Investment adviser · CRD 126767
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $1.2B Form ADV · Item 5.F
- Client accounts
- 1,778 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 438 | $1,070,699,364 | 89.5% |
| Individuals | 160 | $96,236,736 | 8.0% |
| Charities | Fewer than 5 | $18,099,270 | 1.5% |
| Retirement plans | 8 | $11,889,940 | 1.0% |
Filing source
Form ADV 2060626 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
4800 N. FEDERAL HIGHWAY, SUITE 210-ABOCA RATON, FL, 33431, United States
CRD 126767
Filing source
Form ADV 2060626 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.