Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
Boca 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 29 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Vivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Minimum Assets Required
$500,000
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
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Russell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
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
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
James M Luongo
CLU®, ChFC®
Luongo Wealth Management
Qualifications
CRD# 2176077
Firm CRD# 6413
Series 6, 7, 63, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $36,045,083,867 | 3515 | 153 | A Percentage of AUM, Performance Based |
2 | 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | $33,254,393,444 | 30 | 8 | A Percentage of AUM, Performance Based |
3 | 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $28,800,093,227 | 35 | 252 | A Percentage of AUM, Performance Based |
4 | 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 | 5200 Town Center Circle, 4th Floor Boca Raton, FL, 33486-1015 | $7,557,719,790 | 15 | 125 | A Percentage of AUM, Performance Based |
6 | 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 | 6700 Broken Sound Parkway Nw, Boca Raton, FL, 33487 | $5,574,923,554 | 24 | 52 | A Percentage of AUM, Performance Based |
8 | 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 | 2500 N. Military Trail, Suite 225 Boca Raton, FL, 33431 | $3,538,625,432 | 14947 | 101 | A Percentage of AUM, Fixed Fees |
10 | 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 | 2200 Butts Road, Suite 320, Boca Raton, FL, 33431 | $1,483,399,156 | 3 | 4 | A Percentage of AUM, Performance Based |
12 | 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 | 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 | 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 | 4855 Technology Way, Suite 500 Boca Raton, FL, 33431-3352 | $767,529,780 | 4 | 21 | A Percentage of AUM, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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