Company lists · Data refreshed October 2026

Top 25 Investment firms based in Boca Raton, United States

Name: 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 Oct 1, 2026 84 companies tracked

RevenueBase identified 84 company matches for investment firms associated with Boca Raton, United States as of October 2026 and tracks 569 professional contacts across them, including 170 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Boca Raton has 84.

This list covers company matches for investment firms 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 October 1, 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 Oct 1, 2026 How this list was built

84Companies

569Contacts tracked

170Verified emails

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

Ranked by team size

Top 25 of 84 company matches for investment firms based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Newbridge Securities Corporation	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	201-500	173 contacts →
	Exact match “Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Integrated Solutions	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Innovation Capital	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	20 contacts →
	Exact match “Innovation Capital is a leading boutique investment bank dedicated to representing mid-market clients in the gaming, leisure, restaurant, and retail industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Lawless, Edwards And Warren	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	Privcap Companies	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “PrivCap Companies is a boutique investment firm catering to accredited, high net worth individuals who appreciate the simplicity, access, transparency, personalized service and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	9 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 · Oct 1, 2026 · View company records in RevenueBase
9	Jacobs Family Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Generations Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	Financial Trust Asset Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Financial Trust Asset Management empowers investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Enclave Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Greenbird Capital LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Greenbird Capital, LLC is a full-service Investment Firm committed to offering a high caliber service that targets each individual’s needs and goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Marc Bell Capital	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	7 contacts →
	Exact match “Marc Bell Capital is an investment firm with a focus on venture capital, private equity, finance, hospitality, and theatrical endeavors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Fortuna Wealth	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Statetrust	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	51-200	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Greenline Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19	Stonebrook Wealth Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
20	Evolution Capital Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Evolution Capital Group is a modern capital advisory platform serving entrepreneurs, investors, and lower middle-market businesses nationwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Double Diamond Investment Group LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Welcome to Double Diamond Investment Group (DDIG).” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	MGR Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “As lifestyle concierges, our team believes wealth is more than accumulation.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
24	Greener Path Retirement Planning	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
25	NLP Finance LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “NLP Finance through its team of 20 professionals constantly seeks the newest and most innovative investment opportunities, including distressed FDIC loan portfolios.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment firms”. 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 25 of 84 investment firms based in Boca Raton, United States

See the full list, filter by size, metro and specialty, and access 170 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Boca Raton, United States at a glance

As of Oct 1, 2026

29.9%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

Oct 1, 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 84 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 “investment firms” 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 170 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 October 1, 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.

Investment firms 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 “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 84 company matches for investment firms associated with Boca Raton, United States as of October 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?

Newbridge Securities Corporation 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 investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Boca Raton has 84.

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 170 professional contacts with verified work emails tracked across these 84 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 October 1, 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.