Baron Silver Stevens Financial Advisors, LLC
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
FINTRXOverview
Baron Silver Stevens Financial Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2008. The firm serves both individual/family and institutional clients and functions as a capital allocator, offering a mix of fee models (percentage of AUM, hourly, fixed fees) alongside commission-based business. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational workshops; the firm also operates as an insurance broker. Public filings and disclosures show the firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Baron Silver Stevens has been recognized on Forbes’ lists of top RIA firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Michael Silver
CEOCRD 2523455
Contacts
3 of 7
Carrie Prusa
Director of OperationsCRD 5178421
Michael Edelman
Investment Adviser RepresentativeCRD 1691767
Kristopher Moody
Wealth AdvisorCRD 5527753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$717M in ETFs
88%
$631M
5%
$86.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65.7M | 87,712 | 9.16% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 4800 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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