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Baron Silver Stevens Financial Advisors

TL;DR

Baron Silver Stevens Financial Advisors is a Boca Raton adviser providing advisory services since 2000, offering wealth management platforms, third-party advisory, financial planning and retainer services to individuals, trusts and businesses.

Boca Raton, FL
Registered 2008
12 employees
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$1.2 billion
Regulatory AUM
As of ADV filing 2026-03-09
1,778
Accounts / Clients
598 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
12
Team Size
employees, 8 advisory
18 yrs
Years Registered
First registered 2008
About Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors is a Boca Raton adviser providing advisory services since 2000, offering wealth management platforms, third-party advisory, financial planning and retainer services to individuals, trusts and businesses.

Office: 4800 North Federal Highway, Suite 210-A, Boca Raton, FL.

Best for: Households with $500K or more who want CFP-led planning and a broker-dealer supported advisor

Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD126767
RegistrationSEC-registered
First registration2008
Regulatory AUM$1.2 billion
ADV filing date2026-03-09
Accounts1,778
Clients598 individual and high-net-worth clients
Employees12
Advisory employees8
Fee modelAdvisory fees; reps are Osaic registered representatives and insurance agents who may earn commissions (ADV 2A)
Minimum$500,000 to open and maintain an advisory account, may be waived (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP named on the firm's site as leading client teams

Source: SEC Investment Adviser Public Disclosure, CRD 126767, as of ADV filing 2026-03-09, pulled October 11, 2026.

Ranked on ProCloser
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Advisory representatives8 (SEC IAPD)
Average years in the industry24.1
Representatives with a disclosure1 of 8 (12%)
FINRA-registered representatives8 of 8
High-net-worth share of individual clients73% (ADV 5.D)
Regulatory AUM per advisory rep$150 million
Compensation methodsasset-based, fixed, hourly, commissions (ADV 5.E)
Google Business Profile5 (3 reviews)

Sources: SEC IAPD individual records; Form ADV Part 1 filed 03/09/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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