CV ADVISORS LLC
Aventura, FL
AUM
$15.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
305-358-5990
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, AVENTURA
8 advisers found
ACTIVEST WEALTH MANAGEMENT, LLC
Aventura, FL
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
954-399-8121
FITZROY INVESTMENT ADVISORS LLC
Aventura, FL
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
347-580-9762
OMNIA FAMILY WEALTH, LLC
Aventura, FL
AUM
$994.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
305-602-9080
AVENTURA PRIVATE WEALTH, LLC
Aventura, FL
AUM
$374.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
305-845-1937
B1 FINANCIAL
Aventura, FL
AUM
$39.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
954-736-4699
CARDONE WEALTH ADVISORS
Aventura, FL
AUM
$0
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
310-777-0255
GOALFOCUS FINANCIAL, LLC
Aventura, FL
AUM
$9.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
781-498-1268
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