Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Boca Raton
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Boca Raton,
Florida
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Boca Raton,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Boca Raton, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 20 Years | $0 | $250,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
7900 Glades Road,
Suite 310,
Boca Raton,
FL
33434
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
401 E Las Olas Blvd,
Suite 1452,
Fort Lauderdale,
FL
33301
Phone Number
315-224-2426
Prior to joining Excelsior Wealth Partners, Russell spent almost 10 years as a Vice President with M&T Securities. Previously to M&T Securities, Russell worked for SunTrust's Sports & Entertainment Division in Miami, Florida, which focused exclusively on the unique planning needs of celebrities and professional athletes. Russell also served with a Special Forces National Guard unit in Florida, and was an FBI Special Agent candidate in 2008.
Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas. Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace. A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience. We can help you achieve your financial goals through tailored money management and a fee structure designed for your success. As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1200 South Pine Island Road,
Suite 400,
Plantation,
FL
33324
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 173 | 3397 | $43,238,955,480 | A percentage of AUM, Performance Based |
|
| 8 | 30 | $39,514,428,923 | A percentage of AUM, Performance Based |
|
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC
750 Park Of Commerce Drive, Suite 210, Boca Raton, FL 33487 |
254 | 50 | $39,057,739,523 | A percentage of AUM, Performance Based |
| 125 | 41 | $13,465,617,648 | A percentage of AUM, Fixed fees, Performance Based |
|
| 92 | 15 | $6,609,092,746 | A percentage of AUM, Performance Based |
|
| 52 | 30 | $6,233,372,296 | A percentage of AUM, Performance Based |
|
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
1075 Broken Sound Parkway Nw, Suite 100, Boca Raton, FL 33487-3540 |
17 | 1098 | $5,589,521,872 | A percentage of AUM, Fixed fees |
| 55 | 3 | $2,111,741,555 | A percentage of AUM, Performance Based |
|
| 4 | 3 | $1,972,762,192 | A percentage of AUM, Performance Based |
|
| 82 | 1 | $1,816,199,702 | Other (A PROFIT SPLIT OR COST PLUS BASIS) |
|
| 18 | 6 | $1,664,993,428 | A percentage of AUM, Fixed fees, Performance Based |
|
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
One Town Center, Suite 600, Boca Raton, FL 33486 |
66 | 16 | $1,657,374,569 | A percentage of AUM, Other (GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION) |
| 3 | 6 | $1,514,910,600 | A percentage of AUM, Performance Based |
|
| 18 | 7 | $1,240,848,048 | A percentage of AUM, Performance Based, Other (REFER TO PART 2A, ITEM 5) |
|
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
4800 N. Federal Highway, Suite 210-A, Boca Raton, FL 33431 |
11 | 1680 | $1,011,802,288 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS) |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
