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Largest RIA Firms in Boca Raton, Florida by AUM
Explore registered investment advisers headquartered in Boca Raton, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 65 firms with $271.2B in total reported AUM and median AUM of $405.0M.
Firms
65
Matching current profiles
Total AUM
$271.2B
Reported regulatory AUM
Median AUM
$405.0M
Across firms with AUM
Largest firm
$88.2B
III Capital Management
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. III Capital Management CRD 113539 · Partnership | BOCA RATON, FL | $88.2B May 2026 | +$3.2B+3.7% | +$55.0B+165.3% | +$58.6B+197.3% | +$86.6B+5419.4% | -2 employees-18.2% over 3Y | -5 accounts-16.7% over 3Y |
| 2. Digitalbridge Investment Management, LLC CRD 290954 · Limited Liability Company | BOCA RATON, FL | $61.1B Jun 2026 | +$9.8B+19.2% | +$32.3B+112.2% | +$49.8B+441.8% | — | +33 employees+13.1% over 3Y | +51 accounts+145.7% over 3Y |
| 3. Polen Capital Management, LLC CRD 106093 · Limited Liability Company | BOCA RATON, FL | $24.1B Sep 2026 | -$13.6B-36.2% | -$12.0B-33.2% | -$22.0B-47.7% | +$21.0B+690.2% | +15 employees+9.8% over 3Y | -1,908 accounts-54.3% over 3Y |
| 4. Kare Manager Holdings, L.p. CRD 343124 · — | BOCA RATON, FL | $19.8B Aug 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 5. Digital Bridge Advisors, LLC CRD 291394 · Limited Liability Company | BOCA RATON, FL | $14.6B May 2026 | +$1.8B+13.7% | +$4.4B+42.5% | +$7.9B+116.6% | +$10.8B+288.4% | +79 employees+83.2% over 3Y | +13 accounts+37.1% over 3Y |
| 6. Ae Industrial Partners, LP CRD 173020 · Limited Partnership | BOCA RATON, FL | $7.7B Mar 2026 | +$1.3B+20.6% | +$2.1B+38.5% | +$4.4B+133.7% | +$7.5B+3706.3% | +38 employees+73.1% over 3Y | +12 accounts+50.0% over 3Y |
| 7. Isam Funds (usa) LLC CRD 307934 · Limited Liability Company | BOCA RATON, FL | $6.0B Sep 2026 | +$3.6B+155.1% | +$5.7B+2192.5% | — | +$5.9B+30909.0% | -10 employees-12.7% over 3Y | +11 accounts+1100.0% over 3Y |
| 8. Sun Capital Advisors, L.p. CRD 155109 · Limited Partnership | BOCA RATON, FL | $5.8B Jun 2026 | -$328.4M-5.3% | -$1.7B-22.7% | -$203.9M-3.4% | -$2.7B-31.6% | -67 employees-53.6% over 3Y | +1 accounts+6.7% over 3Y |
| 9. Slavic Mutual Funds Management Corp. CRD 113833 · Corporation | BOCA RATON, FL | $5.0B Apr 2026 | +$478.0M+10.6% | +$846.0M+20.5% | +$2.3B+86.4% | +$4.0B+421.0% | -4 employees-23.5% over 3Y | +5,875 accounts+668.4% over 3Y |
| 10. Acasta Partners US LLC CRD 335005 · Limited Liability Company | BOCA RATON, FL | $4.7B Feb 2026 | — | — | — | +$781.6M+19.8% | -20 employees-83.3% over Total | 0 accounts+0.0% over Total |
| 11. Fourth Sail Capital US LP CRD 332445 · Limited Partnership | BOCA RATON, FL | $3.7B Mar 2026 | +$1.3B+54.3% | — | — | +$2.2B+142.5% | 0 employees+0.0% over 1Y | +1 accounts+16.7% over 1Y |
| 12. Phase 3 Capital Management LLC CRD 294408 · Limited Liability Company | BOCA RATON, FL | $2.5B Sep 2026 | -$264.7M-9.4% | +$1.5B+151.3% | +$1.5B+150.0% | +$2.4B+2034.6% | +2 employees+28.6% over 3Y | +1 accounts+20.0% over 3Y |
| 13. Hidden Harbor Capital Management, L.p. CRD 285401 · Limited Partnership | BOCA RATON, FL | $2.2B Jul 2026 | +$96.4M+4.5% | +$1.5B+192.5% | +$1.9B+571.0% | +$1.9B+658.6% | +11 employees+52.4% over 3Y | +5 accounts+125.0% over 3Y |
| 14. The Praedium Group LLC CRD 161789 · Limited Liability Company | BOCA RATON, FL | $1.7B Mar 2026 | +$100.0M+6.2% | +$486.7M+39.9% | +$43.7M+2.6% | -$1.4B-44.3% | -10 employees-50.0% over 3Y | -20 accounts-54.1% over 3Y |
| 15. Prescott General Partners LLC CRD 157907 · Limited Liability Company | BOCA RATON, FL | $1.7B Mar 2026 | +$4.5M+0.3% | +$211.5M+14.3% | -$1.0B-37.3% | +$567.6M+50.4% | +1 employees+25.0% over 3Y | 0 accounts+0.0% over 3Y |
| 16. Meteora Capital, LLC CRD 313378 · Limited Liability Company | BOCA RATON, FL | $1.5B Mar 2026 | +$664.5M+76.3% | +$1.2B+327.6% | — | +$1.3B+502.5% | +6 employees+60.0% over 3Y | +11 accounts+275.0% over 3Y |
| 17. 22C Capital LLC CRD 298094 · Limited Liability Company | BOCA RATON, FL | $1.5B May 2026 | -$25.3M-1.6% | +$355.6M+30.7% | +$354.1M+30.5% | +$1.2B+385.5% | +2 employees+11.8% over 3Y | +4 accounts+44.4% over 3Y |
| 18. Amergin Asset Management, LLC CRD 323350 · Limited Liability Company | BOCA RATON, FL | $1.2B Mar 2026 | +$513.5M+73.8% | +$1.2B+1209249.8% | — | +$1.2B+1209249.8% | +5 employees+62.5% over 3Y | +3 accounts+300.0% over 3Y |
| 19. Baron Silver Stevens Financial Advisors, LLC CRD 126767 · Limited Liability Company | BOCA RATON, FL | $1.2B Mar 2026 | +$185.1M+18.3% | +$464.2M+63.3% | +$525.8M+78.4% | +$936.9M+360.4% | +2 employees+20.0% over 3Y | +207 accounts+13.2% over 3Y |
| 20. Nfsg Corporation CRD 130814 · Corporation | BOCA RATON, FL | $1.1B Mar 2026 | +$516.4M+91.2% | +$571.5M+111.8% | +$862.5M+391.9% | +$953.4M+737.7% | +2 employees+2.3% over 3Y | +1,867 accounts+107.3% over 3Y |
| 21. Blue Water Advisors LP CRD 288923 · Limited Partnership | BOCA RATON, FL | $927.9M Mar 2026 | -$6.6M-0.7% | -$401.7M-30.2% | -$45.4M-4.7% | +$706.4M+319.0% | +4 employees+25.0% over 3Y | +1 accounts+25.0% over 3Y |
| 22. Singer Wealth Advisors LLC CRD 317218 · Limited Liability Company | BOCA RATON, FL | $910.6M Jul 2026 | +$339.3M+59.4% | +$568.9M+166.5% | — | +$644.5M+242.3% | +28 employees+186.7% over 3Y | +1,076 accounts+91.9% over 3Y |
| 23. Noesis Capital Management Corp CRD 110819 · Corporation | BOCA RATON, FL | $876.9M Oct 2026 | +$169.7M+24.0% | +$367.1M+72.0% | +$326.1M+59.2% | +$630.3M+255.6% | +1 employees+9.1% over 3Y | +201 accounts+30.9% over 3Y |
| 24. Benchmark Financial Wealth Advisors LLC CRD 287966 · Limited Liability Company | BOCA RATON, FL | $766.1M Oct 2026 | +$44.4M+6.2% | +$253.2M+49.4% | +$448.6M+141.3% | — | +5 employees+55.6% over 3Y | +97 accounts+10.0% over 3Y |
| 25. Fiduciary Family Office, LLC CRD 326990 · Limited Liability Company | BOCA RATON, FL | $747.7M Mar 2026 | +$137.9M+22.6% | — | — | — | 0 employees+0.0% over 1Y | +41 accounts+7.0% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.