Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Boca Raton, United States

Name: Asset and wealth management consulting firms based in Boca Raton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 80 companies tracked

RevenueBase identified 80 company matches for asset and wealth management consulting firms associated with Boca Raton, United States as of September 2026 and tracks 428 professional contacts across them, including 133 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Boca Raton has 80.

This list covers company matches for asset and wealth management consulting firms associated with Boca Raton, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

80Companies

428Contacts tracked

133Verified emails

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The 25 largest asset and wealth management consulting firms based in Boca Raton, United States

Ranked by team size

Top 25 of 80 company matches for asset and wealth management consulting firms based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Epic Capital Securities Corp	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Epic is an independent, privately-owned firm, that provides wealth management services placing our clients’ interests first.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Palm Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “At Palm Wealth Partners, our mission is to collaborate with our clients to make smart financial choices through uncompromising integrity, trust, and excellence in client service.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Noesis Capital Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “No·e·sis noun \| Ancient Greek "The process of acquiring knowledge through understanding and insight." Noesis Capital Management is an independent Registered Investment Adviser…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Jacobs Family Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Financial Trust Asset Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Financial Trust Asset Management empowers investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Enclave Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	8 contacts →
	Exact match “Enclave Capital provides the high-touch creativity and flexibility of a ‘boutique’ investment bank with the global reach and resources of a much larger firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Greenbird Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Greenbird Capital, LLC is a full-service Investment Firm committed to offering a high caliber service that targets each individual’s needs and goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “The Bridge Group is a firm of experienced employee and personal financial professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Aurelius Legacy Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Aurelius Legacy Partners is a financial services company led by advisors who represent a wealth of industry experience and are driven by a shared commitment to connect and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Baron Silver Stevens Financial Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	6 contacts →
	Exact match “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Fortuna Wealth	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	6 contacts →
	Exact match “At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Statetrust	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	51-200	5 contacts →
	Exact match “StateTrust, es una firma privada, dedicada a la gestión de patrimonios y banca de inversión, que atiende a personas de alto patrimonio a través de una oferta de servicios de…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Stonebrook Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Howard Kaye Insurance Agency, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	MGR Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “As lifestyle concierges, our team believes wealth is more than accumulation.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Amid an ever-changing investment landscape, we believe investors will want to work with and confide in a firm that will consistently guide them through the intricacies of…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Westchester Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Westchester Financial Group is an International consulting company which acts in a global, agile and versatile manner in international asset protection, tax and estate planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Greener Path Retirement Planning	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Greener Path Retirement has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	BFA Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “At BFA Wealth Management, we work with high-income professionals facing concentrated stock, equity compensation, and complex tax decisions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	The Alin Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 80 asset and wealth management consulting firms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 133 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Boca Raton, United States at a glance

As of Sep 21, 2026

31.1%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 80 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Boca Raton, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 133 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Boca Raton, United States?

RevenueBase identified 80 company matches for asset and wealth management consulting firms associated with Boca Raton, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Lawless, Edwards And Warren tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Boca Raton has 80.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 133 professional contacts with verified work emails tracked across these 80 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.