43 financial services businesses recently registered in Boca Raton, Florida.
Each entry below is a newly registered financial services business in Boca Raton, Florida, sourced directly from the Florida Division of Corporations and enriched with verified contact information where available. The most recent filing was on May 28, 2026. Filings update daily as new financial services businesses register in Boca Raton.
QP Wealth Management, based in Boca Raton, FL, offers multi-family financial services and wealth management. The firm is managed by James W. Lloyd, who is listed as the manager of QP ALPHA LLC. The website emphasizes a personal approach to financial planning, acting as a 'personal team of CFOs' for clients.
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Start Your Free Trial ›Alpha Z&Z Wealth LLC operates as a registered investment advisor (RIA) based in Boca Raton, FL, providing advisory services to high-net-worth individuals. The firm is led by authorized member Yanbin Zhu and uses the trade name 'Alpha Zero' as reflected in multiple financial advisor databases.
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