Company lists · Data refreshed September 2026

Top 22 Personal finance consultants based in Boca Raton, United States

Name: Personal finance consultants 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 44 companies tracked

RevenueBase identified 44 company matches for personal finance consultants associated with Boca Raton, United States as of September 2026 and tracks 161 professional contacts across them, including 65 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Boca Raton has 44.

This list covers company matches for personal finance consultants 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 September 20, 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 Sep 20, 2026 How this list was built

44Companies

161Contacts tracked

65Verified emails

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The 22 largest personal finance consultants based in Boca Raton, United States

Ranked by team size

Top 22 of 44 company matches for personal finance consultants based in Boca Raton, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Wealth Empowerment Financial Strategies	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Our responsibility to our clients comes first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Benchmark Financial Wealth Advisors	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
3	Wealthcare Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
4	Advise-Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “With our Fee-Only Fiduciary Service, you only pay for the time you require, without any hidden fees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Jacobs Family Advisors LLC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
6	The Bridge Group INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
7	Fortuna Wealth	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
8	The Spectrum Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “The Spectrum Planning Group is a financial planning Practice that focuses on providing personal retirement and investment advisory services to individuals, families and small…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	The A.I.D. Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
10	Secure Wealth Planning Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At Secure Wealth Planning Group, we believe that life is more than a paycheck.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	The Alin Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Diversified Financial Solutions, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “For many, understanding every aspect of personal finance can be daunting.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	The Emerald Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our mission is to change the way you receive financial advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Access Financial Network	Exact match	Boca Raton, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial independence should not be a dream, it should be a priority.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Swan Wealth Management Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Matrix Financial Group	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Matrix Financial Group, we provide comprehensive financial planning services, estate planning and wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Assurance Financial Group, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Financial Connection, INC	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Financial Connection was founded in 1988 to provide Financial Planning, Asset & Wealth Management, and Employee Benefit services to Individuals, Families, Businesses and Other…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Loyalty LUX Credit	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “My mission has been to make quality financial counseling and real estate services available to anyone who strives to live their ideal life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Aequus Partners	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Aequus Partners Financial Planning delivers a unique client experience through comprehensive financial planning, sophisticated wealth management and level of service tailored to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Cove Financial	Exact match	Boca Raton, FL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Cove Financial, we believe in the value of relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	The Miller Financial Group	Exact match	Boca Raton, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance consultants”. 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 22 of 44 personal finance consultants based in Boca Raton, United States

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

As of Sep 20, 2026

40.4%Verified-email coverage

3.7Average contacts per company

1-10Median size (employees)

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 44 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 “personal finance consultants” 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 65 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 September 20, 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Boca Raton, United States?

RevenueBase identified 44 company matches for personal finance consultants associated with Boca Raton, United States as of September 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?

Wealth Empowerment Financial Strategies 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Boca Raton has 44.

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 65 professional contacts with verified work emails tracked across these 44 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 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 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.