Best Financial Advisors in Aventura

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Aventura Financial Landscape

Aventura's economy thrives on retail, hospitality, and real estate, supported by its affluent population. The city is a hub for both local and international businesses.

Major industries
Retail, Hospitality, Real Estate
Population
37.2K (metro: 6.1M)
Median household income
$70,000
Unique needs
Aventura's affluent demographic requires tailored financial services and investment strategies.
Market Insights
Economic Growth
According to BEA (2023), Aventura's economy has shown steady growth, driven by tourism and retail expansion.
Wealth Demographics
According to Census (2023), Aventura's median income is approximately $70,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Aventura increasingly focus on wealth management and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Aventura's cost of living is higher than the national average, driven by housing and luxury services.
Real Estate Market
According to Zillow (2024), Aventura's real estate market remains competitive, with rising prices and limited inventory.
Business Environment
According to Fortune (2024), Aventura's business climate is favorable, attracting both startups and established firms.

Top 5 Financial Advisors in Aventura

Coral Wealth Management
★ ★ ★ ★ ★ 5
Activest Wealth Management Llc
★ ★ ★ ★ ★ 5
Northwestern Mutual - The Aventura Group
★ ★ ★ ★ ★ 5
MANNA WEALTH MANAGEMENT - Florida Financial Advisors
★ ★ ★ ★ ★ 5
Florida Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Aventura, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Aventura-Specific Expertise
For Aventura residents working in Retail, Hospitality, Real Estate, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Aventura's luxury real estate market faces bubble risks amid economic shifts. Diversify investments to mitigate hurricane and flooding impacts, especially in retail and hospitality sectors.

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