How many financial advisors are in Sunny Isles Beach, Florida?

Falists lists 8 registered investment advisers with a principal office or filing address in Sunny Isles Beach, Florida, based on public SEC IAPD data.

How do financial advisors in Sunny Isles Beach charge fees?

Fee structures vary by firm. In Sunny Isles Beach, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Sunny Isles Beach?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Florida · 8 advisers

Financial Advisors in Sunny Isles Beach, Florida

Looking for a financial advisor in Sunny Isles Beach, Florida? Falists indexes 8 SEC-registered and state-registered investment advisers in Sunny Isles Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $6.16B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$6.16B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth3 Planning Trusts Retirement Institutional2

Top advisors in Sunny Isles Beach

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

A FIN MANAGEMENT LLC

Sunny Isles Beach, FL

AUM

$6.16B

Wealth Mgmt

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

305-280-0680

Full profile Visit site →

DWIGHT SECURITIES MANAGEMENT LLC

Sunny Isles Beach, FL

AUM

$4.56B

Wealth MgmtInstitutional

Team

34 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-960-3750

Full profile Visit site →

R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.

Sunny Isles Beach, FL

AUM

$33.6M

Institutional

Team

12 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

212-245-0400

Full profile Visit site →

BLUMBERG CAPITAL, L.L.C.

Sunny Isles Beach, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

415-209-5150

Full profile Visit site →

LEVEL VENTURES MANAGEMENT LLC

Sunny Isles Beach, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(646) 522-7183

Full profile Visit site →

LUMERITY CAPITAL MANAGEMENT, LLC

Sunny Isles Beach, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

305-209-9554

Full profile Visit site →

PL3 CAPITAL LP

Sunny Isles Beach, FL

AUM

$300.7M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

917-484-0819

Full profileNo website

MULTIVERSE INVESTMENT

Sunny Isles Beach, FL

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(310) 926-7838

Full profileNo website

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Common questions

How many financial advisors are in Sunny Isles Beach, Florida?: 8 registered investment advisers are listed in our Sunny Isles Beach directory, sourced from public SEC filings.
What types of advisors are in Sunny Isles Beach?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Sunny Isles Beach?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.