Baron Silver Stevens Financial Advisors, LLC
Boca Raton, FL·SEC-registered · CRD #126767
Baron Silver Stevens Financial Advisors, LLC is an SEC-registered investment advisory firm in Boca Raton, FL managing $1.2B across 1.9k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.9k
Advisory staff
8
Fee model
Fee-based
How Baron Silver Stevens Financial Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Baron Silver Stevens Financial Advisors, LLC
How much does Baron Silver Stevens Financial Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/09/2026), Baron Silver Stevens Financial Advisors, LLC reports $1.2B in regulatory assets under management across roughly 1.9k client accounts.
How does Baron Silver Stevens Financial Advisors, LLC charge?
Baron Silver Stevens Financial Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Baron Silver Stevens Financial Advisors, LLC a fiduciary?
Yes. Baron Silver Stevens Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #126767), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Baron Silver Stevens Financial Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Baron Silver Stevens Financial Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boca Raton, FL
Profile compiled from Baron Silver Stevens Financial Advisors, LLC's public SEC Form ADV filing (CRD #126767, filed 03/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Baron Silver Stevens Financial Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Baron Silver Stevens Financial Advisors, LLC? Claim this profile.