Rialytix insights

Top RIA Firms in Jupiter, Florida

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Jupiter, Florida. This hub covers 11 matching firms with $41.2B in total reported AUM and median AUM of $383.0M.

Firms

Matching current profiles

Total AUM

$41.2B

Reported regulatory AUM

Median AUM

$383.0M

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. 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
6. One + One Wealth Management, LLC CRD 310906 · Limited Liability Company	JUPITER, FL	$383.0M Feb 2026	+$137.0M+55.7%	+$153.3M+66.7%	+$187.5M+95.9%	—	+1 employees+25.0% over 3Y	+242 accounts+43.9% over 3Y
7. Blackridge Asset Management, LLC CRD 277085 · Limited Liability Company	JUPITER, FL	$370.3M May 2026	+$173.5M+88.1%	+$227.7M+159.8%	+$128.8M+53.3%	—	-8 employees-10.0% over 3Y	+723 accounts+89.7% over 3Y
8. Cayside Partners CRD 306090 · Limited Liability Company	JUPITER, FL	$353.0M Apr 2026	+$39.0M+12.4%	—	—	+$190.5M+117.2%	0 employees+0.0% over 1Y	+87 accounts+164.2% over 1Y
9. 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
10. Urs Advisory CRD 289892 · Limited Liability Company	JUPITER, FL	$200.3M Jul 2026	—	—	—	+$41.5M+26.1%	+1 employees+20.0% over Total	+49 accounts+10.1% over Total
11. Atlantic Wealth Partners, LLC CRD 289440 · Limited Liability Company	JUPITER, FL	$198.1M Jun 2026	+$28.8M+17.0%	-$18.9M-8.7%	+$43.8M+28.4%	—	-1 employees-20.0% over 3Y	-428 accounts-34.5% over 3Y

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.