Company lists · Data refreshed September 2026
Top 25 Family office advisors based in Boca Raton, United States
RevenueBase identified 79 family office advisors headquartered in Boca Raton, United States as of September 2026 and tracks 343 professional contacts across them, including 151 with verified work emails. New York is the largest hub.
This list covers family office advisors headquartered in Boca Raton, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 25 largest family office advisors based in Boca Raton, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 14 contacts → | ||||
Partial evidence “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Indirect evidence “Epic is an independent, privately-owned firm, that provides wealth management services placing our clients’ interests first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Our responsibility to our clients comes first.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Partial evidence “Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “Archer Financial is a family-built, future-focused firm redefining how life insurance solutions and advanced wealth strategies are engineered for long-term impact.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “No·e·sis noun | Ancient Greek "The process of acquiring knowledge through understanding and insight." Noesis Capital Management is an independent Registered Investment Adviser…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Partial evidence “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Here at the Howard Kaye Insurance Agency, we are the nation’s foremost authority on wealth creation, preservation, and distribution.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “As lifestyle concierges, our team believes wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “At BFA Wealth Management, we work with high-income professionals facing concentrated stock, equity compensation, and complex tax decisions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office advisors.
- Partial evidence
- Its own public description names part of family office advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 79 family office advisors based in Boca Raton, United States
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Family office advisors based in Boca Raton, United States at a glance
As of Sep 20, 2026Companies by employee count
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 79 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Boca Raton, United States whose own description of what they do matches “family office advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office advisors, and records with no verified work email. Companies headquartered outside Boca Raton are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 151 across the full list. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Newport Beach89
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in St Louis34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in Plymouth28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Fort Collins27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in St. Louis26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office advisors are there based in Boca Raton, United States?
RevenueBase identified 79 family office advisors headquartered in Boca Raton, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Lawless, Edwards And Warren, headquartered in Boca Raton, tops this list with the largest team on record.
Which city has the most family office advisors?
New York leads with 539 headquartered companies, followed by Dallas (227) and Atlanta (219).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 151 verified decision-maker contacts tracked across these 79 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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 Smart Search, 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.
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