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Top RIA Firms in Aventura, Florida
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Aventura, Florida. This hub covers 14 matching firms with $22.8B in total reported AUM and median AUM of $336.5M.
Firms
14
Matching current profiles
Total AUM
$22.8B
Reported regulatory AUM
Median AUM
$336.5M
Across firms with AUM
Largest firm
$15.1B
CV Advisors LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. CV Advisors LLC CRD 164817 · Limited Liability Company | AVENTURA, FL | $15.1B Apr 2026 | +$2.2B+17.3% | +$6.7B+79.2% | +$7.4B+96.9% | +$13.1B+675.9% | +37 employees+82.2% over 3Y | +4,147 accounts+229.6% over 3Y |
| 2. Evolution Wealth Advisors, LLC CRD 285142 · Limited Liability Company | AVENTURA, FL | $2.0B Mar 2026 | +$1.0B+105.6% | +$1.1B+132.3% | +$1.1B+137.2% | — | +4 employees+36.4% over 3Y | +630 accounts+142.9% over 3Y |
| 3. Activest Wealth Management, LLC CRD 156150 · Limited Liability Company | AVENTURA, FL | $1.5B Apr 2026 | +$443.7M+43.7% | +$974.3M+200.5% | +$1.1B+305.1% | +$1.3B+930.3% | +11 employees+100.0% over 3Y | +1,095 accounts+162.9% over 3Y |
| 4. Fitzroy Investment Advisors LLC CRD 174342 · Limited Liability Company | AVENTURA, FL | $1.0B Mar 2026 | +$33.6M+3.3% | +$460.6M+79.1% | +$529.8M+103.2% | +$753.0M+259.6% | +3 employees+50.0% over 3Y | +29 accounts+55.8% over 3Y |
| 5. Wm Partners, LP CRD 235788 · Limited Partnership | AVENTURA, FL | $1.0B Mar 2026 | -$139.5M-12.0% | +$164.2M+19.2% | +$749.1M+276.9% | +$919.6M+919.6% | +7 employees+41.2% over 3Y | -1 accounts-6.7% over 3Y |
| 6. Omnia Family Wealth, LLC CRD 170909 · Limited Liability Company | AVENTURA, FL | $994.6M Jun 2026 | +$135.4M+15.8% | +$272.5M+37.7% | +$384.1M+62.9% | — | 0 employees+0.0% over 3Y | -867 accounts-48.5% over 3Y |
| 7. Aventura Private Wealth, LLC CRD 332630 · Limited Liability Company | AVENTURA, FL | $374.8M May 2026 | +$106.4M+39.7% | — | — | — | +1 employees+25.0% over 1Y | +136 accounts+35.8% over 1Y |
| 8. Unison Asset Management LLC CRD 288249 · Limited Liability Company | AVENTURA, FL | $298.2M Mar 2026 | +$54.0M+22.1% | +$133.6M+81.1% | +$163.8M+121.9% | +$173.8M+139.8% | +1 employees+25.0% over 3Y | +15 accounts+136.4% over 3Y |
| 9. Harbor Ithaka CRD 170580 · Limited Liability Company | AVENTURA, FL | $171.2M Mar 2026 | +$11.5M+7.2% | +$43.2M+33.8% | +$64.0M+59.7% | — | +2 employees+40.0% over 3Y | -9 accounts-11.4% over 3Y |
| 10. Kailix Advisors LLC CRD 311094 · Limited Liability Company | AVENTURA, FL | $119.0M Feb 2026 | -$214.0M-64.3% | -$101.0M-45.9% | — | -$101.0M-45.9% | 0 employees+0.0% over 3Y | -8 accounts-36.4% over 3Y |
| 11. 1818 Private Client Group, LLC CRD 304110 · Limited Liability Company | AVENTURA, FL | $115.4M Jan 2026 | — | — | — | +$7.5M+6.9% | +1 employees+50.0% over Total | 0 accounts+0.0% over Total |
| 12. Axxets Wm CRD 340858 · Limited Liability Company | AVENTURA, FL | $101.3M Jul 2026 | — | — | — | — | +2 employees+66.7% over Total | — |
| 13. Rvx Asset Management LLC CRD 282804 · Limited Liability Company | AVENTURA, FL | $96.8M Feb 2026 | -$87.8M-47.6% | -$170.0M-63.7% | -$242.8M-71.5% | +$95.8M+9584.2% | -8 employees-66.7% over 3Y | -5 accounts-62.5% over 3Y |
| 14. Openvest CRD 328152 · Limited Liability Company | AVENTURA, FL | $353.5K Jun 2026 | +$351.1K+14852.8% | — | — | — | 0 employees+0.0% over 1Y | +105 accounts+308.8% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.