Rialytix insights

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 12 matching firms with $22.7B in total reported AUM and median AUM of $684.7M.

Firms

Matching current profiles

Total AUM

$22.7B

Reported regulatory AUM

Median AUM

$684.7M

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 Mar 2026	+$135.4M+15.8%	+$316.7M+46.7%	+$327.2M+49.0%	—	+1 employees+11.1% over 3Y	+95 accounts+11.5% 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. 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

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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.