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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

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Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

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Matthew Lapides

Ethos Private Wealth

1825 Ponce de Leon Boulevard
Suite 567

Coral Gables, FL 33134

305-206-1621

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

List of Additional Financial Advisors in Aventura, Florida*

* Additional advisor listing is provided in partnership with Yext

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Olivia Parker - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7133

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Robert van Esso - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6860

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Claudia Leite - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6801

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Maria Pizzini - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6828

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Paul Neumann - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
405-841-3904

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The Equilibrium Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-932-4250

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Vijay Baxter - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
954-809-5261

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Achilles Kontoyiannis - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2711

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The Spectrum Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-7129

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The Medina Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6843

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IceBridge Financial Group - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4646

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Javier Himelstein - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7141

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Alfredo Pupkin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6856

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The Kolev Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
212-503-2392

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Jose Edery - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2750

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Heather D. Berry - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-7198

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Max Becker - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2747

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Andres Larrea - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2709

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Todd Pine - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7128

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Barbara Steinhaus - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2778

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Roy Pfeffer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2737

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The Aventura Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2744

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The Axelrod / Berry Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7199

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Ana Vergel-Gandia - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2745

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Andrea Pfeffer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6898

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Mike Pena - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-466-4781

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Gustavo A. Dardik - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6885

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Lawrence Jay Kalish - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
201-967-6317

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Michael Zalkind - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-936-2744

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Howard Lerner - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-466-4808

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Dave Nagel - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7143

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Forrest Michael Faro - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7125

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Carlos Fonseca - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-936-2733

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Pedro Villari - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4636

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Inspiration Wealth Management - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4658

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The Menachem Wealth Management Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-7170

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Steven E Brooks - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6839

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James Pagliaroli - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6804

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Sumaya Musa - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4609

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The Bodkins Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-932-4250

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Danny Milton - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6823

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Anatoly Iofe - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4646

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Gustavo Cecchi - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7188

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Blaine J Willenborg - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6817

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Christopher Ready - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7140

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Mark Seruya - Morgan Stanley

20807 Biscayne Blvd 5th&6th
29th Fl

Aventura, FL 33180
305-937-7116

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Donald Lockshin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7147

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Conor Clancy - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4631

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Nelson Frederick Faro - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7138

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Gonzalo Segnini - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-466-4798

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Douglas H Martin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2720

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Gary Schweifel - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-466-4780

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Manuel Mendez - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6852

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Morgan Stanley Financial Advisors

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-932-4250

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Kevin Shurland - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6835

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Eduardo Brender - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2722

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Hilary Kumble Freeman - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7150

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Shea Curtin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6803

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Ted Bertolett - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6895

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Russell D Bassett - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6840

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Jane Zimmerman, CFP - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4612

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Vanessa Jewett - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6820

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Aventura, FL Branch Office - UBS Financial Services Inc.

Aventura Harbour Center
18851 NE 29th Ave

Aventura, FL 33180
305-933-9987

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Rachel Z Baum - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7172

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Kyle Benjamin Faro - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7158

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David E. Garcia - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6831

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Alejandro Vinicio Cabrera - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6894

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Richard Grodin - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-7130

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David Sheinheit, CIMA - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4606

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Gaston Eduardo Abello - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-936-5948

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Maria Dontsis - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6816

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Luciana Cruz - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6815

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Howard Neal Premer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7109

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Joseph E. Donnelly - Morgan Stanley

20807 Biscayne Blvd 5th&6th
43rd Fl

Aventura, FL 33180
305-937-6893

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Arnoldo Marin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6861

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Felix Jaimovich - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-936-2717

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Fabian Schmilovich - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6890

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David Gunst - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6809

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Rosa C Medina - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6844

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M. Teresa Oliva - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6869

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Carlos Santos - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7120

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Jonathan Macy - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6802

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Ruben Lesmes - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2729

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James Richard Manis - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7157

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David Behar - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-466-4807

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The Moshe-Grodin Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-466-4794

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Mark N Bodkins - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2714

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Kandace Lesher - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
954-952-7670

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The Schwartz and Oliva Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6873

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John Williams - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-936-2742

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Robert H. Axelrod - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-7199

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Andrew Menachem - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7170

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Michael Romance - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2735

* 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.

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