Leading RIAs for Aventura, Florida

Omnia Family Wealth has been included in InvestmentNews’ list of Leading RIAs for Aventura, Florida.

We’re grateful to see Omnia included alongside other independent advisory firms across the region. For our team, the work remains personal: understanding what matters to each client and helping them make thoughtful decisions about the wealth they’ve built and the future they envision.

See the list: https://www.investmentnews.com/best-in-wealth/southern-rias-find-strength-in-niche-expertise/268093

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Important Information

Omnia Family Wealth, LLC (“Omnia Family Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Omnia Family Wealth and its representatives are properly licensed or exempt from licensure. 

Omnia Family Wealth was identified as a Leading RIA firm in Aventura, Florida by InvestmentNews. To be eligible for inclusion, firms must be a registered investment advisor with a most recent Form ADV filing date on or after January 1, 2025 with at least $100 million in assets under management (AUM). Firms must have at least one direct owner or executive officer who holds an ownership stake of 50% or more in the firm. Rankings are based on the firm’s total regulatory AUM, and the city listed as principal office and place of business on Form ADV, matched by exact city name. 

Firms that primarily manage money for institutional clients, have little or no direct business with individual or small-business investors, do not provide clients with financial planning or portfolio management services, and are classified as serving institutional-only channels rather than retails clients were excluded.

Omnia Family Wealth does not pay a fee to considered or included in the Investment News Leading RIA List.

For current Omnia Family Wealth information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Omnia Family Wealth’s CRD #170909. For additional information, please visit our website at www.omniawealth.com.