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Best Financial Advisors near Lighthouse Point, Florida


To help Americans find the best financial advisors in Lighthouse Point, Florida, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Lighthouse Point, Florida.


1. Wealthspire Advisors
   (212) 973-1200
433 Plaza Real Suite 275, Boca Raton, Florida

Wealthspire Advisors, registered in 1995, manages $6.0 billion for 1,242 clients.

2. Syntax Research
   (855) 796-8296
150 East Palmetto Park Road, Suite 800. Boca Raton, FL

Syntax Research, registered in 2012, manages $159.2 million for 136 clients.

3. Investment Advisory Professionals
   (561) 391-4477
400 S Dixie Hwy, Suite 322. Boca Raton, FL

Investment Advisory Professionals, registered in 1999, manages $224.3 million for 138 clients.

4. Cardinal Point Capital Management
   (866) 213-2036
2255 Glades Road, Suite 324a, Boca Raton, Florida

Cardinal Point Capital Management, registered in 2006, manages $308.8 million for 336 clients.

5. BakerAvenue
   (415) 986-1110
433 Plaza Real Suite 275, Boca Raton, Florida

BakerAvenue, registered in 2004, manages $1.7 billion for 707 clients.

6. American Asset Management
   (561) 955-8500
225 NE Mizner Blvd., Ste 540. Boca Raton, FL

American Asset Management, registered in 2002, manages $251.1 million for 346 clients.

7. Regatta Research & Money Management
   (305) 390-0466
1200 N Federal Hwy Suite 200, Boca Raton, Florida

Regatta Research & Money Management, registered in 2001, manages $137.0 million for 582 clients.

8. Bell Rock Capital
   (561) 289-5308
980 N Federal Hwy Suite 110, Boca Raton, Florida

Bell Rock Capital, registered in 2006, manages $173.4 million for 446 clients.

9. Heritage Investment Group
   (954) 785-5400
Multiple Locations

Heritage Investment Group, registered in 2001, manages $1.4 billion for 754 clients.

10. Compass Financial Group
   (954) 481-2607
665 S.e. 10th Street, Suite 202. Deerfield Beach, FL

Compass Financial Group, registered in 2003, manages $340.9 million for 113 clients.

11. Piermont Wealth Management
   (561) 237-4717
2255 Glades Road Ste. 324a - 49, Boca Raton, Florida

Piermont Wealth Management, registered in 2002, manages $220.3 million for 188 clients.

12. Rezny Wealth Management
   (800) 618-8577
2385 Nw Executive Center Drive Suite 100, Boca Raton, Florida

Rezny Wealth Management, registered in 2014, manages $203.4 million for 243 clients.

13. Biltmore Capital Advisors
   (888) 391-4563
2799 NW 2nd Avenue, Suite 101. Boca Raton, FL

Biltmore Capital Advisors, registered in 2007, manages $437.9 million for 216 clients.

14. Strategic Asset Management Group Advisors
   (954) 473-1110
6451 North Federal Highway, Ste. 409. FT. Lauderdale, FL

Strategic Asset Management Group Advisors, registered in 2008, manages $267.8 million for 168 clients.

15. Perigon Wealth Management
   (561) 899-0808
5355 Town Center Road Suite 204, Boca Raton, Florida

Perigon Wealth Management, registered in 2004, manages $1.8 billion for 850 clients.

16. Round Table Wealth Management
   (561) 569-8240
980 North Federal Highway Suite 110, Boca Raton, Florida

Round Table Wealth Management, registered in 2001, manages $1.1 billion for 225 clients.

17. Hightower Advisors
   (561) 409-1110
Multiple Locations

Hightower Advisors, registered in 2008, manages $57.0 billion for 103,695 clients.

18. Polen Capital Management
   (561) 241-2425
1825 NW Corporate Blvd., Suite 300. Boca Raton, FL

Polen Capital Management, registered in 1980, manages $27.3 billion for 2,064 clients.

19. LSIA
   (561) 210-8574
1200 N Federal Highway, Boca Raton, Florida

LSIA, registered in 2008, manages $6.0 billion for 275 clients.

20. LSIA
   (561) 210-8574
Multiple Locations

LSIA, registered in 2008, manages $6.0 billion for 275 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Top Cities for Florida


Boca Raton, Florida Coconut Creek, Florida Coral Gables, Florida Deerfield Beach, Florida Hialeah, Florida Key Biscayne, Florida Lighthouse Point, Florida Miami Beach, Florida Miami, Florida Pompano Beach, Florida

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