Florida · 22 advisers
Financial Advisors in Aventura, Florida
Looking for a financial advisor in Aventura, Florida? Falists indexes 22 SEC-registered and state-registered investment advisers in Aventura — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $15.08B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
22
With website
17
Largest AUM
$15.08B
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Aventura
Ranked by AUM · Fees, team & specialties at a glance
CV ADVISORS LLC
Aventura, FL
AUM
$15.08B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
305-358-5990
EVOLUTION WEALTH ADVISORS, LLC
Aventura, FL
AUM
$1.96B
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(305) 921-4740
ACTIVEST WEALTH MANAGEMENT, LLC
Aventura, FL
AUM
$1.46B
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
954-399-8121
FITZROY INVESTMENT ADVISORS LLC
Aventura, FL
AUM
$1.04B
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
347-580-9762
WM PARTNERS, LP
Aventura, FL
AUM
$1.02B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(754) 260-6500
OMNIA FAMILY WEALTH, LLC
Aventura, FL
AUM
$994.6M
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-602-9080
AVENTURA PRIVATE WEALTH, LLC
Aventura, FL
AUM
$374.8M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
305-845-1937
UNISON ASSET MANAGEMENT LLC
Aventura, FL
AUM
$298.2M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-971-5105
HARBOR ITHAKA
Aventura, FL
AUM
$171.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-755-7600
1818 PRIVATE CLIENT GROUP, LLC
Aventura, FL
AUM
$115.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(305) 684-8331
RVX ASSET MANAGEMENT LLC
Aventura, FL
AUM
$96.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-363-6847
B1 FINANCIAL
Aventura, FL
AUM
$39.7M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
954-736-4699
ALIUS CAPITAL PARTNERS
Aventura, FL
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
3054955440
AXXETS WM
Aventura, FL
AUM
$0
Team
2 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305 405-9000
CARDONE WEALTH ADVISORS
Aventura, FL
AUM
$0
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
310-777-0255
KAILIX ADVISORS LLC
Aventura, FL
AUM
$119.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 748-9723
VANTAGE WEALTH MANAGEMENT LLC
Aventura, FL
AUM
$67.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
917-647-9052
GOALFOCUS FINANCIAL, LLC
Aventura, FL
AUM
$9.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-498-1268
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Common questions
- How many financial advisors are in Aventura, Florida?
- 22 registered investment advisers are listed in our Aventura directory, sourced from public SEC filings.
- What types of advisors are in Aventura?
- 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 Aventura?
- 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.