How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Jupiter, Florida

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Jupiter, Florida, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Jupiter, Florida

Jupiter has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Jupiter, Florida have an average of 21 years of experience.

NOTE: The list of vetted financial advisors in Jupiter, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Jupiter, Florida.

Qualified Financial Advisors in Jupiter, Florida

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
James BarrManaging Director, CRPC^®Reserve Wealth Management, LLC5301 Fountains Drive SouthLake Worth, FL 33467	25 Years	Not Specified	$0	Fee-Based
Edelman Financial Engines, LLC7900 Glades RoadBoca Raton, FL 33434 1200 South Pine Island RoadPlantation, FL 33324	N/A	$0	Not Specified	Fee-Only
Gabriel BustamanteCFP^®LPL Financial LLC11555 Heron Bay BoulevardCoral Springs, FL 33076	18 Years	$5,000,000	$100,000	Fee-Based

Financial Advisor

James BarrManaging Director, CRPC^®Reserve Wealth Management, LLC5301 Fountains Drive SouthLake Worth, FL 33467

Experience25 Years

AUMNot Specified

Minimum Assets$0

Fee StructureFee-Based

Financial Advisor

Edelman Financial Engines, LLC

7900 Glades RoadBoca Raton, FL 33434

1200 South Pine Island RoadPlantation, FL 33324

ExperienceN/A

AUM$0

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Gabriel BustamanteCFP^®LPL Financial LLC11555 Heron Bay BoulevardCoral Springs, FL 33076

Experience18 Years

AUM$5,000,000

Minimum Assets$100,000

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Jupiter, Florida

VETTED

James BarrManaging Director, CRPC^®

Reserve Wealth Management, LLC

About James Barr

James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor®. Among his accomplishments, James is a past Advisory Board Member of Florida Atlantic University, former Adjunct Professor of Management at Broward College, former President, CFO and Executive of several large national companies. James has performed volunteer work for Family Promise, a homeless charity, United Way, and Jewish Family Services. James formerly sat on the Board of Directors of SouthTech Academy, a charter high school. Jim earned financial planning certificates from the College for Financial Planning, Kaplan University, along with a BS in Accounting from Fairleigh Dickinson University and graduate work in Finance and Investments at Baruch Graduate School. James specializes in retirement planning, wealth management, estate planning, tax reduction strategies and asset protection. James is registered to do business in Florida, New York and California.

About Reserve Wealth Management, LLC

Reserve Wealth Management, LLC was founded with the goal of assisting its clients in every aspect of their financial lives. We provide a holistic personalized approach to your financial well-being. Reserve Wealth Management provides clarity, compassion and a truly different approach. We strive to WOW each of our clients, helping them pursue financial stability and independence before and during Retirement, as well as having a lasting Legacy.

About LPL Financial - America's Largest Independent Broker-Dealer

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit . Data as of April 30, 2026.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications

CRD# 4383938 Firm CRD# 6413Series 6, 7, 63, 65

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location

5301 Fountains Drive South,Lake Worth,FL 33467

Phone Number

561-544-7412

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

7900 Glades Road,Suite 310,Boca Raton,FL 33434Phone Number877-208-7414

1200 South Pine Island Road,Suite 400,Plantation,FL 33324Phone Number877-208-7414

VETTED

Gabriel BustamanteCFP^®

LPL Financial LLC

About Gabriel Bustamante

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

About LPL Financial LLC

Investing isn't just about numbers. It's about your freedom, your family, your future. Whatever your investment goals, LPL Financial advisors can help you build and preserve your wealth with clarity and confidence.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

CRD# 5264619 Firm CRD# 6413Series 6, 63, 65

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Office Location

11555 Heron Bay Boulevard,Suite 200,Coral Springs,FL 33076

Phone Number

954-594-4364

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Jupiter, Florida

Jupiter, Florida is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Jupiter, Florida are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Jupiter, Florida, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


CITADEL ADVISORS LLCMiami, FL	2932	26	$397,045,307,119	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
GQG PARTNERSFort Lauderdale, FL	189	727	$120,567,542,959	A percentage of AUM, Performance Based
CORIENTMiami, FL	845	97020	$118,191,936,095	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
ELLIOTT INVESTMENT MANAGEMENT L.P.West Palm Beach, FL	578	38	$97,371,716,804	A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
DOUBLELINE CAPITAL LPTampa, FL	264	146	$92,968,371,160	A percentage of AUM, Fixed fees, Performance Based
SANDERS CAPITAL, LLCWest Palm Beach, FL	25	102	$82,252,391,000	A percentage of AUM, Performance Based
LIGHTHOUSE INVESTMENT PARTNERS, LLCPalm Beach Gardens, FL	413	137	$74,147,147,934	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.Miami Beach, FL	506	189	$68,062,428,598	Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
EAGLE ASSET MANAGEMENT INCSt. Petersburg, FL	73	66691	$58,477,764,071	A percentage of AUM, Performance Based
H.I.G. CAPITAL, LLCMiami, FL	1020	162	$57,351,804,696	A percentage of AUM, Performance Based
I SQUARED CAPITAL ADVISORS (US) LLCMiami, FL	207	64	$47,872,431,820	A percentage of AUM, Performance Based
POLEN CAPITAL MANAGEMENT, LLCBoca Raton, FL	173	3397	$43,238,955,480	A percentage of AUM, Performance Based
III CAPITAL MANAGEMENTBoca Raton, FL	8	30	$39,514,428,923	A percentage of AUM, Performance Based
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCBoca Raton, FL	254	50	$39,057,739,523	A percentage of AUM, Performance Based
BAYVIEW ASSET MANAGEMENT, LLCCoral Gables, FL	373	51	$38,629,858,981	A percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

Firm Name

CITADEL ADVISORS LLCMiami, FL

No. of Advisors2932

AUM$397,045,307,119

No. of Clients26

Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Firm Name

GQG PARTNERSFort Lauderdale, FL

No. of Advisors189

AUM$120,567,542,959

No. of Clients727

Fee StructureA percentage of AUM, Performance Based

Firm Name

CORIENTMiami, FL

No. of Advisors845

AUM$118,191,936,095

No. of Clients97020

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)

Firm Name

ELLIOTT INVESTMENT MANAGEMENT L.P.West Palm Beach, FL

No. of Advisors578

AUM$97,371,716,804

No. of Clients38

Fee StructureA percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)

Firm Name

DOUBLELINE CAPITAL LPTampa, FL

No. of Advisors264

AUM$92,968,371,160

No. of Clients146

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

SANDERS CAPITAL, LLCWest Palm Beach, FL

No. of Advisors25

AUM$82,252,391,000

No. of Clients102

Fee StructureA percentage of AUM, Performance Based

Firm Name

LIGHTHOUSE INVESTMENT PARTNERS, LLCPalm Beach Gardens, FL

No. of Advisors413

AUM$74,147,147,934

No. of Clients137

Fee StructureA percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)

Firm Name

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.Miami Beach, FL

No. of Advisors506

AUM$68,062,428,598

No. of Clients189

Fee StructurePerformance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)

Firm Name

EAGLE ASSET MANAGEMENT INCSt. Petersburg, FL

No. of Advisors73

AUM$58,477,764,071

No. of Clients66691

Fee StructureA percentage of AUM, Performance Based

Firm Name

H.I.G. CAPITAL, LLCMiami, FL

No. of Advisors1020

AUM$57,351,804,696

No. of Clients162

Fee StructureA percentage of AUM, Performance Based

Firm Name

I SQUARED CAPITAL ADVISORS (US) LLCMiami, FL

No. of Advisors207

AUM$47,872,431,820

No. of Clients64

Fee StructureA percentage of AUM, Performance Based

Firm Name

POLEN CAPITAL MANAGEMENT, LLCBoca Raton, FL

No. of Advisors173

AUM$43,238,955,480

No. of Clients3397

Fee StructureA percentage of AUM, Performance Based

Firm Name

III CAPITAL MANAGEMENTBoca Raton, FL

No. of Advisors8

AUM$39,514,428,923

No. of Clients30

Fee StructureA percentage of AUM, Performance Based

Firm Name

DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCBoca Raton, FL

No. of Advisors254

AUM$39,057,739,523

No. of Clients50

Fee StructureA percentage of AUM, Performance Based

Firm Name

BAYVIEW ASSET MANAGEMENT, LLCCoral Gables, FL

No. of Advisors373

AUM$38,629,858,981

No. of Clients51

Fee StructureA percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?