City
Wealth management firms in Jupiter, Florida
As of October 2, 2026, 29 wealth management firms, including broker-dealer firms, with their main office in Jupiter, Florida reported $5.1 billion in regulatory assets under management; the largest by assets was Slatestone Wealth LLC, with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 29
- Regulatory assets under management
- $5.1 billion
- Average per firm
- $175.9 million
- SEC-registered, of those listed
- 11 of 29 (37.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | Blackridge Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $216.7 million | 696 |
| 8 | Urs Advisory | SEC | $200.3 million | 536 |
| 9 | Freedom Family Office, LLC | SEC | $162.1 million | 216 |
| 10 | Marchand Faries Financial Management, Inc. | SEC | $138.7 million | 223 |
| 11 | Tegesta Capital, LLC | State | $111.1 million | 61 |
| 12 | Sherpa Capital Management | SEC | $107.5 million | 409 |
| 13 | Renew Family Wealth | State | $105.4 million | 164 |
| 14 | Daniels D'Amelio Investment Management Group, LLC | State | $50.7 million | 143 |
| 15 | LDL Capital Management, LLC | State | $44.7 million | 50 |
| 16 | Patriot Securities LLC | State | $30.3 million | 110 |
| 17 | Pelican Financial Planning and Wealth, PLLC | State | $25.5 million | 80 |
| 18 | Fortuna Investors LLC | State | $21.2 million | 148 |
| 19 | Cruzan & Associates LLC | State | $21.0 million | 34 |
| 20 | Souther Capital Management L.L.C. | State | $6.6 million | 7 |
| 21 | Boca Retirement Strategies Inc. | State | $2.9 million | 46 |
| 22 | Pinder Financial, LLC | State | $700,000 | 9 |
| 23 | Foresight Financial Advisory | State | $350,000 | 1 |
| 24 | Bluewater Asset Management | State | $0 | 0 |
| 25 | Giessel Wealth Advisors | State | $0 | 0 |
| 26 | Hudson Trading Group | State | $0 | 0 |
| 27 | J. Leigh Capital Management, LLC | State | $0 | 0 |
| 28 | TGB Asset Management, LLC | State | $0 | 0 |
| 29 | Trout Capital Management, LLC | State | $0 | 0 |
Wealth management firms 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.