Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Boca Raton, United States

Name: Portfolio management 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 29, 2026 73 companies tracked

RevenueBase identified 73 portfolio management consultants headquartered in Boca Raton, United States as of September 2026 and tracks 310 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Boca Raton has 73.

This list covers portfolio management consultants 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 29, 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 29, 2026 86% judged on-target in blind review

73Companies

310Contacts tracked

122Verified emails

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The 25 largest portfolio management consultants based in Boca Raton, United States

Ranked by team size

Top 25 of 73 portfolio management consultants based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: 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	Lawless, Edwards And Warren	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Partial evidence “Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Source: RevenueBase Database · checked Sep 29, 2026
2	Wealth Empowerment Financial Strategies	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “Our responsibility to our clients comes first.” Source: RevenueBase Database · checked Sep 29, 2026
3	Benchmark Financial Wealth Advisors	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	11 contacts →
	Partial 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 29, 2026
4	QP Wealth Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Partial evidence “QP Wealth Management helps entrepreneurs and their families make and manage financial plans tailored to their most treasured life goals.” Source: RevenueBase Database · checked Sep 29, 2026
5	Wealthcare Financial	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Source: RevenueBase Database · checked Sep 29, 2026
6	Noesis Capital Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial evidence “No·e·sis noun \| Ancient Greek "The process of acquiring knowledge through understanding and insight." Noesis Capital Management is an independent Registered Investment Adviser…” Source: RevenueBase Database · checked Sep 29, 2026
7	Jacobs Family Advisors LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect 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 29, 2026
8	Generations Wealth Advisors	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: RevenueBase Database · checked Sep 29, 2026
9	Financial Trust Asset Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Financial Trust Asset Management empowers investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized…” Source: RevenueBase Database · checked Sep 29, 2026
10	Greenbird Capital LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 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 29, 2026
11	The Bridge Group INC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “The Bridge Group is a firm of experienced employee and personal financial professionals.” Source: RevenueBase Database · checked Sep 29, 2026
12	Aurelius Legacy Partners	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect 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 29, 2026
13	Baron Silver Stevens Financial Advisors, LLC	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Partial evidence “Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning.” Source: RevenueBase Database · checked Sep 29, 2026
14	Fortuna Wealth	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Indirect 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 29, 2026
15	Statetrust	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	51-200	5 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
16	Greenline Wealth Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Greenline Wealth Management is an independent Registered Investment Advisor firm that serves individuals and corporations.” Source: RevenueBase Database · checked Sep 29, 2026
17	Stonebrook Wealth Partners	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Stonebrook Wealth Partners provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.” Source: RevenueBase Database · checked Sep 29, 2026
18	The Spectrum Planning Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect 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 29, 2026
19	Double Diamond Investment Group LLC	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Welcome to Double Diamond Investment Group (DDIG).” Source: RevenueBase Database · checked Sep 29, 2026
20	MGR Wealth Management	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “As lifestyle concierges, our team believes wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 29, 2026
21	The A.I.D. Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 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 29, 2026
22	Greener Path Retirement Planning	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 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 29, 2026
23	BFA Wealth Management	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “At BFA Wealth Management, we work with high-income professionals facing concentrated stock, equity compensation, and complex tax decisions.” Source: RevenueBase Database · checked Sep 29, 2026
24	The Alin Financial Group	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 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 29, 2026
25	Fiduciary Family Office	Indirect evidence	Boca Raton, FL, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Source: RevenueBase Database · checked Sep 29, 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: portfolio management consultants. 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 portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. 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 73 portfolio management consultants based in Boca Raton, United States

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Portfolio management consultants based in Boca Raton, United States at a glance

As of Sep 29, 2026

39.4%Verified-email coverage

4.2Average contacts per company

1-10Median size (employees)

Sep 29, 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 73 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 portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 122 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 29, 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.

Portfolio management consultants 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 portfolio management consultants, 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 portfolio management consultants are there based in Boca Raton, United States?

RevenueBase identified 73 portfolio management consultants 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?

Lawless, Edwards And Warren, headquartered in Boca Raton, tops this list with the largest team on record.

Which city in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Boca Raton has 73.

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 122 verified decision-maker contacts tracked across these 73 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 29, 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.