Company lists · Data refreshed September 2026

Top 25 Personal finance advisors based in Boca Raton, United States

Name: Personal finance advisors 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 20, 2026 52 companies tracked

RevenueBase identified 52 personal finance advisors headquartered in Boca Raton, United States as of September 2026 and tracks 210 professional contacts across them, including 81 with verified work emails. New York is the largest hub.

This list covers personal finance advisors 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 20, 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 20, 2026 86% judged on-target in blind review

52Companies

210Contacts tracked

81Verified emails

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The 25 largest personal finance advisors based in Boca Raton, United States

Ranked by team size

Top 25 of 52 personal finance advisors based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal finance advisors: 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	Wealth Empowerment Financial Strategies	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Our responsibility to our clients comes first.” Source: RevenueBase Database · checked Sep 20, 2026
2	Benchmark Financial Wealth Advisors	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
3	Wealthcare Financial	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
4	Advise-Financial	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “With our Fee-Only Fiduciary Service, you only pay for the time you require, without any hidden fees.” Source: RevenueBase Database · checked Sep 20, 2026
5	Jacobs Family Advisors LLC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Strong 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 20, 2026
6	Generations Wealth Advisors	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
7	Greenbird Capital LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
8	The Bridge Group INC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Strong evidence “The Bridge Group is a firm of experienced employee and personal financial professionals.” Source: RevenueBase Database · checked Sep 20, 2026
9	Aurelius Legacy Partners	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Strong evidence “Aurelius Legacy Partners is a financial services company led by advisors who represent a wealth of industry experience and are driven by a shared commitment to connect and…” Source: RevenueBase Database · checked Sep 20, 2026
10	Fortuna Wealth	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	11-50	6 contacts →
	Strong 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 20, 2026
11	The Spectrum Planning Group	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
12	The A.I.D. Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
13	Secure Wealth Planning Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Source: RevenueBase Database · checked Sep 20, 2026
14	Greener Path Retirement Planning	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
15	The Alin Financial Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals.” Source: RevenueBase Database · checked Sep 20, 2026
16	Diversified Financial Solutions, INC	Strong evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “For many, understanding every aspect of personal finance can be daunting.” Source: RevenueBase Database · checked Sep 20, 2026
17	The Emerald Financial Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Our mission is to change the way you receive financial advice.” Source: RevenueBase Database · checked Sep 20, 2026
18	Access Financial Network	Partial evidence	Boca Raton, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Financial independence should not be a dream, it should be a priority.” Source: RevenueBase Database · checked Sep 20, 2026
19	Swan Wealth Management Group, INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 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 20, 2026
20	Matrix Financial Group	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
21	Assurance Financial Group, INC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial 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 20, 2026
22	Financial Connection, INC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial 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 20, 2026
23	Loyalty LUX Credit	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “My mission has been to make quality financial counseling and real estate services available to anyone who strives to live their ideal life.” Source: RevenueBase Database · checked Sep 20, 2026
24	Aequus Partners	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial 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 20, 2026
25	The Miller Financial Group	Partial evidence	Boca Raton, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “The Miller Financial Group is committed to helping clients make better decisions with their money to create more favorable financial futures for themselves, their families, and…” Source: RevenueBase Database · checked Sep 20, 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: personal finance advisors. 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 personal finance advisors.
Partial evidence: Its own public description names part of personal finance advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance advisors. 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 52 personal finance advisors based in Boca Raton, United States

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Personal finance advisors based in Boca Raton, United States at a glance

As of Sep 20, 2026

38.6%Verified-email coverage

4.0Average contacts per company

1-10Median size (employees)

413.5%Largest-city concentration · New York

Sep 20, 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 52 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 personal finance advisors, 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 “personal finance advisors”. 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 personal finance advisors), 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 personal finance advisors, 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, 81 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 20, 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.

Personal finance advisors 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 personal finance advisors, 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 personal finance advisors are there based in Boca Raton, United States?

RevenueBase identified 52 personal finance advisors 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?

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

Which city has the most personal finance advisors?

New York leads with 215 headquartered companies, followed by Atlanta (148) and Houston (148).

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 81 verified decision-maker contacts tracked across these 52 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 20, 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 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.