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Largest RIA Firms in Aventura, Florida by AUM
Explore registered investment advisers headquartered in Aventura, Florida, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 15 firms with $23.0B in total reported AUM and median AUM of $298.2M.
Firms
15
Matching current profiles
Total AUM
$23.0B
Reported regulatory AUM
Median AUM
$298.2M
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 Oct 2026 | +$647.8M+49.4% | +$1.1B+132.3% | +$1.1B+139.7% | — | +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 Sep 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. 1 Main Capital Management, LLC CRD 328626 · Limited Liability Company | AVENTURA, FL | $118.7M Sep 2026 | — | — | — | +$38.1M+47.4% | 0 employees+0.0% over Total | +1 accounts+33.3% over Total |
| 12. 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 |
| 13. Axxets Wm CRD 340858 · Limited Liability Company | AVENTURA, FL | $101.3M Jul 2026 | — | — | — | — | +2 employees+66.7% over Total | — |
| 14. 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 |
| 15. 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.