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Find Top Financial Advisors in Jupiter, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Jupiter, Florida
Last Updated - 25-Jun-2022

Jupiter has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 15 non-vetted advisors in your local area. These financial advisors in Jupiter, Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in Jupiter, Florida mentioned below do 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
Financial Advisor Experience AUM Minimum Assets Fee Structure
Andrew Gentile
CFP®, ChFC®, AIF®, Chartered Leadership Fellow (CLF), CLTC®, CDFA®, CLU®
NOVEM GROUP
601 Heritage Drive,
Suite 225,
Jupiter, FL 33458
38 Not Specified Not Specified Fee-Based
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based
David Balestriere
CFP®
EDELMAN FINANCIAL ENGINES, LLC
7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West), FL 33434
15 Not Specified Not Specified Fee-Based
Stephanie Carreras
SIGNET FINANCIAL MANAGEMENT
2255 Glades Road Suite 324A,
Boca Raton, FL 33431
28 $250,000,000 $500,000 Fee-Based
Ali Zafar
MORGAN STANLEY
4855 Technology Way, Suite 600,
Boca Raton, FL 33431
7 Not Specified $250,000 Fee-Based
Glynis Banhan
CFP®
EDELMAN FINANCIAL ENGINES, LLC
18851 NE 29th Avenue, Suite 501,
Aventura, FL 33180
9 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Jupiter

Qualifications CRD# 1199626
Series 7, 24, 53, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 601 Heritage Drive,
Suite 225,
Jupiter,
FL
33458
Phone Number 561-623-5492

Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. To better serve hi Florida clients, Andy joined Novem Group in Jupiter Florida in June 2019. Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College, the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts, the Accredited Investment Fiduciary (AIF) from Fi360 along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA). He is an active member of Christ Fellowship church in Palm Beach Gardens Fl and enjoys golf in his free time.

About Novem Group

At Novem Group, we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client. Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Novem Group, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future. A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.

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# 4307228
Firm CRD# 144600
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 750 SE Indian Street,
Stuart,
FL
34997
Phone Number 772-334-9592

Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

Advisory Services Provided:

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


Qualifications CRD# 4790356
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 7900 Glades Road Suite 310,
Miami Ii - Boca Raton (West),
FL
33434
Phone Number 561-288-4011

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out and playing sports with my kids.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 2785117
Firm CRD# 105310
Series 65

Compensation/Fee Fee-Based


Office Location 2255 Glades Road Suite 324A,
Boca Raton,
FL
33431
Phone Number 786-742-4942

Stephanie guides clients through the investment process of wealth management and planning. She focuses on making sure the client has a comprehensive understanding of investing and a comfort level with her as an advisor. She spends the time needed with each client to ensure the relationship is built on trust. She provides ongoing insight to create the best scenario for a client to achieve their financial goals. Stephanie has over 27 years of investment industry experience. Prior to joining Signet Financial Management, LLC in 2016, she worked for TD Ameritrade, iShares, Fisher Investments, and Merrill Lynch. Stephanie has a BA in Economics and Sociology/Anthropology from Colgate University. She enjoys time in Florida with her dogs and traveling. She is a Pack Leader for Broward County Humane Society, and involved with other charities including Paws for You and Toys for Tots.

About Signet Financial Management

Signet Financial Management, LLC was established in 1988. We are a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.

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, Estate Planning & Trusts


Qualifications CRD# 6486729
Firm CRD# 149777
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 4855 Technology Way, Suite 600,
Boca Raton,
FL
33431
Phone Number 561-393-1829

Financial well being is something we all need, but what it means for each of us is unique. I take a personal approach to your financial health by taking the time to understand the things you value and the goals that matter to you. This allows me to tailor your financial strategy to fit your needs and objectives. We will work closely with your CPA and estate planning attorney to develop a comprehensive approach to your finances that will give you the confidence to live life your way because ultimately, that is the goal. Born and raised in south Florida and having lived in Florida for most of my life, this is where I call home. I enjoy golfing, being outdoors and spending time in Delray Beach where I live with my wife, Zarnash. We have two pets and we love traveling. I am committed to providing the financial guidance you deserve along with my Client Service Associate, Perri Hazan. We are dedicated to delivering the exceptional service you come to expect from us at Morgan Stanley.

About Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5447139
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 18851 NE 29th Avenue, Suite 501,
Aventura,
FL
33180
Phone Number 786-288-3439

Having worked in financial services for almost a decade, I have witnessed the positive impact that financial planning can have on achieving one's goals. As a child of an immigrant mother, I know the importance of not just learning about personal finance but teaching it as well. So, I've made it my personal goal to help educate as many clients as I can through their financial journeys.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Jupiter, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Voloridge
110 Front Street , Suite 400,
Jupiter, FL 33477
$27,506,288,211 5 A percentage of AUM
Performance Based
Slatestone Wealth Llc
601 Heritage Drive , Suite 232,
Jupiter, FL 33458
$1,005,424,061 1194 A percentage of AUM
Fixed fees
776 MANAGEMENT, LLC
6671 W INDIANTOWN ROAD , SUITE 50-420,
JUPITER, FL 33458
$904,348,651 21 A percentage of AUM
Hourly charges
Performance Based
Blackridge Asset Management, Llc
1070 E. Indiantown Road , Suite 208-210,
Jupiter, FL 33477
$709,494,694 4504 A percentage of AUM
Hourly charges
Fixed fees
Inlet Private Wealth, Llc
116 Intracoastal Pointe Dr. , Suite 400,
Jupiter, FL 33477
$457,379,148 126 A percentage of AUM
Core Wealth Management, Inc.
4600 Military Trail , Suite 215,
Jupiter, FL 33458
$271,306,891 639 A percentage of AUM
Hourly charges
Fixed fees
Atlantic Wealth Partners, Llc
759 Parkway Street , Suite 201,
Jupiter, FL 33477
$268,983,509 892 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Guiry Capital Management, Llc
601 Heritage Drive , Suite 126,
Jupiter, FL 33458
$262,349,000 70 A percentage of AUM
Fixed fees
One + One Wealth Management, Llc
1061 E. Indiantown Road , Suite 300,
Jupiter, FL 33477
$239,026,611 495 A percentage of AUM
Gfo Advisory Services, Llc
150 South Us Highway 1 , Suite 400,
Jupiter, FL 33477
$231,994,428 17 A percentage of AUM
Tegesta Capital, Llc
110 Front St. , Suite 300,
Jupiter, FL 33477
$86,160,174 62 A percentage of AUM
Performance Based

    List of Additional Advisors in Jupiter, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Statewide Financial Group, Inc
    Inquire with Statewide
    116 Intracoastal Pointe Dr, Suite 200, Jupiter, FL  33477 561-744-0500
    Charles Marques
    Inquire with Charles
    110 Andros Harbour Place, Jupiter, FL  33458 772-777-8174
    Lead Life by Design
    Inquire with Lead
    19067 SE Bryant Dr, Jupiter, FL  33469 561-310-6687
    Townsend Financial Life Management
    Inquire with Townsend
    601 Heritage Drive, Suite 122, Jupiter, FL  33458 561-578-4669
    Allstate Personal Financial Representative: Julie Russell
    Inquire with Allstate
    2525 Military Trl, Ste 202, Jupiter, FL  33458 561-775-8300
    Ednalyn So
    Inquire with Ednalyn
    901 W Hawie St, Suite 5, Jupiter, FL  33458 561-653-1686
    Hein Wealth & Tax Solutions LLC
    Inquire with Hein
    4600 Military Drive, Suite 226, Jupiter, FL  33458 561-249-1787
    Charles A. Rodgers
    Inquire with Charles
    300 S. US Highway 1, 2nd Floor, Jupiter, FL  33477 415-249-5733
    Edward Jones
    Inquire with Edward
    4425 Military Trail, Ste 205, Jupiter, FL  33458 561-625-0220
    Edward Jones
    Inquire with Edward
    1232 W Indiantown Rd, Suite 103, Jupiter, FL  33458 561-741-1173
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