Rialytix insights

Largest RIA Firms in Jupiter, Florida by AUM

Explore registered investment advisers headquartered in Jupiter, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 10 firms with $40.9B in total reported AUM and median AUM of $421.3M.

Firms

Matching current profiles

Total AUM

$40.9B

Reported regulatory AUM

Median AUM

$421.3M

Across firms with AUM

Largest firm

$36.2B

Voloridge

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Voloridge CRD 152869 · Limited Liability Company	JUPITER, FL	$36.2B Mar 2026	-$106.5M-0.3%	+$8.7B+31.5%	+$26.1B+258.7%	+$36.1B+87226.6%	+46 employees+46.9% over 3Y	0 accounts+0.0% over 3Y
2. Slatestone Wealth LLC CRD 286669 · Limited Liability Company	JUPITER, FL	$1.8B Jun 2026	+$109.1M+6.6%	+$810.8M+85.1%	+$917.6M+108.5%	+$1.5B+699.6%	+5 employees+21.7% over 3Y	+422 accounts+36.4% over 3Y
3. Inlet Private Wealth, LLC CRD 297154 · Limited Liability Company	JUPITER, FL	$608.1M Feb 2026	+$53.3M+9.6%	+$196.8M+47.8%	+$269.3M+79.5%	—	-1 employees-16.7% over 3Y	+45 accounts+32.4% over 3Y
4. Daher Capital Group, LLC CRD 341516 · Limited Liability Company	JUPITER, FL	$490.0M May 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
5. Cayside Partners CRD 306090 · Limited Liability Company	JUPITER, FL	$438.0M Sep 2026	+$124.0M+39.5%	—	—	+$275.5M+169.5%	0 employees+0.0% over 1Y	+92 accounts+173.6% over 1Y
6. Core Wealth Management, INC. CRD 162870 · Corporation	JUPITER, FL	$404.7M Mar 2026	+$116.8M+40.5%	+$133.4M+49.2%	+$237.6M+142.2%	+$290.4M+254.0%	0 employees+0.0% over 3Y	+360 accounts+56.3% over 3Y
7. One + One Wealth Management, LLC CRD 310906 · Limited Liability Company	JUPITER, FL	$383.0M Sep 2026	+$112.0M+41.4%	+$153.3M+66.7%	+$187.5M+95.9%	—	+1 employees+25.0% over 3Y	+242 accounts+43.9% over 3Y
8. Aft, Forsyth And Company, INC. CRD 137404 · Corporation	JUPITER, FL	$258.6M May 2026	+$25.8M+11.1%	+$110.7M+74.9%	+$60.8M+30.8%	-$292.1M-53.0%	0 employees+0.0% over 3Y	-10 accounts-5.4% over 3Y
9. Blackridge Asset Management, LLC CRD 277085 · Limited Liability Company	JUPITER, FL	$216.7M Oct 2026	+$19.9M+10.1%	+$74.2M+52.0%	-$24.8M-10.2%	—	-11 employees-13.8% over 3Y	-110 accounts-13.6% over 3Y
10. Urs Advisory CRD 289892 · Limited Liability Company	JUPITER, FL	$200.3M Sep 2026	—	—	—	+$41.5M+26.1%	+2 employees+40.0% over Total	+49 accounts+10.1% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.