Company lists · Data refreshed September 2026

Top 25 Family office investment firms based in Boca Raton, United States

Name: Family office investment 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 28, 2026 47 companies tracked

RevenueBase identified 47 family office investment firms headquartered in Boca Raton, United States as of September 2026 and tracks 221 professional contacts across them, including 101 with verified work emails. Across the United States, New York is the largest hub for this category (492 companies); Boca Raton has 47.

This list covers family office investment firms 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

47Companies

221Contacts tracked

101Verified emails

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The 25 largest family office investment firms based in Boca Raton, United States

Ranked by team size

Top 25 of 47 family office investment firms based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to family office investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Lawless, Edwards And Warren	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect 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 28, 2026
2	Katz Baskies & Wolf Pllc	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
3	Epic Capital Securities Corp	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
4	Wealth Empowerment Financial Strategies	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Our responsibility to our clients comes first.” Source: RevenueBase Database · checked Sep 28, 2026
5	Benchmark Financial Wealth Advisors	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
6	Noesis Capital Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial 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 28, 2026
7	Generations Wealth Advisors	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 28, 2026
8	Enclave Capital LLC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial 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 28, 2026
9	Aurelius Legacy Partners	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect 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 28, 2026
10	Baron Silver Stevens Financial Advisors, LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect 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 28, 2026
11	Statetrust	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
12	Stonebrook Wealth Partners	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.” Source: RevenueBase Database · checked Sep 28, 2026
13	Howard Kaye Insurance Agency, LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
14	MGR Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “As lifestyle concierges, our team believes wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 28, 2026
15	The A.I.D. Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial 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 28, 2026
16	BFA Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
17	Fiduciary Family Office	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Source: RevenueBase Database · checked Sep 28, 2026
18	Diversified Financial Solutions, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “For many, understanding every aspect of personal finance can be daunting.” Source: RevenueBase Database · checked Sep 28, 2026
19	Boca Wealth Advisors	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “We are an independent fee-only investment advisory firm owned and operated by CPAs.” Source: RevenueBase Database · checked Sep 28, 2026
20	Swan Wealth Management Group, INC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
21	Matrix Financial Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
22	Ulin & Co. Wealth Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002-locally and nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
23	Tamarind Partners, INC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “We provide family office consulting, administration, and education solutions that empower families of wealth.” Source: RevenueBase Database · checked Sep 28, 2026
24	Icebridge Financial Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “IceBridge Financial Group advises founders, senior executives, and global families on financial decisions where tax, legal, investment, and structural considerations intersect.” Source: RevenueBase Database · checked Sep 28, 2026
25	NEW Bridge Securities	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

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 investment firms. 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 investment firms.
Partial evidence: Its own public description names part of family office investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office investment firms. 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 47 family office investment firms based in Boca Raton, United States

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Family office investment firms based in Boca Raton, United States at a glance

As of Sep 28, 2026

45.7%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

Sep 28, 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 47 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 investment firms, 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 investment firms”. 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 investment firms), 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 investment firms, 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, 101 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 28, 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 investment firms by metro in the United States

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 investment firms, 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 investment firms are there based in Boca Raton, United States?

RevenueBase identified 47 family office investment firms 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 in the United States has the most family office investment firms?

New York leads the United States with 492 headquartered companies, followed by Dallas (186) and Chicago (172). Boca Raton has 47.

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 101 verified decision-maker contacts tracked across these 47 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 28, 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.