AdvisorGrade

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

RegionalInternational
Fee-based
AUM
$15.1B
Per adviser
$656M
Advisers
23

No reported disclosures

Evolution Wealth Advisors, LLC

Aventura, FL · Est. 2017

LocalInternational
Fee-based
AUM
$2.0B
Per adviser
$280M
Advisers
7

No reported disclosures

Activest Wealth Management, LLC

Aventura, FL · Est. 2018

LocalInternational
Fee-based
AUM
$1.5B
Per adviser
$122M
Advisers
12

No reported disclosures

Fitzroy Investment Advisors LLC

Aventura, FL · Est. 2015

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$130M
Advisers
8

No reported disclosures

Wm Partners, LP

Aventura, FL · Est. 2015

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$113M
Advisers
9

No reported disclosures

Omnia Family Wealth, LLC

Aventura, FL · Est. 2014

LocalInternational
Fee-based
AUM
$995M
Per adviser
$199M
Advisers
5

No reported disclosures

Aventura Private Wealth, LLC

Aventura, FL · Est. 2024

LocalInternational
Fee-only
AUM
$375M
Per adviser
$125M
Advisers
3

No reported disclosures

Unison Asset Management LLC

Aventura, FL · Est. 2017

LocalInternational
Fee-based
AUM
$298M
Per adviser
$75M
Advisers
4

No reported disclosures

Harbor Ithaka

Aventura, FL · Est. 2018

LocalInternational
Fee-based
AUM
$171M
Per adviser
$57M
Advisers
3

No reported disclosures

Kailix Advisors LLC

Aventura, FL · Est. 2022

LocalInternational
Fee-only
AUM
$119M
Per adviser
$119M
Advisers
1

No reported disclosures

1818 Private Client Group, LLC

Aventura, FL · Est. 2025

LocalInternational
Fee-based
AUM
$115M
Per adviser
$58M
Advisers
2

No reported disclosures

Rvx Asset Management LLC

Aventura, FL · Est. 2016

Local
Fee-based
AUM
$97M
Per adviser
$48M
Advisers
2

No reported disclosures

Openvest

Aventura, FL · Est. 2025

Local
Fee-based
AUM
$353,485
Per adviser
$353,485
Advisers
1

No reported disclosures

Cardone Wealth Advisors

Aventura, FL · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Axxets Wm

Aventura, FL · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Alius Capital Partners

Aventura, FL · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures