Best Financial Advisors in AVENTURA, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in AVENTURA
ACTIVEST WEALTH MANAGEMENT, LLC
AVENTURA, FL · Since 2018
CV ADVISORS LLC
AVENTURA, FL · Since 2012
HARBOR ITHAKA
AVENTURA, FL · Since 2018
FITZROY INVESTMENT ADVISORS LLC
AVENTURA, FL · Since 2015
UNISON ASSET MANAGEMENT LLC
AVENTURA, FL · Since 2017
1818 PRIVATE CLIENT GROUP, LLC
AVENTURA, FL · Since 2025
KAILIX ADVISORS LLC
AVENTURA, FL · Since 2022
CARDONE WEALTH ADVISORS
AVENTURA, FL · Since 2025
AXXETS WM
AVENTURA, FL · Since 2026
ALIUS CAPITAL PARTNERS
AVENTURA, FL · Since 2026
OMNIA FAMILY WEALTH, LLC
AVENTURA, FL · Since 2014
WM PARTNERS, LP
AVENTURA, FL · Since 2015
RVX ASSET MANAGEMENT LLC
AVENTURA, FL · Since 2016
EVOLUTION WEALTH ADVISORS, LLC
AVENTURA, FL · Since 2017
AVENTURA PRIVATE WEALTH, LLC
AVENTURA, FL · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in AVENTURA?
The median advisory fee in AVENTURA, FL is 0.95% of assets under management per year, based on Form ADV filings from 15 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.