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Find The Best Financial Advisors in Aventura, Florida

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 The Best Financial Advisors in Aventura, Florida

Last Updated - 21-May-2023

If you’re looking for qualified financial advisors in Aventura, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 107 non-vetted financial advisors in Aventura, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Aventura, Florida have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Aventura, Florida

advisor-photo

Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor

Miami, FL 33130

786-475-1280

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Huston Lorenzo

Snowden Lane Partners

1 Alhambra Plaza
Suite 1130

Coral Gables, FL 33134

305-968-8081

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Jimmy Gonzalez

Anthem Advisors

2600 Douglas Rd.
STE 1104

Coral Gables, FL 33134

305-482-3002

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CV ADVISORS LLC
19495 Biscayne Boulevard, Suite Ph1 Aventura, FL 33180
164817 $9,406,618,249 1639 A percentage of AUM, Fixed fees
EVOLUTION WEALTH ADVISORS, LLC
20900 Ne 30th Avenue, Suite 517 Aventura, FL 33180
285142 $899,738,880 372 A percentage of AUM, Hourly charges, Fixed fees
WM PARTNERS, LP
21500 Biscayne Blvd, Suite 600 Aventura, FL 33180
235788 $709,530,966 11 Performance Based, Other (MANAGEMENT FEE BASED ON CAPITAL COMMITMENTS, INVESTED CAPITAL)
OMNIA FAMILY WEALTH, LLC
18851 Ne 29th Avenue, Suite 400 Aventura, FL 33180
170909 $677,917,450 827 A percentage of AUM, Hourly charges, Fixed fees
TCA FUND MANAGEMENT GROUP
19950 W Country Club Dr, Suite 101 Aventura, FL 33180
169163 $496,835,822 3 A percentage of AUM, Performance Based, Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES)
ACTIVEST WEALTH MANAGEMENT, LLC
20900 Ne 30 Avenue, Suite 310 Aventura, FL 33180
156150 $483,309,904 541 A percentage of AUM, Fixed fees, Performance Based
RVX ASSET MANAGEMENT LLC
20900 Ne 30th Avenue,, Suite 401 Aventura, FL 33180
282804 $266,838,159 8 A percentage of AUM, Fixed fees, Performance Based
ESJ CAPITAL PARTNERS, LLC
19950 W. Country Club Drive, Suite 800 Aventura, FL 33180
187518 $236,733,516 12 A percentage of AUM, Performance Based, Other (ACQUISITION, DISPOSITION, ENTRY, DEVELOPER, AND FINANCING FEES)
YIELDX ADVISERS, LLC
2980 Ne 207th St, Unit 504 Aventura, FL 33180
304035 $90,267,850 2 A percentage of AUM, Fixed fees
FK CAPITAL ADVISERS LLC
20803 Biscayne Blvd., Suite 405 Aventura, FL 33180
321243 $0 0 A percentage of AUM, Performance Based

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andrew Sukhin
Inquire with Andrew
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 212-692-2366
Andrew Menachem
Inquire with Andrew
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-937-7170
Ana Vergel Gandia-Gordon - Morgan Stanley
Inquire with Ana
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-936-2745
Alejandro Vinicio Cabrera
Inquire with Alejandro
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-937-6894
Barbara Steinhaus
Inquire with Barbara
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-936-2778
Alfredo Pupkin
Inquire with Alfredo
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-937-6856
Andres Larrea
Inquire with Andres
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-936-2709
Arnoldo Marin
Inquire with Arnoldo
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-937-6861
Blaine J Willenborg
Inquire with Blaine
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-937-6817
Andrea Pfeffer
Inquire with Andrea
20807 Biscayne Blvd 5th&6th, Fl Aventura, FL 33180 305-937-6898

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.

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