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Top Financial Advisors in Jupiter, FL

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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 vetted financial advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 SlateStone Wealth LLC SlateStone Wealth LLC logo Find an Advisor

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$952,284,709 $1,000,000
  • Portfolio management
  • Financial planning
  • Selection of other advisors

Minimum Assets


Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors
2 Core Wealth Management, Inc. Core Wealth Management, Inc. logo Find an Advisor

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$247,105,004 $3,000 minimum account fee
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

$3,000 minimum account fee

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
3 Atlantic Wealth Partners, LLC Atlantic Wealth Partners, LLC logo Find an Advisor

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$217,036,395 Varies based on account type
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

SlateStone Wealth LLC

SlateStone Wealth, LLC is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as charitable organizations.

The firm says on its brochure that it "typically prefers clients [to] establish a relationship with a minimum of $1,000,000 or more to invest." However, SlateStone also "reserves the right to waive minimums at its sole discretion."

Clients engaging in investment management services should note that the firm will charge a minimum annual fee of $10,000, though it can also get reduced or waived based on SlateStone's discretion. 

This investment fee is based on a percentage of assets under management. Clients get charged 1.25% on the first $2 million, 1% on the next $3 million and 0.50% on the next $5 million. The rate is negotiable for accounts over $10 million. 

For financial planning and wealth planning, the firm charges a flat fee based on the scope of the service.

The firm's advisors hold multiple certifications, including the chartered financial analyst (CFA) designation.

SlateStone Wealth Background

SlateStone was formed in 2017 as a limited liability company. The firm is employee-owned, with SlateStone Holdings as a majority member-owner. Founders and co-CEOs Patrick E. Tylander and Sharon A. Daniels are the majority owners of SlateStone Holdings. 

The firm offers both investment management and wealth management services, as well as financial planning. For clients with account balances over $3 million, SlateStone also offers tailored portfolio solutions; and a private client enhanced program is available to those with portfolios typically exceeding $5 million.

SlateStone Wealth Investment Strategy

SlateStone says that it offers asset allocation strategies that align with overall client objectives and risk tolerance. According to the firm's brochure, these strategies are invested primarily in mutual funds and exchange-traded funds (ETFs).

Clients should note, however, that other asset classes could also be included at varying percentage allocations. The brochure references equities (including domestic, global, international, large, mid-cap and small cap, sector and diversified funds), fixed income (including short- and long-term high quality, mortgage back, strategic income, bank loans, high-yield) and alternatives (including long/short, tactical, hedging, real estate, hard-asset and multi-asset).

The firm says that SlateStone's research department offers its advisory team information that includes recommendations on equities, fixed income securities, mutual funds, ETFs, alternatives and the use of external independent managers.

Core Wealth Management, Inc.

Core Wealth Management provides various advisory services to individuals (both non-high-net-worth and high-net-worth), retirement plans, charities and corporations, among other clients, on a fee-only basis. This means its advisors are only compensated for the services they provide, and not for the products they sell.

Advisors at the firm hold multiple certifications, including certified financial planner (CFP), certified public accountant (CPA) and chartered financial advisor (CFA) designations.

Core Wealth doesn’t have a set account minimum, but it charges a $3,000 minimum annual fee.

Financial planning services come with hourly or fixed fees. The firm's investment advisory fees are based on a percentage of assets under management.

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

The relatively small advisory team at Atlantic Wealth Partners hold multiple certifications, including certified financial planner (CFP), accredited estate planner (AEP), accredited asset management specialist (AAMS), accredited portfolio management advisor (APMA) and chartered financial analyst (CFA). 

The majority of the firm's clients are high-net-worth individuals, but the firm also offers services to non-high-net-worth individuals.

It does not list a set account minimum, but has various minimum fees depending on the account type.

As a fee-based firm, 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 at all times.

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, 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.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research