Top 8 financial advisor firms in Aventura

8 SEC-registered financial advisor firms are headquartered in Aventura, FL, with $19.3B in combined regulatory assets under management. The largest by assets are CV Advisors ($15.1B), Activest Wealth Management ($1.46B) and FitzRoy Investment Advisors ($1.04B).

8
Financial advisor firms: $19.3B
Their combined AUM: $685M
Median firm AUM: 1,164
Clients of the top 8

The 8 largest by assets

1
CV Advisors
RIA
$15.1B
0.35% to 0.70% a year
2
Activest Wealth Management
RIA
$1.46B
0.65% to 1.00% a year
3
FitzRoy Investment Advisors
RIA
$1.04B
0.35% to 0.45% a year
4
Omnia Family Wealth
RIA
$995M
0.20% to 1.00% a year
5
Aventura Private Wealth
RIA
$375M
Regulatory AUM
6
Kailix Advisors
RIA
$119M
Regulatory AUM
7
1818 Private Client Group
RIA
$115M
Regulatory AUM
8
Axxets Wealth Management USA
RIA
$101M
0.50% to 1.00% a year

Profiles of the top 8

No. 1 · RIA

CV Advisors

CV Advisors is an investment adviser based in Aventura, FL, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, insurance companies and banking or thrift institutions. Its regulatory assets under management total $15.1 billion, as filed on 23 April 2026.

CV Advisors charges 0.35%–0.70% a year for its Advisory Fee.

Regulatory AUM: $15.1B
Clients: 159
Advisory staff: 23
Fee schedule: 0.35% to 0.70% a year
Minimum account: $50,000,000
Custodians: Morgan Stanley, J.P. Morgan
Headquarters: 19495 Biscayne Boulevard, Suite PH1, Aventura, FL 33180
Phone: 305-358-5990
Website: cv-advisors.com

No. 2 · RIA

Activest Wealth Management

Activest Wealth Management is an investment adviser based in Aventura, FL, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $1.46 billion, as filed on 22 September 2026.

Activest Wealth Management charges 0.65%–1.00% a year for its Standard fee schedule.

Regulatory AUM: $1.46B
Clients: 530
Advisory staff: 12
Founded: 2011
Fee schedule: 0.65% to 1.00% a year
Custodians: Fidelity, Morgan Stanley, J.P. Morgan
Headquarters: 20900 Ne 30 Avenue, Suite 311, Aventura, FL 33180
Phone: 954-399-8121
Website: activestwm.com

No. 3 · RIA

FitzRoy Investment Advisors

FitzRoy Investment Advisors is an investment adviser based in Aventura, FL, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $1.04 billion, as filed on 31 March 2026.

FitzRoy Investment Advisors charges 0.35%–0.45% a year for its Advisory Fees.

Regulatory AUM: $1.04B
Clients: 81
Advisory staff: 8
Fee schedule: 0.35% to 0.45% a year
Headquarters: 21500 Biscayne Boulevard, Suite 404, Aventura, FL 33180
Phone: 347-580-9762
Website: fria.us

No. 4 · RIA

Omnia Family Wealth

Omnia Family Wealth is an investment adviser based in Aventura, FL, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $995 million, as filed on 23 June 2026.

Omnia Family Wealth charges 0.20%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $995M
Clients: 164
Advisory staff: 5
Fee schedule: 0.20% to 1.00% a year
Custodians: Pershing
Headquarters: 18851 Ne 29th Avenue, Suite 400, Aventura, FL 33180
Phone: 305-602-9080
Website: omniawealth.com

No. 5 · RIA

Aventura Private Wealth

Aventura Private Wealth is an investment adviser based in Aventura, FL, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $375 million, as filed on 4 May 2026.

Regulatory AUM: $375M
Clients: 189
Advisory staff: 3
Founded: 2023
Custodians: Folio Investments
Headquarters: 19790 West Dixie Hwy, Suite 805, Aventura, FL 33180
Phone: 305-845-1937
Website: aventuraprivatewealth.com

No. 6 · RIA

Kailix Advisors

Kailix Advisors is an investment adviser based in Aventura, FL, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $119 million, as filed on 20 February 2026.

Regulatory AUM: $119M
Clients: 14
Advisory staff: 1
Custodians: Charles Schwab, Interactive Brokers
Headquarters: 2980 Ne 207th Street, Suite 300, Aventura, FL 33180
Phone: 212-748-9723

No. 7 · RIA

1818 Private Client Group

1818 Private Client Group is an investment adviser based in Aventura, FL, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $115 million, as filed on 30 January 2026.

Regulatory AUM: $115M
Clients: 22
Advisory staff: 2
Custodians: J.P. Morgan, Deutsche Bank Securities, U.S. Bancorp Investments
Headquarters: 2980 Ne 207th St, Suite 809, Aventura, FL 33180
Phone: 305-684-8331
Website: 1818pcg.com

No. 8 · RIA

Axxets Wealth Management USA

Axxets Wealth Management USA is an investment adviser based in Aventura, FL, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $101 million, as filed on 20 July 2026.

Axxets Wealth Management USA charges 0.50%–1.00% a year for its Basic Fee Schedule.

Regulatory AUM: $101M
Clients: 5
Advisory staff: 1
Fee schedule: 0.50% to 1.00% a year
Custodians: J.P. Morgan, Morgan Stanley
Headquarters: 2920 Ne 207 St, Unit 804, Aventura, FL 33180
Phone: 305-405-9000
Website: axxets.com

Questions about financial advisors in Aventura

How many financial advisor firms are headquartered in Aventura?

8 SEC-registered financial advisor firms report their principal office in Aventura, FL, managing $19.3B in regulatory assets between them. The other 5 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Aventura?

CV Advisors, with $15.1B in regulatory assets under management on its latest Form ADV. The next largest are Activest Wealth Management ($1.46B) and FitzRoy Investment Advisors ($1.04B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Aventura?

The median firm manages $685M in regulatory assets. That is the midpoint of the 8 firms headquartered in Aventura.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Aventura charge?

Of the 8 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.45% to 1.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Aventura?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Aventura has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Aventura

Top financial advisor firms in other Florida cities