How to Choose a Financial Advisor in AVENTURA, FL

A data-driven guide based on 111 registered advisors in AVENTURA

Local Market Overview

There are 111 registered financial advisors in AVENTURA, Florida. Approximately 88% report fee-based compensation, while 0% include commission-based compensation. The average firm serving AVENTURA manages $1.2B in assets.

Registered Advisors

111

In AVENTURA, FL

Avg Firm AUM

$1.2B

Assets under management

Top Credential

CFP

2 advisors

Community Profile

AVENTURA has a population of 39,621 with a median household income of $75,211. The median age is 49.8.

Advisor density: 28.0 per 10K residents

Median income: $75,211

Compensation Types Reported

Percentage of AUM

88% of advisors · 98 total

Performance-based fees

58% of advisors · 64 total

Subscription fees

44% of advisors · 49 total

Hourly charges

19% of advisors · 21 total

Other: CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES

8% of advisors · 9 total

Other: PROPERTY MANAGEMENT, CONSTRUCTION MANAGEMENT, DEVELOPMENT MANAGE

7% of advisors · 8 total

What to Look For

Check their credentials

The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.

Understand fee structures

Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Florida fee analysis →

Verify their registration

Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.

Ask about account minimums

Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.

Review their Form CRS

The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.

Browse Advisors in AVENTURA

111 advisors in AVENTURA, FL

Search the full directory of registered financial advisors in AVENTURA. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse AVENTURA Advisors All Cities in Florida

Frequently Asked Questions

How many financial advisors are in AVENTURA, FL?

There are 111 registered financial advisors in AVENTURA, Florida, according to SEC and FINRA registration data.

What credentials should a financial advisor in AVENTURA have?

Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning. The most common credential among AVENTURA advisors is CFP.

Are financial advisors in AVENTURA required to be fiduciaries?

Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.

What do financial advisors in AVENTURA charge?

Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.

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Browse AVENTURA Advisors by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

More Research

What Do Financial Advisors Cost in Florida? →National Fee Analysis →