Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Boca Raton, United States

Name: Financial planning outsourcing 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 28, 2026 54 companies tracked

RevenueBase identified 54 financial planning outsourcing companies headquartered in Boca Raton, United States as of September 2026 and tracks 238 professional contacts across them, including 103 with verified work emails. Across the United States, New York is the largest hub for this category (238 companies); Boca Raton has 54.

This list covers financial planning outsourcing companies 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

54Companies

238Contacts tracked

103Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning outsourcing companies based in Boca Raton, United States

Ranked by team size

Top 25 of 54 financial planning outsourcing companies 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 financial planning outsourcing companies: 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	Singer Wealth	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “Retirement is one of life’s most meaningful transitions, and at Singer Wealth, we believe it deserves more than a generic financial plan.” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Benchmark Financial Wealth Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong 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
4	QP Wealth Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
5	Wealthcare Financial	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Source: RevenueBase Database · checked Sep 28, 2026
6	Jacobs Family Advisors LLC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Source: RevenueBase Database · checked Sep 28, 2026
7	Generations Wealth Advisors	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 28, 2026
8	The Bridge Group INC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “The Bridge Group is a firm of experienced employee and personal financial professionals.” Source: RevenueBase Database · checked Sep 28, 2026
9	Mycpa Advisory And Accounting Partners, P.A	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “My CPA Advisory and Accounting Partners is a full-service Accounting and Business Advisory firm licensed in FL with an office in Boca Raton.” Source: RevenueBase Database · checked Sep 28, 2026
10	Fortuna Wealth	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
11	Greenline Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Spectrum Planning Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Source: RevenueBase Database · checked Sep 28, 2026
13	The A.I.D. Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
14	Secure Wealth Planning Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Source: RevenueBase Database · checked Sep 28, 2026
15	Greener Path Retirement Planning	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
16	The Emerald Financial Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Our mission is to change the way you receive financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
17	Swan Wealth Management Group, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
18	Matrix Financial Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
19	Miller Wealth Advisors, LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Miller Wealth Advisors LLC is an independent, full-service financial planning firm based in Boca Raton, Florida.” Source: RevenueBase Database · checked Sep 28, 2026
20	Assurance Financial Group, INC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
21	Ulin & Co. Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect 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
22	Your Financial Wizard	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Overview of Services Offered: 1) Concierge CPA / Outside CFO Services‎ 2) Special Counsel to Boards of Directors, CEO's, and Executive Committees 3) Federal and State Tax…” Source: RevenueBase Database · checked Sep 28, 2026
23	Financial Connection, INC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Source: RevenueBase Database · checked Sep 28, 2026
24	Aequus Partners	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Aequus Partners Financial Planning delivers a unique client experience through comprehensive financial planning, sophisticated wealth management and level of service tailored to…” Source: RevenueBase Database · checked Sep 28, 2026
25	Cove Financial	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “At Cove Financial, we believe in the value of relationships.” 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: financial planning outsourcing companies. 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 financial planning outsourcing companies.
Partial evidence: Its own public description names part of financial planning outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning outsourcing companies. 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 54 financial planning outsourcing companies based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 103 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial planning outsourcing companies based in Boca Raton, United States at a glance

As of Sep 28, 2026

43.3%Verified-email coverage

4.4Average contacts per company

1-10Median size (employees)

Sep 28, 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 54 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 financial planning outsourcing companies, 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 “financial planning outsourcing companies”. 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 financial planning outsourcing companies), 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 financial planning outsourcing companies, 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, 103 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.

Financial planning outsourcing companies 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 financial planning outsourcing companies, 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 financial planning outsourcing companies are there based in Boca Raton, United States?

RevenueBase identified 54 financial planning outsourcing companies 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?

Singer Wealth, headquartered in Boca Raton, tops this list with the largest team on record.

Which city in the United States has the most financial planning outsourcing companies?

New York leads the United States with 238 headquartered companies, followed by Houston (176) and Atlanta (161). Boca Raton has 54.

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 103 verified decision-maker contacts tracked across these 54 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.

Ready to reach these companies? Verified emails and direct dials for all 54 financial planning outsourcing companies based in Boca Raton, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning outsourcing companies by geography

Browse the directory

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.