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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 - October 6, 2024Boca Raton has 6 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 24 years of experience.
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List of Qualified Retirement Planning Advisors in Boca Raton, Florida
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRussell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
Advisory Services:
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.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMichael Most
Savvy Advisors, Inc
Qualifications
CRD# 2565512
Firm CRD# 111111
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJimmy 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Boca Raton, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | POLEN CAPITAL MANAGEMENT, LLC 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $36,045,083,867 | 3515 | 153 | A Percentage of AUM, Performance Based |
| 2 | III CAPITAL MANAGEMENT 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | $33,254,393,444 | 30 | 8 | A Percentage of AUM, Performance Based |
| 3 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $28,800,093,227 | 35 | 252 | A Percentage of AUM, Performance Based |
| 4 | DIGITAL BRIDGE ADVISORS, LLC 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $10,244,416,015 | 35 | 95 | 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 | $7,557,719,790 | 15 | 125 | A Percentage of AUM, Performance Based |
| 6 | INFRABRIDGE INVESTORS (US) LIMITED 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $6,055,303,830 | 1 | 118 | Other (A PROFIT SPLIT OR COST PLUS BASIS) |
| 7 | AE INDUSTRIAL PARTNERS, LP 6700 Broken Sound Parkway Nw, Boca Raton, FL, 33487 | $5,574,923,554 | 24 | 52 | A Percentage of AUM, Performance Based |
| 8 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. 1075 Broken Sound Parkway Nw, Suite 100 Boca Raton, FL, 33487-3540 | $4,128,477,749 | 879 | 17 | A Percentage of AUM, Fixed Fees |
| 9 | GLADSTONE WEALTH PARTNERS 2500 N. Military Trail, Suite 225 Boca Raton, FL, 33431 | $3,538,625,432 | 14947 | 101 | A Percentage of AUM, Fixed Fees |
| 10 | ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC One Town Center, Suite 600, Boca Raton, FL, 33486 | $1,898,880,009 | 17 | 51 | 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 | $1,483,399,156 | 3 | 4 | A Percentage of AUM, Performance Based |
| 12 | BLUE WATER ADVISORS LP 1 North Federal Highway, Suite 300 Boca Raton, FL, 33432-3930 | $1,329,579,689 | 4 | 16 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | 22C CAPITAL LLC 7900 Glades Road, Suite 540 Boca Raton, FL, 33434 | $1,158,059,596 | 9 | 17 | 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 | $1,149,068,444 | 15 | 123 | 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 | $767,529,780 | 4 | 21 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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