Fiduciary advisors in Aventura, FL
11 registered advisers
Aventura is a North Miami community where Latin American wealth management and luxury real estate investments shape the advisory focus. 11 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.
1818 PRIVATE CLIENT GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$115M
Minimum--
Clients59
ACTIVEST WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients1,767
AVENTURA PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$268M
Minimum--
Clients380
CV ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.9B
Minimum--
Clients3,869
EVOLUTION WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients909
FITZROY INVESTMENT ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients68
KAILIX ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$119M
Minimum--
Clients14
OMNIA FAMILY WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$859M
Minimum--
Clients1,097
RVX ASSET MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$97M
Minimum--
Clients3
UNISON ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$244M
Minimum--
Clients15
WM PARTNERS, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients13