Top 10 Financial Advisors in Boca Raton, FL

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Baron Silver Stevens Financial Advisors is the top-rated advisory firm in Boca Raton. This fee-based practice offers a variety of portfolio management and financial planning services. 

According to the most recent SEC data, the vast majority of clients are high-net-worth individuals. That's not surprising, considering the firm's $500,000 account minimum. However, Baron Silver Stevens does work with non-high-net-worth individuals, retirement plans and charitable organizations. 

The firm’s team features four Certified Financial Planners™ (CFP®), one chartered life underwriter (CLU) and one accredited estate planner (AEP).

The firm collects fees for its investment advisory services, but its associated persons may receive additional compensation from the sale of products like mutual funds, annuities or insurance policies. This is a potential conflict of interest, but advisors must always act in the client's best interest.

Baron Silver Stevens has been providing investment advisory services since 2000. Through its Vision2020 Wealth Management Platform, the firm provides portfolio management services utilizing asset allocation software. The firm uses this technology and other sources to customize investment portfolios built with an asset allocation that seeks to adhere to your personal circumstances such as investment goals and tolerance for risk.  

The firm's separately managed account (SMA) and unified management account (UMA) program extends similar services along with brokerage and custodial services through a wrap-fee program. The firm also provides model portfolios through program managers like Russell Investment Management Company and SEI Investments Management Corporation.

Additionally, Baron Silver Stevens runs a financial planning program that can assist you in various areas including tax strategies, estate planning, charitable giving and retirement planning. 

Baron Silver Stevens can undertake various investment strategies based on the program you choose. For instance, you’d have access to model portfolios and asset allocation software. Most of these programs utilize mutual funds, exchange-traded funds (ETFs), equities and bonds. The firm may also allocate your assets to other types of securities if it deems them appropriate to your circumstances.

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Singer Wealth Advisors (SWA) is a fee-based advisory practice that works primarily with individuals and high-net-worth individuals, as well as retirement plans and corporations.

As a fee-based firm, some of SWA’s advisors may be licensed to sell insurance and could earn commissions on those transactions. While this creates a potential conflict of interest, the firm and its team of advisors are required to act in the best interests of clients. The team at SWA includes several credentialed professionals, including a Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and chartered retirement planning counselor (CRPC).

SWA has a portfolio management account minimum of $250,000. This requirement can be waived based on the firm’s discretion. Clients are also charged an annual fee that is based on a percentage of their assets under management.

Founded in 2014, the firm's services include portfolio management, third-party manager recommendations, financial planning and others. Specifically, SWA can provided advice on a range of topics, including: 

• Retirement planning
• Life insurance
• Tax planning
• College planning
• Debit/credit planning

The firm uses both fundamental and tactical analysis to guide investment decisions. Fundamental analysis focuses on long-term value by examining company financials and economic conditions, while tactical analysis employs short-term strategies that seek to take advantage of market timing opportunities.

Portfolios may include equities, mutual funds, ETFs (including those in precious metals), fixed income securities, real estate funds, annuities, structured notes, commodities, non-U.S. securities and alternative or private investments. Singer Wealth Advisors emphasizes tailoring strategies to each client’s goals, risk tolerance and time horizon, with discretionary authority often granted to manage investments.

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Benchmark Financial Wealth Advisors (BFWA) is a fee-based practice that serves individuals with and without high net worths, retirement plans, charities, corporations and other business entities. Account minimums vary based on the type of asset management program that you're enrolled in.

The BFWA team includes advisors with a number of professional credentials, including the Certified Financial Planner™ (CFP®), accredited investment fiduciary (AIF), chartered life underwriter (CLU), Chartered Financial Analyst (CFA), chartered financial consultant (ChFC), retirement income certified professional (RICP), among others. 

However, keep in mind that some advisors on staff may earn commissions when selling insurance products. While this creates a conflict of interest because advisors have a financial incentive to recommend certain products and services over others, they must always act in your best interests.  

While the current iteration of BFWA began in 2017, the firm's roots go back to 1999 when Benchmark Financial Group, Inc. was founded. Today, the firm provides asset management, financial planning and retirement plan services. However, BFWA may outsource a portion or all asset management duties to third-party providers who may implement their own account minimums and fees. On a more granular level, the firm can help clients with budgeting, insurance reviews, estate planning coordination, retirement planning and guidance on employer benefits.

Like many other practices, BFWA tailors its investment strategies to the needs and objectives of its individual clients, which are laid out in an investment policy statement. Once that plan is established, the firm will allocate a client's assets to independent managers, mutual funds and ETFs. 

For accredited investors, the firm may recommend an alternative investment strategy that includes real estate investments, private equity deals and other alternative assets. 

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Noesis Capital Management (NCM) Corp. works primarily with individuals and high-net-worth individuals, as well as pension and profit sharing plans and corporations. To open a portfolio with NCM, you’d need at least $1 million, although the firm may accept accounts with at least $500,000. 

Working with NCM, you’ll have access to a team that includes Certified Financial Planners™ (CFP®), one certified public accountant (CPA), two Chartered Financial Analysts (CFA) and one certified investment management analyst (CIMA).

The firm’s advisory services are fee-only, meaning neither NCM nor its advisors earn sales commissions when recommending financial products or insurance. The firm provides ongoing portfolio management, financial planning and consultation services. Its portfolio management is primarily discretionary, though non-discretionary arrangements are available.

NCM was founded in 1995 and registered as an investment advisor with the SEC in 2001, making it the oldest firm on this list. 

NCM takes an active approach when investing client assets among equities and related securities. The firm attempts to find companies it believes are profitable, competitive and offer superior products or services. In the process, the firm targets companies that “have sustainable above average growth and earnings predictability.”

Portfolios are managed with moderate diversification to balance risk and return, and international exposure is sometimes used to capture growth opportunities abroad. While alternatives and leverage may be considered for sophisticated clients, the firm generally maintains a long-term focus on undervalued or reasonably valued companies.

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Founded in 2023, Fiduciary Family Office is tied with one other firm as the youngest practice on this list. Fiduciary Family Office provides financial planning, consulting, family office services and investment management services. The firm assists clients with retirement, estate and trust planning, tax and cash flow management, charitable giving, insurance planning, education planning and business planning. Its family office services extend to coordinating with clients’ other professional advisors, overseeing financial recordkeeping and reviewing relationships with service providers. 

Clients engage the firm either for stand-alone services or as part of a broader wealth management arrangement that combines planning and portfolio management. The firm primarily works with high-net-worth individuals and charitable organizations. That's no surprise, considering a minimum portfolio value of $2 million is typically required, with a minimum annual fee of $20,000.

The team at Fiduciary Family Office is made up of advisors who hold the Certified Financial Planner™ (CFP®), certified investment management analyst (CIMA) and certified private wealth advisor (CPWA) designations. However, advisors may earn commissions from insurance products in addition to advisory fees, creating a conflict of interest. Despite this fee-based compensation model, the firm has a fiduciary duty to its clients. 

Fiduciary Family Office takes a multi-strategy approach to investing, aiming to preserve and grow wealth while managing downside risk. Portfolios are constructed using asset allocation across a wide range of investments, including domestic and international equities, bonds, ETFs, mutual funds, REITs, commodities, currencies and alternative investments. Strategies may incorporate both long-term allocations and tactical adjustments based on market conditions. 

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F&V Capital Management, founded in 2008, offers individualized portfolio management and financial planning services. The firm works with clients to establish investment objectives, risk tolerance and financial goals, then designs portfolios and strategies tailored to those needs. 

Services include investment supervisory services, discretionary and non-discretionary portfolio management, periodic market commentary, as well as financial planning assistance in areas such as retirement, tax planning, insurance needs and estate considerations. The firm also manages a Luxembourg-based mutual fund for non-U.S. investors and distributes research and reports to clients.

The firm serves a range of clients including individuals, high-net-worth individuals, businesses, trusts, and a Luxembourg-based fund. There is no stated minimum account size, but minimum fees may apply depending on the services and arrangements agreed upon.

Several members of the F&V team hold either the Certified Financial Planner™ (CFP®) or Chartered Financial Analyst (CFA) credentials.

Its investment approach combines fundamental, quantitative, qualitative, and technical analysis, along with asset allocation strategies. Portfolios may include U.S. and foreign equities, corporate and government debt, municipal securities, certificates of deposit, options, real estate and energy partnerships and other instruments. Strategies include both long- and short-term purchases, margin transactions and short sales. Overall, F&V emphasizes tailoring portfolios to each client’s objectives while employing a broad set of securities and strategies to manage risk and pursue growth.

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Comprehensive Wealth Solutions is a fee-based advisory practice with a relatively small client base. The firm works primarily with individual clients above and below the high-net-worth level since it does not impose an account minimum for its investment advisory services.   

As a fee-based firm, some advisors may earn commissions for selling insurance to clients in their individual capacities as licensed insurance agents. These commissions are in addition to the advisory fees that clients pay. This is a potential conflict of interest, but advisors must always act in the best interest of their clients.

The firm’s financial planning services cover areas such as retirement planning, investment guidance and overall resource management tailored to each client’s circumstances and objectives. Its portfolio management services involve building and monitoring investment portfolios based on client goals, risk tolerance and time horizons, with periodic rebalancing as needed. In addition, the firm may recommend and oversee third-party investment managers, selected after evaluating performance, style and client suitability.

Comprehensive Wealth Solutions describes its investment philosophy as focused on asset allocation and manager selection rather than detailed security analysis. The firm primarily relies on third-party managers but may also provide guidance on mutual funds, ETFs and variable annuities. Portfolios are designed as long-term investments, with adjustments made to remain aligned with client objectives. Clients can request restrictions on certain securities or asset classes.

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Boca Wealth Advisors, founded in 1998, provides fee-only investment advisory and financial planning services. The firm helps clients with a range of wealth management needs, including investment management, retirement planning, tax and estate planning and broader financial goal setting. Its services are generally delivered in combination with portfolio management, rather than as stand-alone financial planning. The firm also manages “held-away” accounts, such as retirement plans and 529 plans, integrating them into a client’s overall strategy.

The firm primarily serves individuals and high-net-worth individuals, as well as retirement plans and charitable organizations. Its stated minimum account size is $500,000, though exceptions may be made. Advisory fees are charged as a percentage of assets under management, with rates declining at higher asset levels. Boca Wealth Advisors does not charge performance-based fees and does not receive commissions or third-party compensation, which distinguishes it as fee-only.

The firm's three advisors all hold either the Certified Financial Planner™ (CFP®) and/or the certified public accountant/personal financial specialist (CPA/PFS) designations. 

The firm’s investment approach is based on academic research and emphasizes broad diversification. Portfolios are built using low-cost mutual funds, ETFs and investment-grade bonds. Equity exposure typically tilts toward smaller and value-oriented stocks, both domestically and internationally, as studies suggest these factors may enhance long-term returns. Fixed income allocations include U.S. Treasuries, municipal bonds, government agency securities and high-quality corporate bonds. 

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Palm Wealth Advisors, which opened for business in 2023, concludes our list of the top advisory firms in Boca Raton. This fee-based practice provides a mix of financial planning, portfolio management and pension consulting services. The firm assists clients with retirement planning, education savings strategies, estate planning, cash flow analysis and insurance reviews. 

The firm does not impose an account minimum. The vast majority of clients are individuals below the high-net-worth threshold. 

Palm Wealth Partners is fee-based. While advisory fees are collected as a percentage of assets under management or via fixed and hourly planning fees, certain executives and advisors are also licensed insurance agents who may receive commission-based compensation for selling insurance products, creating potential conflicts of interest. Despite these conflicts, the firm has a legal responsibility to act in its clients' best interests. 

The staff at Palm Wealth Advisors have earned a number of credentials, including the Certified Financial Planner™ (CFP®), certified public accountant (CPA), retirement income certified professional (RICP) and certified plan fiduciary advisor (CPFA) designations. 

When it comes time to invest a client's assets, the firm relies on both in-house and third-party strategies, with portfolios built around securities and diversified allocations. The firm may use long-term and short-term purchases, trading strategies and option writing. Their overall approach balances fundamental company and market research with technical market data.