Top 7 financial advisor firms in Jupiter

7 SEC-registered financial advisor firms are headquartered in Jupiter, FL, with $4.06B in combined regulatory assets under management. The largest by assets are SlateStone Wealth ($1.76B), Inlet Private Wealth ($608M) and Cayside Partners ($438M).

7
Financial advisor firms: $4.06B
Their combined AUM: $405M
Median firm AUM: 1,539
Clients of the top 7

The 7 largest by assets

1
SlateStone Wealth
RIA
$1.76B
0.25% to 1.00% a year
2
Inlet Private Wealth
RIA
$608M
1.00% to 1.00% a year
3
Cayside Partners
RIA
$438M
Up to 1.50% a year
4
Core Wealth Management
RIA
$405M
0.25% to 1.25% a year
5
One + One Wealth Management
RIA
$383M
Regulatory AUM
6
Aft, Forsyth and Company
RIA
$259M
Regulatory AUM
7
Urs Advisory
RIA
$200M
0.30% to 0.95% a year

Profiles of the top 7

No. 1 · RIA

SlateStone Wealth

SlateStone Wealth is an investment adviser based in Jupiter, FL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.76 billion, as filed on 3 June 2026.

SlateStone Wealth charges 0.25%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $1.76B
Clients: 563
Advisory staff: 19
Founded: 2017
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 661 University BLVD, Suite 100, Jupiter, FL 33458
Phone: 561-244-2504
Website: slatestonewealth.com

No. 2 · RIA

Inlet Private Wealth

Inlet Private Wealth is an investment adviser based in Jupiter, FL, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $608 million, as filed on 20 February 2026.

Inlet Private Wealth charges 1.00% a year for its Portfolio Management Services.

Regulatory AUM: $608M
Clients: 121
Advisory staff: 3
Founded: 2018
Fee schedule: 1.00% to 1.00% a year
Minimum account: $1,000,000
Custodians: Fidelity, National Advisors Trust
Headquarters: 116 Intracoastal Pointe DR., Suite 400, Jupiter, FL 33477
Phone: 561-781-0400
Website: inletprivatewealth.com

No. 3 · RIA

Cayside Partners

Cayside Partners is an investment adviser based in Jupiter, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $438 million, as filed on 24 September 2026.

Cayside Partners charges up to 1.50% a year for its Investment Advisory Services.

Regulatory AUM: $438M
Clients: 69
Advisory staff: 4
Fee schedule: Up to 1.50% a year
Custodians: Fidelity
Headquarters: 364 Cypress Drive, Suite 202, Jupiter, FL 33469
Phone: 561-768-9621
Website: caysidepartners.com

No. 4 · RIA

Core Wealth Management

Core Wealth Management is an investment adviser based in Jupiter, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $405 million, as filed on 2 March 2026.

Core Wealth Management charges 0.25%–1.25% a year for its Portfolio management fee.

Regulatory AUM: $405M
Clients: 291
Advisory staff: 3
Fee schedule: 0.25% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 4600 Military Trail, Suite 215, Jupiter, FL 33458
Phone: 561-491-0231
Website: core-wm.com

No. 5 · RIA

One + One Wealth Management

One + One Wealth Management is an investment adviser based in Jupiter, FL, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $383 million, as filed on 21 September 2026.

Regulatory AUM: $383M
Clients: 251
Advisory staff: 5
Founded: 2020
Custodians: Charles Schwab
Headquarters: 1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477
Phone: 561-972-4913
Website: oneplusonewealth.com

No. 6 · RIA

Aft, Forsyth and Company

Aft, Forsyth and Company is an investment adviser based in Jupiter, FL, registered with the SEC since 2005. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $259 million, as filed on 15 May 2026.

Regulatory AUM: $259M
Clients: 71
Advisory staff: 1
Founded: 2005
Custodians: Charles Schwab
Headquarters: 4171 Main Street, Jupiter, FL 33458
Phone: 561-296-6680

No. 7 · RIA

Urs Advisory

Urs Advisory is an investment adviser based in Jupiter, FL, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $200 million, as filed on 9 September 2026.

Urs Advisory charges 0.30%–0.95% a year for its Asset Management.

Regulatory AUM: $200M
Clients: 173
Advisory staff: 4
Founded: 2017
Fee schedule: 0.30% to 0.95% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 4425 N Military Trail, Suite 208, Jupiter, FL 33458
Phone: 561-594-0100

Questions about financial advisors in Jupiter

How many financial advisor firms are headquartered in Jupiter?

7 SEC-registered financial advisor firms report their principal office in Jupiter, FL, managing $4.06B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Jupiter?

SlateStone Wealth, with $1.76B in regulatory assets under management on its latest Form ADV. The next largest are Inlet Private Wealth ($608M) and Cayside Partners ($438M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Jupiter?

The median firm manages $405M in regulatory assets. That is the midpoint of the 7 firms headquartered in Jupiter.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Jupiter charge?

Of the 7 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.95% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Jupiter?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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