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Top Financial Advisors in Aventura, FL

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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. Our free financial advisor matching tool can also help you connect with advisors who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 CV Advisors LLC CV Advisors LLC logo Find an Advisor

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$9,406,618,249 $50,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Consolidated financial reporting

Minimum Assets

$50,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Consolidated financial reporting
2 Omnia Family Wealth, LLC Omnia Family Wealth, LLC logo Find an Advisor

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$677,917,450 $5,000,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$5,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

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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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. 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.

CV Advisors LLC

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 and 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 teh 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. 

The firm’s portfolios generally consist of exchange-traded funds (ETFs), mutual funds,  private equity funds, fixed income securities, municipal securities and more.

Omnia Family Wealth, LLC

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.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.