Jay Scarola Sage Settlement Consulting
“I've used their services in the past and will continue to use them in the future for large settlement annuities for minors.”
Best Financial Advisors in Jupiter, FL
24 firms listed · all 24 in Jupiter · 1 open 24/7 · 2 open weekends · 13 rated 4.5+
Data verified October 19, 2026
Statewide Financial Group
“He is patient, never uninformed, and ready to listen and help, no matter how little you have to invest.”
Schanel & Associates, PA, Cpas
“This is only my second tax year with them but I fine the entire staff to be extremely professional.”
Lee Wealth Management
“Both my advisor C Randy Lee and his wife, Holly Lee, have been wonderful over the years that I have worked with them.”
New Life Financial Alliance
“Bryan and Ellen are the ultimate professionals and show their passion in their work helping people.”
Asset Advisory Services
“Andrew Francisco helped me every step of the way to consolidate accounts, plan my eventual retirement, and invest intelligently.”
The 24 firms listed for Jupiter, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Jupiter, FL
All 24 firms we list here are in Jupiter itself. We have 27 firms in Jupiter on file; this page shows the highest-rated 24. 14 of the firms on this page have a rating, from 4.0 to 5.0 across 143 reviews; 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (75%) and quality (50%). 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), business planning (2), retirement planning (2), tax planning (2) and tell a friend (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 43 years. 1 offers urgent consultations; 3 offer payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 13 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Jupiter take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Blue Ocean Financial Services
“Chris at Blue Ocean Financial has taken care of our financial needs for years.”
Hein Wealth & Tax Solutions
Cary Stamp & Co.
“, so take my review as a biased opinion, but I believe this is the greatest wealth management company in the world!”
Friedman, Feldmesser & Karpeles CPA
“Always good to work with Mike Graham and his team!”
Financial Investment Network
“My 401K has never looked better and she cares and is always giving me the best advice.”
Tribox Private Wealth
“John Rojas and Tribox are a family oriented company that you can trust with your investments.”
Sarah Davis - Thrivent
“Smart, personable and driven to provide exceptional customer service.”
Voloridge Investment Management
Rockefeller Jeffrey J
Core Wealth Management
Seaside Investment Advisors
Fair Share Divorce Solutions
One + One Wealth Management
Inlet Private Wealth
Citizens Invest
Atlantic Wealth Partners
Geller
Guiry Capital Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
