Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Jupiter, FL
Every SEC-registered investment adviser representative at a firm office in Jupiter, with the firms that employ the most of them.
The short answer
256 registered advisors work in Jupiter; the most are at Blackridge Asset Management, LLC (30). 35 list the CFP designation and 164 are also registered broker representatives.
Firms with the most advisors in Jupiter
Advisors in Jupiter, A to Z
CFP advisors in Jupiter →- Sean AbbeyVail Valley Asset Management, LLC · Chartered Financial Analyst
- Eric J. AckermanTruist Advisory Services, Inc. · Certified Financial Planner
- Bernard G. AdairMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Larry N. AftAft, Forsyth And Company, Inc. · Chartered Financial Analyst
- Jennifer L. ArnoldJ. Leigh Capital Management, LLC
- Lindsay H. AsklandCommonwealth Financial Network
- Frank P. BarrellaSpc
- Max BashfordWells Fargo Clearing Services, LLC
- Thomas G. BatesTgb Asset Management, LLC · Chartered Financial Analyst
- Brian L. BaughmanEdward Jones
- Lauren E. BergenWells Fargo Clearing Services, LLC
- Diane BilelloEquitable Advisors, LLC
- David S. BoneOne + One Wealth Management, LLC
- Jeffrey R. BoronBlackridge Asset Management, LLC
- Steven BoschertStrategic Advisers LLC · Certified Financial Planner
- Eric J. Breitenbach Jr.One + One Wealth Management, LLC
- Hunter E. BrockwayBoca Retirement Strategies Inc.
- Alton S. BurrellWells Fargo Clearing Services, LLC
- William P. BushCorient
- Brian W. BzikVictory Capital Management Inc.
- Jason M. CainCynosure Portfolio Advisors LLC
- Kyle A. CainForesight Financial Advisory · Certified Financial Planner
- Stacy A. CalderBlackridge Asset Management, LLC
- Christopher A. CampbellWhitestone Global Partners
- Paul F. CaseyRenew Family Wealth
- Drew M. ChiuratoRenew Family Wealth
- Cheryl A. CiagliaBlackridge Asset Management, LLC
- Mark D. ClairBlackridge Asset Management, LLC
- Sean W. CoffeyBlackridge Asset Management, LLC
- Karen L. CokerBlackridge Asset Management, LLC
- Lori M. ColclasureCommonwealth Financial Network
- Thomas P. CollinsKovack Advisors, Inc.
- Michael B. ComcowichCetera Investment Advisers LLC
- Anthony P. ContiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth L. CookBlackridge Asset Management, LLC
- Tonya L. CooperBlackridge Asset Management, LLC
- Louis J. Croce IIIMorgan Stanley
- Joseph G. CruzanCruzan & Associates LLC
- Anthony J. CulottaFreedom Family Office, LLC · Certified Financial Planner
- Stacy L. CulottaFreedom Family Office, LLC · Certified Financial Planner
- Peter F. CulverFreedom Family Office, LLC
- Richard J. CurleyLPL Financial LLC
- Howard H. DaherDaher Capital Group, LLC
- Charles J. Daniels Jr.Slatestone Wealth LLC
- Sharon A. DanielsSlatestone Wealth LLC
- Garrett S. DavisSterling Capital Management LLC
- Hayden A. DawesRenew Family Wealth
- Jon B. DeaneCetera Investment Advisers LLC
- Lesley K. DegenhartRossby Financial, LLC
- Douglas DemayEquity Services, Inc. · Chartered Financial Analyst
- Michael R. DiamondCorient
- Mary C. DixonMai Capital Management, LLC · Chartered Financial Analyst
- Phillip F. DohertyMML Investors Services, LLC
- Richard E. DoneganRaymond James & Associates, Inc.
- Kathleen M. DonnellyBlackridge Asset Management, LLC
- James J. DrinkwaterLPL Financial LLC
- Jon E. DrinkwaterLPL Financial LLC · Certified Financial Planner
- Keith A. DubauskasOne + One Wealth Management, LLC
- Mackenzie EdwardsInlet Private Wealth, LLC
- Arie Y. EitaniUrs Advisory
- Ryan D. EricksonSlatestone Wealth LLC · Chartered Financial Analyst
- Jeremy ErvinInspire Advisors, LLC · Certified Financial Planner
- Carlos A. FareloOsaic Institutions, Inc. · Certified Financial Planner
- John R. Faries IIMarchand Faries Financial Management, Inc.
- Philip L. FazioMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Diana L. FernandezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathon J. Fernandez-RubioCore Wealth Management, Inc. · Certified Financial Planner
- Scott B. FisherLPL Financial LLC
- Constance C. FlynnMorgan Stanley
- Mark A. FoleyJanney Montgomery Scott LLC
- Andrew J. FranciscoCommonwealth Financial Network
- Joseph C. FranciscoCommonwealth Financial Network
- James L. FrostRaymond James Financial Services Advisors, Inc.
- Justin P. FucciMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joel M. FunderburkWedbush Securities Inc.
- Ted E. FurnissInlet Private Wealth, LLC · Chartered Financial Analyst
- Erin K. Gibbs-MatheySlatestone Wealth LLC
- Jordan GiesselGiessel Wealth Advisors
- Steven GoethelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tara GoinsThrivent Investment Management Inc.
- David M. GoldCommonwealth Financial Network
- Jacquelyn A. GoldstickCore Wealth Management, Inc. · Certified Financial Planner
- Darryl S. GraysonAcr Alpine Capital Research, LLC
- Anton D. GreatonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph A. GruttaBlackridge Asset Management, LLC · Certified Financial Planner
- Lauren HacklerCambridge Investment Research Advisors, Inc.
- Laurie R. HacklerCambridge Investment Research Advisors, Inc.
- Joshua L. HallJ.P. Morgan Securities LLC
- Dennis P. HarkinSlatestone Wealth LLC
- Robin M. HarmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth W. HauckOsaic Wealth, Inc.
- Steven I. HeinLPL Financial LLC · Certified Financial Planner, Personal Financial Specialist
- John D. HeldPNC Wealth Management LLC
- Colin J. HickeyCayside Partners
- Patrick A. Hoene&Partners
- Gerald B. HoeningsKovack Advisors, Inc. · Certified Financial Planner
- Sarah J. HoffmanThrivent Investment Management Inc.
- Robert E. HoganThe Mather Group, LLC · Certified Financial Planner
- Terra L. HowardBlackridge Asset Management, LLC
- Andrew R. HutchesonWedbush Securities Inc.
- Charles J. Incalcaterra IIIWells Fargo Clearing Services, LLC
- Brian K. JacobsonState Farm Investment Management Corp.
- Jason W. JoanisSlatestone Wealth LLC · Chartered Financial Analyst
- Charmaine V. KaesBlackridge Asset Management, LLC
- Christopher B. KellySowell Management
- Patrick M. KennyMML Investors Services, LLC
- Anthony T. KlingseisenLPL Financial LLC
- Peter A. KotosBlackridge Asset Management, LLC
- Jenna KozodoyFreedom Family Office, LLC
- Joseph D. LabanzPatriot Securities LLC
- Michael LaderAmeriprise Financial Services, LLC
- Bryce K. LarsonCambridge Investment Research Advisors, Inc.
- Janice A. LavinBlackridge Asset Management, LLC
- Kenneth J. LeachNewedge Advisors
- Erik H. LembckeUrs Advisory · Certified Financial Planner
- Julia G. LembckeUrs Advisory · Certified Financial Planner, Chartered Financial Consultant
- Sarah P. LeviStrategic Advisers LLC
- Robert LevinSlatestone Wealth LLC
- Cary M. LevineB. Riley Wealth Advisors, Inc.
- Jacob LevineTrout Capital Management, LLC
- Kate Logan-LindgrenWells Fargo Advisors Financial Network, LLC
- Alexander J. LongBlackridge Asset Management, LLC
- Gerald E. LongLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- George A. LopesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Virginia L. LynnWells Fargo Advisors Financial Network, LLC
- Patrick D. MaguireRBC Capital Markets, LLC
- Paul R. MaizesLPL Financial LLC · Certified Financial Planner
- Mark R. MallerWells Fargo Clearing Services, LLC
- Carter D. MansbachAtcap Partners, LLC
- Thomas L. MarcacciOsaic Wealth, Inc. · Certified Financial Planner
- Christopher R. MarchicaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph A. MarianiCayside Partners
- Ava R. MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Susana Martin OrtegaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John J. MarvinWells Fargo Clearing Services, LLC
- Charles A. MassieBlackridge Asset Management, LLC · Certified Financial Planner
- Erica B. MassieBlackridge Asset Management, LLC
- Alexander M. MataStrategic Advisers LLC
- Frank L. Maurno IIIOne + One Wealth Management, LLC · Certified Financial Planner
- Patrick S. MayberryMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas J. McDermottLPL Financial LLC · Certified Financial Planner
- Alice M. McElhinneyWealth Enhancement Advisory Services, LLC
- Peter H. McGlynnRenew Family Wealth
- John A. McNamaraLPL Financial LLC
- Shashi MehrotraLincoln Investment · Chartered Financial Analyst
- Thomas W. MeissnerBlackridge Asset Management, LLC
- Matthew J. MelendyNewedge Advisors
- Matthew MellusiCommonwealth Financial Network · Certified Financial Planner
- Jacob A. MetroSlatestone Wealth LLC
- Durley MeyerWells Fargo Advisors Financial Network, LLC
- Scott D. MillerRenew Family Wealth
- Vedant K. MimaniFortuna Investors LLC
- Nancy J. MobberleyOsaic Wealth, Inc. · Certified Financial Planner
- George P. MolerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel MolinariPNC Wealth Management LLC
- John R. MorrisJanney Montgomery Scott LLC
- Leslie E. MuehlheuserMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James MugnoT. Rowe Price Associates, Inc.
- Taylor B. NorthropGwn Securities Inc.
- Russell W. O'BrienSlatestone Wealth LLC · Certified Financial Planner
- Joseph OrsiniOppenheimer & Co. Inc. · Chartered Financial Analyst
- Michael T. PaganoVest Assured, Inc. · Certified Financial Planner
- Dominick B. PagliaroJ.P. Morgan Securities LLC
- Makarios M. PaliosRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John S. PaolellaCorient
- Robert J. PaoliniIndependent Advisor Alliance, LLC
- Peter PappalasCommonwealth Financial Network
- Reeya H. PatelUrs Advisory
- Daniel D. PayneSlatestone Wealth LLC · Chartered Financial Analyst
- Victoria L. PeaperInlet Private Wealth, LLC
- Desha D. PerezJ.P. Morgan Securities LLC
- Gregory L. PetrieBlackridge Asset Management, LLC
- Kimberly L. PierceSlatestone Wealth LLC · Chartered Financial Analyst
- Christopher A. PinderPinder Financial, LLC
- John R. PiperRetirement Plan Advisors, LLC
- Anthony PirozziRaymond James Financial Services Advisors, Inc.
- Kelly R. PirozziRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Bryan T. PiskorowskiAllspring Funds Management, LLC
- Kenneth PolcariSlatestone Wealth LLC
- Tracy C. PotterJ.P. Morgan Securities LLC
- Joy Prefer CohenBlackridge Asset Management, LLC
- John M. PugsleyState Farm Investment Management Corp.
- Sean P. QuinnInternational Assets Investment Management, LLC
- Kathryn M. RamosOsaic Wealth, Inc.
- Dominickey M. RandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth RanieriAllspring Funds Management, LLC · Chartered Financial Analyst
- Julie L. Rapp&Partners
- Ellis C. ReginiBlackridge Asset Management, LLC
- Ronald J. ReinsteinBlackridge Asset Management, LLC
- Mark H. RenzCorient · Chartered Financial Analyst
- William J. RepathTruist Advisory Services, Inc.
- Michael D. RheaCayside Partners
- Jennifer L. Ridley HansonSlatestone Wealth LLC · Certified Financial Planner
- Michael J. RitgerFortuna Investors LLC
- Ruben M. RodriguezJ.P. Morgan Securities LLC
- Charles A. RongoIbex Wealth Advisors, LLC
- Philip F. Rongo IIIIbex Wealth Advisors, LLC
- Bret B. RosenthalRosenthal Capital Management, LLC
- Bruno D. RossiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert M. RubinLdl Capital Management, LLC
- Joshua B. RudolphSlatestone Wealth LLC · Certified Financial Planner
- Suzanne M. RupkeyLincoln Investment
- Mark A. RupoloBlackridge Asset Management, LLC · Personal Financial Specialist
- Brooks D. RussoStrategic Advisers LLC
- Stephen M. RuvitusoSykon Capital LLC
- Fabiola SardinhaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Juan SardinhaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen R. SaxonState Farm Investment Management Corp.
- Todd M. SchanelCore Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Zachary J. SchleimerLord, Abbett & Co. LLC
- Patrick S. SelwayBlackridge Asset Management, LLC
- Rron SezairiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Omar R. ShalabiBlackridge Asset Management, LLC · Certified Financial Planner
- Jennifer C. ShefflerMarchand Faries Financial Management, Inc. · Certified Financial Planner
- Justin M. SheinbaumNewedge Advisors · Chartered Financial Analyst
- Linda M. ShermanBlackridge Asset Management, LLC
- Joe ShewmakerPfs Investments Inc.
- Carolyn A. SipperleyOne + One Wealth Management, LLC
- Robert K. SloanPfs Investments Inc.
- Timothy S. SmithUBS Financial Services Inc.
- Charles T. Sober Jr.Aft, Forsyth And Company, Inc.
- Troy C. SorelSlatestone Wealth LLC
- John M. SoutherSouther Capital Management L.L.C.
- Charles S. Sperrazza Jr.Blackridge Asset Management, LLC
- Matthew R. SpilfogelNovem Group
- Sally S. StahlEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Cary B. StampCommonwealth Financial Network
- Michael S. StolowitzWells Fargo Clearing Services, LLC
- Tanner StrunkCayside Partners
- Todger A. StrunkCayside Partners
- Peter J. SuccosoSherpa Capital Management
- Ryan T. SwensonCommonwealth Financial Network
- Jose A. TagleLPL Financial LLC
- Scott A. TankerBlackridge Asset Management, LLC · Chartered Financial Consultant
- John S. TassoneCw Advisors, LLC
- Christian G. TaylorBlackridge Asset Management, LLC
- Robert S. Taylor Jr.Commonwealth Financial Network
- James E. ThomsonWells Fargo Clearing Services, LLC
- Brian J. TirriGreycliff Wealth Management, LLC
- Lisa L. TomczakSlatestone Wealth LLC
- Joseph N. TrottaLPL Financial LLC
- Nastasha N. TruesdaleStrategic Advisers LLC
- Mark TulleyWells Fargo Advisors Financial Network, LLC
- Dominick J. Vender IIIEmpower Advisory Group, LLC
- Heather A. ViniarCetera Investment Advisers LLC
- Michael P. VoloCaptrust
- Michael B. WalderCommonwealth Financial Network
- Dylan J. WalkerMariner
- Steven F. WarchMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel A. WebbMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael B. WeinbergMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles T. WhitneyLPL Financial LLC
- Charles M. WilnerBlackridge Asset Management, LLC
- Eric P. WithersHudson Trading Group
- Brian J. ZimmsLPL Financial LLC
- Steven R. ZwirzJ.P. Morgan Securities LLC
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Jacksonville 2,317Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Bradenton 254Stuart 249Saint Petersburg 244Vero Beach 241
Questions
How many financial advisors are in Jupiter, FL?
256 investment adviser representatives are registered at firm offices in Jupiter, Florida, according to the SEC's Investment Adviser Public Disclosure records. 164 of them are also registered as broker representatives, and 35 list the CFP designation.
Which firm has the most financial advisors in Jupiter?
Blackridge Asset Management, LLC, with 30 registered advisors in Jupiter, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 22.
How do I check a financial advisor in Jupiter?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.