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 Wealth Management advisors in FL, AVENTURA
16 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
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
WM PARTNERS, LP
Aventura, FL
AUM
$1.02B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(754) 260-6500
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
HARBOR ITHAKA
Aventura, FL
AUM
$171.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-755-7600
1818 PRIVATE CLIENT GROUP, LLC
Aventura, FL
AUM
$115.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(305) 684-8331
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
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
KAILIX ADVISORS LLC
Aventura, FL
AUM
$119.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 748-9723
Full profileNo website
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
Full profileNo website
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
Full profileNo website