Finding a Top Financial Advisor Firm in Aventura, Florida
Aventura, Florida and its surrounding areas offer a wide span of financial advisor firms. To help you find the right fit, we’ve created a list of the top firms in the area. We review each firm’s advisory services, fee structure, minimum account size requirements, assets under management (AUM), investment strategies and more.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||CV Advisors LLC Find an Advisor||$8,415,385,935||$50,000,000|| || |
|2||Omnia Family Wealth, LLC Find an Advisor||$722,102,944||$5,000,000|| || |
|3||FitzRoy Investment Advisors Find an Advisor||$582,425,775||$15 million|| || |
Minimum Assets$15 million
What We Use in Our Methodology
To find the top financial advisors in Aventura, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
CV Advisors is a fee-only financial advisory firm that's rated as the top practice in Aventura. CV Advisors serves a small base of primarily high-net-worth individual clients, but its client base also includes insurance companies, corporations, charitable organizations and banking or thrift institutions.
For advisory offerings, CV Advisors requires a whopping minimum account size of $50 million. The firm’s advisory fees consist of asset-based fees that typically start at $250,000 per year, as well as fixed fees.
CV Advisors also made our list of the top financial advisors in Florida.
CV Advisors Background
Formed in 2009, CV Advisors is owned by founding partners Elliot Dornbusch, Alexandre Mann and Matthew J. Storm. The firm is structured as an independent multi-family office. CV Advisors registered with the SEC in 2012.
Its advisory services are investment management, financial planning, selection of other advisors and consolidated financial reporting. The firm’s investment advisory services feature asset allocation analysis, instrument and security selection, performance reporting and portfolio monitoring.
CV Advisors Investment Strategy
CV Advisors says its investment philosophy emphasizes liquidity, risk measurement and management and investment cost efficiency. The firm utilizes broad asset allocation, fundamental analysis, qualitative analysis, statistical analysis and cyclical analysis.
Omnia Family Wealth
Up next is fee-based Omnia Family Wealth. This firm serves non-high-net-worth individuals, high-net-worth individuals, pooled investment vehicles and charitable organizations. Omnia imposes a minimum account size requirement of $5 million.
Omnia has advisors with a span of qualifications, including the certified financial planner (CFP), chartered advisor in philanthropy (CAP) and certified investment management analyst (CIMA) designations.
When it comes to advisory fees, Omnia generates its compensation from asset-based fees, hourly charges and fixed fees. However, certain advisors who are also licensed as insurance agents or broker-dealer representatives can earn sales commissions. Omnia acknowledges that this compensation model could potentially create a conflict of interest, but the firm honors its fiduciary duty to work in each client’s best interest.
Omnia Family Wealth Background
Omnia Family Wealth is an independent, multi-family office founded in 2015 by owners Steven Alan Wagner, Ivan Orlando Hernandez and Michael Scott Wagner.
The firm offers the following services: investment management, financial planning, independent manager referrals, unaffiliated private fund investment services, private fund management services and advisory-only investment services.
Omnia Family Wealth Investment Strategy
Omnia Family Wealth says on its firm brochure that it has a goal-driven investment strategy and that it helps clients manage their portfolios within appropriate levels of volatility. The firm says it consistently identifies asset classes, sectors and individual investments to pinpoint sources of volatility.
Omnia generally directs its investment advice to private investments, alternative investments, fixed-income and global equities.
FitzRoy Investment Advisors
FitzRoy Investment Advisors, a fee-only firm that works with wealthy clientele, rounds out our list of the top advisory practices in Aventura. The firm requires clients have a "liquid" net worth of at least $15 million, meaning it works exclusively with high-net-worth individuals and trusts.
For investment advisory services, the firm charges an asset-based fee that ranges from 0.21% to 0.45% of a client's assets under management. As a fee-based firm, neither FitzRoy nor its advisors can earn third-party compensation like sale commissions on securities or insurance policies. The firm is compensated solely through the fees that its clients pay, so you won't have to worry about any potential conflicts of interest related to how the firm makes its money.
FitzRoy Investment Advisors Background
José Andrés Fernandez founded FitzRoy Investment Advisors in 2011 and remains its principal owners. Fernandez, who is based inthe United Kingdom, began his career in financial services in 1994, giving him nearly 30 years experience in the field. The firm's primary service is investment management and can provide reporting services, asset allocation strategies, portfolio oversight, among others.
FitzRoy Investment Advisors Investment Strategy
FitzRoy Investment Advisors builds customized asset allocations for clients that may include separately managed accounts, mutual funds and exchange-traded funds. The firm may also recommend clients invest in alternative investments, including real estate, hedge funds and private equity funds managed by unaffiliated professional investment managers. Portfolios will typically be diversified across various investment strategies and managers.
The firm relies on both quantitative and qualitative methods of analysis to measure the potential risks of the various asset classes it recommends and to evaluate the managers investing in those asset classes.