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Top RIA Firms in Boca Raton, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Boca Raton, Florida. This hub covers 63 matching firms with $247.1B in total reported AUM and median AUM of $405.0M.
Firms
63
Matching current profiles
Total AUM
$247.1B
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 Apr 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 May 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. 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 |
| 5. 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 |
| 6. Sun Capital Advisors, L.p. CRD 155109 · Limited Partnership | BOCA RATON, FL | $5.8B Mar 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. Phase 3 Capital Management LLC CRD 294408 · Limited Liability Company | BOCA RATON, FL | $2.5B Mar 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 |
| 11. Isam Funds (usa) LLC CRD 307934 · Limited Liability Company | BOCA RATON, FL | $2.3B Jan 2026 | +$221.9M+10.5% | +$2.3B+4765.9% | — | +$2.3B+12054.5% | +16 employees+38.1% over 3Y | +4 accounts+400.0% over 3Y |
| 12. Hidden Harbor Capital Management, L.p. CRD 285401 · Limited Partnership | BOCA RATON, FL | $2.2B Mar 2026 | +$1.2B+122.2% | +$1.6B+260.4% | +$1.9B+568.0% | +$1.9B+655.2% | +16 employees+100.0% over 3Y | +3 accounts+75.0% over 3Y |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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 |
| 17. 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 |
| 18. 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 |
| 19. 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 |
| 20. 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 |
| 21. Noesis Capital Management Corp CRD 110819 · Corporation | BOCA RATON, FL | $876.9M Mar 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 |
| 22. Singer Wealth Advisors LLC CRD 317218 · Limited Liability Company | BOCA RATON, FL | $782.4M Feb 2026 | +$211.2M+37.0% | +$483.3M+161.5% | — | +$516.4M+194.1% | +25 employees+166.7% over 3Y | +923 accounts+78.8% over 3Y |
| 23. Benchmark Financial Wealth Advisors LLC CRD 287966 · Limited Liability Company | BOCA RATON, FL | $766.1M May 2026 | +$44.4M+6.2% | +$149.4M+24.2% | +$448.6M+141.3% | — | +4 employees+40.0% over 3Y | +682 accounts+177.1% over 3Y |
| 24. 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 |
| 25. Bench Walk Advisors LLC CRD 313945 · Limited Liability Company | BOCA RATON, FL | $707.6M Mar 2026 | +$80.3M+12.8% | +$285.3M+67.6% | — | +$464.5M+191.0% | +4 employees+36.4% over 3Y | +51 accounts+130.8% over 3Y |
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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.