Company lists · Data refreshed September 2026

Top 22 Fiduciary services companies based in Boca Raton, United States

Name: Fiduciary services companies 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 20, 2026 32 companies tracked

RevenueBase identified 32 company matches for fiduciary services companies associated with Boca Raton, United States as of September 2026 and tracks 179 professional contacts across them, including 95 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Boca Raton has 32.

This list covers company matches for fiduciary services companies 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 20, 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 20, 2026 How this list was built

32Companies

179Contacts tracked

95Verified emails

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The 22 largest fiduciary services companies based in Boca Raton, United States

Ranked by team size

Top 22 of 32 company matches for fiduciary services companies based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Integrated Solutions	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match “Integrated Solutions℠ is a family of financial services entities that has supported the financial and investment communities for more than forty years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	Epic Capital Securities Corp	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Ellis LAW Group, P.L	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Noesis Capital Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “No·e·sis noun \| Ancient Greek "The process of acquiring knowledge through understanding and insight." Noesis Capital Management is an independent Registered Investment Adviser…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
9	Greenline Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Stonebrook Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Howard Kaye Insurance Agency, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	The Spectrum Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Nichols Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “We make the complex simple.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	BFA Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At BFA Wealth Management, we work with high-income professionals facing concentrated stock, equity compensation, and complex tax decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Boca Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
17	Swan Wealth Management Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
18	Miller Wealth Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Miller Wealth Advisors LLC is an independent, full-service financial planning firm based in Boca Raton, Florida.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Assurance Financial Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Assurance Financial Group is one of the leading financial planning firms serving Broward and Palm Beach counties in Florida and the Minneapolis–Saint Paul metro area in Minnesota.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Ulin & Co. Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 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 · Sep 20, 2026 · View company records in RevenueBase
21	Financial Connection, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
22	Cove Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Cove Financial, we believe in the value of relationships.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 22 of 32 fiduciary services companies based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 95 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary services companies based in Boca Raton, United States at a glance

As of Sep 20, 2026

53.1%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 32 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 “fiduciary services companies” 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 95 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 20, 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.

Fiduciary services companies 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 “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Boca Raton, United States?

RevenueBase identified 32 company matches for fiduciary services companies 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?

Integrated Solutions 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Boca Raton has 32.

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 95 professional contacts with verified work emails tracked across these 32 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 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 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.