Investment advisers in Aventura, FL
16 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Cv Advisors LLC | $15.08 billion | 82 | 0 |
| Evolution Wealth Advisors, LLC | $1.96 billion | 15 | 0 |
| Activest Wealth Management, LLC | $1.46 billion | 22 | 0 |
| Fitzroy Investment Advisors LLC | $1.04 billion | 9 | 0 |
| Wm Partners, LP | $1.02 billion | 24 | 0 |
| Omnia Family Wealth, LLC | $994.6 million | 10 | 0 |
| Aventura Private Wealth, LLC | $374.8 million | 5 | 0 |
| Unison Asset Management LLC | $298.2 million | 5 | 0 |
| Harbor Ithaka | $171.2 million | 7 | 0 |
| Kailix Advisors LLC | $119.0 million | 1 | 0 |
| 1818 Private Client Group, LLC | $115.4 million | 3 | 0 |
| Axxets Wm | $101.3 million | 5 | 0 |
| Rvx Asset Management LLC | $96.8 million | 4 | 0 |
| Openvest | $353,485 | 2 | 0 |
| Alius Capital Partners | $0 | 2 | 0 |
| Cardone Wealth Advisors | $0 | 6 | 1 |