Financial advisers in Aventura, FL
16 registered investment adviser firms in Aventura managing $22.7B in assets, based on public SEC Form ADV filings.
Cv Advisors LLC
Aventura, FL · Est. 2012
- AUM
- $15.1B
- Per adviser
- $656M
- Advisers
- 23
No reported disclosures
Evolution Wealth Advisors, LLC
Aventura, FL · Est. 2017
- AUM
- $2.0B
- Per adviser
- $280M
- Advisers
- 7
No reported disclosures
Activest Wealth Management, LLC
Aventura, FL · Est. 2018
- AUM
- $1.5B
- Per adviser
- $122M
- Advisers
- 12
No reported disclosures
Fitzroy Investment Advisors LLC
Aventura, FL · Est. 2015
- AUM
- $1.0B
- Per adviser
- $130M
- Advisers
- 8
No reported disclosures
Wm Partners, LP
Aventura, FL · Est. 2015
- AUM
- $1.0B
- Per adviser
- $113M
- Advisers
- 9
No reported disclosures
Omnia Family Wealth, LLC
Aventura, FL · Est. 2014
- AUM
- $995M
- Per adviser
- $199M
- Advisers
- 5
No reported disclosures
Aventura Private Wealth, LLC
Aventura, FL · Est. 2024
- AUM
- $375M
- Per adviser
- $125M
- Advisers
- 3
No reported disclosures
Unison Asset Management LLC
Aventura, FL · Est. 2017
- AUM
- $298M
- Per adviser
- $75M
- Advisers
- 4
No reported disclosures
Harbor Ithaka
Aventura, FL · Est. 2018
- AUM
- $171M
- Per adviser
- $57M
- Advisers
- 3
No reported disclosures
Kailix Advisors LLC
Aventura, FL · Est. 2022
- AUM
- $119M
- Per adviser
- $119M
- Advisers
- 1
No reported disclosures
1818 Private Client Group, LLC
Aventura, FL · Est. 2025
- AUM
- $115M
- Per adviser
- $58M
- Advisers
- 2
No reported disclosures
Rvx Asset Management LLC
Aventura, FL · Est. 2016
- AUM
- $97M
- Per adviser
- $48M
- Advisers
- 2
No reported disclosures
Openvest
Aventura, FL · Est. 2025
- AUM
- $353,485
- Per adviser
- $353,485
- Advisers
- 1
No reported disclosures
Cardone Wealth Advisors
Aventura, FL · Est. 2025
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Axxets Wm
Aventura, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Alius Capital Partners
Aventura, FL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures