Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Activest Wealth Management, LLC financial advisors in Aventura, FL

Every SEC-registered investment adviser representative at a Activest Wealth Management, LLC office in Aventura, A to Z.

The short answer

11 registered advisors work at Activest Wealth Management, LLC in Aventura, out of 11 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Activest Wealth Management, LLC advisors in Aventura, A to Z

Every Activest Wealth Management, LLC advisor →

Activest Wealth Management, LLC advisors in every city and state →Activest Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Aventura

All Aventura advisors →

Morgan Stanley 105Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Wells Fargo Clearing Services, LLC 16Citigroup Global Markets Inc. 8J.P. Morgan Securities LLC 8Evolution Wealth Advisors, LLC 7Charles Schwab & Co., Inc. 6Hsbc Securities (USA) Inc. 6Cv Advisors LLC 5Omnia Family Wealth, LLC 5J. Safra Asset Management Corporation 4LPL Financial LLC 4

Questions

How many financial advisors does Activest Wealth Management, LLC have in Aventura?

11 investment adviser representatives are registered at Activest Wealth Management, LLC offices in Aventura, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Activest Wealth Management, LLC one of the largest advisor employers in Aventura?

Activest Wealth Management, LLC ranks number 4 in Aventura by registered advisors; Morgan Stanley has the most, with 105.

How do I check a Activest Wealth Management, LLC advisor in Aventura?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Activest Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.