Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkit

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sunny Isles Beach, FL

Every SEC-registered investment adviser representative at a firm office in Sunny Isles Beach, with the firms that employ the most of them.

16 registered advisors work in Sunny Isles Beach; the most are at J.P. Morgan Securities LLC (2). 0 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Sunny Isles Beach

FirmAdvisors in Sunny Isles Beach
J.P. Morgan Securities LLC news2
Morgan Stanley news2
Wells Fargo Clearing Services, LLC news2
Btesh Financial, LLC1
Cetera Investment Advisers LLC news1
Ernest Salgan1
Hornor, Townsend & Kent, LLC1
International Investments & Consulting LLC1
MML Investors Services, LLC1
Quantic Advisors1
Raymond James & Associates, Inc. news1
Strategic Advisers LLC1
Vigo Capital LLC1

Advisors in Sunny Isles Beach, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,102Tampa 2,957Jacksonville 2,374Boca Raton 1,575Orlando 1,379Palm Beach Gardens 1,206Naples 1,123St. Petersburg 1,065Sarasota 935Coral Gables 921Fort Lauderdale 695Winter Park 455West Palm Beach 440Clearwater 418Fort Myers 399Ponte Vedra Beach 387Ft. Lauderdale 310Pensacola 280Jupiter 270Melbourne 268Bradenton 267Aventura 265Stuart 265Vero Beach 250

Questions

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

16 investment adviser representatives are registered at firm offices in Sunny Isles Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sunny Isles Beach?

J.P. Morgan Securities LLC, with 2 registered advisors in Sunny Isles Beach, followed by Morgan Stanley with 2.

How do I check a financial advisor in Sunny Isles Beach?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.