# Banyan Global Investment Advisors, LLC
Source: https://planprovider.pro/provider/banyan-global-investment-advisors-llc

> Founded in 2015, Banyan Global Investment Advisors, LLC is a registered investment advisor based in Boca Raton in South Florida’s Palm Beach County area. The…

Retirement Plan Advisor

Boca Raton, FL

## About Banyan Global Investment Advisors, LLC

<p>Founded in 2015, Banyan Global Investment Advisors, LLC is a registered investment advisor based in Boca Raton in South Florida’s Palm Beach County area. The firm has a 4-person team and works with clients who want hands-on planning and portfolio management.</p>

<p>Banyan Global focuses on financial planning, investment management, and wealth management for individuals and families, with an emphasis on high net worth needs. Typical planning work includes retirement planning, education planning, and special needs planning, along with building and managing custom investment strategies tied to long-term goals.</p>

<p>As of 2026, Banyan Global reports $0.2B in assets under management. The firm’s differentiator is its focus on individual and business wealth needs rather than acting as an employer retirement plan advisor, even though it offers 3(21) fiduciary services.</p>

<ul>
<li>Registered investment advisor (RIA) headquartered in Boca Raton, Florida</li>
<li>Founded in 2015; team of 4 employees</li>
<li>Financial planning, investment management, and wealth management</li>
<li>Planning support for retirement, education, and special needs</li>
<li>Offers 3(21) fiduciary services; see other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a></li>
</ul>

Website: [https://www.bgiadvisors.com/](https://www.bgiadvisors.com/)

Founded: 2015

Employees: 4

## Office Locations

- Boca Raton, FL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $168.2M

## Team Members

- **Daniel Reich**, Founder and Managing Member

- **Katherine Ramirez**, Associate, Chief Compliance Officer, and Director of Operations

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