Adviser Record

Investment advisers in Boca Raton, FL

67 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in FL

FirmAssetsEmployeesDisclosures
Iii Capital Management$88.24 billion90
Digitalbridge Investment Management, LLC$61.10 billion2850
Polen Capital Management, LLC$24.06 billion1680
Digital Bridge Advisors, LLC$14.60 billion1740
Ae Industrial Partners, LP$7.72 billion900
Sun Capital Advisors, L.P.$5.84 billion580
Slavic Mutual Funds Management Corp.$4.97 billion130
Acasta Partners US LLC$4.72 billion40
Fourth Sail Capital US LP$3.67 billion30
Isam Funds (USA) LLC$2.63 billion580
Phase 3 Capital Management LLC$2.54 billion90
Hidden Harbor Capital Management, L.P.$2.25 billion320
The Praedium Group LLC$1.71 billion100
Prescott General Partners LLC$1.69 billion52
Meteora Capital, LLC$1.54 billion160
22c Capital LLC$1.51 billion190
Amergin Asset Management, LLC$1.21 billion130
Baron Silver Stevens Financial Advisors, LLC$1.20 billion120
Nfsg Corporation$1.08 billion8910
Blue Water Advisors LP$927.9 million200
Singer Wealth Advisors LLC$910.6 million430
Noesis Capital Management Corp$876.9 million120
Benchmark Financial Wealth Advisors LLC$766.1 million140
Fiduciary Family Office, LLC$747.7 million30
Bench Walk Advisors LLC$707.6 million150
Encore Housing Opportunity Fund Investment Manager, LLC$679.5 million470
F&v Capital Management, L.L.C.$557.8 million70
Pharvision Advisers, LLC$513.2 million20
Whitestar Advisors, LLC$454.5 million80
New Water Capital, L.P.$454.4 million120
Imz Advisory Inc.$452.7 million40
Qp Wealth Management, LLC$405.0 million70
Proathlete Wealth Management LLC$402.2 million50
Palm Peak Capital, LLC$400.8 million90
Barramundi Advisors LLC$390.4 million70
Boca Wealth Advisors$378.6 million20
Comprehensive Wealth Solutions, LLC$374.3 million30
C Cubed Capital Partners, LLC$362.7 million80
Opal Capital LLC$348.3 million110
Ipcp Management, LLC$345.6 million120
Colony Capital Investment Advisors, LLC$336.2 million864
N.L.C. LLC$286.1 million20
Alpha Zero LLC$269.8 million170
Semus Wealth Partners, LLC$262.7 million30
Karlov Street Capital, LLC$251.0 million40
Reshape Wealth$232.2 million30
Allied Private Wealth$224.5 million40
Sky Alpha Asset Advisors$216.0 million30
Syntax Research, Inc.$202.9 million20
Rwa Advisors$199.1 million40
One Wealth Investors$193.5 million55
Palm Wealth Partners$179.3 million90
Winning Points Advisors, L.L.C.$173.1 million21
Banyan Global Investment Advisors, LLC$162.1 million40
Cywp Fund$160.8 million30
Financial Trust Asset Management Chartered$141.9 million53
Red Reef Advisors LLC$135.0 million30
Epic Advisory Services Corp$134.3 million230
Secure Wealth, Inc.$132.0 million30
Cs Advisors Inc.$118.0 million30
Greenline Wealth Management$117.0 million70
Statetrust Capital, LLC.$93.7 million42
Aventura Capital Management, LLC$48.4 million43
Ot Advisors LLC$1.0 million20
Polen International Equity LLC$0140
Slavic Wealth Management, Inc.$0180
Cmc Advisors, Inc.$040