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Data / Investment advisers / Florida / Aventura

Investment advisers in Aventura, FL: 18 firms, $23 billion in AUM

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

18 investment advisers have their main office in Aventura, Florida: 16 SEC registered and 2 exempt reporting. The registered advisers report $23 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is CV Advisors LLC with $15.1 billion.

The request: Every investment adviser in Aventura, Florida with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.

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SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 18Advisers
  • 16SEC registered
  • 2Exempt reporting
  • $23 billionTotal AUM
  • 13Advisers over $100 million
  • 10Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
CV Advisors LLCAventura$15.08 billion5,9538214(305) 358-5990cv-advisors.comadviserinfo.sec.gov
Evolution Wealth Advisors, LLCAventura$1.96 billion1,07115Not listed(305) 921-4740ewadvisors.netadviserinfo.sec.gov
Activest Wealth Management, LLCAventura$1.46 billion1,76722Not listed(954) 399-8121activestwm.comadviserinfo.sec.gov
Fitzroy Investment Advisors LLCAventura$1.04 billion819Not listed(347) 580-9762adviserinfo.sec.gov
WM Partners, LPAventura$1.02 billion14249(754) 260-6500wmplp.comadviserinfo.sec.gov
Omnia Family Wealth, LLCAventura$994.6 million922102(305) 602-9080adviserinfo.sec.gov
Aventura Private Wealth, LLCAventura$374.8 million51654(305) 845-1937aventuraprivatewealth.comadviserinfo.sec.gov
Unison Asset Management LLCAventura$298.2 million2651(786) 971-5105unisonam.comadviserinfo.sec.gov
Harbor IthakaAventura$171.2 million70710(305) 755-7600hbr-itk.comadviserinfo.sec.gov
Kailix Advisors LLCAventura$119 million141Not listed(212) 748-9723adviserinfo.sec.gov
1 Main Capital Management, LLCAventura$118.7 million421(305) 710-85091maincapital.comadviserinfo.sec.gov
1818 Private Client Group, LLCAventura$115.4 million593Not listed(305) 684-8331adviserinfo.sec.gov
Axxets WMAventura$101.3 million125Not listed(305) 405-9000axxets.comadviserinfo.sec.gov
RVX Asset Management LLCAventura$96.8 million341(305) 363-6847rvx-am.comadviserinfo.sec.gov
OpenvestAventura$353,4851392Not listed(917) 678-8797openvest.coadviserinfo.sec.gov
Omaha Beach Capital, LLCAventuraNot listedNot listedNot listed6(786) 923-0256omahabeachcapital.comadviserinfo.sec.gov
Epiphanly Advisory, LLCAventuraNot listedNot listedNot listed1(201) 401-0704epiphanly.comadviserinfo.sec.gov
Alius Capital PartnersAventuraNot listed02Not listed(305) 495-5440aliuscp.comadviserinfo.sec.gov

Advisers in Aventura that manage private funds

10 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
CV Advisors LLCAventuraFL14Not listed14Not listedNot listed$295 million$15.08 billionadviserinfo.sec.gov
Harbor IthakaAventuraFL10Not listedNot listedNot listed5$107.1 million$171.2 millionadviserinfo.sec.gov
WM Partners, LPAventuraFL9Not listed9Not listedNot listed$947.6 million$1.02 billionadviserinfo.sec.gov
Omaha Beach Capital, LLCAventuraFL6Not listed6Not listedNot listed$66.6 millionNot listedadviserinfo.sec.gov
Aventura Private Wealth, LLCAventuraFL4Not listed4Not listedNot listed$27.8 million$374.8 millionadviserinfo.sec.gov
Omnia Family Wealth, LLCAventuraFL21Not listedNot listed1$167.3 million$994.6 millionadviserinfo.sec.gov
Unison Asset Management LLCAventuraFL11Not listedNot listedNot listed$51.5 million$298.2 millionadviserinfo.sec.gov
1 Main Capital Management, LLCAventuraFL11Not listedNot listedNot listed$82.7 million$118.7 millionadviserinfo.sec.gov
RVX Asset Management LLCAventuraFL11Not listedNot listedNot listed$2.2 million$96.8 millionadviserinfo.sec.gov
Epiphanly Advisory, LLCAventuraFL11Not listedNot listedNot listed$12.2 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.