BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2008

Total AUM

$1.2B

Discretionary

$1.1B

93% of AUM

Avg account

$673K

Accounts

1,778

Employees

Advisory reps

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 126767
Registered since: August 5, 2008
Website: www.bssfa.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types: HNWI89.45%
Individuals8.04%
Charitable Organizations1.51%
Pension & Profit Sharing Plans0.99%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baron Silver Stevens Financial Advisors, LLC is an independent, advisor-owned RIA registered with the SEC since 2008. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator, meaning it sources and places client capital with third-party managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars; the firm also operates as an insurance broker. Its fee structures are mixed — percentage of AUM, hourly and fixed fees, commissions and other arrangements are all used depending on client needs. Baron Silver Stevens was recognized by Forbes among top RIA firms in both 2023 and 2024. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.