City
Independent RIAs in Aventura, Florida
As of October 2, 2026, 19 independent wealth management RIAs with their main office in Aventura, Florida reported $19.4 billion in regulatory assets under management; the largest by assets was CV Advisors LLC, with $15.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 19
- Regulatory assets under management
- $19.4 billion
- Average per firm
- $1.0 billion
- SEC-registered, of those listed
- 11 of 19 (57.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | CV Advisors LLC | SEC | $15.1 billion | 5,953 |
| 2 | Activest Wealth Management, LLC | SEC | $1.5 billion | 1,767 |
| 3 | Fitzroy Investment Advisors LLC | SEC | $1.0 billion | 81 |
| 4 | Omnia Family Wealth, LLC | SEC | $994.6 million | 922 |
| 5 | Aventura Private Wealth, LLC | SEC | $374.8 million | 516 |
| 6 | Kailix Advisors LLC | SEC | $119.0 million | 14 |
| 7 | 1818 Private Client Group, LLC | SEC | $115.4 million | 59 |
| 8 | Axxets WM | SEC | $101.3 million | 12 |
| 9 | B1 Financial | State | $39.7 million | 72 |
| 10 | Teradime Financial LLC | State | $29.4 million | 28 |
| 11 | Goalfocus Financial, LLC | State | $9.3 million | 14 |
| 12 | Gioben Capital LLC | State | $6.7 million | 33 |
| 13 | Build Financial Advisors, LLC | State | $3.6 million | 5 |
| 14 | Openvest | SEC | $353,485 | 139 |
| 15 | Haddock Capital LLC | State | $98,868 | 2 |
| 16 | Alius Capital Partners | SEC | $0 | 0 |
| 17 | Cardone Wealth Advisors | SEC | $0 | 0 |
| 18 | Solomon Capital Partners LLC | State | $0 | 0 |
| 19 | The Financial Pharmacist, Inc. | State | $0 | 0 |
Independent RIAs in Florida, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.