National Retirement Planning Experts

National Coverage
Local Professionals

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Aventura is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Aventura & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Aventura?

Looking for a qualified financial advisor in Aventura? We can help you by narrowing down your options & listing the best financial advisors in Aventura as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Aventura near you with the list of certified and vetted Aventura financial advisors.

List of Qualified Financial Advisors in Aventura, Florida

advisor-photo

Jimmy Gonzalez

Anthem Advisors

117 NE 1 Avenue
5th Floor

Miami, FL 33132
(305) 4823002

advisor-photo

Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180
(786) 4634286

advisor-photo

Justin Shure, MSF, CFP®

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180
(305) 7445233

advisor-photo

Sean Lamb

Creative Planning

---

Fort Lauderdale, FL 33305
(954) 5942155

advisor-photo

Mike Hennessy

Harbor Crest Wealth Advisors

600 Corporate Drive
Suite 502

Fort Lauderdale, FL 33334
(954) 2107890

advisor-photo

Arnold Kiman

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2237474

advisor-photo

David Willett

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 5690496

advisor-photo

Jennifer Lopez

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2467072

advisor-photo

Vicco von Buelow

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(305) 9061215

advisor-photo

David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434
(561) 2884011

List of Additional Financial Advisors in Aventura, Florida*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Andres Larrea - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362709

dummy-image

Blaine J Willenborg - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376817

dummy-image

Heather D. Berry - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377198

dummy-image

The Axelrod / Berry Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377199

dummy-image

Carlos Fonseca - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059362733

dummy-image

Hilary Kumble Freeman - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377150

dummy-image

Rachel Z Baum - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377172

dummy-image

Jose Edery - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362750

dummy-image

Mark N Bodkins - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362714

dummy-image

Michael Romance - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362735

dummy-image

Max Becker - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362747

dummy-image

Gaston Eduardo Abello - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059365948

dummy-image

Robert H. Axelrod - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377199

dummy-image

Gustavo A. Dardik - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376885

dummy-image

Vijay Baxter - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
9548095261

dummy-image

Kyle Benjamin Faro - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377158

dummy-image

Jonathan Macy - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376802

dummy-image

Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059324250

dummy-image

Russell D Bassett - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376840

dummy-image

The Spectrum Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377129

dummy-image

John Williams - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059362742

dummy-image

The Aventura Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362744

dummy-image

Javier Himelstein - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377141

dummy-image

The Kolev Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
2125032392

dummy-image

The Equilibrium Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059324250

dummy-image

Robert van Esso - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376860

dummy-image

Paul Neumann - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
4058413904

dummy-image

James Richard Manis - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377157

dummy-image

Ruben Lesmes - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362729

dummy-image

Douglas H Martin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362720

dummy-image

Gonzalo Segnini - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3054664798

dummy-image

Kevin Shurland - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376835

dummy-image

Todd Pine - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377128

dummy-image

Fabian Schmilovich - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376890

dummy-image

Ted Bertolett - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376895

dummy-image

Luciana Cruz - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376815

dummy-image

Lawrence Jay Kalish - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
2019676317

dummy-image

Dave Nagel - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377143

dummy-image

The Medina Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376843

dummy-image

M. Teresa Oliva - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376869

dummy-image

Mike Pena - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3054664781

dummy-image

Andrea Pfeffer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376898

dummy-image

Gary Schweifel - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3054664780

dummy-image

Howard Lerner - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3054664808

dummy-image

Gustavo Cecchi - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377188

dummy-image

Forrest Michael Faro - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377125

dummy-image

The Moshe-Grodin Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3054664794

dummy-image

Steven E Brooks - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376839

dummy-image

David Gunst - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376809

dummy-image

Ana Vergel-Gandia - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376849

dummy-image

Claudia Leite - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376801

dummy-image

Donald Lockshin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377147

dummy-image

David Behar - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3054664807

dummy-image

Manuel Mendez - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376852

dummy-image

Carlos Santos - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377120

dummy-image

Felix Jaimovich - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059362717

dummy-image

Danny Milton - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376823

dummy-image

The Menachem Wealth Management Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377170

dummy-image

Richard Grodin - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377130

dummy-image

Joseph E. Donnelly - Morgan Stanley

20807 Biscayne Blvd 5th&6th
43rd Fl

Aventura, FL 33180
3059376893

dummy-image

The Schwartz and Oliva Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376873

dummy-image

Eduardo Brender - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362722

dummy-image

Kandace Lesher - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
9542675686

dummy-image

Alejandro Vinicio Cabrera - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376894

dummy-image

The Bodkins Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059324250

dummy-image

Maria Dontsis - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059376816

dummy-image

Michael Zalkind - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059362744

dummy-image

Nelson Frederick Faro - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377138

dummy-image

Shea Curtin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376803

dummy-image

Barbara Steinhaus - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362778

dummy-image

Howard Neal Premer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377109

dummy-image

Roy Pfeffer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362737

dummy-image

Alfredo Pupkin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376856

dummy-image

James Pagliaroli - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376804

dummy-image

Maria Pizzini - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376828

dummy-image

Arnoldo Marin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376861

dummy-image

Andrew Menachem - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377170

dummy-image

Rosa C Medina - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376844

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors