Company lists · Data refreshed November 2026

Top 24 Fee-based advisors based in Boca Raton, United States

Name: Fee-based advisors 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 46 companies tracked

RevenueBase identified 46 company matches for fee-based advisors associated with Boca Raton, United States as of November 2026 and tracks 554 professional contacts across them, including 80 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Boca Raton has 46.

This list covers company matches for fee-based advisors 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

46Companies

554Contacts tracked

80Verified emails

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The 24 largest fee-based advisors based in Boca Raton, United States

Ranked by team size

Top 24 of 46 company matches for fee-based advisors 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	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
2	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
3	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
4	Advise-Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
5	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
6	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
7	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
8	Greenline Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	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
10	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
11	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
12	RIA Compliance Group, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “RIA Compliance Group provides one-stop shopping for all the services a registered investment adviser needs to stay compliant.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	MGR Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “As lifestyle concierges, our team believes wealth is more than accumulation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Greener Path Retirement Planning	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 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 · Nov 6, 2026 · View company records in RevenueBase
15	Matrix Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Boca Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We are an independent fee-only investment advisory firm owned and operated by CPAs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	SKY Alpha Asset Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Sky Alpha Asset Advisors is an independent Registered Investment Advisory (RIA) firm offering sophisticated investment management services to high-net-worth individuals, families…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Swan Wealth Management Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	The Emerald Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Our mission is to change the way you receive financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Banyan Global Investment Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “THE FINANCIAL EXPERTS YOU NEED We are a fee-only, fiduciary and independent financial planning and investment advisory firm with offices in Boca Raton, Florida.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Ulin & Co. Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002-locally and nationwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Bishop Capital Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Bishop Capital Advisors LLC is an independent boutique Registered Investment Advisor (RIA) providing investment management, wealth planning, and Personal CFO services for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Financial Connection, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Aequus Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Aequus Partners Financial Planning delivers a unique client experience through comprehensive financial planning, sophisticated wealth management and level of service tailored to…” 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 “fee-based advisors”. 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 24 of 46 fee-based advisors based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 80 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fee-based advisors based in Boca Raton, United States at a glance

As of Nov 6, 2026

14.4%Verified-email coverage

12.0Average contacts per company

1-10Median size (employees)

Nov 6, 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 46 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 “fee-based advisors” 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 80 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.

Fee-based advisors 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 “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-based advisors are there based in Boca Raton, United States?

RevenueBase identified 46 company matches for fee-based advisors 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?

Wealth Empowerment Financial Strategies 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 fee-based advisors?

New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). Boca Raton has 46.

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 80 professional contacts with verified work emails tracked across these 46 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.