Top 10 advisors in Aventura
We’ve curated a list of the best financial advisors in Aventura, take a look at it below
Find an advisor in Aventura| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $855,342,811 | 17 advisors | ||
| 2 | $842,791,879 | 11 advisors | ||
| 3 | $602,200,419 | 10 advisors | ||
| 4 | $582,425,775 | 6 advisors | ||
| 5 | $529,103,409 | 45 advisors | ||
| 6 | $496,835,822 | 46 advisors | ||
| 7 | $462,759,241 | 11 advisors | ||
| 8 | $316,006,526 | 4 advisors | ||
| 9 | $246,404,411 | 10 advisors | ||
| 10 | $236,733,516 | 18 advisors |
How we came up with this list
To generate our top financial advisors list in Aventura, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Aventura. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Wm Partners, Lp
Assets under management
$855,342,811
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Evolution Wealth Advisors, LLC
Assets under management
$842,791,879
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Offers Research/advise To Foreign Offshore Funds/consolidation Svcs
3. Omnia Family Wealth, LLC
Assets under management
$602,200,419
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Fitzroy Investment Advisors LLC
Assets under management
$582,425,775
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Cv Advisors LLC
Assets under management
$529,103,409
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Consolidated Financial Reporting
6. Tca Fund Management Group
Assets under management
$496,835,822
Fee structure
A percentage of assets under your management
Performance-based fees
CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Activest Wealth Management, LLC
Assets under management
$462,759,241
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Consulting Services To Institutional Clients
8. Brasil Capital Adviser LLC
Assets under management
$316,006,526
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Rvx Asset Management LLC
Assets under management
$246,404,411
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Esj Capital Partners, LLC
Assets under management
$236,733,516
Fee structure
A percentage of assets under your management
Performance-based fees
ACQUISITION, DISPOSITION, ENTRY, DEVELOPER, AND FINANCING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.