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 North Miami Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in North Miami Beach & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in North Miami Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 12 non-vetted financial advisors in North Miami Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in North Miami Beach, Florida have an average of 25 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CV ADVISORS LLC 19495 Biscayne Boulevard, Suite Ph1 Aventura, FL, 33180 | 164817 | $9,678,316,282 | 2067 | A percentage of AUM, Fixed fees |
WM PARTNERS, LP 21500 Biscayne Blvd, Suite 600 Aventura, FL, 33180 | 235788 | $1,085,288,738 | 13 | A percentage of AUM, Performance Based |
ACTIVEST WEALTH MANAGEMENT, LLC 20900 Ne 30 Avenue, Suite 311 Aventura, FL, 33180 | 156150 | $956,538,980 | 1181 | A percentage of AUM, Fixed fees, Performance Based |
EVOLUTION WEALTH ADVISORS, LLC 20900 Ne 30th Avenue, Suite 517 Aventura, FL, 33180 | 285142 | $952,233,832 | 510 | A percentage of AUM, Hourly charges, Fixed fees |
OMNIA FAMILY WEALTH, LLC 18851 Ne 29th Avenue, Suite 400 Aventura, FL, 33180 | 170909 | $759,723,690 | 1015 | A percentage of AUM, Fixed fees |
FITZROY INVESTMENT ADVISORS LLC 21500 Biscayne Boulevard, Suite 404 Aventura, FL, 33180 | 174342 | $662,347,896 | 61 | A percentage of AUM |
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) |
BRASIL CAPITAL ADVISER LLC 19505 Biscayne Blvd, Suite 2350, Room 084 Aventura, FL, 33180 | 310125 | $418,107,292 | 3 | A percentage of AUM, Performance Based |
KAILIX ADVISORS LLC 20801 Biscayne Blvd, Suite 403 Aventura, FL, 33180 | 311094 | $333,000,000 | 31 | A percentage of AUM, Fixed fees, Performance Based |
AVENTURA PRIVATE WEALTH, LLC 19790 West Dixie Hwy, Suite 805-806 Aventura, FL, 33180 | 332630 | $268,385,057 | 380 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
PROXY WEALTH ADVISORS LLC 19505 Biscayne Blvd., Suite 2350 Aventura, FL, 33180 | 298080 | $132,800,000 | 666 | A percentage of AUM, Hourly charges, Fixed fees |
RVX ASSET MANAGEMENT LLC 20900 Ne 30th Avenue,, Suite 401 Aventura, FL, 33180 | 282804 | $100,094,722 | 4 | A percentage of AUM, Fixed fees, Performance Based |
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