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 Institutional advisors in FL, AVENTURA
9 advisers found
EVOLUTION WEALTH ADVISORS, LLC
Aventura, FL
AUM
$1.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(305) 921-4740
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
UNISON ASSET MANAGEMENT LLC
Aventura, FL
AUM
$298.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
786-971-5105
RVX ASSET MANAGEMENT LLC
Aventura, FL
AUM
$96.8M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
305-363-6847
ALIUS CAPITAL PARTNERS
Aventura, FL
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
3054955440
AXXETS WM
Aventura, FL
AUM
$0
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING FEES
305 405-9000
VANTAGE WEALTH MANAGEMENT LLC
Aventura, FL
AUM
$67.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
917-647-9052
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