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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 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.
Finding the Best Retirement Planners in Boca Raton, Florida
Last Updated - April 25, 2025Boca Raton has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 54 non-vetted advisors in your local area. These retirement advisors in Boca Raton, Florida have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Boca Raton, Florida
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDVivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
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-Based, Hourly, Commissions, Flat Fee, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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 | 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $43,238,955,480 | 3397 | 173 | A percentage of AUM, Performance Based |
| 2 | 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | $39,514,428,923 | 30 | 8 | A percentage of AUM, Performance Based |
| 3 | 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $39,057,739,523 | 50 | 254 | A percentage of AUM, Performance Based |
| 4 | 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $13,465,617,648 | 41 | 125 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 5200 Town Center Circle, 4th Floor Boca Raton, FL, 33486-1015 | $6,609,092,746 | 15 | 92 | A percentage of AUM, Performance Based |
| 6 | 6700 Broken Sound Parkway Nw, Boca Raton, FL, 33487 | $6,233,372,296 | 30 | 52 | A percentage of AUM, Performance Based |
| 7 | 1075 Broken Sound Parkway Nw, Suite 100 Boca Raton, FL, 33487-3540 | $5,589,521,872 | 1098 | 17 | A percentage of AUM, Fixed fees |
| 8 | 5100 Town Center Circle, Tower Ii, Suite 430 Boca Raton, FL, 33486 | $2,111,741,555 | 3 | 55 | A percentage of AUM, Performance Based |
| 9 | 2200 Butts Road, Suite 320, Boca Raton, FL, 33431 | $1,972,762,192 | 3 | 4 | A percentage of AUM, Performance Based |
| 10 | 750 Park Of Commerce Drive, Suite 210 Boca Raton, FL, 33487 | $1,816,199,702 | 1 | 82 | Other (A PROFIT SPLIT OR COST PLUS BASIS) |
| 11 | 1 North Federal Highway, Suite 300 Boca Raton, FL, 33432-3930 | $1,664,993,428 | 6 | 18 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | One Town Center, Suite 600, Boca Raton, FL, 33486 | $1,657,374,569 | 16 | 66 | A percentage of AUM, Other (GENERAL PARTNER OF FUND RECEIVES PERFORMANCE BASED COMPENSATION) |
| 13 | 5355 Town Center Road, Suite 550 Boca Raton, FL, 33486 | $1,514,910,600 | 6 | 3 | A percentage of AUM, Performance Based |
| 14 | 7900 Glades Road, Suite 540 Boca Raton, FL, 33434 | $1,240,848,048 | 7 | 18 | A percentage of AUM, Performance Based, Other (REFER TO PART 2A, ITEM 5) |
| 15 | 4800 N. Federal Highway, Suite 210-A Boca Raton, FL, 33431 | $1,011,802,288 | 1680 | 11 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS) |
Information on Top Retirement Planning firms in Boca Raton, Florida
QualificationsFirm CRD# 106093
Assets Under Management $43,238,955,480
No. Of Clients3397
Clients Per Financial Advisor20
POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3397 clients. The team consists of 173 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 113539
Assets Under Management $39,514,428,923
No. Of Clients30
Clients Per Financial Advisor4
III CAPITAL MANAGEMENT is a financial advisory firm situated in Boca Raton, Florida. With a nearly $40B 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 290954
Assets Under Management $39,057,739,523
No. Of Clients50
Clients Per Financial Advisor0
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 254 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 vehicles
- Other (SEPARATELY MANAGED ACCOUNTS)
QualificationsFirm CRD# 291394
Assets Under Management $13,465,617,648
No. Of Clients41
Clients Per Financial Advisor0
DIGITAL BRIDGE ADVISORS, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 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
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 155109
Assets Under Management $6,609,092,746
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 $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 92 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 vehicles
QualificationsFirm CRD# 173020
Assets Under Management $6,233,372,296
No. Of Clients30
Clients Per Financial Advisor1
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 30 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 vehicles
QualificationsFirm CRD# 113833
Assets Under Management $5,589,521,872
No. Of Clients1098
Clients Per Financial Advisor65
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. 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 1098 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 307934
Assets Under Management $2,111,741,555
No. Of Clients3
Clients Per Financial Advisor0
ISAM FUNDS (USA) 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 3 clients. The team consists of 55 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 157907
Assets Under Management $1,972,762,192
No. Of Clients3
Clients Per Financial Advisor1
PRESCOTT GENERAL PARTNERS 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 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 vehicles
QualificationsFirm CRD# 155605
Assets Under Management $1,816,199,702
No. Of Clients1
Clients Per Financial Advisor0
INFRABRIDGE INVESTORS (US) LIMITED 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 1 clients. The team consists of 82 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
- Other (SUB ADVISOR TO NON-US RELATED PERSONS)
QualificationsFirm CRD# 288923
Assets Under Management $1,664,993,428
No. Of Clients6
Clients Per Financial Advisor0
BLUE WATER ADVISORS LP 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 6 clients. The team consists of 18 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 vehicles
QualificationsFirm CRD# 159393
Assets Under Management $1,657,374,569
No. Of Clients16
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 16 clients. The team consists of 66 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 vehicles
QualificationsFirm CRD# 332445
Assets Under Management $1,514,910,600
No. Of Clients6
Clients Per Financial Advisor2
FOURTH SAIL CAPITAL US LP 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 6 clients. The team consists of 3 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 vehicles
QualificationsFirm CRD# 298094
Assets Under Management $1,240,848,048
No. Of Clients7
Clients Per Financial Advisor0
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 7 clients. The team consists of 18 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 vehicles
QualificationsFirm CRD# 126767
Assets Under Management $1,011,802,288
No. Of Clients1680
Clients Per Financial Advisor153
BARON SILVER STEVENS FINANCIAL 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 1680 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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