Company lists · Data refreshed September 2026

Top 17 Investment firms based in Boca Raton, United States

RevenueBase identified 86 investment firms headquartered in Boca Raton, United States as of September 2026 and tracks 2,557 professional contacts across them, including 1,727 with verified work emails. New York is the largest hub.

This list covers 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
86Companies
2,557Contacts tracked
1,727Verified emails
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The 17 largest investment firms based in Boca Raton, United States

Ranked by team size
Top 17 of 86 investment firms based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Boca Raton, FL, United StatesHQ checked Sep 4, 2026201-500174

“Newbridge Securities Corporation, is a full service securities broker/dealer a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection…”

Source: company website · checked Sep 4, 2026
2
Innovation CapitalStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-1018

“Innovation Capital is a leading boutique investment bank dedicated to representing mid-market clients in the gaming, leisure, restaurant, and retail industries.”

Source: company website · checked Sep 4, 2026
3
Lawless, Edwards And WarrenIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5014

“Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…”

Source: company website · checked Sep 4, 2026
4Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5012

“Our responsibility to our clients comes first.”

Source: company website · checked Sep 4, 2026
5Boca Raton, FL, United StatesHQ checked Sep 4, 20261-1011

“Benchmark Financial Wealth Advisors is an independent advisory firm providing wealth guidance, investment management, financial planning and qualified retirement plan services.”

Source: company website · checked Sep 4, 2026
6
Wealthcare FinancialIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-1010

“From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.”

Source: company website · checked Sep 4, 2026
7
Privcap CompaniesStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5010

“PrivCap Companies is a boutique investment firm catering to accredited, high net worth individuals who appreciate the simplicity, access, transparency, personalized service and…”

Source: company website · checked Sep 4, 2026
8
Jacobs Family Advisors LLCIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5010

“Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.”

Source: company website · checked Sep 4, 2026
9
Generations Wealth AdvisorsIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-109

“Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.”

Source: company website · checked Sep 4, 2026
10Boca Raton, FL, United StatesHQ checked Sep 4, 20261-109

“Financial Trust Asset Management empowers investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized…”

Source: company website · checked Sep 4, 2026
11
Enclave Capital LLCStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-508

“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: company website · checked Sep 4, 2026
12
Greenbird Capital LLCStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-108

“Greenbird Capital, LLC is a full-service Investment Firm committed to offering a high caliber service that targets each individual’s needs and goals.”

Source: company website · checked Sep 4, 2026
13
The Bridge Group INCIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-507

“The Bridge Group is a firm of experienced employee and personal financial professionals.”

Source: company website · checked Sep 4, 2026
14
Marc Bell CapitalStrong evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-507

“Marc Bell Capital is an investment firm with a focus on venture capital, private equity, finance, hospitality, and theatrical endeavors.”

Source: company website · checked Sep 4, 2026
15
Fortuna WealthIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-506

“At Fortuna Wealth, we offer a vast number of services to help you reach your personal and family financial goals.”

Source: company website · checked Sep 4, 2026
16
StatetrustIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202651-2005

“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: company website · checked Sep 4, 2026
17Boca Raton, FL, United StatesHQ checked Sep 4, 20261-105

“Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.”

Source: company website · checked Sep 4, 2026

Showing 17 of 86 investment firms based in Boca Raton, United States

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

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
49
11-50
27
51-200
8
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 86 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among 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 an evidence 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, 1,727 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 4, 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.

Investment firms by metro in the United States

Frequently asked

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

RevenueBase identified 86 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?

Newbridge Securities Corporation, headquartered in Boca Raton, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 1,727 verified decision-maker contacts tracked across these 86 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 4, 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.