Managers in Boca Raton, FL

United States · 120 asset managers within 25 km (98 in Boca Raton itself) · 133 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: West Palm Beach, FL 133 · Fort Lauderdale, FL 73 · Palm Beach, FL 52 · North Miami Beach, FL 29 · Delray Beach, FL 10 · Pompano Beach, FL 8 · Hollywood, FL 5 · Boynton Beach, FL 3 · Wellington, FL 3 · Hallandale, FL 3 · Lake Worth, FL 2 · Coconut Creek, FL 1

Asset managers in and around Boca Raton

#	Manager	People here	Assets
51	Trellus Management Company, LLC hedge funds · Delray Beach TRELLUS MANAGEMENT COMPANY, LLC, Trellus Management Company, LLC $156.3m	about 2main office	$156.3m
52	GOLDEN EAGLE STRATEGIES, LLC hedge funds · Delray Beach $50.5m	about 2main office	$50.5m
53	OT ADVISORS LLC mutual funds · Boca Raton $1.0m	about 2main office	$1.0m
54	AWH FINANCIAL, LLC Boca Raton, Boynton Beach	2
55	CMC ADVISORS, INC. Boca Raton	about 2main office
56	RRE VENTURES venture · Boca Raton	2
57	BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Delray Beach BOFA SECURITIES, INC. · 9 related pages $1.8tn	1	$1.8tn
58	Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Boca Raton CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn	1	$161.7bn
59	PRIME CAPITAL FINANCIAL institutions · Pompano Beach $39.1bn	1	$39.1bn
60	SHENKMAN CAPITAL MANAGEMENT INC hedge funds, structured credit, futures · Boca Raton $36.5bn	1	$36.5bn
61	CBIZ Investment Advisory Services, LLC institutions · Boca Raton $12.8bn	1	$12.8bn
62	INTEGRUM HOLDINGS LP private equity · Boca Raton $5.5bn	1	$5.5bn
63	SCOPUS ASSET MANAGEMENT, L.P. hedge funds, futures · Boca Raton $3.8bn	1	$3.8bn
64	Caption Management, LLC hedge funds · Boca Raton $3.4bn	1	$3.4bn
65	Hilton Capital Management, LLC Boca Raton $3.2bn	1	$3.2bn
66	EQUUS CAPITAL PARTNERS, LTD. real estate · Delray Beach $1.7bn	1	$1.7bn
67	BISON CAPITAL ASSET MANAGEMENT, LLC private equity · Delray Beach $962.5m	1	$962.5m
68	AMERANT INVESTMENTS, INC. institutions · Boca Raton $782.4m	1	$782.4m
69	PHARVISION ADVISERS, LLC hedge funds, futures · Boca Raton $513.2m	about 1main office	$513.2m
70	VICTOR CAPITAL PARTNERS private equity · Boca Raton $491.0m	1	$491.0m
71	ATYANT CAPITAL MANAGEMENT LTD institutions · Pompano Beach $470.2m	1	$470.2m
72	BRACCO ASSET MANAGEMENT hedge funds, futures · Boca Raton $446.0m	1	$446.0m
73	RWA ADVISORS institutions · Boca Raton $199.1m	about 1main office	$199.1m
74	BARNETT CAPITAL ADVISORS LLC hedge funds, institutions · Boca Raton $161.1m	1	$161.1m
75	ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Boca Raton ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn	office	$14.6bn
76	KA FUND ADVISORS, LLC mutual funds, futures · Boca Raton $3.2bn	office	$3.2bn
77	ROMARK CREDIT ADVISORS LP structured credit · Boca Raton $3.1bn	office	$3.1bn
78	SPIRIT OF AMERICA MANAGEMENT CORP mutual funds · Boca Raton $540.0m	office	$540.0m
79	NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Boca Raton NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn	office	$859.8bn
80	WELLS FARGO & COMPANY/MN wealth · Boca Raton WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn	office	$671.4bn
81	FRANKLIN RESOURCES INC public funds (AU), hedge funds, private equity, real estate and 6 more · Boca Raton FIDUCIARY TRUST INTERNATIONAL LLC · 29 related pages $509.5bn	office	$509.5bn
82	BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Boca Raton BMO Family Office, LLC · 10 related pages $275.2bn	office	$275.2bn
83	FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Boca Raton COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn	office	$181.9bn
84	Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Boca Raton VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn	office	$121.1bn
85	AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Boca Raton Ameritas Advisory Services, LLC · 3 related pages $29.0bn	office	$29.0bn
86	A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Boca Raton A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn	office	$2.9bn
87	Prescott General Partners LLC Boca Raton $2.0bn	based here	$2.0bn
88	F&V Capital Management, LLC Boca Raton $542.3m	based here	$542.3m
89	CHESAPEAKE ASSET MANAGEMENT LLC hedge funds, wealth · Boca Raton CHESAPEAKE ASSET MANAGEMENT LLC · 2 related pages $468.8m	office	$468.8m
90	Kanen Wealth Management LLC Coconut Creek $409.1m	based here	$409.1m
91	PROATHLETE WEALTH MANAGEMENT LLC Boca Raton $404.0m	based here	$404.0m
92	Eaton Financial Holdings Company, LLC Coral Springs $364.1m	based here	$364.1m
93	C CUBED CAPITAL PARTNERS, LLC structured credit · Boca Raton $362.7m	office	$362.7m
94	IMZ Advisory Inc Boca Raton $315.8m	based here	$315.8m
95	Alpha Zero LLC Boca Raton $263.8m	based here	$263.8m
96	AMERICAN ASSET MANAGEMENT INC. Boca Raton $122.6m	based here	$122.6m
97	FORMULATE FINANCIAL LLC Boca Raton $95.0m	based here	$95.0m
98	Kore Advisors LP Boynton Beach $86.6m	based here	$86.6m
99	Winning Points Advisors, LLC Boca Raton $75.9m	based here	$75.9m
100	QP WEALTH MANAGEMENT, LLC Boca Raton $70.1m	based here	$70.1m

120 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.