Finding a Top Financial Advisor Firm in Jupiter, FL
To help you find the best advisor for your financial needs, we’ve created a list of the top financial advisors in Jupiter, Florida. Our research compares each firm’s fee structure, assets under management (AUM), investment strategies and advisory services. For even more financial advisor options in the Sunshine State, use our free financial advisor matching service. It will connect you with up to three local advisors.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||SlateStone Wealth LLC Find an Advisor||$845,435,403||$1,000,000|| || |
|2||Core Wealth Management, Inc. Find an Advisor||$214,638,348||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Atlantic Wealth Partners, LLC Find an Advisor||$154,374,044||Minimum fees vary based on account type|| || |
Minimum AssetsMinimum fees vary based on account type
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What We Use in Our Methodology
To find the top financial advisors in Jupiter, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
SlateStone Wealth LLC
SlateStone Wealth, LLC is a fee-only advisory firm. Non-high-net-worth individuals dominate SlateStone’s client base. The firm also serves high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations and retirement plans. The firm generally requires $1,000,000 as an account minimum but reserves the right to waive minimums at its discretion.
Some of the firm's advisors have the chartered financial analyst (CFA) designation. The firm charges a percentage-based annual management fee for its investment advisory services. For financial planning and consulting services, SlateStone charges a fee depending on the scope of the services offered.
SlateStone Wealth Background
SlateStone was founded in 2017 as an employee-owned, financial life management firm. The firm’s co-founders are Sharon Daniels and Patrick E. Tylander. SlateStone Group, LLC owns the firm, which Daniels and Tylander in turn own.
The firm offers portfolio management, financial planning and independent manager referral services. Financial planning can cover such topics as:
- Retirement planning
- Insurance planning
- Estate planning
- Cash flow planning
SlateStone Wealth Investment Strategy
SlateStone primarily invests in mutual funds and exchange-traded funds (ETFs). The firm uses external independent managers where necessary, and it employs various asset allocation strategies in its investment decisions. The firm takes a long-term approach to investing.
SlateStone says it implements six key asset allocation strategies for its investments in ETFs and mutual funds. These include fixed income, conservative, moderate income, moderate growth, growth and aggressive asset allocation strategies.
Core Wealth Management, Inc.
Core Wealth Management, Inc. provides various advisory services to individuals and families on a fee-only basis. This means firm advisors are only compensated for the services they provide, and not for the products they sell. Core Wealth has three advisors who manage assets. Their credentials include the certified public accountant (CPA), chartered financial advisor (CFA) and certified financial planner (CFP) designations.
Financial planning services come with hourly or fixed fees. The firm's investment advisory fees are based on a percentage of assets under management. Additionally, Core Wealth doesn’t have a set account minimum, but it charges a $3,000 minimum annual fee.
Core Wealth Management Background
Established by Todd Schanel in 2012, Core Wealth functions as an independent financial planning and investment advisory firm. The firm offers investment management, financial planning, retirement planning and other specialty services. Core Wealth’s investment services include portfolio rebalancing, tax management and performance monitoring.
The firm’s financial planning services also incorporate estate planning, tax planning, cash flow planning and education planning.
Core Wealth Management Investing Strategy
Core Wealth’s investment methods include asset allocation, Modern Portfolio Theory, passive investing and dollar-cost averaging. The firm says it uses passive investing to purchase mutual funds and exchange-traded funds, thereby giving clients access to low-cost asset classes. Core Wealth describes its dollar-cost averaging method as one that purchases a fixed dollar amount of securities at regular time intervals.
Core Wealth says it employs such investment methods as long as they align with client time horizons, liquidity requirements, risk tolerances and tax considerations.
Atlantic Wealth Partners, LLC
Atlantic Wealth Partners, LLC does not list a set account minimum, but has various minimum fees depending on the account type. The majority of the firm's clients are high-net-worth individuals. The firm also offers services to non-high-net-worth individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, corporations, LLCs and other businesses.
The relatively small advisory team at this fee-based firm holds various advanced certifications among them: certified financial planner (CFP), accredited estate planner (AEP), accredited asset management specialist (AAMS), accredited portfolio management advisor (APMA) and certified public accountant (CPA).
The firm’s advisors may earn commissions from selling certain insurance products. This may present a conflict of interest, but the firm is a fiduciary and must act in clients' best interests.
Atlantic Wealth Partners Background
Atlantic Wealth Partners was establshed in 2017. Its founder and sole managing principal is Stephen T. Olson. The firm's principal office is located in Jupiter.
The firm aims to provide individuals and families with customized, comprehensive wealth management, financial planning, and investment advisory services. It seeks to meet client goals while remaining sensitive to their emotional and financial risk tolerance, time horizon and objectives. It offers financial consultation services, private wealth management services, financial planning services, personal CFO services (for a select group), pension consulting services, tailored advisory services and the ability to recommend third-party asset managers.
Atlantic Wealth Partners Investing Strategy
Atlantic Wealth Partners may use any or all of the following methods of analysis when putting together investment advice: fundamental analysis, technical analysis, modern portfolio theory, mutual fund and/or ETF analysis, sector analysis, cyclical analysis and/or third-party asset manager analysis. Furthermore, it focuses on asset allocation and long-term purchases, and may invest in ETFs, mutual funds, individual stocks, fixed-income securities, variable annuities, private placement life insurance as well as cash and cash equivalents.