Company lists · Data refreshed October 2026

Top 25 Asset management law firms based in Boca Raton, United States

Name: Asset management law 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 Oct 1, 2026 58 companies tracked

RevenueBase identified 58 company matches for asset management law firms associated with Boca Raton, United States as of October 2026 and tracks 285 professional contacts across them, including 134 with verified work emails. Across the United States, New York is the largest hub for this category (696 companies); Boca Raton has 58.

This list covers company matches for asset management law 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 October 1, 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 Oct 1, 2026 How this list was built

58Companies

285Contacts tracked

134Verified emails

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The 25 largest asset management law firms based in Boca Raton, United States

Ranked by team size

Top 25 of 58 company matches for asset management law firms based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Shapiro, Blasi, Wasserman & Hermann, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	41 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Katz Baskies & Wolf Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Ellis LAW Group, P.L	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	The Presser LAW Firm, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	Integrated Management Solutions	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Weiss LAW	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “Weiss Law is a premier boutique law firm serving an impressive list of clients, including national developers, financial institutions, lenders, family offices, private equity…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Noesis Capital Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	Financial Trust Asset Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Enclave Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	Greenbird Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	PG LAW	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “The attorneys of PG Law focus their practice exclusively on real estate, corporate, and business law.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Statetrust	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
16	Neuman Law, PA	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Neuman Law was established to provide select clients with the highest level of professional legal services, without sacrificing personal attention and efficiency.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Ullman & Ullman, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “For over 30 years, companies across the country and around the globe have turned to Ullman & Ullman, P.A.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Vanness Law, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “VanNess Law PLLC is a concierge type law firm assisting clients and advisors across the county in the implementation of wealth transfer and business strategies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Guerra TAX And Wealth Planning, PA	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Guerra TWP assists high net worth individuals, business owners and their families in the establishment of trusts and business entities designed to- Minimize and/or eliminate…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Daniels LAW Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Daniels Law Group is a boutique law firm with offices in Florida, New York and Brazil.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Westchester Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
22	BFA Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
23	Fiduciary Family Office	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Scott Hirsch LAW Group, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Whether you are a business or individual, Scott Hirsch Law Group is dedicated to protecting and defending your rights by providing the highest level of legal counsel, when guiding…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Paul E Ghougasian, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Wills, Trusts, Estates and Tax Law Boutique Firm in Boca Raton, Florida” Recorded in the RevenueBase company graph · Oct 1, 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 management law 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 58 asset management law firms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 134 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management law firms based in Boca Raton, United States at a glance

As of Oct 1, 2026

47.0%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Oct 1, 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 58 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 management law 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 134 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 October 1, 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 management law 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 management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management law firms are there based in Boca Raton, United States?

RevenueBase identified 58 company matches for asset management law firms associated with Boca Raton, United States as of October 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?

Shapiro, Blasi, Wasserman & Hermann, P.A 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 management law firms?

New York leads the United States with 696 company records, followed by Chicago (240) and Miami (202). Boca Raton has 58.

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 134 professional contacts with verified work emails tracked across these 58 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 October 1, 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.