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Financial Planners in Jupiter, FL: 2026 rankings

108 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Jupiter: Pinnacle Tax of Jupiter + Palm Beach, RFA Score 77/100; 5.0★ from 146 Google reviews.

  2. 22

    Most-reviewed: Metals Edge, 350 Google reviews at 4.9★, the most of 108 ranked; ranked #22.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

108 Jupiter financial planners are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 108 rated firms.

Top 10 financial planners in Jupiter at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Jupiter at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Pinnacle Tax of Jupiter + Palm Beach775.0★ (146)Jupiter—Top score
2Goldberg Retirement Solutions744.9★ (73)JupiterSat—
3New Life Financial Alliance | New Life Financial Planning744.9★ (72)Jupiter——
4Lee Wealth Management735.0★ (55)Jupiter——
5Helius Wealth Management - Raymond James725.0★ (57)Palm Beach Gardens, 6 mi away——
6WELLth Financial Planning715.0★ (29)JupiterEvenings—
7Jupiter Joe Thomas705.0★ (21)Jupiter——
8Boca Retirement Strategies, Inc.705.0★ (20)Jupiter——
9First Horizon Bank - West Palm Beach, FL - Palm Beach Lakes Blvd694.7★ (77)West Palm Beach, 14 mi away——
10Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC695.0★ (26)Palm Beach Gardens, 6 mi away——

All 108 financial planners in Jupiter, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 Lee Wealth Management

    Based in Jupiter

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    1662 US-1 Ste A, Jupiter, FL 33469
    View profile for Lee Wealth Management(561) 747-0455

  7. #7 Jupiter Joe Thomas

    Based in Jupiter

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4425 Military Trail Ste 206, Jupiter, FL 33458
    View profile for Jupiter Joe Thomas(561) 743-0999

  9. #9 First Horizon Bank - West Palm Beach, FL - Palm Beach Lakes Blvd

    Based in West Palm Beach, 14 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.7★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 77 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1645 Palm Beach Lakes Blvd Ste 100, West Palm Beach, FL 33401
    View profile for First Horizon Bank - West Palm Beach, FL - Palm Beach Lakes Blvd(561) 688-9400

  10. #10 Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Palm Beach Gardens, 6 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3801 PGA Blvd #500, Palm Beach Gardens, FL 33410
    View profile for Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC(561) 383-3625

  11. #11 Palm Beach Tax Group, Inc

    Based in Palm Beach Gardens, 15 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 57 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 57 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    44 Cocoanut Row #5, Palm Beach, FL 33480
    View profile for Palm Beach Tax Group, Inc(561) 655-5777

  16. #16 Bridge Financial

    Based in North Palm Beach, 5 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13700 US-1, Juno Beach, FL 33408
    View profile for Bridge Financial(561) 282-0380

  18. #18 rinehimerbaker llc

    Based in Jupiter

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    390 Tequesta Dr, Tequesta, FL 33469
    View profile for rinehimerbaker llc(561) 529-4630

  22. #22 Metals Edge

    Based in Palm Beach Gardens, 7 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and review volume: 4.9★ from 350 Google reviews, the most in Jupiter.

    • 4.9★ from 350 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7111 Fairway Dr Ste 101, Palm Beach Gardens, FL 33418
    View profile for Metals Edge(800) 982-6105

  24. #24 Tribox Private Wealth

    Based in Jupiter

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    601 Heritage Dr #214, Jupiter, FL 33458
    View profile for Tribox Private Wealth(561) 730-2100

  25. #25 Cary Stamp & Co.

    Based in Jupiter

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.2★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    225 Chimney Corner Ln Ste 2001, Jupiter, FL 33458
    View profile for Cary Stamp & Co.(561) 471-7700

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 108 ranked financial planners here; the rest are on their profiles.

financial planners in Jupiter, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sean Mullin - Northwestern Mutual665.0★ (11)6 mi
27Prosperity Financial Solution665.0★ (11)7 mi
28Bank of America (with Drive-thru ATM)663.2★ (66)In Jupiter
29Landing Financial Group, Inc654.4★ (16)9 mi
30Shubert Cineus, Financial Advisor, Modern Edge Capital655.0★ (18)15 mi
31Sarah Hoffman - Thrivent655.0★ (4)In Jupiter
32Bankers Life654.7★ (19)14 mi
33Bank of America (with Drive-thru ATM)653.0★ (22)In Jupiter
34Palm Beach Accounting & Tax Firm654.8★ (19)16 mi
35Core Wealth Management645.0★ (3)In Jupiter
36Silver Edge Financial Group, LLC645.0★ (3)In Jupiter
37URS Advisory645.0★ (3)In Jupiter
38Merrill Lynch Wealth Management645.0★ (3)In Jupiter
39AmeriLife of Florida, LLC644.7★ (19)17 mi
40Vault Wealth Management643.8★ (12)7 mi
41Northwestern Mutual Warner Financial Group644.4★ (7)6 mi
42First Horizon Bank - Palm Beach, FL - Royal Palm Way644.6★ (18)16 mi
43American Coin And Currency645.0★ (12)15 mi
44Fidelity Investments643.2★ (39)6 mi
45Velocity Community Investment Services643.9★ (7)6 mi
46Initiative Wealth Planners635.0★ (16)20 mi
47Oceanview Private Wealth - Ameriprise Financial Services, LLC635.0★ (4)6 mi
48Travis Routt - Financial Advisor, Ameriprise Financial Services, LLC635.0★ (4)6 mi
49First Horizon Bank - West Palm Beach, FL - N Olive Ave634.3★ (16)15 mi
50Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC635.0★ (13)18 mi

Also serving Jupiter

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Jupiter
BusinessGoogle ratingDistance
Aureum Wealth Management LLC5.0★ (2)In Jupiter
Doumar Insurance & Financial5.0★ (2)In Jupiter
Drinkwater Wealth Management5.0★ (29)In Jupiter
Edward Jones - Financial Advisor: Brian Baughman5.0★ (4)In Jupiter
Edward Jones - Financial Advisor: David L Bradford Jr, CFP®|CEPA®5.0★ (3)In Jupiter
Edward Jones - Financial Advisor: Kyle K Stone5.0★ (1)In Jupiter
Global DS Group4.0★ (14)In Jupiter
Jackson Financial Consulting LLC5.0★ (23)In Jupiter
Jupiter Financial Center1.0★ (1)In Jupiter
Jupiter Payments5.0★ (87)In Jupiter
Merrill Lynch Financial Advisor Anthony Millimaci5.0★ (1)In Jupiter
Newport Group Inc3.0★ (1)In Jupiter
Paolini Financial Group, LLC5.0★ (1)In Jupiter
PWG Financial4.9★ (36)In Jupiter
Rehmann5.0★ (2)In Jupiter
Scarola Settlement Consulting5.0★ (40)In Jupiter
Steven Mckillican: Primerica - Financial Services5.0★ (2)In Jupiter
The Frost Financial Group1.0★ (1)In Jupiter
Tony Pirozzi - Raymond James5.0★ (1)In Jupiter
Wisdom Into Wealth LLC5.0★ (5)In Jupiter

How we ranked Jupiter financial planners

We scored 108 Jupiter financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Jupiter data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Jupiter: frequently asked questions

Which financial planner has the highest RFA Score in Jupiter?

By RFA Score, the highest-ranked financial planner in Jupiter, FL is Pinnacle Tax of Jupiter + Palm Beach with an RFA Score of 77/100. It has 5.0★ from 146 Google reviews. Goldberg Retirement Solutions (#2) and New Life Financial Alliance | New Life Financial Planning (#3) follow. We ranked 108 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Jupiter?

RankedFinancialAdvisors ranks 108 financial planners serving Jupiter, FL. 23 of them are based in Jupiter; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Jupiter work on weekends?

15 of 108 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Goldberg Retirement Solutions (#2) and Bank of America (with Drive-thru ATM) (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Jupiter financial planners have?

The median Google rating among 108 rated financial planners in Jupiter is 5.0★, with a median of 11 reviews. Metals Edge has the most, 350 reviews, and ranks #22. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Jupiter count in this ranking?

Yes, if they are within 25 mi of the Jupiter city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Jupiter ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Jupiter a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Jupiter

  1. November 2026: RFA Scores recalculated for 108 financial planners serving Jupiter.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Jupiter pages