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boca raton

Boca Raton

Boca Raton, FL


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

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About The Branch

Oppenheimer’s Boca Raton branch has been serving domestic and international private clients and institutions in the community for over two decades. Our Financial Advisors provide guidance on a variety of financial services including asset management, retirement planning, and cash management, financial planning, and equity research.

Oppenheimer is a full-service wealth management firm that offers a level of curated insight and personalized service the envy of other investment firms. We are proud to have a team of experienced professionals two of whom have been named to Barron’s “Top Financial Advisors” list and OnWallStreet’s “Top 40 Advisors Under 40” list. Visit our branch and discover how we can help you achieve your financial goals.

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Our Story in Numbers

*Stats as of September 30, 2020
  • 1,010

    Financial Professionals

  • $94.3

    Billion Client Assets under Administration

  • 93

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

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Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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