Financial advisors in Aventura, FL

215 match · page 1 of 8

Carlos Lowell
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Diana Kahn
Financial advisor at The Financial Pharmacist, Inc.
The Financial Pharmacist, Inc.
CFP®VerifiedFinancial planning
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Dov Lasry
Financial advisor at J. Safra Asset Management Corporation
J. Safra Asset Management Corporation · $6.26B AUM
CFP®VerifiedFinancial planning
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Iris Roth
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
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Ivan Hernandez
Financial advisor at Omnia Family Wealth, LLC
Omnia Family Wealth, LLC · $994.6M AUM
CFP®VerifiedFinancial planning
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Jose Pena
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Lloyd Davis
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Michael Rosenstein
Financial advisor at Build Financial Advisors, LLC
Build Financial Advisors, LLC · $3.6M AUM
CFP®VerifiedFinancial planning
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Michael Wagner
Financial advisor at Omnia Family Wealth, LLC
Omnia Family Wealth, LLC · $994.6M AUM
CFP®VerifiedFinancial planning
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Robert Cafaro
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Teresa Chan
Financial advisor at Goalfocus Financial, LLC
Goalfocus Financial, LLC · $9.3M AUM
CFP®VerifiedFinancial planning
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Achilles Kontoyiannis
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Adam Grotell
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Adam Spiro
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Adriana Botero Bobulsky
Financial advisor at Cv Advisors LLC
Cv Advisors LLC · $15.08B AUM
VerifiedFinancial planning
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Adriano Vieira
Financial advisor at J. Safra Asset Management Corporation
J. Safra Asset Management Corporation · $6.26B AUM
VerifiedFinancial planning
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Alan Chais
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Alejandro Feldman
Financial advisor at Valley Wealth Managers, Inc.
Valley Wealth Managers, Inc. · $2.69B AUM
VerifiedFinancial planning
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Alex Holguin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alfredo Pupkin
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Alina Akchurina
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Alon Ozer
Financial advisor at Omnia Family Wealth, LLC
Omnia Family Wealth, LLC · $994.6M AUM
VerifiedFinancial planning
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Ana Rieber
Financial advisor at Activest Wealth Management, LLC
Activest Wealth Management, LLC · $1.46B AUM
VerifiedFinancial planning
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Ana Vergel Gandia-Gordon
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andrea Bruno
Financial advisor at Aventura Private Wealth, LLC
Aventura Private Wealth, LLC · $374.8M AUM
VerifiedFinancial planning
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Andrea Pfeffer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andrea Pineda
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Andrew Davis
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Menachem
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angela Gomez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Aventura, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Aventura, FL.

How this list works

Before you hire an advisor in Aventura, FL