Top 10 financial advisors in Aventura, FL

We've curated a list of the best financial advisors in Aventura, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $842,791,879 Number of advisors 11 advisors	$842,791,879	11 advisors
2	Assets under management $602,200,419 Number of advisors 10 advisors	$602,200,419	10 advisors
3	Assets under management $582,425,775 Number of advisors 6 advisors	$582,425,775	6 advisors
4	Assets under management $529,103,409 Number of advisors 45 advisors	$529,103,409	45 advisors
5	Assets under management $462,759,241 Number of advisors 11 advisors	$462,759,241	11 advisors
6	Assets under management $186,000,000 Number of advisors 2 advisors	$186,000,000	2 advisors
7	Assets under management $105,000,000 Number of advisors 1 advisors	$105,000,000	1 advisors
8	Assets under management $42,851,000 Number of advisors 6 advisors	$42,851,000	6 advisors
9	Assets under management $855,342,811 Number of advisors 17 advisors	$855,342,811	17 advisors
10	Assets under management $496,835,822 Number of advisors 46 advisors	$496,835,822	46 advisors

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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.

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Methodology

To find the top financial advisors in Aventura, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Evolution Wealth Advisors, LLC
Evolution Wealth Advisors, LLC (EWA) is a registered investment adviser based in Aventura, FL, established in 2016. EWA offers investment advisory services through a Wrap Fee Program administered by custodians Charles Schwab & Co., Inc., StoneX Financial, Inc., and IBKR Securities Services, LLC. The Program provides discretionary asset management services for a single fee covering account management, brokerage, custody, and administrative services. EWA's fee structure is based on a percentage of assets under management, with negotiable fees for relationships over $10 million. The firm generally works with clients investing over $1,000,000, with a minimum yearly fee if the account falls below this threshold. EWA's investment strategies include long-term and short-term purchases, margin transactions, and option strategies. The firm uses various methods of analysis, including manager analysis, fundamental analysis, technical analysis, and charting. EWA conducts annual reviews of client accounts and provides regular reports on holdings and performance. The firm has a Code of Ethics, addressing personal trading, conflicts of interest, and compliance with securities laws. EWA compensates third-party promoters for client referrals and receives economic benefits from Schwab Advisor ServicesTM. The firm discloses its relationships with AV Securities, Inc. and AV Asset Management, Inc., and details its proxy voting and class action procedures. EWA has no disciplinary events to report and maintains client confidentiality.
$842,791,879 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Offers Research/advise To Foreign Offshore Funds/consolidation Svcs
See full profile
Omnia Family Wealth, LLC
Omnia Family Wealth, LLC is a registered investment advisor established in September 2015 and located in Aventura, FL. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. Omnia Family Wealth serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, including comprehensive financial planning and discretionary/non-discretionary management of investment portfolios. Investment strategies are primarily based on fundamental analysis, focusing on economic and business indicators. Clients have the option to place restrictions on their investments, and the firm may recommend investments in private investment vehicles under certain conditions. The fee structure ranges from 0.20% to 1.00% based on the assets under management. Omnia Family Wealth does not charge performance-based fees and does not accept proxy-voting responsibility for clients. The firm has not had any disciplinary events and maintains a Privacy Policy to protect clients' personal information. Clients are encouraged to review statements provided by the Custodian and compare them to reports provided by the firm.
$602,200,419 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Fitzroy Investment Advisors LLC
FitzRoy Investment Advisors LLC is a registered investment adviser specializing in non-discretionary investment management services for high net-worth individuals and trusts. Established by Jose A. Fernandez, the firm offers tailored asset allocation recommendations for clients, including investments in various vehicles managed by professional managers. FitzRoy emphasizes capital preservation and individualized portfolio strategies. The firm charges an annual advisory fee ranging from 0.35% to 0.45% of assets under management, negotiable based on client characteristics. Clients must generally have a liquid net worth of $15 million, which may be waived at the firm's discretion. FitzRoy does not engage in wrap fee programs or receive compensation for client referrals. The firm does not have discretionary authority over client accounts and does not vote client securities. Clients receive monthly written reports and have custody of their assets held at third-party custodians. FitzRoy does not have any financial conditions impairing its ability to meet client commitments. The firm has not been subject to a bankruptcy petition in the past ten years.
$582,425,775 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
See full profile
Cv Advisors LLC
CV Advisors LLC, established in March 2009 and registered with the SEC since August 2012, is a boutique asset management firm based in Aventura, Florida. The firm specializes in providing investment advisory services to high-net-worth individuals, families, trusts, and various entities. They offer both discretionary and non-discretionary investment services, focusing on asset allocation analysis, security selection, and portfolio monitoring. The firm's investment strategies include fixed income securities, ETFs, equity securities, private equity funds, and alternative investments. Clients typically pay an annual advisory fee based on a percentage of assets under management, ranging from 0.35% to 0.70%, with a minimum annual fee of $250,000. CV Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm has not been involved in any legal or disciplinary events. Clients have the option to invest in affiliated private pooled investment vehicles, with a minimum investment of $100,000. CV Advisors does not have custody of client funds but provides ongoing monitoring and reporting of client portfolios. The firm does not receive compensation for client referrals and has established proxy voting policies and procedures. CV Advisors maintains financial stability and has not faced any bankruptcy petitions.
$529,103,409 under management
45 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Consolidated Financial Reporting
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Activest Wealth Management, LLC
Activest Wealth Management, LLC is a registered investment adviser established in 2011 in Florida and registered with the SEC since June 14, 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and objectives. Clients may grant discretionary authority for account management, allowing Activest to make investment decisions without prior approval. The firm provides sub-advisory and consulting services to institutional clients, reporting services, family office services, and financial planning services. Activest primarily advises on various securities based on client goals and objectives. The firm's fee structure is negotiable, with fees based on the market value of assets under management. Activest may charge performance-based fees for qualified clients. The firm's investment strategies include income, conservative, moderate, and growth, with a focus on diversification and risk control. Activest emphasizes client privacy and safeguards nonpublic personal information. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients.
$462,759,241 under management
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Consulting Services To Institutional Clients
See full profile
Kailix Advisors LLC
**Kailix Advisors LLC Summary:** Kailix Advisors LLC is a registered investment advisor founded in October 2020 by Manish Mittal, who serves as the Principal and Chief Compliance Officer. The firm offers investment advisory services to individuals and high net worth clients, acting as a fiduciary with a duty of loyalty, fairness, and good faith. Kailix provides customized investment solutions through continuous personal client contact and discretionary investment management. The firm primarily focuses on long-term investment strategies, constructing portfolios with ETFs and individual stocks to meet client goals. Kailix manages approximately $217,452,000 in client assets as of December 31, 2024, with a minimum initial investment of $5,000,000. Fees are billed quarterly at an annual rate of up to 2.00% based on assets under management. The firm does not participate in wrap fee programs and does not receive compensation for securities transactions. Clients have investment discretion with the option to place restrictions on their portfolios. Kailix does not accept custody of client funds except for fee deduction purposes. The firm's Principal, Manish Mittal, has a background in finance and economics from the University of Pennsylvania and has a history of portfolio management roles at various firms. Kailix maintains a privacy policy to protect client information and shares information with third parties only for servicing client accounts. For more information, you can contact Kailix Advisors LLC at (305) 897-0252.
$186,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
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Fnz Advisers LLC
Fnz Advisers LLC is a financial advisory firm based in Aventura, Florida. It currently has approximately $105,000,000 of assets under management and employs about 1 people. Fnz Advisers LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$105,000,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile
Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC, established in Aventura, FL, offers fee-based investment advisory and financial planning services. The firm employs a tactical allocation strategy to manage portfolios, aiming to reduce risk and enhance performance. Investment options include various securities, mutual funds, and insurance products. Clients pay an annual management fee of up to 2%, calculated quarterly or monthly based on account value. New account fees are prorated, and management fees vary by strategy and account size. The firm operates under a "wrap fee" model, covering all transaction costs within the management fee. Proxy Wealth may recommend using the iFlip platform, adding a 0.30% annual fee. Financial planning services are also available, with fees based on hourly rates or fixed fees up to $5,000 for individuals. The firm's investment strategies involve fundamental, technical, and cyclical analysis, tailored to individual client needs. Proxy Wealth emphasizes client communication and compliance, with a focus on fiduciary duty and ethical conduct. Clients have discretion over their accounts and are encouraged to stay informed about market conditions and personal financial changes. The firm maintains a transparent fee structure and discloses potential conflicts of interest related to referral compensation and custodial relationships.
$42,851,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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Wm Partners, Lp
Wm Partners, Lp is a financial advisory firm based in Aventura, Florida. It currently has approximately $855,342,811 of assets under management and employs about 17 people. Wm Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$855,342,811 under management
17 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Tca Fund Management Group
Tca Fund Management Group is a financial advisory firm based in Aventura, Florida. It currently has approximately $496,835,822 of assets under management and employs about 46 people. Tca Fund Management Group uses a fee structure of a percentage of assets under your management, performance-based fees and clients reimburse certain investment management expenses.
$496,835,822 under management
46 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
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Methodology

Top advisors in Florida

Altamonte Springs,Bay Harbor Islands Bellair Bluffs Boca Raton Bonita Springs Boynton Beach Bradenton Casselberry Clearwater Clermont Cocoa Beach Coconut Grove Coral Cables Coral Gables Coral Springs Davie Deerfield Beach Delray Beach Destin Doral Estero Fleming Island Fort Lauderdale Fort Myers Ft. Lauderdale Gainesville Hallandale Beach Holly Hill Hollywood Jacksonville Jacksonville Beach Jupiter Key Biscayne Key Largo Lake City Lakeland Lake Mary Lake Worth Largo Longboat Key Longwood Lutz Maitland Melbourne Miami Miami Beach Naples Neptune Beach New Port Richey North Bay Village North Miami North Miami Beach North Palm Beach Ocala Orlando Palm Beach Palm Beach Gardens Palm Coast Palmetto Bay Pensacola Pensacola Beach Plantation Pompano Beach Ponte Vedra Beach Port Orange Rockledge Rosemary Beach Safety Harbor Saint Augustine Saint Petersburg Sarasota Satellite Beach Seminole South Miami St Petersburg Stuart Sunny Isles Beach Tallahassee Tampa The Villages Venice Vero Beach Wellington Weston West Palm Beach Winter Haven Winter Park W. Palm Beach

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