Boca Raton, FL

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Boca Raton, FL
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Best Financial Advisors in Boca Raton, FL

24 firms listed · all 24 in Boca Raton · 22 rated 4.5+ · 3 show a license

Data verified October 19, 2026

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Feller Financial Services

Feller Financial Services

(50)
  • Company
  • Meeting
  • Goals
“The market these last 8 years have been anything but normal history but Richard stays up to date and changes our holdings around so that we have the best chance at keeping our hard earned money around.”
In Business Since 2009
1900 Glades Rd Suite 354, Boca Raton, FL
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Worthy Peer Capital

Worthy Peer Capital

(48)
  • App
  • Stock Market
  • Savings Account
“We placed the proceeds we made from selling our house in bonds to get the largest return out of it without having to worry about any fees or downturns in the stock market.”
In Business Since 2017
551 NW 77th St Suite 212, Boca Raton, FL
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Wealthcare Financial

Wealthcare Financial

(43)
  • Future
  • Mind
  • Manage
“Not only did they meet with me many times before I allowed them to invest my money but they totally walked me through the entire process of retirement from beginning to end.”
In Business Since 2020
5301 N Federal Hwy suite 170, Boca Raton, FL
Featured

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Secure Wealth Planning Group

Secure Wealth Planning Group

(35)
  • Managing
  • Options
  • Portfolio
“If you want someone who cares about you as a person who will ensure that your investment strategy is tailored to your needs, and will deliver above average returns, Richard is your man.”
In Business Since 2011
7280 W Palmetto Park Rd, Boca Raton, FL
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American Asset Management

American Asset Management

BBB Rating: A+
In Business Since 1998
225 NE Mizner Blvd, Boca Raton, FL
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Boca Accounting

Boca Accounting

(30)
  • Questions
“We we not only behind on filing our taxes, but also had a LOT of moving parts which many tax agents previous were not able to manage or understand to perform a comprehensive, accurate and fair tax filling for our company.”
In Business Since 2007
190 NW Spanish River Blvd #200, Boca Raton, FL
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The 24 firms listed for Boca Raton, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Boca Raton, FL

All 24 firms we list here are in Boca Raton itself. We have 66 firms in Boca Raton on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 373 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (89%) and quality (66%). The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), tax planning (3), wealth management (3) and investment planning (2). 3 show a license on their websites; 2 list staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 21 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Boca Raton take financial planning bookings online?

7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Meridian Retirement Solutions

Meridian Retirement Solutions

(18)
  • Roth Ira
  • Strategy
  • Industry
“Larry has always been looking out for our best interests,as a fiduciary and has become a good friend over the years and has put us into some great positions,and has increased our portfolio from day one.”
In Business Since 2017
7284 W Palmetto Park Rd Suite 101, Boca Raton, FL
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Marmorstein Wealth Management - Financial Advisor in Boca Raton

Marmorstein Wealth Management - Financial Advisor in Boca Raton

(7)
“Paula, while quiet, was especially appreciative as she has never taken a finance or business class in her life and after the meeting said she had a much greater understanding of what everything meant.”
Licensed
In Business Since 2013
2385 NW Executive Center Dr SUITE 100, Boca Raton, FL
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John P. Miller CPA PA

John P. Miller CPA PA

(3)
“I appreciate having John as a CPA.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
2499 Glades Rd # 304, Boca Raton, FL
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Ulin & Co. Wealth Management

Ulin & Co. Wealth Management

(10)
  • Results
  • Retirement
  • Financial Advisor
“Certified Financial Planner, fee-based wealth management, retirement advice, very responsive and professional to work with over many years with our family.”
Transparent Fees & Pricing
In Business Since 2005
301 Yamato Rd #3150, Boca Raton, FL
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Boca Retirement Strategies

Boca Retirement Strategies

(7)
  • Company
  • Knowledge
“From the very beginning it has been a pleasure working with him, he makes it easy throughout the process and now our retirements already looking better!”
In Business Since 2020
856 Broken Sound Pkwy NW Unit 401, Boca Raton, FL
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Tortuga Financial

Tortuga Financial

(7)
  • Integrity
  • Retirement
“Young or old, let Michael help to plan your financial future and put you on the road to the kind retirement you have always dreamed of--you will definitely not be disappointed when you get there!!”
In Business Since 2021
299 Camino Gardens Blvd Ste 301, Boca Raton, FL
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Singer Wealth

Singer Wealth

(11)
  • Goals
“Also, my counselors at Singer, Anthony and Steve, have been very responsive and professional in their analysis of my needs and in their suggestions of investments for me.”
In Business Since 2013
1515 S Federal Hwy #302, Boca Raton, FL
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Berry & Associates

Berry & Associates

(1)
“Very good and detailed advisory for your accounting.”
Transparent Fees & Pricing
In Business Since 2018
370 Camino Gardens Blvd Suite 343, Boca Raton, FL
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ASB Financial

ASB Financial

(7)
  • Medicare
  • Informative
“Sarah is the I am disabled veteran from Vietnam this lady is slowly give me the help I need so I understand it I want to rate he Sarah from one to ten I rate her a 15 above All thank you”
In Business Since 2014
7035 Beracasa Way suite 202, Boca Raton, FL
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Cove Financial

Cove Financial

(2)
“He is honest, trustworthy, and knowledgeable.”
Licensed
In Business Since 2021
2255 Glades Rd Suite 412-E, Boca Raton, FL
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Boyar Wealth Management

Boyar Wealth Management

(1)
“Damon has been a wealth of knowledge and an incredible resource when it comes to maintaining financial health and growth through all of life's ups and downs.”
In Business Since 2013
3837 NW Boca Raton Blvd Suite 100, Boca Raton, FL
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Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors

(1)
“But more importantly, they have made me a lot of $ in the last 7 years.”
Accepts All Major Credit Cards
Licensed
In Business Since 2002
4800 N Federal Hwy #210a, Boca Raton, FL
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The Miller Financial Group

The Miller Financial Group

(1)
“He explains things so that I can understand what he is saying.”
CFP Certified
In Business Since 1997
7700 Congress Ave Suite 3211, Boca Raton, FL
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Aequus Partners Financial Planning

Aequus Partners Financial Planning

CFP Certified
In Business Since 2020
2263 NW Boca Raton Blvd 110 Suite 103, Boca Raton, FL
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Montanti Advisory Services

Montanti Advisory Services

(2)
“Personalized service, full-service expertise, world class professionalism, highly educated, strong reporting and overall great asset planning from beginning to end.”
In Business Since 1998
2424 N Federal Hwy # 311, Boca Raton, FL
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Emerald Financial Group

Emerald Financial Group

(1)
“Wonderful helpful Danielle was extremely helpful and Professional going above and beyond Danielle couldnt have been more helpful”
In Business Since 2010
5301 N Federal Hwy #275, Boca Raton, FL
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Seabreeze Wealth Management

Seabreeze Wealth Management

(1)
“He has taken care of me for over 30 years and I would not hesitate to recommend him to everyone.”
In Business Since 2005
6751 N Federal Hwy, Boca Raton, FL
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Polen Capital

Polen Capital

(1)
“Best service!”
In Business Since 1982
1825 Corporate Blvd NW #300, Boca Raton, FL
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HomeWealth Management AdvisorsFloridaBoca Raton, FL

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