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Investment Advisors in Jupiter, FL: 2026 rankings

61 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Jupiter: Metals Edge, RFA Score 77/100; 4.9★ from 350 Google reviews.

  2. 17

    Most-reviewed: Guided Financial Advisors, 75 Google reviews at 4.9★, the most of 61 ranked after Metals Edge; ranked #17.

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

61 Jupiter investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 61 rated firms.

Top 10 investment advisors 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 investment advisors in Jupiter at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Metals Edge774.9★ (350)Palm Beach Gardens, 7 mi awayTop score
2ViewRight Advisors705.0★ (6)Jupiter—
3ARMR Report685.0★ (3)Jupiter—
4Certuity685.0★ (7)North Palm Beach, 7 mi away—
5Online Trading Academy West Palm Beach674.5★ (24)West Palm Beach, 15 mi away—
6Ram Realty Advisors663.0★ (6)Palm Beach Gardens, 7 mi away—
7New Life Financial Alliance | New Life Financial Planning654.9★ (72)Jupiter—
8Comvest Partners654.4★ (7)West Palm Beach, 16 mi away—
9Affluent Estate Properties, Auction House655.0★ (12)Wellington, 22 mi away—
10Lee Wealth Management655.0★ (55)Jupiter—

All 61 investment advisors 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.

  1. Ranked #1 in Jupiter

    #1 Metals Edge

    Based in Palm Beach Gardens, 7 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 350 Google reviews, listed on Google as “Investment service”.

    • 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

  3. #3 ARMR Report

    Based in Jupiter

    68/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Address
    2050 Jimmy Buffett Mem Hwy, Jupiter, FL 33477
    View profile for ARMR Report(561) 531-1405

  4. #4 Certuity

    Based in North Palm Beach, 7 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1295 US-1, North Palm Beach, FL 33408
    View profile for Certuity(561) 693-3255

  6. #6 Ram Realty Advisors

    Based in Palm Beach Gardens, 7 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.0★ from 6 Google reviews, listed on Google as “Investment company”.

    • 3.0★ from 6 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    4801 PGA Blvd, Palm Beach Gardens, FL 33418
    View profile for Ram Realty Advisors(561) 630-6110

  8. #8 Comvest Partners

    Based in West Palm Beach, 16 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Investment company”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    360 S Rosemary Ave Ste 1700, West Palm Beach, FL 33401
    View profile for Comvest Partners(561) 727-2000

  10. #10 Lee Wealth Management

    Based in Jupiter

    65/100RFA Score

    Ranked #10 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

  11. #11 Cypress Bank & Trust

    Based in Royal Palm Beach, 16 mi away

    64/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    251 Royal Palm Wy #500, Palm Beach, FL 33480
    View profile for Cypress Bank & Trust(561) 659-5889

  13. #13 American Wealth Builders

    Based in Riviera Beach, 14 mi away

    64/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Investment service”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7891 Central Industrial Dr Ste 400, Riviera Beach, FL 33404
    View profile for American Wealth Builders(561) 223-1718

  15. #15 Richard Ewing - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Palm Beach Gardens, 6 mi away

    61/100RFA Score

    Ranked #15 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

  17. #17 Guided Financial Advisors

    Based in West Palm Beach, 16 mi away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 75 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 75 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    700 S Rosemary Ave #204, West Palm Beach, FL 33401
    View profile for Guided Financial Advisors(561) 228-1450

  20. #20 Lyons Resources

    Based in Jupiter

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Lyons Resources(561) 331-6226

  21. #21 Tribox Private Wealth

    Based in Jupiter

    60/100RFA Score

    Ranked #21 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

  22. #22 Peak Capital Management

    Based in Stuart, 18 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.7★ from 12 Google reviews, listed on Google as “Financial advisor”.

    • 4.7★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    750 SE Indian St, Stuart, FL 34997
    View profile for Peak Capital Management(772) 334-9592

  23. #23 Cayside Partners

    Based in Jupiter

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Sat 8 AM–6 PM · Sun closed
    Address
    364 S Cypress Dr Ste 202, Tequesta, FL 33469
    View profile for Cayside Partners

  24. #24 Gorilla Trades

    Based in Jupiter

    59/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.7★ from 6 Google reviews, listed on Google as “Stock broker”.

    • 4.7★ from 6 Google reviews
    Address
    500 University Blvd #240, Jupiter, FL 33458
    View profile for Gorilla Trades(866) 222-6639

Investment advisors 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 61 ranked investment advisors here; the rest are on their profiles.

investment advisors in Jupiter, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26James McHugh - Prudential Financial594.9★ (42)19 mi
27Mindie Molina Investments and Insurance594.9★ (40)20 mi
28Edward Jones - Financial Advisor: David L Bradford Jr, CFP®|CEPA®585.0★ (3)In Jupiter
29Core Wealth Management585.0★ (3)In Jupiter
30Merrill Lynch Wealth Management585.0★ (3)In Jupiter
31Harvey Capital Management Inc585.0★ (3)16 mi
32Palm Beach Accounting & Tax Firm584.8★ (19)16 mi
33Memory Trees Corporation584.9★ (36)22 mi
34Oceanview Private Wealth - Ameriprise Financial Services, LLC575.0★ (4)6 mi
35Travis Routt - Financial Advisor, Ameriprise Financial Services, LLC575.0★ (4)6 mi
36Charles Schwab573.3★ (11)7 mi
37Janney Montgomery Scott575.0★ (3)6 mi
38Boris Niko - Financial Advisor, Ameriprise Financial Services, LLC565.0★ (13)18 mi
39Trajan Wealth565.0★ (9)16 mi
40Fidelity Investments563.2★ (39)6 mi
41Northwestern Mutual565.0★ (8)15 mi
42Merrill Lynch Wealth Management563.0★ (4)6 mi
43Main Street Funding Group, LLC565.0★ (14)22 mi
44Edward Jones - Financial Advisor: Stephen R Hedrick, CFP®|ChFC®545.0★ (6)20 mi
45Keaney Financial Services Corp.545.0★ (7)21 mi
46Charles Schwab543.5★ (8)16 mi
47Edward Jones - Financial Advisor: Cody E Azzi, CFP®|ChFC®|CIMA®|CLU®|AAMS®|AWMA®545.0★ (8)23 mi
48Sterling Organization543.1★ (15)16 mi
49Aaron Brask Capital545.0★ (7)22 mi
50King Tide Advisors545.0★ (8)24 mi

Also serving Jupiter

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

Unranked investment advisors serving Jupiter
BusinessGoogle ratingDistance
Blue Ocean Financial Services, Inc.5.0★ (15)In Jupiter
Boca Retirement Strategies, Inc.5.0★ (20)In Jupiter
Cary Stamp & Co.4.2★ (9)In Jupiter
Drinkwater Wealth Management5.0★ (29)In Jupiter
Goldberg Retirement Solutions4.9★ (73)In Jupiter
Jupiter Joe Thomas5.0★ (21)In Jupiter
L3 Family Wealth Partners5.0★ (16)In Jupiter
Pinnacle Retirement Group5.0★ (11)In Jupiter
Pinnacle Tax of Jupiter + Palm Beach5.0★ (146)In Jupiter
PWG Financial4.9★ (36)In Jupiter
rinehimerbaker llc5.0★ (10)In Jupiter
Sarah Hoffman - Thrivent5.0★ (4)In Jupiter
Scarola Settlement Consulting5.0★ (40)In Jupiter
Silver Edge Financial Group, LLC5.0★ (3)In Jupiter
SmartPlan Investing3.0★ (2)In Jupiter
Statewide Financial Group, Inc4.7★ (18)In Jupiter
Steven Mckillican: Primerica - Financial Services5.0★ (2)In Jupiter
URS Advisory5.0★ (3)In Jupiter
WELLth Financial Planning5.0★ (29)In Jupiter
Wisdom Into Wealth LLC5.0★ (5)In Jupiter

How we ranked Jupiter investment advisors

We scored 61 Jupiter investment advisors 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Jupiter: frequently asked questions

Which investment advisor has the highest RFA Score in Jupiter?

By RFA Score, the highest-ranked investment advisor in Jupiter, FL is Metals Edge with an RFA Score of 77/100. It has 4.9★ from 350 Google reviews. ViewRight Advisors (#2) and ARMR Report (#3) follow. We ranked 61 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Jupiter?

RankedFinancialAdvisors ranks 61 investment advisors serving Jupiter, FL. 14 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 investment advisors in Jupiter work on weekends?

6 of 61 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are South Florida Business Broker | John Diaz (#16), Guided Financial Advisors (#17) and Cayside Partners (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Jupiter investment advisors have?

The median Google rating among 61 rated investment advisors in Jupiter is 5.0★, with a median of 7 reviews. Metals Edge has the most, 350 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Jupiter count in this ranking?

Yes, if they are within 25 mi of the Jupiter city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Jupiter ranked?

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

How do I check an investment advisor’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 investment advisor 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 investment advisors 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 61 investment advisors serving Jupiter.

More investment advisors and Jupiter pages