Top advisors in Sunny Isles Beach
We’ve curated a list of the best financial advisors in Sunny Isles Beach, take a look at it below
Find an advisor in Sunny Isles Beach| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,296,886,377 | 27 advisors | ||
| 2 | $221,869,724 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Sunny Isles Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sunny Isles Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Dwight Securities Management LLC
Assets under management
$2,296,886,377
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Taika Capital
Assets under management
$221,869,724
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.