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City

Independent RIAs in Jupiter, Florida

As of October 2, 2026, 28 independent wealth management RIAs with their main office in Jupiter, Florida reported $4.9 billion in regulatory assets under management; the largest by assets was Slatestone Wealth LLC, with $1.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
28
Regulatory assets under management
$4.9 billion
Average per firm
$174.4 million
SEC-registered, of those listed
10 of 28 (35.7%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Slatestone Wealth LLC SEC $1.8 billion 1,580
2 Inlet Private Wealth, LLC SEC $608.1 million 184
3 Cayside Partners SEC $438.0 million 145
4 Core Wealth Management, Inc. SEC $404.7 million 999
5 One + One Wealth Management, LLC SEC $383.0 million 793
6 Aft, Forsyth and Company, Inc. SEC $258.6 million 176
7 Urs Advisory SEC $200.3 million 536
8 Freedom Family Office, LLC SEC $162.1 million 216
9 Marchand Faries Financial Management, Inc. SEC $138.7 million 223
10 Tegesta Capital, LLC State $111.1 million 61
11 Sherpa Capital Management SEC $107.5 million 409
12 Renew Family Wealth State $105.4 million 164
13 Daniels D'Amelio Investment Management Group, LLC State $50.7 million 143
14 LDL Capital Management, LLC State $44.7 million 50
15 Patriot Securities LLC State $30.3 million 110
16 Pelican Financial Planning and Wealth, PLLC State $25.5 million 80
17 Fortuna Investors LLC State $21.2 million 148
18 Cruzan & Associates LLC State $21.0 million 34
19 Souther Capital Management L.L.C. State $6.6 million 7
20 Boca Retirement Strategies Inc. State $2.9 million 46
21 Pinder Financial, LLC State $700,000 9
22 Foresight Financial Advisory State $350,000 1
23 Bluewater Asset Management State $0 0
24 Giessel Wealth Advisors State $0 0
25 Hudson Trading Group State $0 0
26 J. Leigh Capital Management, LLC State $0 0
27 TGB Asset Management, LLC State $0 0
28 Trout Capital Management, LLC State $0 0

Independent RIAs in Florida, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.