Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > florida > boca raton

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - April 18, 2024

Boca Raton has 4 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 26 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Boca Raton, Florida

VERIFIED

Dock Street Asset Management
CAIA^®, CFA^®

Qualifications
Firm CRD# 111163

Minimum Assets Required
$500,000

Address

2875 South Ocean Blvd.,
Suite 200-46,
Palm Beach, FL 33480 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Charles Helme
BH Asset Management, LLC

Qualifications
CRD# 712007
Firm CRD# 152117
Series 65

Minimum Assets Required
$500,000

Address

1221 Brickell Avenue, 9th Floor,
Miami, FL 33130 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Jimmy Gonzalez
CRPC^®
Anthem Advisors

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

Minimum Assets Required
$500,000

Address

2600 Douglas Rd.,
STE 1104,
Coral Gables, FL 33134 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An 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

POLEN CAPITAL MANAGEMENT, LLC

Find an Advisor

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

III CAPITAL MANAGEMENT

Find an Advisor

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

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC

Find an Advisor

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

DIGITAL BRIDGE ADVISORS, LLC

Find an Advisor

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

SUN CAPITAL ADVISORS, L.P.

Find an Advisor

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

INFRABRIDGE INVESTORS (US) LIMITED

Find an Advisor

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

AE INDUSTRIAL PARTNERS, LP

Find an Advisor

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

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

Find an Advisor

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

GLADSTONE WEALTH PARTNERS

Find an Advisor

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

ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC

Find an Advisor

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

PRESCOTT GENERAL PARTNERS LLC

Find an Advisor

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

BLUE WATER ADVISORS LP

Find an Advisor

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

22C CAPITAL LLC

Find an Advisor

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

COLONY CAPITAL INVESTMENT ADVISORS, LLC

Find an Advisor

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

HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.

Find an Advisor

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

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.