Company lists · Data refreshed October 2026

Top 25 Investment management law firms based in Boca Raton, United States

Name: Investment management law 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 42 companies tracked

RevenueBase identified 42 company matches for investment management law firms associated with Boca Raton, United States as of October 2026 and tracks 283 professional contacts across them, including 160 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Boca Raton has 42.

This list covers company matches for investment management law 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

42Companies

283Contacts tracked

160Verified emails

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

Ranked by team size

Top 25 of 42 company matches for investment management law 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	Saxena White P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	51-200	54 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Shapiro, Blasi, Wasserman & Hermann, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	41 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Katz Baskies & Wolf Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “At Katz Baskies Wolf PLLC we are dedicated to providing premier legal service to clients engaged in private wealth creation, preservation, management and transfer, for themselves…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Epic Capital Securities Corp	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · 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	Integrated Management Solutions	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Integrated Management Solutions (IMS) is a full service financial consulting firm providing regulatory, financial, operational, and strategic consulting services to securities…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Klaymantoskes, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “KlaymanToskes, P.A, a leading national securities law firm, practices exclusively in the field of securities arbitration and litigation, on behalf of retail and institutional…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Noesis Capital Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
9	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
10	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
11	Baron Silver Stevens Financial Advisors, LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	6 contacts →
	Exact match “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	PG LAW	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “The attorneys of PG Law focus their practice exclusively on real estate, corporate, and business law.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	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
14	Ullman & Ullman, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “For over 30 years, companies across the country and around the globe have turned to Ullman & Ullman, P.A.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	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
16	Manzano LAW Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We help entrepreneurs and investors close corporate transactions and navigate governance and securities matters so they can get back to building great companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	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
18	Daniels LAW Group	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	3 contacts →
	Exact match “Daniels Law Group is a boutique law firm with offices in Florida, New York and Brazil.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Diversified Financial Solutions, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “For many, understanding every aspect of personal finance can be daunting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Scott Hirsch LAW Group, Pllc	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Whether you are a business or individual, Scott Hirsch Law Group is dedicated to protecting and defending your rights by providing the highest level of legal counsel, when guiding…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Atlas Financial Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Atlas Financial Advisors, LLC (“Atlas”) is a Registered Investment Advisory (RIA) firm with a primary focus on wealth preservation in turbulent investment environments.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Menzer & Hill, P.A	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Ulin & Co. Wealth Management	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
24	Silverman Partners Of Raymond James	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “Silverman Partners of Raymond James is an experienced team of private consultants dedicated to providing personalized financial solutions and services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	NEW Bridge Securities	Exact match	Boca Raton, FL, United StatesHQ recorded Oct 1, 2026	11-50	1 contacts →
	Exact match Recorded description not available. 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 management law 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 42 investment management law firms based in Boca Raton, United States

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

As of Oct 1, 2026

56.5%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

Oct 1, 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 42 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 management law 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 160 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 management law 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 management law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 42 company matches for investment management law 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?

Saxena White P.A 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 management law firms?

New York leads the United States with 589 company records, followed by Chicago (193) and Miami (142). Boca Raton has 42.

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 160 professional contacts with verified work emails tracked across these 42 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.