15M
Minimum--
Clients1

PALM WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #323361
Typical Fee--
AUM$179M
Minimum--
Clients1,232

PHARVISION ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #311739
Typical Fee--
AUM$316M
Minimum--
Clients5

PHASE 3 CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #294408
Typical Fee--
AUM$2.8B
Minimum--
Clients7

POLEN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #106093
Typical Fee--
AUM$37.7B
Minimum--
Clients2,732

PRESCOTT GENERAL PARTNERS LLC

Fee-OnlyAlso Compensated via Product Sales
Boca Raton, FloridaCRD #157907
Typical Fee--
AUM$1.7B
Minimum--
Clients3

PROATHLETE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #317372
Typical Fee--
AUM$312M
Minimum--
Clients143

QP WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #301071
Typical Fee--
AUM$405M
Minimum--
Clients715

RED REEF ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #174748
Typical Fee--
AUM$125M
Minimum--
Clients319

RESHAPE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #330582
Typical Fee--
AUM$172M
Minimum--
Clients575

RWA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #150120
Typical Fee--
AUM$191M
Minimum--
Clients196

SECURE WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #290572
Typical Fee--
AUM$132M
Minimum--
Clients266

SEMUS WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #305758
Typical Fee--
AUM$215M
Minimum--
Clients616

SINGER WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #317218
Typical Fee--
AUM$782M
Minimum--
Clients2,094

SKY ALPHA ASSET ADVISORS

Clean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #295839
Typical Fee--
AUM$216M
Minimum--
Clients318

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #113833
Typical Fee0.40%
AUM$4.5B
Minimum--
Clients6,128

SLAVIC WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #327929
Typical Fee--
AUM--
Minimum--
Clients--

STATETRUST CAPITAL, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #114052
Typical Fee--
AUM$94M
Minimum--
Clients238

SUN CAPITAL ADVISORS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #155109
Typical Fee--
AUM$6.2B
Minimum--
Clients15

SUNDIAL WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #321900
Typical Fee--
AUM$126M
Minimum--
Clients113

SYNTAX RESEARCH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #151948
Typical Fee--
AUM$197M
Minimum--
Clients227

THE PRAEDIUM GROUP LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #161789
Typical Fee--
AUM$1.6B
Minimum--
Clients14

WHITESTAR ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Boca Raton, FloridaCRD #124627
Typical Fee--
AUM$569M
Minimum--
Clients28

WINNING POINTS ADVISORS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Boca Raton, FloridaCRD #118077
Typical Fee--
AUM$176M
Minimum--
Clients199
Fiduciary Advisors in Boca Raton, Florida | FiduciaryListings