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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 - 18-Mar-2023

Jupiter has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 16 non-vetted advisors in your local area. These financial advisors in Jupiter, Florida have an average of 23 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
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based
John Browning
GUARDIAN ROCK WEALTH
3557 Maria Theresa Ave,
Palm Springs, FL 33406
30 $28,000,000 Not Specified Not Specified
King Tide Advisors
CFP®, CTFA, ATFA
KING TIDE ADVISORS
3441 SW Rivers End Way,
Palm City, FL 34990
10 Not Specified 250,000 Fee-Only

Information on Qualified Financial Advisors in Jupiter

Qualifications CRD# 4307228
Firm CRD# 144600
Series 65

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


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# 2175608
Firm CRD# 120529

Compensation/Fee Flat Fee, Based on Assets


Office Location 3557 Maria Theresa Ave,
Palm Springs,
FL
33406
Phone Number 561-627-4646

Mr. Browning is the sole principal of Guardian Rock Wealth and is an Amazon best-selling author of the book Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values, which can be found on Amazon or by contacting Guardian Rock Wealth for a free copy. Mr. Browning publishes a daily five-minute audio update on Substack and all of our social media platforms as well as the weekly podcast "Building Your Life with John Browning," which can be found anywhere you like to listen to your podcasts, including Apple and Spotify as well as Guardianrockwealth.com Mr. Browning graduated from Cedarville University in Ohio and later obtained his MBA from Northern Illinois University. John is also a Certified Senior Advisor (CSA®) and brings over 30 years of direct Wall Street experience designing specialized portfolios and managing billions in portfolio assets. John brings a wide range of expertise ranging from security and portfolio analysis to domestic and global economics. John has served in various executive-level roles in the financial industry at major Wall Street firms, including Morgan Stanley, Invesco, Guggenheim, and Nuveen. John has been featured in Advisors Magazine (issue 95, page 40) and Asset TV. John has also been quoted on Bloomberg News and several other publications. Additionally, John has served and continues to serve on many not-for-profit boards. John is the father of six and is a foster and adoptive parent currently residing in South Florida.

About Guardian Rock Wealth

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, Insurance Products & Annuities


Qualifications CRD# 6643594
Firm CRD# 318185

Compensation/Fee Fee-Only, Based on Assets


Office Location 3441 SW Rivers End Way,
Palm City,
FL
34990
Phone Number 772-233-2052

About King Tide Advisors

We work with clients that value a financial advisor that helps them reach their financial goals. Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals. We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

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, Insurance Products & Annuities


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
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
$76,268,266 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
    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 561-401-4161
    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
    Edward Jones
    Inquire with Edward
    287 E Indiantown Road, 8, Jupiter, FL  33477 561-741-1390
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