Overview
Assets Under Management: $1.0 billion
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 409
Average Client Assets: $2 million
Frequently Asked Questions
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126767), BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is headquartered in BOCA RATON, FL.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC serves 409 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is ranked #161 by Forbes in 2025. Learn more about these rankings ↓
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC manages $1.0 billion in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 161
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 409
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,680
Discretionary Accounts: 1,633
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 126767
Filing ID: 2031115
Last Filing Date: 2025-12-01 13:32:29
Website: 0