Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Boca Raton, United States

Name: Comprehensive financial planning 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 19, 2026 84 companies tracked

RevenueBase identified 84 company matches for comprehensive financial planning firms associated with Boca Raton, United States as of September 2026 and tracks 379 professional contacts across them, including 143 with verified work emails. Across the United States, New York is the largest hub for this category (353 companies); Boca Raton has 84.

This list covers company matches for comprehensive financial planning 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 19, 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 19, 2026 How this list was built

84Companies

379Contacts tracked

143Verified emails

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The 25 largest comprehensive financial planning firms based in Boca Raton, United States

Ranked by team size

Top 25 of 84 company matches for comprehensive financial planning firms based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Singer Wealth	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	11-50	31 contacts →
	Exact match “Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
5	QP Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Palm Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
8	Advise-Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “With our Fee-Only Fiduciary Service, you only pay for the time you require, without any hidden fees.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Jacobs Family Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
10	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	Greenbird Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
12	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
13	Aurelius Legacy Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
14	Baron Silver Stevens Financial Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Fortuna Wealth	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
16	Greenline Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Stonebrook Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
18	Howard Kaye Insurance Agency, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
19	The Spectrum Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Nichols Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “We make the complex simple.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	MGR Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
22	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
23	Secure Wealth Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Greener Path Retirement Planning	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
25	The Alin Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 19, 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 19, 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 “comprehensive financial planning 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 84 comprehensive financial planning firms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 143 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Comprehensive financial planning firms based in Boca Raton, United States at a glance

As of Sep 19, 2026

37.7%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 84 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 “comprehensive financial planning 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 143 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 19, 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.

Comprehensive financial planning 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 “comprehensive financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many comprehensive financial planning firms are there based in Boca Raton, United States?

RevenueBase identified 84 company matches for comprehensive financial planning 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?

Singer Wealth 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 comprehensive financial planning firms?

New York leads the United States with 353 company records, followed by Atlanta (245) and Houston (241). Boca Raton has 84.

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 143 professional contacts with verified work emails tracked across these 84 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 19, 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.