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Find Retirement Advisors for Retirement Planning in Boca Raton, Florida

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Boca Raton, Florida

Last Updated - June 18, 2024

Boca Raton has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 56 non-vetted advisors in your local area. These retirement advisors in Boca Raton, Florida have an average of 29 years of experience.

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List of Qualified Retirement Planning Advisors in Boca Raton, Florida

advisor-photo
vector.svg VERIFIED

Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

advisor-photo
vector.svg VERIFIED

Jimmy Gonzalez
CRPC®
Anthem Advisors

Qualifications
CRD# 4271692
Firm CRD# 143440
Series 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Boca Raton, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
POLEN CAPITAL MANAGEMENT, LLC
1825 Nw Corporate Blvd., Suite 300
Boca Raton, FL, 33431
$36,045,083,8673515153
A Percentage of AUM, Performance Based
2
III CAPITAL MANAGEMENT
777 Yamato Road, Suite 300
Boca Raton, FL, 33431
$33,254,393,444308
A Percentage of AUM, Performance Based
3
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC
750 Park Of Commerce Drive, Suite 210
Boca Raton, FL, 33487
$28,800,093,22735252
A Percentage of AUM, Performance Based
4
DIGITAL BRIDGE ADVISORS, LLC
750 Park Of Commerce Drive, Suite 210
Boca Raton, FL, 33487
$10,244,416,0153595
A Percentage of AUM, Fixed Fees, Performance Based
5
SUN CAPITAL ADVISORS, L.P.
5200 Town Center Circle, 4th Floor
Boca Raton, FL, 33486-1015
$7,557,719,79015125
A Percentage of AUM, Performance Based
6
INFRABRIDGE INVESTORS (US) LIMITED
750 Park Of Commerce Drive, Suite 210
Boca Raton, FL, 33487
$6,055,303,8301118
Other (A PROFIT SPLIT OR COST PLUS BASIS)
7
AE INDUSTRIAL PARTNERS, LP
6700 Broken Sound Parkway Nw,
Boca Raton, FL, 33487
$5,574,923,5542452
A Percentage of AUM, Performance Based
8
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
1075 Broken Sound Parkway Nw, Suite 100
Boca Raton, FL, 33487-3540
$4,128,477,74987917
A Percentage of AUM, Fixed Fees
9
GLADSTONE WEALTH PARTNERS
2500 N. Military Trail, Suite 225
Boca Raton, FL, 33431
$3,538,625,43214947101
A Percentage of AUM, Fixed Fees
10
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
One Town Center, Suite 600,
Boca Raton, FL, 33486
$1,898,880,0091751
A Percentage of AUM, Other (GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION)
11
PRESCOTT GENERAL PARTNERS LLC
2200 Butts Road, Suite 320,
Boca Raton, FL, 33431
$1,483,399,15634
A Percentage of AUM, Performance Based
12
BLUE WATER ADVISORS LP
1 North Federal Highway, Suite 300
Boca Raton, FL, 33432-3930
$1,329,579,689416
A Percentage of AUM, Fixed Fees, Performance Based
13
22C CAPITAL LLC
7900 Glades Road, Suite 540
Boca Raton, FL, 33434
$1,158,059,596917
A Percentage of AUM, Performance Based, Other (REFER TO PART 2A, ITEM 5)
14
COLONY CAPITAL INVESTMENT ADVISORS, LLC
750 Park Of Commerce Drive, Suite 210
Boca Raton, FL, 33487
$1,149,068,44415123
A Percentage of AUM, Fixed Fees, Performance Based, Other (ASSET MANAGEMENT FEES, CUSTOM FEE ARRANGEMENTS)
15
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
4855 Technology Way, Suite 500
Boca Raton, FL, 33431-3352
$767,529,780421
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Boca Raton, Florida

QualificationsFirm CRD# 106093

Assets Under Management $36,045,083,867

No. Of Clients3515

Clients Per Financial Advisor23

POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3515 clients. The team consists of 153 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 113539

Assets Under Management $33,254,393,444

No. Of Clients30

Clients Per Financial Advisor4

III CAPITAL MANAGEMENT is a financial advisory firm situated in Boca Raton, Florida. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 290954

Assets Under Management $28,800,093,227

No. Of Clients35

Clients Per Financial Advisor0

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $29B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 252 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 291394

Assets Under Management $10,244,416,015

No. Of Clients35

Clients Per Financial Advisor0

DIGITAL BRIDGE ADVISORS, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 95 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 155109

Assets Under Management $7,557,719,790

No. Of Clients15

Clients Per Financial Advisor0

SUN CAPITAL ADVISORS, L.P. is a financial advisory firm situated in Boca Raton, Florida. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 155605

Assets Under Management $6,055,303,830

No. Of Clients1

Clients Per Financial Advisor0

INFRABRIDGE INVESTORS (US) LIMITED is a financial advisory firm situated in Boca Raton, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 118 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (A PROFIT SPLIT OR COST PLUS BASIS)

Financial Planning Services

    View Full Profile

    QualificationsFirm CRD# 173020

    Assets Under Management $5,574,923,554

    No. Of Clients24

    Clients Per Financial Advisor0

    AE INDUSTRIAL PARTNERS, LP is a financial advisory firm situated in Boca Raton, Florida. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 113833

    Assets Under Management $4,128,477,749

    No. Of Clients879

    Clients Per Financial Advisor52

    SLAVIC MUTUAL FUNDS MANAGEMENT CORP. is a financial advisory firm situated in Boca Raton, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 879 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Pension Consulting Services
    View Full Profile

    QualificationsFirm CRD# 250787

    Assets Under Management $3,538,625,432

    No. Of Clients14947

    Clients Per Financial Advisor148

    GLADSTONE WEALTH PARTNERS is a financial advisory firm situated in Boca Raton, Florida. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14947 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees

    Financial Planning Services

    • Financial Planning
    • Portfolio Management for Individuals
    • Portfolio Management for Business
    • Selection of Other Advisors
    View Full Profile

    QualificationsFirm CRD# 159393

    Assets Under Management $1,898,880,009

    No. Of Clients17

    Clients Per Financial Advisor0

    ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Other (GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION)

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 157907

    Assets Under Management $1,483,399,156

    No. Of Clients3

    Clients Per Financial Advisor1

    PRESCOTT GENERAL PARTNERS LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 288923

    Assets Under Management $1,329,579,689

    No. Of Clients4

    Clients Per Financial Advisor0

    BLUE WATER ADVISORS LP is a financial advisory firm situated in Boca Raton, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees
    • Performance Based

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 298094

    Assets Under Management $1,158,059,596

    No. Of Clients9

    Clients Per Financial Advisor1

    22C CAPITAL LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based
    • Other (REFER TO PART 2A
    • ITEM 5)

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 175506

    Assets Under Management $1,149,068,444

    No. Of Clients15

    Clients Per Financial Advisor0

    COLONY CAPITAL INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 123 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Fixed Fees
    • Performance Based
    • Other (ASSET MANAGEMENT FEES
    • CUSTOM FEE ARRANGEMENTS)

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

    QualificationsFirm CRD# 285401

    Assets Under Management $767,529,780

    No. Of Clients4

    Clients Per Financial Advisor0

    HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Boca Raton, Florida. With a nearly $768M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

    Fee Structure

    • A Percentage of AUM
    • Performance Based

    Financial Planning Services

    • Portfolio Management for pooled Investment
    View Full Profile

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