Company lists · Data refreshed September 2026

Top 21 Private equity advisors based in Boca Raton, United States

Name: Private equity 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 5, 2026 47 companies tracked

RevenueBase identified 47 private equity advisors headquartered in Boca Raton, United States as of September 2026 and tracks 297 professional contacts across them, including 85 with verified work emails. New York is the largest hub.

This list covers private equity 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 5, 2026 86% judged on-target in blind review

47Companies

297Contacts tracked

85Verified emails

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The 21 largest private equity advisors based in Boca Raton, United States

Ranked by team size

Top 21 of 47 private equity advisors based in Boca Raton, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: 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.
#	Company	Headquarters	Employees	Contacts
1	Daszkal BoltonPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	201-500	43
	“Daszkal Bolton LLP is a leading accounting and advisory services firm with offices throughout South Florida.” Source: company website · checked Sep 5, 2026
2	Performance Improvement Partners PIPStrong evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	34
	“Performance Improvement Partners is a technology consulting firm built exclusively for the private equity industry.” Source: company website · checked Sep 5, 2026
3	Innovation CapitalIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	20
	“Innovation Capital is a leading boutique investment bank dedicated to representing mid-market clients in the gaming, leisure, restaurant, and retail industries.” Source: company website · checked Sep 5, 2026
4	Lawless, Edwards And WarrenPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	14
	“Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with…” Source: company website · checked Sep 5, 2026
5	Benchmark Financial Wealth AdvisorsPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	11
	“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 5, 2026
6	Wealthcare FinancialIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	9
	“From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals.” Source: company website · checked Sep 5, 2026
7	Jacobs Family Advisors LLCPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	9
	“Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Source: company website · checked Sep 5, 2026
8	Generations Wealth AdvisorsPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	8
	“Our Wealth Advisory Team has broad planning experience, extensive knowledge and strong analytical skills.” Source: company website · checked Sep 5, 2026
9	Greenbird Capital LLCIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	8
	“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 5, 2026
10	South Florida M&a AdvisorsPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	7
	“South Florida M&A Advisors, Inc.” Source: company website · checked Sep 5, 2026
11	StatetrustPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	51-200	5
	“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 5, 2026
12	Hartsteinmichael LLPPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	5
	“As a full-service firm specializing in Tax, Audit, Investment Banking, and Business Advisory/M&A, we partner with management teams of mid- to small-sized companies to help them…” Source: company website · checked Sep 5, 2026
13	Millpond Equity Partners, LLCStrong evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	5
	“Millpond Equity Partners is a lower middle-market private equity firm focused on investing in business services companies.” Source: company website · checked Sep 5, 2026
14	The Alin Financial GroupIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“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: company website · checked Sep 5, 2026
15	Fiduciary Family OfficeIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	3
	“Fiduciary Family Office serves as our clients’ Chief Financial Officer, providing sophisticated tax, estate, and investment solutions concurrent with timely financial analysis to…” Source: company website · checked Sep 5, 2026
16	Corvin CapitalStrong evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	2
	“Corvin Capital, LLC is a strategic investment and advisory firm focused on real estate, capital markets, and private equity.” Source: company website · checked Sep 5, 2026
17	Meredith Mergers, LLCIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	2
	“Meredith Mergers was founded in 1993 by former Bear Stearns Executive, Jack Meredith.” Source: company website · checked Sep 5, 2026
18	Royal Palm Capital PartnersStrong evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	2
	“Royal Palm Capital Partners - private equity investment and management firm” Source: company website · checked Sep 5, 2026
19	Silverman Partners Of Raymond JamesPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	2
	“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 5, 2026
20	Q7capitalPartial evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	11-50	1
	“Q7Capital is an investment, advisory, and fund placement firm, with a focus on alternative investments.” Source: company website · checked Sep 5, 2026
21	Synergy Enterprises, LLCIndirect evidence	Boca Raton, FL, United StatesHQ checked Sep 5, 2026	1-10	1
	“Synergy Enterprises, LLC specializes in acquiring and advising distressed and under-performing companies.” Source: company website · checked Sep 5, 2026

Showing 21 of 47 private equity advisors based in Boca Raton, United States

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Private equity advisors based in Boca Raton, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 988 HQs

Contacts with mobile numbers

Sep 5, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 47 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 private equity advisors, 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 “private equity advisors”. 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 private equity 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 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, 85 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Boca Raton, United States?

RevenueBase identified 47 private equity 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?

Daszkal Bolton, headquartered in Boca Raton, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 85 verified decision-maker contacts tracked across these 47 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 5, 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.