City
Wealth management firms in Aventura, Florida
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $19.4 billion
- Average per firm
- $972.4 million
- SEC-registered, of those listed
- 11 of 20 (55.0%)
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 | Vantage Wealth Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $67.0 million | 56 |
| 10 | B1 Financial | State | $39.7 million | 72 |
| 11 | Teradime Financial LLC | State | $29.4 million | 28 |
| 12 | Goalfocus Financial, LLC | State | $9.3 million | 14 |
| 13 | Gioben Capital LLC | State | $6.7 million | 33 |
| 14 | Build Financial Advisors, LLC | State | $3.6 million | 5 |
| 15 | Openvest | SEC | $353,485 | 139 |
| 16 | Haddock Capital LLC | State | $98,868 | 2 |
| 17 | Alius Capital Partners | SEC | $0 | 0 |
| 18 | Cardone Wealth Advisors | SEC | $0 | 0 |
| 19 | Solomon Capital Partners LLC | State | $0 | 0 |
| 20 | The Financial Pharmacist, Inc. | State | $0 | 0 |
Wealth management firms 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.