Company lists · Data refreshed November 2026

Top 23 Concierge wealth services based in Boca Raton, United States

Name: Concierge wealth services based in Boca Raton, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 96 companies tracked

RevenueBase identified 96 company matches for concierge wealth services associated with Boca Raton, United States as of November 2026 and tracks 1,278 professional contacts across them, including 532 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Boca Raton has 96.

This list covers company matches for concierge wealth services 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 November 6, 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 Nov 6, 2026 How this list was built

96Companies

1,278Contacts tracked

532Verified emails

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The 23 largest concierge wealth services based in Boca Raton, United States

Ranked by team size

Top 23 of 96 company matches for concierge wealth services based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Alpha Zero	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	16 contacts →
	Exact match “At Alpha Zero, we have dedicated our careers to the implementation of holistic wealth management, focusing on the integration of financial planning and investment management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	15 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 · Nov 6, 2026 · View company records in RevenueBase
3	LTAX	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	14 contacts →
	Exact match “LTax is a boutique tax firm emphasizing personalization, communication, and initiative-taking responsiveness.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Katz Baskies & Wolf Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
6	Epic Capital Securities Corp	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
7	Privcap Companies	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “PrivCap Companies is a boutique investment firm catering to accredited, high net worth individuals who appreciate the simplicity, access, transparency, personalized service and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Feller Financial Services	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Dedicated Financial Planning and Investment Management Services for South Florida and Beyond 1900 Glades Road #354 Boca Raton, FL 33431 561-314-1800 Securities offered through…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	11 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 · Nov 6, 2026 · View company records in RevenueBase
10	Palm Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
11	QP Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	8 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 · Nov 6, 2026 · View company records in RevenueBase
12	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
13	Financial Trust Asset Management	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
14	Greenbird Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
15	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
16	Vanness Law, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	7 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 · Nov 6, 2026 · View company records in RevenueBase
17	Signature Paradise Realty International LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Hkia LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Boca Raton's leader in Estate Planning, Income Planning and Retirement solutions!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Baron Silver Stevens Financial Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
20	Statetrust	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
21	Omega Wealth Planners Of Raymond James	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Nichols Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “Wealth management and family office advisory for successful business owners and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Guerra TAX And Wealth Planning, PA	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 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 “concierge wealth services”. 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 23 of 96 concierge wealth services based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 532 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Boca Raton, United States at a glance

As of Nov 6, 2026

41.6%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 96 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 “concierge wealth services” 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 532 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 November 6, 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.

Concierge wealth services 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Boca Raton, United States?

RevenueBase identified 96 company matches for concierge wealth services associated with Boca Raton, United States as of November 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?

Alpha Zero 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 concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Boca Raton has 96.

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 532 professional contacts with verified work emails tracked across these 96 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 November 6, 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.