Find a Financial Advisor in Aventura, FL

 

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We did the hard work of finding trustworthy partners in Aventura, FL.

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We Only Work With The Best Aventura Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Aventura, FL


  • Financial Advisor Close to Aventura, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Aventura, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Aventura, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Aventura financial advisors.
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How Retirement-Friendly is Aventura, FL?

  • Population: 37,303
  • % of Population 62 Years and Over: 33.2%
  • Average Home Value: $361,900
  • Average Monthly Housing Cost: $1,778
  • Average Household Income: $112,038
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Aventura, FL

 

ACTIVEST WEALTH MANAGEMENT, LLC

Website

(954) 399-8121

20900 Ne 30 Avenue
Suite 310
Aventura, FL 33180

SEC#: 801-113430
Years in Business: 3 years

OMNIA FAMILY WEALTH, LLC

Website

(305) 602-9080

18851 Ne 29th Avenue
Suite 400
Aventura, FL 33180

SEC#: 801-79590
Years in Business: 7 years

CV ADVISORS LLC

Website

(305) 358-5990

19495 Biscayne Boulevard
Suite 808
Aventura, FL 33180

SEC#: 801-77002
Years in Business: 9 years

TCA FUND MANAGEMENT GROUP

Website

(786) 323-1650

19950 W Country Club Dr
Suite 101
Aventura, FL 33180

SEC#: 801-80118
Years in Business: 7 years

ESJ CAPITAL PARTNERS, LLC

Website

(305) 600-5001

19950 W. Country Club Drive
Suite 800
Aventura, FL 33180

SEC#: 801-96326
Years in Business: 6 years

UNISON ASSET MANAGEMENT LLC

Website

(786) 971-5105

20900 Ne 30th Ave
Suite 414
Aventura, FL 33180

SEC#: 801-110503
Years in Business: 4 years

YIELDX ADVISERS, LLC

Website

(800) 516-0851

2980 Ne 207th St
Unit 504
Aventura, FL 33180

SEC#: 801-117658
Years in Business: 2 years

SIG ASSET MANAGEMENT, LLC

Website

(305) 356-7321

2980 Ne 207th Street
Suite 300
Aventura, FL 33180

SEC#: 801-119271
Years in Business: 1 years

EVOLUTION WEALTH ADVISORS, LLC

Website

(305) 921-4740

20900 Ne 30th Avenue
Suite 517
Aventura, FL 33180

SEC#: 801-111646
Years in Business: 4 years

 


Aventura, FL Financial Advisor FAQs

Financial advisors are trained professionals that provide guidance in the field of finance.
It's always a good idea to have someone to talk with about your finances. Often, people make decisions without thinking through the whole process, which can result in buying or selling stocks at bad times or missing tax breaks.
The first thing to do is ask advisors for references and testimonials. Any prospective advisor worth his salt should be more than happy to provide you with names of satisfied clients.
Financial advisors get paid either through commission or fee-only agreements.