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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 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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$1,005,424,061 $1,000,000
  • Portfolio management
  • Financial planning
  • Selection of other advisors

Minimum Assets

$1,000,000

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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$271,306,891 No set account minimum
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

No set account minimum

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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$268,983,509 Minimum fees vary based on account type
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

Minimum fees vary based on account type

Financial Services

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

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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:

  • 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 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.

How Long $1 Million 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.

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

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We 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 metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. 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.