Gaines Financial Group

Gaines Financial Group (CRD# 157037) is a financial advisory firm headquartered in Boca Raton, FL. They manage $254,193,307 in 430 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $591,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, NC, NH, NJ, NY, PA, TX

Financial Advisors at Gaines Financial Group
Showing 1 - 10 of 15 top financial advisors.
1
Patrick Abrunzo
CRD#: 5732138
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

Patrick Abrunzo (CRD# 5732138) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 7 years of experience in the finance industry.

2
James B. Barr
CRD#: 4383938
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

James Barr (CRD# 4383938) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 16 years of experience in the finance industry.

3
Fernando Gonzalez
CRD#: 4815377
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

Fernando Gonzalez (CRD# 4815377) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 13 years of experience in the finance industry.

4
Steven J. Haug
CRD#: 5528150
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

Steven Haug (CRD# 5528150) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 9 years of experience in the finance industry.

5
Eric A. Kaplan
CRD#: 2867710
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

Eric Kaplan (CRD# 2867710) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 19 years of experience in the finance industry.

6
Joseph S. Karp
CRD#: 2731692
2875 Pga Boulevard, Suite 100, Palm Beach Gardens, FL 33410
93
Wealthminder
score

Joseph Karp (CRD# 2731692) is an Investment Advisor Representative working at Gaines Financial Group in Palm Beach Gardens, FL and has over 22 years of experience in the finance industry.

7
Tory A. Klinedinst
CRD#: 5090560
Holly Springs, NC
93
Wealthminder
score

Tory Klinedinst (CRD# 5090560) is an Investment Advisor Representative working at Gaines Financial Group in Holly Springs, NC and has over 9 years of experience in the finance industry.

8
Christopher D. Smith
CRD#: 2235758
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

Christopher Smith (CRD# 2235758) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 24 years of experience in the finance industry.

9
Richard M. Tyroler
CRD#: 4188354
3837 Nw Boca Raton Blvd, 100, Boca Raton, FL 33431
93
Wealthminder
score

Richard Tyroler (CRD# 4188354) is an Investment Advisor Representative working at Gaines Financial Group in Boca Raton, FL and has over 15 years of experience in the finance industry.

10
Jason R. Knight
CRD#: 3098847
155 Parkway Office Ct, Ste 200, Cary, NC 27518
86
Wealthminder
score

Jason Knight (CRD# 3098847) is an Investment Advisor Representative working at Gaines Financial Group in Cary, NC and has over 19 years of experience in the finance industry. Jason Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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