Best Financial Advisors in COCONUT GROVE, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in COCONUT GROVE
REMOTIV / FINANCIAL SOUNDINGS
COCONUT GROVE, FL · Since 2008
EKANTA WEALTH ADVISORS LLC
COCONUT GROVE, FL · Since 2019
L 1 GLOBAL WEALTH LLC
COCONUT GROVE, FL · Since 2025
SAFE HARBOR CAPITAL PARTNERS
COCONUT GROVE, FL · Since 2020
APEX INVESTMENTS MANAGEMENT US, LLC
COCONUT GROVE, FL · Since 2022
BICYCLE CAPITAL
COCONUT GROVE, FL · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in COCONUT GROVE?
The median advisory fee in COCONUT GROVE, FL is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.