Find a Financial Advisor in Boca Raton, FL

 

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We Only Work With The Best Boca Raton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Boca Raton, FL


  • Financial Advisor Close to Boca Raton, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Boca Raton, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Boca Raton, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Boca Raton financial advisors.
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How Retirement-Friendly is Boca Raton, FL?

  • Population: 97,468
  • % of Population 62 Years and Over: 31%
  • Average Home Value: $470,700
  • Average Monthly Housing Cost: $1,674
  • Average Household Income: $138,222
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Boca Raton, FL

 

SYNTAX RESEARCH, INC.

Website

(855) 796-8296

150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432

SEC#: 801-76880
Years in Business: 9 years

STONE CREEK CAPITAL MANAGEMENT LLC

Website

(609) 688-8701

2799 Nw 2nd Avenue, Suite 101

Boca Raton, FL 33431

SEC#: 801-109948
Years in Business: 4 years

SKY ALPHA ASSET ADVISORS LLC

Website

(561) 410-7790

327 Plaza Real
Suite 235
Boca Raton, FL 33432

SEC#: 801-113000
Years in Business: 3 years

IPC PRIVATE WEALTH PARTNERS, LLC

Website

(561) 912-1066

5002 T-Rex Avenue,
Suite 225
Boca Raton, FL 33431

SEC#: 801-108178
Years in Business: 5 years

III CAPITAL MANAGEMENT

Website

(561) 544-4400

777 Yamato Road
Suite 300
Boca Raton, FL 33431

SEC#: 801-60505
Years in Business: 20 years

ALLFINANCIAL PARTNERS II, LLC

Website

(561) 430-5317

4800 N Federal Hwy

Boca Raton, FL 33431

SEC#: 801-79231
Years in Business: 7 years

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Website

(561) 912-1040

5002 T-Rex Avenue
Suite 225
Boca Raton, FL 33431

SEC#: 801-61381
Years in Business: 19 years

NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

Website

(954) 334-3450

1200 North Federal Highway
Suite 400
Boca Raton, FL 33432

SEC#: 801-68448
Years in Business: 14 years

ROYAL CAPITAL MANAGEMENT LLC

Website

(561) 394-4174

4400 N. Federal Highway
Suite 300
Boca Raton, FL 33431

SEC#: 801-66805
Years in Business: 15 years

 


Boca Raton, FL Financial Advisor FAQs

In general, financial advisors charge for their services on a percentage basis. This means that they will take a certain percentage from your assets as fees. The most common way to do this is by charging 1% of the assets under management every year.
The first step is to decide what you are looking for in a financial advisor. You can choose an individual advisor, a firm, or even ask your friends and family which one they would recommend. Once you have found someone you're interested, do some research on the company's website before making contact so that you know what to expect when contacting them about starting or expanding your business relationship with them.
Financial advisors help people come up with ways to minimize their taxes and maximize the return on their investments. They do this by figuring out how much money their client is spending and earning, what types of investments they might want, and the type of retirement the client wants.
Hiring a financial advisor is an involved process and should be researched carefully before making a decision. Ask to meet with the person in question and ask for their credentials. If they are not registered with the SEC, regardless of how much they charge, decline and find someone who can provide what you need. Look at their portfolio and the plan laid out for your investments to see if it matches your own goals. Consider that different advisors specialize in various types of investments such as stocks only, bonds only or annuities only, choose accordingly based on where you want to invest but also research thoroughly any plans that sound too good to be true because chances are this is just an advertisement rather than a candidate's specialized field.