Best Financial Advisors in SUNNY ISLES BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$4.6B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in SUNNY ISLES BEACH
#1
100
A FIN MANAGEMENT LLC
SUNNY ISLES BEACH, FL · Since 2021
$6.2B AUM20 clientsFee: 0%
FiduciaryFee-Only
#2
100
PL3 CAPITAL LP
SUNNY ISLES BEACH, FL · Since 2024
$301M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
SUNNY ISLES BEACH, FL · Since 2006
$34M AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
95
DWIGHT SECURITIES MANAGEMENT LLC
SUNNY ISLES BEACH, FL · Since 2015
$4.6B AUM34 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SUNNY ISLES BEACH?
The median advisory fee in SUNNY ISLES BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.