Company lists · Data refreshed September 2026

Top 22 Investment management law firms based in Boca Raton, United States

RevenueBase identified 53 investment management law firms headquartered in Boca Raton, United States as of September 2026 and tracks 2,127 professional contacts across them, including 1,580 with verified work emails. New York is the largest hub.

This list covers investment management law 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
53Companies
2,127Contacts tracked
1,580Verified emails
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The 22 largest investment management law firms based in Boca Raton, United States

Ranked by team size
Top 22 of 53 investment management law 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 management law 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, 202611-5040
Source: company website · checked Sep 4, 2026
2
Poliakoff Backer LLPPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-1014

Law Firm providing general counsel, litigation and collections services to condominiums, homeowners' associations, cooperatives and country clubs, with additional practices in…”

Source: company website · checked Sep 4, 2026
3
Katz Baskies & Wolf PllcPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5013

“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…”

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

“Epic is an independent, privately-owned firm, that provides wealth management services placing our clients’ interests first.”

Source: company website · checked Sep 4, 2026
5Boca Raton, FL, United StatesHQ checked Sep 4, 202611-5012

“Our responsibility to our clients comes first.”

Source: company website · checked Sep 4, 2026
6Boca 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
7
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
8
Enclave Capital LLCPartial 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
9
Greenbird Capital LLCPartial 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
10Boca Raton, FL, United StatesHQ checked Sep 4, 202611-506

“Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.”

Source: company website · checked Sep 4, 2026
11
PG LAWPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-106

“The attorneys of PG Law focus their practice exclusively on real estate, corporate, and business law.”

Source: company website · checked Sep 4, 2026
12
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
13Boca Raton, FL, United StatesHQ checked Sep 4, 20261-105
Source: company website · checked Sep 4, 2026
14
Ullman & Ullman, P.AIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-105

“For over 30 years, companies across the country and around the globe have turned to Ullman & Ullman, P.A.”

Source: company website · checked Sep 4, 2026
15
Manzano LAW PllcIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-104

“We help entrepreneurs and investors close corporate transactions and navigate governance and securities matters so they can get back to building great companies.”

Source: company website · checked Sep 4, 2026
16
The A.I.D. GroupPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-103

“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: company website · checked Sep 4, 2026
17
Daniels LAW GroupPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 202611-503

“Daniels Law Group is a boutique law firm with offices in Florida, New York and Brazil.”

Source: company website · checked Sep 4, 2026
18Boca Raton, FL, United StatesHQ checked Sep 4, 20261-103

“For many, understanding every aspect of personal finance can be daunting.”

Source: company website · checked Sep 4, 2026
19
Menzer & Hill, P.AIndirect evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-102
Source: company website · checked Sep 4, 2026
20
Atlas Financial AdvisorsPartial evidence
Boca Raton, FL, United StatesHQ checked Sep 4, 20261-102

“Atlas Financial Advisors, LLC (“Atlas”) is a Registered Investment Advisory (RIA) firm with a primary focus on wealth preservation in turbulent investment environments.”

Source: company website · checked Sep 4, 2026
21Boca Raton, FL, United StatesHQ checked Sep 4, 20261-102

“is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002-locally and nationwide.”

Source: company website · checked Sep 4, 2026
22Boca Raton, FL, United StatesHQ checked Sep 4, 202611-502

“Silverman Partners of Raymond James is an experienced team of private consultants dedicated to providing personalized financial solutions and services.”

Source: company website · checked Sep 4, 2026

Showing 22 of 53 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 Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 747 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
31
11-50
17
51-200
4
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 53 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 management law 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 management law 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 management law 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, 1,580 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 management law firms by metro in the United States

Frequently asked

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

RevenueBase identified 53 investment management law 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?

Shapiro, Blasi, Wasserman & Hermann, P.A, headquartered in Boca Raton, tops this list with the largest team on record.

Which city has the most investment management law firms?

New York leads with 747 headquartered companies, followed by Chicago (258) and Atlanta (186).

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 1,580 verified decision-maker contacts tracked across these 53 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.