Top financial advisors in Sunny Isles Beach, FL
We’ve curated a list of the best financial advisors in Sunny Isles Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,296,886,377
Number of advisors
27 advisors
| $2,296,886,377 | 27 advisors | |
| 2 |
Assets under management
$221,869,724
Number of advisors
6 advisors
| $221,869,724 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
Dwight Securities Management LLC
Dwight Securities Management LLC is a financial advisory firm based in Sunny Isles Beach, Florida. It currently has approximately $2,296,886,377 of assets under management and employs about 27 people. Dwight Securities Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$2,296,886,377 under management
27 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesTaika Capital
Taika Capital, LP, a registered investment adviser with the SEC, was established in April 2021 and provides discretionary investment advisory services to private investment funds, sub-advisory clients, and separately managed accounts. The firm primarily focuses on a "Long/Short" equity investment strategy in Mid to Large Cap US Equities and ADRs. Taika has the authority to select securities for the Funds without consultation and may manage SMA Clients using the same strategy with negotiated deviations. The firm's fee structure includes a 2% annualized management fee for the Funds, varying management fees for SMA and Sub-Advisory Clients, and a 20% performance-based fee for the Funds. Taika does not participate in wrap fee programs and manages assets totaling $144,426,179 as of December 31, 2024. The firm's investment philosophy involves quantitative and fundamental analysis, and clients should be prepared for risks associated with various investment strategies and asset classes. Taika acts as a fiduciary, exercises investment discretion, and has custody over the Funds' assets. Clients receive regular performance reports and Taika has not been involved in any disciplinary events. The firm exercises voting authority over client securities and has adopted proxy voting policies in the best interests of clients. Taika does not have financial conditions impairing its ability to meet commitments and has not been subject to bankruptcy petitions in the last ten years.
$221,869,724 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
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.
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